The CRM is built around a few main flows. Pick a flow below to see related modules, or choose any module in the sidebar.
Turn a stranger into a customer: capture leads, assign them to your team (**Assign Leads**), move them through **Deal Stages**, and use **Tasklist** so no follow-up is missed. Use **WhatsApp** and **Campaigns** to stay in touch. When they buy, convert the lead to a **Client** and lock the unit in **Inventory**. **Notifications** keep you on top of everything.
Deal Stages
Channels
Leads
Assign Leads
Tasklist
WhatsApp
Campaigns
Segments
Contact List
Clients
Inventory
Bookings
Analytics
Notifications
Banakhat
WhatsApp & marketing flow
Reach customers where they are: connect your WhatsApp number in **Integration**, create approved message templates, then build **Segments** and **Contact Lists** and run **Campaigns**. Use the **Chatbot** to auto-respond 24/7 with rules, flows, FAQ, and AI. **Lead Workflow** can automatically send messages when a lead enters a stage. All conversations stay in **Leads**, **Clients**, and **WhatsApp Contacts**.
Integration
WhatsApp
Chatbot
WhatsApp Contacts
Segments
Contact List
Campaigns
Lead Workflow
Leads
Clients
Set up your workspace once and keep control: **Projects** and **Settings** define your company. **Deal Stages**, **Unit Types**, **Tags**, **Channels**, and **Area** power **Leads**, **Inventory**, and **Analytics**. **Role Management** and **Manage Staff** decide who sees what. **Hierarchy** and **Org Chart** show your team; **Assign Leads** and **Channel Partners** spread the work.
Projects
Settings
Deal Stages
Unit Types
Tags
Channels
Area
Role Management
Manage Staff
Hierarchy Positions
Org Chart
Org Chart Snapshots
Org Analytics
My Team
Channel Partners
Assign Leads
Payment Terms
Chatbot
Construction operations flow
From material in to invoice out: define **Branches** and **Construction Inventory** items, add **Contacts** (suppliers and sites). **GRN Management** records what you receive and updates **Stocks**; **Delivery Management** sends material to site. Use **Quotations** and **Invoice** to bill. **Task Management**, **Issue Management**, and **RFI Management** keep site work organized; **Material Planning** tells you what to order.
Branch / Warehouse
Construction Inventory
Construction Contacts
GRN Management
Stocks
Stock Transfer
Delivery Management
Quotations
Invoice
Task Management
Issue Management
RFI Management
Material Planning
Transporter
Sales Person
Service Person
Series
Engineer Dashboard