Platform Features

Eight modules. One platform.

Every module is designed to integrate tightly with the others, so data flows freely and nothing gets duplicated.

Lead Management

The heart of BBC CRM. Full lifecycle from first contact to conversion.

Personal info, financial profile, and household data per lead

Configurable status pipeline with full history and audit trail

Assign or transfer leads with dual-agent credit attribution

Built-in Standard Financial Statement with auto-calculated surplus

Document upload, timestamped notes, and PDF export

Campaign tracking and instant AJAX search across thousands of leads

Real-Time Chat

Production-grade internal messaging with sub-second delivery.

Direct messages, team channels, and group chats

Built on Django Channels + WebSockets

Unread counts and notification badges in real time

Message history persisted forever

Role-based channel visibility

Integrated with the notification system

Task Management

Managers delegate, agents execute — with complete accountability.

Managers and Team Leaders create and assign tasks

Priority levels and due dates on every task

Agent task queue with quick-complete buttons

Full audit log of every status change

Real-time notification on task assignment

Vicidial Integration

Live connection to your predictive dialler — inside the CRM.

Real-time agent status: READY, INCALL, PAUSED, WAITING

Full call log and history per agent

Call recordings linked directly in the CRM

Read-only multi-database architecture — no risk to dialler

10-second refresh cycle for live floor view

Incentive Engine

Auto-calculated bonuses that eliminate disputes and spreadsheets.

Configurable incentive plans per agent grade

Solo vs. shared conversion tracking (opener + closer)

Real-time bonus totals visible to agents

Leaderboard shows bonus alongside conversion counts

One-click export for payroll processing

Reporting & Attendance

From live whiteboards to historical performance deep-dives — and automatic check-in on login.

Agent performance KPIs: calls, transfers, verified, agreement

Live leaderboard ranked by conversions and bonus earned

Auto check-in on login, check-out on logout

Heartbeat tracking to detect idle sessions

Exportable reports for payroll and compliance

Built for BPO. Ready for you.

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