Respond to leads faster with AI-assisted communication.
Lead Management
Trusted by 32,000+ teams across companies to automate sales and streamline daily workforce operations.
The AI-Powered Workforce & CRM Operating System
Centralize sales, workforce tracking, AI recruitment, WhatsApp automation, and payroll—all in one unified platform.
Core platform capabilities
One Platform for Your Entire Business
Sales, customers, people, payroll, projects, purchasing and AI work from the same records, so every team sees the same picture. Pick a module to see how it works.
Sales & Customer Engagement
AI-Powered Lead Management CRM
Manage Leads Smarter. Communicate Faster. Close More Deals.
Explore Lead Management Sales & Customer EngagementAI-Powered Customer Management System
Every Customer. Every Conversation. Every Transaction. One Platform.
Explore Customer Management Sales & Customer EngagementSales Goal & Performance Management System
Turn Sales Targets into Measurable Results
Explore Sales Goal Management Workforce IntelligenceAI-Powered Desktop Tracking & Employee Productivity Monitoring System
Gain Visibility. Improve Accountability. Empower Productivity.
Explore Desktop Tracking Workforce IntelligenceField Tracking & Sales Force Management System
Track Your Team. Verify Every Visit. Manage Every Kilometer.
Explore Field Tracking Workforce IntelligenceSmart Attendance & Payroll Management System
One Click. Accurate Payroll. Complete Workforce Management.
Explore Attendance & Payroll Operations, HR & FinanceAI-Powered Recruitment Management System
From CV to Onboarding — Automate Your Entire Recruitment Journey
Explore AI Recruitment Operations, HR & FinanceAI-Powered Employee Management System
Manage Every Employee. Automate Every Process. One Platform for Your Entire Workforce.
Explore Employee Management Operations, HR & FinanceAI-Powered Purchase Management System
Simplify Purchasing. Automate Vendor Invoices. Control Every Expense.
Explore Purchase Management Collaboration & WorkspaceSmart Task Management System
Create Tasks. Track Every Minute. Stay Accountable.
Explore Task Management Collaboration & WorkspaceAI-Powered Project Management System
Plan Projects. Control Scope. Track Every Hour. Collaborate in One Platform.
Explore Project Management Collaboration & WorkspaceAll-in-One Business Management Modules
Everything Your Team Needs. One Connected Workspace.
Explore Business Modules COPS 360 AIAI-Powered Business Intelligence & Operations Assistant
Ask Anything. Get Answers. Manage Your Entire Business with AI.
Explore AI Assistant
Sales & Customer Engagement
From First Interaction to Closed Deal
Capture leads, manage every customer conversation and transaction, and measure every salesperson against clear targets.
AI-Powered Lead Management CRM
Manage Leads Smarter. Communicate Faster. Close More Deals.
Transform the way your sales team manages leads with an intelligent CRM built to automate communication, simplify follow-ups, centralize customer interactions, and accelerate sales productivity.
- AI-Powered Email Communication
- WhatsApp Integration & Automated Follow-Ups
- Call Intelligence
- Meeting Intelligence
- AI Proposals
- Campaign Automation
Sample data
Welcome back, Ananya
Here's what needs your attention today.
Pipeline value
₹48.6L
this month
New leads
128
this week
Follow-ups
24
due today
Conversion rate
18.4%
last 30 days
Recent leads
View all
Lead
Status
Score
RMRahul MehtaNorthwind Retail
Hot
92
PSPriya SharmaLumen Health
Proposal
84
DODaniel OrtizCrestline Logistics
Contacted
71
AKAisha KhanBrightPath Edu
New
58
AI suggestion
Rahul opened your proposal twice. A follow-up today is recommended.
Draft follow-upPriya Sharma · 2m
Can we schedule a call on Friday?
Follow-up reminder
Daniel Ortiz · Today, 4:30 PM
Recent activity
- Email opened · Rahul M.
- Call analysed · 12 min
- Meeting summary · Lumen
AI-Powered Customer Management System
Every Customer. Every Conversation. Every Transaction. One Platform.
