SK CRM · Features

Six chapters of a CRM
that does the typing.

From the agents that write it to the audit trail that protects it — every capability illustrated, nothing promised that isn't built.

01

Written by agents — the end of data entry

Calls, chats and bookings become structured records the moment they end. One finalize contract, used by SK Voice, SK Chat and your booking pages alike.

fig · three doors, one record SK Voice · call ends SK Chat · thread resolves booking page · submit one finalize contract atomic · idempotent lead + interests + activity ✓ call log · recording · transcript ✓ appointment linked ✓
4 records1 txnall ✓

Atomic finalize

All records land in one transaction — or none do. No half-written customers, ever.

retry ×3same key1 Priya

Idempotent by contract

Retries and flaky networks can't create duplicate Priyas — the same key replays the same result.

manual addeditworks ✓

Humans still first-class

Manual creation, edits and imports work exactly as you'd expect — the agents are an addition, not a requirement.

02

Memory — the context every agent reads

Collected answers carry forward across calls, chats and products. Before any agent says hello, it reads the contact's bundle: history, fields, open items.

asked oncestoredpre-filled

Carry-forward fields

City, budget, preferences — captured once, pre-filled in every future conversation, across products.

interestcatalog itemlinked ✓

Interests, structured

Not a notes field: product interests are records, linked to catalog items, queryable and reportable.

your fieldconditionshown ✓

Custom fields with logic

Your fields, your types, conditional visibility — the schema bends to the business, not the reverse.

03

Pipeline — a state machine, not a spreadsheet

Lead lifecycle with guarded transitions and revival paths; deals and stages your admins define; an inbox with live counts and segments your team shares.

new→won?rejectedguarded

Guarded lifecycle

Illegal jumps rejected with the permitted targets — leads can't silently skip qualification.

lostcalls backrevived ✓

Revival, built in

Lost isn't a graveyard. When a lost lead calls back, the revival path reopens it with history intact.

12 newsegmentshared ✓

Inbox & segments

Live badge counts, filters, owners, full-text search — and saved segments, private or shared with the team.

04

Outreach — sequences across four channels

Multi-step follow-ups over email, SMS, WhatsApp and Slack, delivered through SK Notifications with circuit breakers and fallbacks — every send on the timeline.

emailwhatsappsms→task

Multi-step, multi-channel

Day-0 email, day-2 WhatsApp, day-5 SMS, day-7 task — one sequence, four channels, zero memory required.

sendfallbacklogged ✓

Delivery you can trust

Sends ride SK Notifications: provider fallbacks, quota gates, per-send audit. Nothing silently dropped.

step 4taskassigned ✓

Tasks that close loops

Sequences can end in a human task — assigned, due-dated, and sitting in the owner's queue.

05

Identity — one contact, every hat

The roles model lets a contact be customer, vendor, or both — with role-specific extensions and the sales pipeline gated by role. The rest of the suite reads the same identity.

customer+ vendor1 record

Customer / vendor / both

Sharma Traders buys from you and sells to you — one record, two roles, no duplicates.

vendorsales pipegated ✓

Pipeline gated by role

Vendors don't pollute your sales pipeline; customers don't appear in purchase flows. Clean by construction.

billinginventoryby ID ✓

Referenced suite-wide

Billing invoices it, Inventory receives from it, agents greet it — all by contact ID, never copies.

06

Trust — the part auditors smile at

Append-only activity timeline, deactivate-only lifecycle, tenant isolation enforced in the database, and an API whose spec is generated from the code and drift-checked in CI.

editappendvisible ✓

Append-only timeline

Every action — human or agent — appends. "Who changed this and when" always has an answer.

tenant Atenant BRLS fence

Tenant isolation, in the database

Row-level security means your data is fenced at the lowest layer — not by application good manners.

codespecCI drift ✓

Spec = code, enforced

The OpenAPI spec is generated from the validators and drift-checked in CI — docs that cannot lie.

Want the wiring?

The finalize contract, webhook catalog, idempotency and MCP tools — on the developers page.

Developers →

A pipeline that fills itself is a different business.

Start free on the Core Suite — and switch the agents on when you're ready.

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