Bring every lead in, automatically
Omnichannel lead capture
Meta Lead Ads, Google Ads, website webhooks and CSV import — all flowing into one place.
Auto-assignment & routing
Rule-based and round-robin distribution sends each lead to the right counsellor instantly.
Custom fields & sources
Define your own lead fields, master sources and qualification rules per workspace — no code.
De-duplication & webhook audit
HMAC-verified ingestion with duplicate detection keeps your database clean.
Let AI handle the first conversation
AI counsellor (WhatsApp + web)
A LangGraph + GPT-4o agent greets, answers and qualifies leads across channels.
Multilingual by default
Understands and replies in Hindi, Hinglish and English in the same conversation.
RAG knowledge base
Upload PDFs, docs and a course catalog; answers stay grounded in your real content.
Real-time intent scoring
A zero-token engine scores every lead 0–100 as the conversation happens.
AI callback briefings
Pre-call summaries with key questions and talking points, generated for each lead.
Guardrails
Fee redaction, competitor scrubbing and channel-aware formatting keep replies on-brand.
Close with a counsellor desk built to convert
Configurable pipelines
Per-workspace Kanban pipelines with won/lost stages and color-coded flow.
Counsellor callback desk
A prioritized callback queue with outcome logging and reschedules.
Click-to-call & IVR
Dial leads from the CRM via IVR, with recordings synced back to the record.
Call transcripts & AI summaries
Whisper transcribes calls; AI extracts outcome, interest level and next steps.
Re-engage at scale
WhatsApp & email broadcasts
Send to targeted lists with delivery, read and reply tracking built in.
Templates & drip automations
Approved WhatsApp templates and email sequences trigger on stage and time.
Campaign analytics
Open and click tracking with Meta ad-spend sync for true campaign ROI.
Run the whole operation with confidence
Multi-tenant workspaces
Securely isolated data, settings and AI personality for every team or branch.
Roles, teams & sessions
Granular roles, team hierarchy and active-session control for your staff.
Analytics & reports
Funnel, by-source, by-stage, team leaderboard, revenue and campaign dashboards.
Placement cell
Track students from enquiry to placement and collect resumes via secure public links.
A counsellor that answers in seconds, any hour, any language.
Pine CRM's LangGraph + GPT-4o agent greets every enquiry, answers course, fee and eligibility questions from your own content, and books a callback the moment a lead is ready.