Manage your entire customer lifecycle from one intelligent, centralized CRM. Bring emails, WhatsApp conversations, orders, proforma invoices, GST invoices, payments, credit notes, proposals, contracts, tasks, meetings, and customer documents together in one place.
- All Emails in One Place
- WhatsApp Business Integration
- Proforma Invoice Creation
- GST Invoice Creation
- Customer Statements & Outstanding Balances
- Contract & Agreement Management
Sample data
AE
Active customer
Apex Engineering Works Pvt Ltd
Manufacturing · Pune, Maharashtra · Owner: Sneha Kulkarni
Lifetime value
₹18.6 L
Open orders
2
Outstanding
₹29,600
Next follow-up
14 Oct
Customer timeline
"Can you share the revised AMC quote?"
WhatsApp · Rakesh Mehta · today, 10:12
Payment ₹1,00,000 recorded
NEFT · 08 Oct
GST invoice INV/26-27/0342 sent
Email · ₹1,47,500 · 22 Sep
First inquiry received
Email · 02 Sep
- Pending activities
- AMC renewal meeting14 Oct
- Contract renewal31 Dec
- Payment overdue6 days
Sales Goal & Performance Management System
Turn Sales Targets into Measurable Results
COPS 360 Sales Goal Management gives your organisation complete visibility into sales targets, actual achievements, team performance, and revenue growth. Set goals for every salesperson, monitor progress in real time, compare monthly, quarterly, and yearly performance, and identify opportunities to improve results—all from a central dashboard.
- Flexible Sales Goal Setting
- Automatic Sales Achievement Calculation
- Sales Team Goal Dashboard
- Sales Pipeline and Forecasting
- Sales Incentives and Commission Management
- AI-Powered Sales Goal Assistant
Team goal dashboard · Oct 2026 · as of 26 Oct
Mumbai West sales team
Team target
₹55,00,000
6 salespeople
Achieved
₹41,06,000
Eligible invoiced sales
Remaining
₹13,94,000
5 days left
Achievement
74.7%
Expected pace 84%
Salesperson progress · line marks expected pace
Ranked by achievement %- FSFarhan Shaikh104%Achieved
- SKSneha Kulkarni92%On track
- RVRahul Verma75%At risk
- PNPooja Nair66%At risk
- ARAditya Rao58%At risk
- KMKaran Mehta41%At risk
Workforce Intelligence
Know How Work Gets Done, In the Office and On the Road
Track working hours and digital activity, verify field visits, and turn attendance into accurate payroll.
AI-Powered Desktop Tracking & Employee Productivity Monitoring System
Gain Visibility. Improve Accountability. Empower Productivity.
Monitor work activity, track working hours, and gain actionable insights into employee productivity with an intelligent desktop monitoring solution designed for modern businesses. Track application and website usage, analyze active and idle time, manage timesheets, and generate comprehensive reports—all from one centralized dashboard.
- Application & Website Monitoring
- Active, Idle & Working Time Tracking
- Random Screenshot Monitoring
- Live Activity Dashboard
- Timesheet Review & Approval
- Privacy & Monitoring Controls
Sample data
Today · Product Engineering
Team activity overview
Active
6h 12m
Idle
0h 38m
Tracked
6h 50m
Time by categoryAvg per person
Productive 68%
Neutral 22%
Non-productive 10%
Active minutes per hour
9121518
- AR Ananya RaoVS Code · 1h 48m today Active
- KM Karthik MenonJira in Chrome · 52m today Active
- MI Meera IyerNo input for 14 min Idle
Field Tracking & Sales Force Management System
Track Your Team. Verify Every Visit. Manage Every Kilometer.
Manage your field sales team in real time with an intelligent mobile-based field tracking solution. Monitor live team locations, plan routes, verify customer visits through GPS, track kilometers covered, manage field expenses, and measure sales activity—all from one centralized dashboard.
