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Kanban-style pipeline where each column represents a stage in your sales process. Drag deal cards between stages as they progress. See the total value at each stage, filter by agent or date, and identify where deals typically stall. Customizable stages match any sales methodology.

Every inquiry becomes a tracked lead with source tag, status, assigned agent, and full communication history. Leads are created automatically from inbound calls, website forms, and social inquiries. Manually add leads from any other source. Set follow-up tasks and convert to deals with one click when qualified.

Each deal card contains: deal name, value, linked client, responsible manager, expected close date, pipeline stage, notes, attached files, and a complete activity log. Update any field in real time. All team members see the same current state. Win or lose a deal and the outcome feeds directly into analytics.

The timeline shows every action taken on a client or deal in strict chronological order: calls made, tasks completed, notes added, stage changes, emails sent, and messages exchanged. Filter by activity type or date range. Essential for onboarding new agents to an existing client relationship.

Log every client support request as a ticket with priority, category, assigned agent, and status. Track resolution time, add internal notes, and view the full history of every ticket per client. Managers see all open tickets by priority. Ensure no request goes unanswered or forgotten.

Periodic screenshots of agent screens captured with full consent and disclosure. Managers can review screenshots from the agent's activity log at any time. Configure capture frequency and which agents are monitored. Used for compliance verification, quality assurance, and remote team management.

JotLink Phone System integrates natively with CRM. Every call is logged automatically under the correct client with recording, agent, duration, and outcome. When an existing client calls, their CRM card pops up instantly. Make outbound calls directly from the client card with one click.

Connect JotLink Messenger and supported third-party messengers to your CRM. All client chats appear in a unified inbox and are automatically linked to the matching client record. Reply to messages directly from CRM without switching apps. Full chat history visible on the client card.

Connect Facebook pages, Instagram accounts, and LinkedIn profiles to CRM. All incoming DMs and comments appear in a unified social inbox. Reply from CRM without logging into each platform. New contacts are matched to existing clients or auto-created as leads with source tagged as Social.

The application marketplace lets you extend CRM with third-party tools via one-click installs. For custom integrations, use the full REST API to sync data, trigger actions, and build workflows. Webhooks deliver real-time event notifications to your own servers. Connect any tool in your tech stack.

Every call made or received via JotLink is automatically logged to the corresponding client record. The call log shows timestamp, direction, agent, duration, and a direct link to the recording if enabled. Filter by date, agent, or call type. Access all call logs for any client from their card.

Connect your business email to CRM. All emails sent and received are automatically stored under the corresponding client record with full thread history and attachments. Send new emails directly from the client card. Track open rates and reply times. Never search your inbox for a client email again.

Send and receive SMS directly from any client card in CRM. Full two-way SMS thread visible alongside calls and emails on the same card. Delivery status tracked for every outbound message. Use SMS for quick follow-ups, appointment confirmations, and reminders without leaving the CRM.

Generate lead capture forms from CRM and embed them on your website. Every form submission creates a new CRM lead automatically with all submitted data, source tag, and assigned manager per your routing rules. No manual entry. Response time drops from hours to seconds.

All conversations from JotLink Messenger and connected third-party messengers are saved per client with full history. Reply directly from the CRM inbox or the client card's Messengers tab. Never lose a chat thread. Response times tracked per agent for quality monitoring.

All social media inquiries, DMs, and comments from connected Facebook, Instagram, and LinkedIn accounts are logged per client in CRM. Respond directly from the CRM inbox. New contacts from social are auto-created as leads. Full interaction history visible on the client card under Social Networks tab.

AI Analytics works as a conversational interface: ask any question about your business by text or voice and get an instant answer pulled directly from your CRM data. Ask how many leads came in last month broken down by status, what the main reasons are for lost deals, which manager has the best conversion rate, or which channel brings the most revenue. AI also evaluates every recorded call and chat against your custom KPIs: professionalism, script compliance, objection handling, and client satisfaction, scoring each interaction automatically.

Full lead analytics dashboard showing new leads by day, source, agent, and status. Track conversion rates from lead to opportunity and opportunity to deal. Measure average time-to-first-contact. Identify your best-performing sources and optimize marketing spend accordingly.

Contact analytics shows engagement levels across your entire database: which contacts are most active, which haven't been contacted in a set period, activity breakdown by type, and new contacts added over time. Use to identify re-engagement opportunities and measure database health.

Task analytics tracks created vs completed tasks per agent, overdue rates, average completion time, and workload distribution. Identify agents who are overloaded and redistribute before deadlines are missed. View task performance per client or deal to ensure nothing falls through the cracks.

Pipeline analytics shows total value at each stage, stage-to-stage conversion rates, average time spent per stage, and win vs loss ratios by period. Identify exactly where deals stall in your process and what changes improve conversion. Filter by agent, date, or source for granular insights.

Deal analytics breaks down win rates, average deal value, time-to-close, and loss reasons by agent, date, and source. Compare periods to identify trends. Spot the deal types and sources that close fastest and optimize your sales focus accordingly. Essential for accurate revenue forecasting.

Email analytics tracks total emails sent and received per agent per period, open rates for outbound campaigns, average response time, and reply rate. Compare agent email activity to identify who is following up consistently and who needs coaching. Optimize subject lines and send times based on open rate data.

Detailed call analytics: total calls by type and direction, average call duration, missed call rate, peak hours chart, and call volume per agent per period. Identify when your team is most and least busy. Track missed call trends and adjust staffing. View agent-level call performance for coaching.

SMS analytics tracks messages sent and received per agent, delivery success rates, reply rates, and total SMS volume per period. Measure the effectiveness of SMS campaigns and automated follow-up sequences. Compare SMS engagement with email and call data to optimize your channel mix.

Messenger analytics measures chat volume per platform, average response time per agent, conversation length trends, and peak messaging hours. Identify which messenger your clients prefer most and optimize agent coverage accordingly. Track response time improvements over time to measure service quality.

Social analytics measures incoming messages and comments per platform (Facebook, Instagram, LinkedIn), response rate, average reply time, and leads generated from each channel. Compare platforms to identify where your audience is most active. Measure how well your team responds to social inquiries.