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All features
Every Supersei feature, in one place.
Supersei is one product for the whole revenue path and the teams behind it: capture, convert, collect and prove, plus service, HR, inventory, procurement and finance. 154 features across 20 modules.
Items marked AI are work the AI does for you.
Capture
Lead capture from every source
Ads, marketplaces, forms, chat and spreadsheets all land in one lead list, de-duplicated and tagged with where they came from.
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Meta and Google lead ads
Facebook, Instagram and Google lead-form leads arrive in seconds, tagged with campaign, ad and form.
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IndiaMART and Justdial
Marketplace enquiries sync straight into the CRM. No more copying from a second inbox.
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Website chat that talks back
One line of code adds live chat. Every visitor who writes becomes a contact.
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Google Forms and inbound API
A ready Apps Script posts form submissions, and a signed inbound API accepts leads from any form, chatbot or partner.
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AI
AI spreadsheet import
Drop in any CSV or Excel file. Rules match the columns, AI maps the rest, and big files import in the background.
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Migrate your old CRM
Bring across past activity history along with the leads, so nobody starts cold.
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Website pixel
Track page views, scroll depth and form submits, and stitch anonymous visitors to leads the moment they fill a form.
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UTM and click-ID capture
Every fbclid, gclid and UTM tag is stored on the lead for end-to-end attribution.
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AI
Email enquiries to quotations
Price enquiries sent by email are read by AI, matched to your products and drafted into a quotation that waits for approval.
Leads & pipeline
Leads and pipelines that run themselves
Multiple pipelines, clean data and fair assignment, so every lead has an owner and nothing slips.
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Multiple pipelines
Separate pipelines per product or team, each with its own stages, renamed any time without losing leads.
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Duplicate check and merge
New leads are checked by phone and email before they are saved, and duplicates merge into one record.
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Fair lead distribution
Leads split across reps by source and weight, only to reps who are checked in and on shift.
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Untouched-lead escalation
Leads nobody touched remind the owner, then the manager, and can be reassigned automatically.
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Re-enquiry reopening
A lost lead who enquires again reopens to the stage you choose.
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Take ownership with OTP
Reps claim a lead only when the customer approves with a one-time code. No poaching.
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Saved views and filter builder
AND/OR filters on any field, saved for yourself or shared with the team.
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Lead sharing and flags
Share a lead with a person or a function, and flag leads Hot, VIP or Do-Not-Contact.
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Companies view
Contacts from one firm roll up into one account.
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Recycle bin
Deleted leads can be restored, and only admins can delete.
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Blocklist
Suppress a contact for the whole workspace or for a single rep.
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One timeline per customer
Every call, chat, email, payment and note on one screen.
AI sales agent
Sei, the AI sales agent with guardrails
Sei replies to leads around the clock, books meetings and sends payment links, inside limits enforced in code, not in a prompt.
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AI
Answers from your website
Sei reads your site into a knowledge base and answers product and pricing questions accurately.
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AI
Learns from your best conversations
Real conversation examples teach Sei to sound like your best rep.
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AI
Books meetings and sends payment links
Real calendar slots, real video links and real payment links, even at 2am on a Sunday.
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A price floor it cannot break
Sei can only quote prices and discounts you have set. The system blocks anything else.
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Daily caps and a kill switch
Message and spend limits per day, allowed channels, and one switch that stops everything.
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AI
Human handoff
Upset customer or tricky question? Sei escalates to a person with the full story and goes quiet.
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AI
Understands voice notes, images and documents
Leads can send whatever they like. Sei reads it and replies in context.
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AI
Approval inbox with undo
Changes Sei proposes wait for a click, and every action it took is logged and reversible.
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AI
Follows up on its own
Sei schedules follow-ups and re-engages quiet leads on a schedule you control.
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AI
Next-best-action suggestions
After every call and chat, Sei recommends the next step.
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AIEarly access
AI voice calls
Sei can dial leads and talk with a live voice. Available to early-access customers.
