Features

13 Modules. One Platform.

Everything your team needs to manage leads, automate workflows, communicate with prospects, and close deals — without switching tools.

Intelligence

AI Agents

Deploy AI agents that score leads, analyze documents, draft emails, and surface actionable insights from your data.

Automatic lead scoring based on engagement signals
Document analysis and data extraction from PDFs
AI-drafted follow-up emails and summaries
Continuous background processing
AI agent cards with performance stats

Pipeline & Leads

Multi-Pipeline Management

Create separate pipelines for different products, regions, or deal types. Drag deals through custom stages with probability tracking.

Kanban boards with drag-and-drop stages
Pipeline-specific custom fields and views
Win probability and weighted revenue forecasting
Deal rotation and assignment rules
Kanban pipeline board with deal cards

Reports & Analytics

Dashboards with real-time charts, conversion metrics, team leaderboards, and custom reports you can export or schedule.

Pipeline velocity and conversion rates
Revenue forecasting and trend analysis
Team performance leaderboards
Scheduled report delivery via email
Analytics dashboard with charts

Lead Management

Centralized lead database with advanced filters, tags, activity timelines, and bulk actions to manage thousands of contacts.

Advanced filtering and saved views
Activity timeline with full interaction history
Bulk import, export, and update
Duplicate detection and merge
Lead table with filters and columns

Automation

Workflow Automation

Visual workflow builder with triggers, conditions, delays, and actions. Automate follow-ups, task creation, and notifications.

Drag-and-drop workflow canvas
Event-based and scheduled triggers
Conditional branching and parallel paths
Webhook integrations and API calls
Workflow builder canvas with nodes

Funnel Builder

Create marketing funnels with landing pages, forms, and conversion tracking. Visualize your entire acquisition pipeline.

Multi-step funnel creation
Conversion rate tracking at each stage
A/B testing support
Integration with email sequences
Funnel builder canvas

Communication

Email Campaigns

Build email sequences with templates, scheduling, open tracking, and reply detection. Send one-off broadcasts or automated drip campaigns.

Visual email template builder
Drip sequences with smart delays
Open, click, and reply tracking
Personalization with merge fields
Email template editor interface

SMS Campaigns

Send bulk SMS messages, schedule campaigns, and track delivery and response rates directly from your CRM.

Bulk messaging with scheduling
Template library with variables
Delivery and response tracking
Opt-out management and compliance

Chatbot Builder

Deploy AI-powered chatbots on your website to capture leads, answer questions, and route conversations to the right team member.

No-code chatbot configuration
AI-powered response generation
Lead capture and CRM sync
Live handoff to team members
Chatbot configuration interface

Team & Platform

Team Management

Granular roles and permissions, shared views, activity feeds, and performance tracking across your organization.

Role-based access control
Activity feeds and audit logs
Team-level and individual dashboards
Invitation and onboarding flow
Team management page with roles

Partner Portal

Manage referral partners, resellers, and affiliates with dedicated portals, deal registration, and commission tracking.

Partner onboarding and profiles
Deal registration and approval
Commission tracking and payouts
Partner performance dashboards
Partner listing page

Industry Templates

Pre-built configurations for 8+ industries. Get started in minutes with pipelines, fields, and workflows designed for your vertical.

SaaS, Real Estate, Finance, Insurance, Healthcare, E-Commerce, Agency, Professional Services
Custom pipeline stages and terminology
Industry-specific automations
Start from template or build from scratch

Custom Fields

Add custom fields to contacts, deals, and companies. Support for text, number, date, dropdown, multi-select, and formula fields.

Field types: text, number, date, dropdown, multi-select
Conditional field visibility
Formula fields for calculations
Field grouping and ordering

White-Label

Rebrand the entire platform with your logo, colors, and domain. Perfect for agencies and resellers serving their own clients.

Custom logo and brand colors
Custom domain support
Branded email sending
Client-facing portal customization

See It in Action

Start your free trial or book a demo to see how OceanAtlasX fits your workflow.

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