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Softwhile
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CRM & Lead Management

Every lead tracked, every follow-up on time.

A complete customer relationship platform for teams that live on follow-ups. Capture leads from every channel, assign them to the right agent, automate reminders, and see exactly where revenue is stuck in the pipeline.

Modules

  • Leads
  • Customers
  • Pipeline
  • Follow-ups
  • Campaigns
  • Reports
  • Automation
  • Users & Roles

Best for

  • Sales teams
  • Agencies
  • B2B service businesses
  • Real estate
  • Education consultancies
The problem

Why teams outgrow spreadsheets and notebooks

Five things break first when customer conversations live in five different places. Here is what each one costs — and what replaces it.

Scattered customer data

Customer records trapped in separate tools, phones and spreadsheets create a blind spot for every agent. Nobody knows who spoke to the customer last, or what was promised.

What replaces it

  • One searchable customer record
  • Instant history for every agent
  • No duplicate or orphan entries

Missed follow-ups

Manual follow-up tracking loses deals quietly. A lead goes cold not because it was rejected, but because nobody called back on the day they said they would.

What replaces it

  • Automated follow-up scheduling
  • Reminders and escalation on overdue tasks
  • Nothing sits in someone's memory

Unstructured complaint handling

When complaints arrive by phone, inbox and Messenger with no ticket behind them, there is no owner and no deadline — only an argument later about who was supposed to fix it.

What replaces it

  • Every issue logged as a ticket
  • Automatic assignment and priority
  • SLA timers with escalation rules

No interaction visibility

Without a complete interaction history, agents repeat questions the customer already answered. The customer explains the problem for the third time and decides you are not organised.

What replaces it

  • One timeline per customer
  • Calls, emails and notes in sequence
  • Context ready before the call connects

Channel chaos

Calls in one app, email in another, Messenger and WhatsApp on someone's personal phone. Coverage depends on who happens to be looking at which screen.

What replaces it

  • Every channel in one agent workspace
  • Consistent templates and tone
  • Nothing answered twice or not at all
How it works

From first enquiry to repeat customer

One workflow, six stages. Every lead moves through the same path, and you can see exactly where it stopped.

Stage 1Capture

Website forms, landing pages, Facebook lead ads, phone calls, WhatsApp and manual entry all land in the same inbox — with duplicates flagged as they arrive.

Capabilities

What the platform actually does

Sales, support and communication in one system — not three tools that need to be kept in sync by hand.

Lead & contact management

Segment, tag and track every lead and customer in one source of truth, with custom fields for the data your business actually collects.

Interaction tracking

Every call, email and message is logged against the customer automatically, building a complete engagement history nobody has to maintain.

Ticket-based support

Complaints and requests become tickets with an owner, a priority, a due time and an escalation path when the clock runs out.

Workflow automation

Rules you write in plain language trigger assignments, reminders, status changes and notifications — no developer needed for a routine change.

Multichannel communication

Calls, SMS, email, WhatsApp, Messenger and live chat handled from one workspace, with shared templates so the tone stays consistent.

Call centre integration

Click-to-call, screen pop on inbound, call recording and CDR sync with your existing PBX or dialer — the CRM and the phone stop being separate systems.

Performance analytics

Conversion by source, agent and campaign; response and resolution times; pipeline value by stage — exported or scheduled to your inbox.

Mobile dashboard access

Field agents update leads, log visits and close tickets from a phone; managers approve and review the same data from anywhere.

Key features

Multi-channel lead capture with duplicate detection

Automatic lead assignment and distribution rules

Follow-up scheduling with reminders and escalation

Sales pipeline with custom stages

Campaign tracking and source-wise attribution

Team performance and conversion reporting

Role-based access for agents, managers and admins

Outcomes

What changes in the first month

The point of a CRM is not more data entry. It is fewer dropped conversations and a shorter path to a decision.

Support that starts with context

The agent sees the full history before saying hello, so the customer explains the problem once instead of three times.

One workspace, every channel

Calls, email and messaging are answered from the same queue, so coverage no longer depends on which app someone had open.

Complaints that close on time

Structured tickets with SLA timers and automatic escalation mean an unresolved issue surfaces to a manager instead of ageing quietly.

Decisions backed by data

You can finally answer which source, campaign and agent actually produce revenue — and stop funding the ones that do not.

AI assisted

Every conversation, reviewed — not just the ten you had time for

Speech-to-text turns recorded calls into searchable transcripts, and sentiment scoring flags the conversations worth a manager's attention. Quality monitoring stops being a sample and becomes the whole floor.

Speech to text
Bangla and English call transcripts, searchable by keyword
Sentiment tracking
Angry, neutral or satisfied — scored per call and per agent
Quality scoring
Script adherence and talk-to-listen ratio without manual review
Auto summaries
A written recap and next action attached to the lead after every call
Call analysisLive
Transcript
Customer sentiment
SatisfiedNeutralFrustrated
Who it is for

Built for every business that follows up

The engine is the same. The pipeline stages, fields, scripts and reports are configured for how your sector actually sells and supports.

Call centres & BPO

High-volume queues, disposition codes, shift targets and live supervisor monitoring for every seat on the floor.

E-commerce & F-commerce

Order confirmation calls, abandoned-cart follow-up, COD verification and post-purchase support in one queue.

Banking, NBFI & insurance

Loan and policy enquiries handled with full audit trails, role-based access and recorded interaction logs.

Hospitals & diagnostics

Patient enquiries, appointment reminders, report follow-up and complaint resolution through structured ticket workflows.

Real estate & developers

Project-wise lead pools, site-visit scheduling, booking stages and long follow-up cycles that run for months.

Education & consultancies

Admission enquiries, counselling notes, document checklists and intake-season campaign tracking.

Travel & hospitality

Package quotations, booking follow-up, seasonal campaigns and guest complaints tracked to closure.

Telecom & ISP

New connection requests, billing queries and fault tickets routed with SLA timers and field-team assignment.

Manufacturing & distribution

Dealer and territory pipelines, visit logs from field officers, and quotation-to-order handover to operations.

Agencies & service firms

Proposal pipelines, retainer renewals and client communication kept in one place across account managers.

Questions

CRM questions we get asked most

Short answers. If yours is not here, send it to us and we will reply with specifics for your setup.

One platform that stores every lead and customer, records each interaction, and automates the follow-ups — so sales and support work from the same information instead of separate notes.

Need this product tailored to your workflow?

Every product can be extended, rebranded and integrated with the systems you already use.