SURYA AI CRM

ACTIVE PROJECT All Surya Projects

Workspace Command center Leads 24 Capture & import Form builder Customer form demo LIVE AI qualification 7

Conversations WhatsApp AI 12 Voice & calls Recordings Unified mailbox Follow-ups 9

Engagement Calendar & meetings Site visits & travel Template library

Sales operations Documents Bookings Payments Expenses Post sales Channel partners

Growth & insights Marketing Reports & KPI

Administration Staff availability Team groups Users & roles Security & 2FA APIs & integrations Automation Settings Prototype map

All systems operational 8 integrations healthy

Surya CRM Schedule visit

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Reyaz Ahmad Super Admin

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Calendar, assigned team and transport update together.

SITE VISIT

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Closing manager

Transport required Book pickup through Uber for Business

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