- Live Field Team Tracking
- GPS-Based Customer Visit Verification
- Route Planning & Live Route Map
- Kilometer Tracking & Travel Distance
- Field Expense Management
- Geo-Fencing & Location Rules
Sample data
Today · Mumbai West sales team
Field activity overview
Visits done
38 / 52
GPS verified
35
Km covered
412 km
Claims pending
₹6,480
AR
KM
RV
MI
NK
6 on duty
- AR Ananya RaoTo Sharma Traders Moving
- KM Karthik MenonPatel Hardware · 24m At customer
- MI Meera IyerLast seen 11:12 No updates
Smart Attendance & Payroll Management System
One Click. Accurate Payroll. Complete Workforce Management.
Simplify employee attendance, salary calculation, and payroll processing with an integrated HR management solution. Automatically calculate employee salaries using attendance records, paid and unpaid leaves, overtime, incentives, bonuses, and applicable deductions.
- One-Click Salary Calculation
- Automated Attendance Management
- Shift & Roster Management
- Payslip Generation & Distribution
- Payroll Approval & Locking
- Statutory Compliance & Tax Support
Sample data
Payroll period · 01 to 30 Sep 2026
September payroll run
Employees
248
Gross salary
₹96.43 L
Deductions
₹11.19 L
Net payable
₹85.24 L
- Attendance
- Calculated
- Review
- Approve
- Payslips
Net payable by department
- Sales · 64₹23.72 L
- Operations · 92₹22.18 L
- Engineering · 38₹21.06 L
- Support & admin · 54₹18.29 L
- Payable days7,214
- Overtime612 h
- Unpaid leave37 days
- Exceptions4
COPS 360 AI
AI-Powered Business Intelligence & Operations Assistant
Ask Anything. Get Answers. Manage Your Entire Business with AI.
COPS 360 is an intelligent AI-powered assistant integrated across your business management platform. It helps employees, managers, HR teams, finance teams, and business owners find answers, access reports, identify pending actions, and manage daily operations using simple natural-language questions.
Instead of opening multiple modules, searching through records, or preparing manual reports, simply ask COPS 360 a question and get a clear answer based on your authorized business data.
COPS 360 AI
Ask anything about your business
12 capabilities across your business
- 01Ask Questions Across All Business Modules
- 02AI-Powered Customer & CRM Intelligence
- 03HR, Attendance & Payroll Intelligence
- 04Recruitment & Hiring Intelligence
- 05Field Tracking & Sales Force Intelligence
- 06Task & Project Management Intelligence
- 07Finance & Business Transaction Intelligence
- 08Document, Contract & Knowledge Intelligence
- 09Natural-Language Reports & Analytics
- 10AI-Powered Alerts & Proactive Insights
- 11Conversational Follow-Up Questions
- 12AI-Powered Actions Across Modules
4 customers have overdue invoices, totalling ₹1,12,350.
| Customer | Overdue since | Amount |
|---|---|---|
| Meridian Logistics | 18 Sep | ₹42,750 |
| Apex Engineering Works | 07 Oct | ₹29,600 |
| Sri Lakshmi Traders | 29 Sep | ₹21,600 |
| Greenfield Foods | 02 Oct | ₹18,400 |
SourcesInvoicesCustomersAuthorized data only
6 of 248 employees are recorded as absent today, Tue 13 Oct.
- Operations3
- Sales2
- Support1
SourcesAttendanceAuthorized data only
Here are 4 items that need your attention today.
- Overdue invoices₹1,12,350
- Pending approvals5
- Overdue team tasks3
- Contract renewal · Meridian28 Oct
SourcesInvoicesApprovalsTasksContractsAuthorized data only
Operations, HR & Finance
From CV to Payslip to Purchase Order
Hire with AI interviews, manage the complete employee lifecycle, and control every vendor invoice and expense.
AI-Powered Recruitment Management System
From CV to Onboarding — Automate Your Entire Recruitment Journey
Transform your hiring process with an intelligent recruitment management system that automates candidate sourcing, resume screening, AI-powered interviews, candidate evaluation, recruitment workflows, and digital onboarding.
