Customer Intelligence Platform -Beyond Traditional CRM

The global CRM market is projected to grow from USD 73.4 billion in 2024 to USD 163.16 billion by 2030—driven by the shift from basic contact management to centralized revenue operations platforms that integrate sales, marketing, service, and analytics into a unified engine.

Sales, marketing, and service teams operating in separate systems with disconnected customer data, leading to inconsistent experiences and lost opportunities.

Billing, subscription management, and payment processing handled outside the CRM—preventing unified revenue visibility and increasing reconciliation complexity.

Customer interactions scattered across email, voice, chat, and support tickets with no unified profile—making personalization and predictive analytics impossible.

Churn detected too late, upsell opportunities missed, and pipeline forecasts based on gut feeling rather than data-driven intelligence.

Our platform addresses all of these challenges by unifying customer intelligence, revenue operations, and predictive analytics in a single platform—purpose-built for e-commerce, subscription, and MOTO businesses.

Every interaction, every transaction, every signal—unified in a single customer profile.

• Unified profiles across all touchpoints—web, mobile, phone, email, chat, in-store
• Interaction history from every channel—purchase history, support tickets, marketing engagement, payment transactions
• Predictive lead scoring with AI—prioritize opportunities based on likelihood to convert and lifetime value
• Account hierarchy and relationship mapping—visualize complex B2B relationships, parent-child accounts, and decision-maker networks

Move deals through your pipeline faster with intelligent automation and velocity tracking.

• Pipeline management with velocity tracking—identify bottlenecks and forecast close dates with AI-powered insights
• CPQ (Configure, Price, Quote) engine—generate accurate quotes instantly with pricing rules, discounts, and approval workflows
• Sales automation and cadence management—automated follow-ups, task sequencing, and multi-touch campaigns
• Territory and quota management—optimize territory assignments, track quota attainment, and balance workload distribution

Orchestrate personalized campaigns across every channel with behavioral intelligence.

• Multi-channel campaign orchestration—email, SMS, push notifications, and retargeting coordinated in unified workflows
• Lead nurturing with behavioral triggers—respond to customer actions in real-time with contextual messaging
• Landing page and form builders—create high-converting pages without IT involvement, A/B test variations automatically
• Attribution modeling and ROI analysis—track which campaigns drive revenue with multi-touch attribution and channel performance

Deliver exceptional customer service with intelligent routing, knowledge management, and satisfaction tracking.

• Omnichannel ticketing system—unified queue for email, chat, phone, and social support with full customer context
• Knowledge base with AI suggestions—empower agents with contextual articles and recommended responses powered by machine learning
• SLA management and escalations—automated escalation rules, SLA tracking, and breach prevention workflows
• Customer satisfaction surveys—post-interaction CSAT/NPS collection with sentiment analysis and trend reporting

Integrated payment processing, subscription billing, and predictive revenue intelligence—all within your CRM.

• Integrated payment processing—140+ payment gateways including Authorize.net, Stripe, PayPal, Braintree, and regional processors
• Subscription and recurring billing—automated billing cycles, dunning management, proration, and usage-based pricing
• Revenue recognition and forecasting—ASC 606 compliant revenue recognition with predictive forecasting models
• Churn prediction and prevention—identify at-risk customers before they leave with ML-powered churn scoring and automated retention campaigns

Our Customer Intelligence Platform is delivered as a cloud-native SaaS solution with optional hybrid deployment for enterprises with specific data residency or compliance requirements. The platform scales elastically to support everything from high-growth startups to Fortune 500 enterprises processing millions of customer interactions monthly.

The platform unifies data from every source into a single customer intelligence engine:

• Payment Integration — Direct connectivity to 140+ payment gateways with real-time transaction sync and automated reconciliation
• Marketing Automation — Email, SMS, and advertising platform integration for campaign execution and attribution tracking
• Service Channels — Omnichannel ticketing that pulls from email, chat, phone, social, and support portals
• Analytics & BI — Native dashboards plus integration with Tableau, Power BI, and data warehouses for advanced analysis
• E-commerce Platforms — Pre-built connectors for Shopify, Magento, WooCommerce, BigCommerce, and custom cart integrations
• Communication Tools — Slack, Microsoft Teams, Zoom, and telephony platforms for agent productivity

• CRM: Salesforce, HubSpot, Microsoft Dynamics
• Cloud: AWS, Azure, Google Cloud Platform
• Communications: Twilio, RingCentral, 8x8
• Productivity: Microsoft 365, Google Workspace, Slack
• Security: Okta, Duo, CrowdStrike, SentinelOne
• Payments: Stripe, PayPal, Square, Authorize.net (plus 150+ other gateways)

• RESTful APIs with comprehensive documentation
• Webhook support for real-time events
• iPaaS compatibility (Zapier, Workato, MuleSoft)
• Custom integration support available

• SOC 2 Type II certified
• ISO 27001:2013 certified
• Multi-region data residency options
• 256-bit AES encryption at rest and in transit
• Zero-trust architecture
• Regular third-party penetration testing

• Healthcare: HIPAA/HITRUST compliant
• Financial: PCI-DSS Level 1 certified
• Privacy: GDPR, CCPA, PIPEDA compliant
• Government: FedRAMP Ready, CMMC aligned
• International: ISO 27001, SOC 2, ISO 9001 certified

• Automated backup and disaster recovery
• 99.99% uptime SLA
• Real-time replication across regions
• Customer-controlled encryption keys (optional)
• Data retention policies to meet compliance requirements
• Right to deletion and data portability