Features
Everything your team needs to manage leads, automate workflows, communicate with prospects, and close deals — without switching tools.
Intelligence
Deploy AI agents that score leads, analyze documents, draft emails, and surface actionable insights from your data.
Pipeline & Leads
Create separate pipelines for different products, regions, or deal types. Drag deals through custom stages with probability tracking.
Dashboards with real-time charts, conversion metrics, team leaderboards, and custom reports you can export or schedule.
Centralized lead database with advanced filters, tags, activity timelines, and bulk actions to manage thousands of contacts.
Automation
Visual workflow builder with triggers, conditions, delays, and actions. Automate follow-ups, task creation, and notifications.
Create marketing funnels with landing pages, forms, and conversion tracking. Visualize your entire acquisition pipeline.
Communication
Build email sequences with templates, scheduling, open tracking, and reply detection. Send one-off broadcasts or automated drip campaigns.
Send bulk SMS messages, schedule campaigns, and track delivery and response rates directly from your CRM.
Deploy AI-powered chatbots on your website to capture leads, answer questions, and route conversations to the right team member.
Team & Platform
Granular roles and permissions, shared views, activity feeds, and performance tracking across your organization.
Manage referral partners, resellers, and affiliates with dedicated portals, deal registration, and commission tracking.
Pre-built configurations for 8+ industries. Get started in minutes with pipelines, fields, and workflows designed for your vertical.
Add custom fields to contacts, deals, and companies. Support for text, number, date, dropdown, multi-select, and formula fields.
Rebrand the entire platform with your logo, colors, and domain. Perfect for agencies and resellers serving their own clients.
Start your free trial or book a demo to see how OceanAtlasX fits your workflow.