- Automated Candidate Sourcing and CV Collection
- AI-Powered Resume Screening and Job Matching
- Written, Audio and Video AI Interviews
- AI Interview Analysis and Candidate Evaluation
- Complete Recruitment Pipeline Management
- Online Offer Management and Digital Onboarding
Sample data
REQ-1042
Bengaluru · Hybrid
Senior Java Developer
Hiring manager Vikram N. · 3 open positions
248
Applied
186
Screened
42
AI interview
18
Shortlisted
3
Offer
AR
Ananya Rao
6.5 yrs · Java, Spring Boot, AWS · via Naukri
92%
CV match
8.4
Interview
Spring Boot
Microservices
AWS
Kafka (assess further)
- AI video interview analysed · scorecard ready 10:42
- Recommended for technical round Auto-advanced
AI-Powered Employee Management System
Manage Every Employee. Automate Every Process. One Platform for Your Entire Workforce.
Our comprehensive Employee Management System helps businesses manage the complete employee lifecycle, from onboarding and employee login to attendance, leave, task tracking, salary, payroll, performance, document management, and employee exit.
- Employee Self-Service Portal
- Employee Onboarding Management
- Employee Performance and Appraisal
- Document Management and E-Signatures
- Employee Helpdesk and HR Requests
- Resignation, Offboarding and Full-and-Final Settlement
PS
Sample data
Employee portal · Tue 13 Oct
Good morning, Priya
EMP-1042 · Sales Executive
Sales · Mumbai West
Reports to Vikram Nair
Leave balance
22.5 days
CL 5 · SL 6 · EL 11.5
Attendance · Oct
9 / 9
In at 09:24 today
Payslip · Sep
₹38,637
Net salary
Tasks today
3
1 due at 4:00 PM
My requests
- Casual leave · 27 to 28 OctAwaiting Vikram NairPending
- Salary certificateHR · ready to downloadApproved
- Laptop charger replacementIT desk · assignedIn progress
Announcement
Q3 town hallFri 16 Oct, 4:00 PM · Mumbai West and online
AI-Powered Purchase Management System
Simplify Purchasing. Automate Vendor Invoices. Control Every Expense.
Manage your entire purchasing process from a single platform with our AI-Powered Purchase Management System. Upload vendor invoices, automatically extract invoice details using AI, track purchase orders, manage suppliers, verify bills, monitor payments, and gain complete visibility into your company's purchasing activities.
- AI-Powered Vendor Invoice Upload
- Vendor Management
- Purchase Order Management
- AI-Based Invoice Verification
- Purchase Approval Workflow
- Vendor Payments and Outstanding Management
AI invoice upload
SGS_Invoice_0457.pdf
Extracted by AI
8 fields extracted- Vendor
- Shree Ganesh Steel Suppliers
- Invoice no.
- SGS/2026-27/0457
- Invoice date
- 06 Oct 2026
- GSTIN
- 27AAKCS4821M1Z5
- Taxable
- ₹1,39,200
- GST
- ₹25,056 CGST + SGST
- Total
- ₹1,64,256
- Terms
- Net 30 · due 05 Nov
Collaboration & Workspace
Plan Work, Track Every Hour and Keep Everything Organised
Tasks, projects, documents, subscriptions, assets, chat and knowledge in one connected workspace.
Smart Task Management System
Create Tasks. Track Every Minute. Stay Accountable.
Take control of your team's productivity with an intelligent Task Management System that helps you create tasks, assign responsibilities, track time, manage checklists, and monitor progress — all from one centralized platform.
- Create and Assign Tasks Easily
- Smart Time Tracking
- Checklist-Level Tracking and Accountability
- Create Checklists Using Voice or WhatsApp
- AI-Powered Checklist Generation
- Manager Review and Verification
Sample data
High priority
Due Fri, 16 Oct
Onboard Mehta Exports account
RSAK Assigned to Rahul S. · Reviewer Priya K.
