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CRM● LIVEModule 01

CRM

Complete Customer Relationship Management

Manage contacts, companies, deals and your entire sales pipeline from one intelligent workspace — with AI scoring, activity logging and real-time collaboration.

What is CRM?

HiT OS CRM is built for modern sales teams that refuse to work from spreadsheets. Every contact is a living record — linked to their company, deals, conversations, tasks and files. The pipeline kanban board gives your team a real-time view of every opportunity, from first touch to closed deal. AI scoring ranks your hottest leads so you always know where to focus. Activity logging captures every call, meeting and note automatically, so nothing falls through the cracks. Custom fields and lookup lists adapt the CRM to your exact process. And because HiT OS is a unified platform, your CRM data flows instantly to WhatsApp campaigns, email sequences, AI agents and reports — no integrations, no sync delays.

Key Capabilities
Contacts & Companies with full timeline
Deals & Pipeline Kanban board
AI-powered lead scoring
Activity log — calls, meetings, notes
Products & services catalog
Custom fields & lookup lists

How It Works

01
Import or capture contacts from any channel — web forms, WhatsApp, manual entry
02
Assign contacts to deals and move them through your custom pipeline stages
03
AI scores and ranks leads by conversion potential in real time
04
Log every interaction automatically — calls, messages, meetings, tasks
05
Close deals, generate invoices, and trigger follow-up campaigns from one screen

Frequently Asked Questions

Does HiT OS CRM work with WhatsApp?

Yes. The CRM is natively connected to WhatsApp Marketing and the WhatsApp AI Agent. Every conversation can create or update a CRM contact automatically.

Can I customise the sales pipeline stages?

Absolutely. You can create unlimited custom pipeline stages, deal types and fields to match your exact sales process.

Is the CRM included in the base platform?

Yes. CRM is one of the 7 live modules available to install from the App Store inside HiT OS.

Works Best With

CRM connects natively with these modules — install them together for the full automated workflow.

Ready to use CRM?

CRM is live. Enter the HiT OS platform, install it from the App Store and activate it in minutes.