Scale Your SaaS Business. Powered by AI.

Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

AI-Powered Ticket Resolution

Deelo Helpdesk uses AI to auto-classify incoming tickets, match them against your knowledge base, and draft accurate responses for agent review. Resolve common issues in seconds.

• TF-IDF knowledge base matching
• AI-generated draft responses
• Auto-classification by type and priority
• Continuous learning from agent edits

SLA Management & Escalation

Define first-response and resolution SLAs per priority level. Get proactive alerts before breaches and automatic escalation when targets are missed.

• Custom SLA policies by priority
• Real-time SLA compliance dashboard
• Auto-escalation on breach
• SLA performance reporting

Omnichannel Support

Manage support from email, live chat, phone, and a self-service portal in one unified inbox. Customers reach you however they prefer.

• Email-to-ticket conversion
• Live chat widget integration
• Phone and voice integration
• Branded self-service portal

Advanced Ticket Workflows

Split complex tickets into subtasks, run side conversations with other departments, and use skills-based routing to ensure the right agent handles every issue.

• Parent-child ticket splitting
• Internal/external side conversations
• Skills-based agent routing
• Round-robin and load-balanced assignment

Drag-and-Drop Kanban

Configurable columns per status, card previews with assignee/priority/due date, and drag-drop updates across boards.

Interactive Gantt Charts

Timeline view with task bars, dependency lines, critical path highlighting, drag-to-reschedule, and cascade date updates.

Sprint & Iteration Management

Sprint backlog from kanban, sprint planning, velocity tracking, burndown charts, and retrospective notes.

Workload & Capacity View

Per-member capacity planning across all projects showing allocated vs available hours with overallocation warnings.

Portfolio Dashboard

Multi-project roll-up view with health status (on track/at risk/behind), progress bars, budget summary, and owner filtering.

Task Automation Rules

When-then rules -- 'when completed, assign next dependent task' -- with triggers on status, assignee, and date changes.

Cross-App Data Connections

Query data from any installed app and join across apps. Visual query builder with data source picker, unified schema browser, pre-built query templates (Revenue by Month, Customer 360, Deals by Stage), and cross-app joins (CRM + Invoices, Bookings + Revenue, Helpdesk + CRM).

Dashboard Builder

Drag-and-drop widget placement on a responsive grid. Resize, reposition, auto-refresh (30s/1m/5m), fullscreen presentation mode, and shareable links.

Rich Chart Library

Bar (horizontal/vertical, grouped, stacked), line (multi-series, area fill), pie/donut with legends, KPI cards with sparklines, gauges with thresholds, funnel charts, and sortable tables with pagination.

Cross-App Revenue Dashboard

Pre-built dashboard aggregating revenue from Invoicing, POS, eCommerce, Field Service, and Bookings. Period comparisons, MRR/ARR tracking, top customers, and outstanding invoices.

Embedded Analytics

Embed dashboard widgets in other Deelo apps or external pages via iframe. Generate embed tokens with expiry, configure allowed origins, choose size presets (small/medium/large/responsive), and copy embed code with one click.

Report Builder & Scheduled Reports

Create custom reports with filters, grouping, and calculations. Schedule automated email delivery on daily, weekly, or monthly cadence with PDF/CSV export.

Website Widget

Add a customizable chat widget to your website.

Canned Responses

Speed up responses with pre-written answers to common questions.

Visitor Insights

See what page visitors are on and their browsing history.

Chatbots

Automate responses and qualify leads with AI chatbots.

Article Editor

Write and format articles with rich text, images, and videos.

Categories & Tags

Organize content into categories and tag for easy discovery.

Search

Powerful search to help users find answers quickly.

Analytics

Track article views, helpfulness ratings, and search queries.