Every contact has a
journey. Track every step.
Lead
First contact captured
Prospect
Qualified & engaged
Customer
Active relationship
Inactive
Archived or lapsed
A data model that
actually works
Every contact record carries full identity, contact details, address, lifecycle stage, tags, and custom fields — all queryable, filterable, and available to every other module.
Direct execution.
Zero latency.
The CMR module connects directly to your transactional databases — no API middleware, no rate limits, no third-party dependency. Built for call centres and high-volume subscription operations.
- Direct database execution — no API latency
- Multi-instance routing to multiple backends
- Dynamic forms defined in JSON configuration
- Template engine with automatic token resolution
- Call script integration for agent interactions
- Full audit trail — every operation logged
- Polymorphic activity log across all models
Everything that powers
high-volume operations
Smart Filtering
Filter contacts by type, flow step, tags, location, status, and custom fields. Paginated results with full search and sorting.
Notes & Activity
Attach notes to any contact. Polymorphic activity log tracks every event — flow executions, API calls, form submissions, manual updates.
Calendar Integration
Every contact can be assigned to calendar events. See all appointments and follow-ups directly from the contact profile.
Bulk Import
Import thousands of contacts in one operation. Session-based import tracking with deduplication and validation.
Tags & Custom Fields
JSON tag arrays for flexible categorisation. Unlimited custom fields stored as structured JSON — queryable by flows and automations.
Location Scoping
Contacts scoped to locations — each branch sees only its own contacts. Role-based visibility across the hierarchy.
Multi-Location Management
Create and manage physical sites with address details. Assign agents to locations. Bulk import contacts per location from CSV or Excel with smart column mapping and deduplication.
Call Scripts
Guided agent scripts loaded alongside the CRM view during calls. Admins author scripts; agents follow them in read-only mode. Loaded by URL parameter for contextual scripting.
Model Action Buttons
Add custom flow-powered action buttons to any contact record — sync to external CRM, send emails, or trigger multi-step workflows with a single click.
Not a CRM.
An operations engine.
Built for call centres, high-volume subscription businesses, and enterprise service operations. Direct database execution. Zero latency. Full audit trails.