01:24:36
Checklist · 3 of 5 done60%
- Collect KYC documents 3 22m Verified
- Set up user accounts 2 35m Verified
- Import client data 1 18m Submitted
- Configure workflows 09m Running
- Train client team AI step
Total tracked: 1h 24m
2 items verified · 1 awaiting review
AI-Powered Project Management System
Plan Projects. Control Scope. Track Every Hour. Collaborate in One Platform.
Manage your entire project lifecycle from a single platform. Create projects, define project scope, assign team members, break work into tasks and subtasks, allocate approved hours, monitor time spent, manage meetings, maintain timesheets, create and edit documents, send emails, collaborate through WhatsApp, resolve tickets, and securely store project information.
- Project Scope and Work Breakdown Structure
- Team Allocation and Approved Hour Budgets
- Task-Level Time Tracking and Timesheets
- Scope Guardrails and Hour Consumption Alerts
- Project Ticket and Issue Management
- Secure Project Vault
PRJ-2026-014 · Tue 13 Oct
Kaveri Retail Customer Portal
Kaveri Retail Pvt Ltd
PM Ananya Iyer
01 Sep to 30 Nov 2026
In progress
Completion
64%
21 of 33 tasks done
Approved hours
200 h
Scope v2
Consumed
152 h
76% used
Remaining
48 h
Across 4 phases
Hours by phase · consumed of approved
- Design27.5 / 30
- Development92.5 / 110
- Testing18 / 40
- Project mgmt14 / 20
Next milestones
- Portal beta30 Oct
- UAT complete20 Nov
- Go-live30 Nov
AIKRRMSKAD5 members
All-in-One Business Management Modules
Everything Your Team Needs. One Connected Workspace.
Simplify everyday business operations with a collection of smart tools for document management, subscriptions, asset tracking, bookmarks, quick tasks, team collaboration, and knowledge management.
- Document Management System with Version Control
- Subscription Management System
- Asset Management System
- Bookmark Management System
- Team Chat & Client Collaboration
- Knowledge Base & Knowledge Document Management
Sample data
Search documents, assets, links, chats and articles
Ctrl K
Documents1,284 files
Subscriptions₹89,400 / mo
Assets248 tracked
Bookmarks36 shared
Quick Tasks7 due today
Team Chat3 mentions
Knowledge Base142 published articles · 4 due for review
- Needs your attention
- Approve agreement v4Today
- Design suite renewal18 Oct
- Warranty expiring3 assets
- Mentioned in #sales-west2
Plan | Execute | Monitor | Improve
Every Module Works Together
Each module feeds the same records, so a lead becomes a customer, an invoice, a task, a timesheet and a payslip without re-entering data.
01 Plan
Set goals, scope and budgets
Sales targets, project scope, approved hours, hiring needs and purchase budgets.
02 Execute
Do the work in one place
Leads, customers, tasks, field visits, interviews and vendor invoices.
03 Monitor
See progress as it happens
Working hours, attendance, visits, achievement and hour consumption.
04 Improve
Act on what the data shows
Ask COPS 360 AI, review reports and approvals, and close the gaps.
Business benefits
What Your Teams Gain
One benefit from each module, in the words of its own page.
Keep customer communication, documents, and transactions in one place.
Customer ManagementReal-time visibility into individual and team performance.
Sales Goal ManagementSimplify timesheet verification and approval.
Desktop TrackingVerify customer visits using configurable GPS-based check-ins.
Field TrackingCalculate salaries for the entire workforce in one workflow.
Attendance & PayrollConduct personalized AI interviews in written, audio, and video formats.
AI RecruitmentStructured onboarding and exit workflows.
Employee ManagementReduce manual invoice entry with AI-assisted data extraction.
Purchase ManagementUnderstand the time spent on tasks and individual checklist items.
Task ManagementGreater control over project scope and approved effort.
Project ManagementPreserve company knowledge in a searchable knowledge base.
Business ModulesThe AI-Powered Workforce & CRM Operating System
Ready to Consolidate Your Business Operations?
Centralize sales, workforce tracking, AI recruitment, WhatsApp automation, and payroll—all in one unified platform.