12 Main Features of Madey CRM
These are the primary business modules presented across the website and navigation. Open any feature to view complete functionality, workflow steps, and business impact.
Core CRM
Sales & Lead Management
Run the complete lead-to-conversion journey with assignment, status flow, and ownership visibility.
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Communication
Customer Communication Hub
Manage customer messaging across email, WhatsApp, and SMS-ready workflows from one center.
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AI
AI Assistant (MadeYAI)
Draft replies, summaries, and operational text faster with built-in CRM AI assistance.
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Automation
Workflow Automation
Automate repetitive actions with event triggers, conditions, and rule-based execution.
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Execution
Tasks & Team Productivity
Assign work, set priorities, track status, and keep execution timelines under control.
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Analytics
Reports & Business Insights
Track performance with actionable reports across sales, support, projects, finance, and operations.
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Revenue
Proposal, Invoice & Payments
Create sales documents, share public links, and collect payments through integrated gateway workflows.
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Projects
Project Management
Plan, execute, and monitor project delivery with portfolio and detailed project views.
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Support
Support & Ticket Management
Create, assign, and resolve customer issues with structured ticket operations.
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Finance
Finance & Expense Management
Manage expense records, tax/currency masters, and financial operations with cleaner control.
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Integrations
Integrations & System Connectivity
Connect payment gateways, communication providers, and external systems for unified operations.
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Security
Security, Admin & Team Management
Secure access, govern users and roles, and manage critical business settings from one admin layer.
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