Works with: Anthropic Claude, Google Gemini, OpenAI
Calls
Dialer, telephony and call intelligence
Click-to-call, an auto-dialer, recordings and AI summaries, with every outcome captured.
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One-click calling
Click the lead and talk. Every call logs itself.
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Auto-dialer with dial flows
Load a queue and dial back to back, with retries, pause codes, wrap-up time and calling hours.
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Business caller IDs
Assign a business number to each rep.
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Inbound call screen-pop
Incoming calls route through your chain and pop the lead's details before you answer.
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Recording and playback
Every conversation saved and one click away.
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AI
Transcripts, summaries and sentiment
Hang up and the write-up is done: summary, action items, objections and sentiment.
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AI
Promises become tasks
"I'll send it Thursday" becomes a dated task, and the pipeline moves itself.
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Required call outcomes
The next call can't start until the last one is logged, with outcomes and lost reasons you define.
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Live dialer board
See every agent's state and breaks in real time.
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Calls from personal phones
The Android app syncs call logs and recordings from reps' own phones.
Works with: Plivo, Tata Smartflo, CallHippo, Deepgram, OpenAI Whisper
Messaging
WhatsApp, chat, social and email in one place
A shared inbox for WhatsApp, website chat, Messenger and Instagram, plus each rep's own email.
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Official WhatsApp Business API
Templates, delivery and read receipts from your business number, connected in minutes.
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Personal WhatsApp via QR
Scan once and existing customer chats flow into the shared inbox.
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Bulk WhatsApp template campaigns
Send approved templates in bulk, with STOP/START opt-out handled for you.
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AI
Messenger and Instagram Direct
Reply to DMs from the CRM, and let AI answer comments by your rules.
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Email as yourself
Connect Gmail, Outlook, Zoho or any IMAP mailbox. Replies land on the customer's record.
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AI
AI-drafted emails and tracking
Personal follow-ups in one click, with open tracking and bulk email.
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Email warm-up
Ramp new mailboxes with daily caps and rotation across your own inboxes.
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Quick replies
Canned answers your team can drop into any conversation.
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Web push for chat visitors
Visitors who leave the page still get a notification when you reply.
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Team chat console
Anyone can pick up any conversation with full history, in real time.
Works with: WhatsApp (Meta), Messenger, Instagram, Gmail, Outlook, Zoho Mail
Meetings
Meetings, demos and webinars
Book demos on the video tool you already use, remind people on WhatsApp, and see who showed up.
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Your video tool
Each rep connects Zoom, Google Meet, Microsoft Teams or Zoho Meeting. Links are created for you.
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Demo booking from your website
Visitors pick a slot and the right host is assigned automatically.
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WhatsApp meeting reminders
Reminders go out on WhatsApp at the times you choose.
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Attendance and recordings
Google Meet attendance, recordings and transcripts sync back to the lead.
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My demos
Every rep sees their demos in one place and can join, move or free up a slot.
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Webinars
Registration with email and WhatsApp confirmations.
Works with: Google Calendar, Google Meet, Zoom, Microsoft Teams, Zoho Meeting
Automation
Automation and sales engagement
Draw a workflow, start a sequence, score leads and enrich them, without a developer.
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Visual workflow builder
Trigger, conditions, actions. Send email or WhatsApp, create payment links and tasks, assign or notify.
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Ready playbooks
Start from templates such as hot-lead alerts and payment-won flows.
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Sequences that stop on reply
Multi-step email, WhatsApp, LinkedIn, call and task cadences that pause the moment a lead responds.
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Lead scoring
Page visits, replies and calls adjust the score, and hot leads alert their owner in seconds.
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AI
Enrichment waterfall
Apollo, then Hunter, then AI web lookup fill company, role and city.
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LinkedIn outreach
Run LinkedIn connection and message campaigns from the CRM.
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Failure queue with retry
Failed workflow runs are listed with errors, and one click retries them.
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Tasks and follow-up scoring
Call, email, demo and WhatsApp tasks, plus a score for genuine follow-ups each rep made.
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Targets
Monthly targets per person or team, tracked against actuals.
