01📋Lead Management
Capture, filter, search, and track all your leads in one place. Assign to agents, update status, log calls, and add notes — from a single screen.
02🔄Visual Pipeline
Move leads through stages built for your industry. See exactly where every prospect stands — from first enquiry to closed deal.
03🤖AI Lead Qualification Bot [ENTERPRISE]
An intelligent bot answers WhatsApp and website chat enquiries 24/7 — qualifies leads, answers product questions from your catalog, and books appointments automatically.
04📅Automated Follow-ups [ENTERPRISE]
The AI automatically sends follow-up messages exactly 24 hours after the last qualification conversation. No manual scheduling required.
05🗓️Appointment Calendar
Full day, week, and month calendar. Book appointments against leads, assign to team members, and track attendance — inside the CRM.
06📊Analytics Dashboard [STARTUP+]
Daily lead trends, status breakdown, and source performance. One screen tells you everything — no spreadsheet needed.
07🏆Agent Performance [BUSINESS+]
See which agents are converting, how many calls they're logging, and who has overdue follow-ups. Accountability without micromanagement.
08📦Knowledge Base Catalog
Add your products, services, or properties into the CRM. The AI bot references this catalog to answer prospect questions instantly and accurately.
09💬WhatsApp & Web Chat [ENTERPRISE]
Leads can chat with your business via WhatsApp or your website. The bot handles the conversation — you step in only when the lead is qualified.
10📞Call Logging
Log every call against a lead with one tap. Track call count per lead and per agent. Know exactly who spoke to whom and when.
11📥CSV Import & Export
Import existing leads from any spreadsheet in minutes. Export filtered lists to Excel with one click — for reporting or printing.
12👥Role-Based Access [BUSINESS+]
Admin, Supervisor, and Agent roles built in. Agents see only their leads. Supervisors see everything. No configuration needed.
13🔐Secure & Private
Your data lives on a dedicated instance — completely isolated from other businesses. Encrypted passwords and CSRF protection built in.
14🗄️Lead Archiving [BUSINESS+]
Archive old or inactive leads to keep your active list clean without losing any data. Supervisors can view archived leads anytime and restore them with one click.
15🔧Custom Pipeline Stages [BUSINESS+]
Supervisors and admins can add, rename, and reorder pipeline stages directly from settings — no code or configuration files needed.
16📘Meta Lead Ads Integration [BUSINESS+]
Connect Facebook & Instagram Lead Ads directly — new leads flow instantly into AiGent with source tracking. No manual CSV downloads, no Zapier needed.
17📊Google Sheets Sync [BUSINESS+]
Two-way sync with Google Sheets. Push leads to a shared sheet for reporting, or pull data from sheets into the CRM — updates in real time.
18🏭IndiaMART Integration [BUSINESS+]
Pull buyer enquiries from IndiaMART directly into your pipeline. Auto-assign to agents, track source, and respond faster than competitors.
19📱PWA — Install to Home Screen
AiGent works as a Progressive Web App. Agents tap "Add to Home Screen" — no App Store, no updates, works offline, feels native on iOS & Android.