Works with: Apollo, Hunter, Unipile
Test-fire a workflow and read its run log
New Meta lead: assign a rep, send the WhatsApp welcome, wait 15 minutes, and put a call on the list only if there is no reply. Every run shows each step's result. Recorded in the Supersei app with sample data.
Money
Orders, payments and subscriptions
Close and collect in the same conversation, then watch the deal mark itself won.
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Locked price list
One catalogue for the whole team, so nobody invents a discount.
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Payment links with GST
Send a Razorpay or Stripe link while you talk. GST is calculated on the server.
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Partial payments
Customers pay in instalments and each payment logs against the order.
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Subscriptions and autopay
Setup fee plus an e-mandate for recurring charges through Razorpay.
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Auto-verified, auto-won
When the gateway confirms, the order is marked paid and the deal flips to Won.
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Failed-payment follow-up
Failed payments trigger a follow-up message sequence automatically.
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Order verification
Orders are confirmed with an OTP before they count as converted.
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Refunds and reconciliation
Track refunds and reconcile what the gateway settled.
Works with: Razorpay, Stripe
Marketing proof
Marketing, ads and ROI proof
See what every rupee of ad spend brought back, and send the wins back to the ad platforms.
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Spend-to-revenue dashboard
Meta and Google Ads spend joined to leads and revenue for true ROAS and CPL, per campaign.
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Meta CAPI and Google Enhanced Conversions
Lead and purchase events go back to the ad platforms so they find more buyers.
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Audiences that build themselves
Recent leads, won customers and churned accounts sync to Meta Custom Audiences and Google Customer Match.
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AIBeta
Ads Studio
AI researches competitors, writes copy, designs creatives and sets targeting. Campaigns publish to Meta paused, only after your approval.
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AI
Launch campaigns in plain language
Describe the audience, then send WhatsApp templates or an email blast.
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Meta product catalogues
Publish your CRM products to Meta catalogues.
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AI
Google Business Profile reviews
Sync reviews, draft replies with AI and publish them, and see profile metrics.
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Pause or resume campaigns
Stop a losing campaign from inside the CRM.
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Instant WhatsApp after a form fill
An automatic WhatsApp message reaches new website leads within minutes.
Works with: Meta Ads, Google Ads, GA4, Google Business Profile
Reports
Reports, dashboards and forecasting
Revenue, calls, leads and team activity, each with filters and export.
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Revenue reports
Collected, pending and refunded, by channel, product, rep and date range.
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Telephony reports
Dialled, connected and talk time by rep and outcome.
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Lead usage
See whether paid leads are actually being worked.
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Per-rep statement
Every call and meeting a rep had, as one ledger.
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Weighted forecast
Revenue forecast weighted by stage probability.
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Nightly team digest
A per-employee activity digest by email every night.
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Excel and CSV export
Export any report.
Service
Service desk and customer success
Support tickets, escalations, onboarding and renewals in the same system as your sales.
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Service desk
Anyone can raise a ticket to anyone, with an escalation chain. Only the requester can close it.
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AI
Email to ticket
Support mailboxes on Gmail, Outlook or IMAP turn emails into tickets, with AI routing.
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Customer portal
Customers track their tickets and close them with a one-time link.
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Account health scores
Health tracked over time for every customer account.
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Onboarding plans and sessions
Checklists, progress and coaching sessions per customer.
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Renewal pipeline
Renewal opportunities created automatically, with a weighted forecast.
HR & workforce
HR, attendance, payroll and hiring
Run your people operations next to your sales team, with self-service for every employee.
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Geofenced check-in with face match
Employees check in only inside the office geofence, with face match and a liveness check.
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Attendance and breaks
Late and early policies, breaks, comp-off and attendance disputes.
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Leave and holidays
Leave policies, cover and a holiday calendar with optional holidays.
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Indian payroll
Salaries from CTC, gross or in-hand, with PF, ESI, Professional Tax and TDS projection.
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Payroll approvals and payslips
Draft, approve and pay runs, where the creator can't approve their own run. Payslip PDFs for every employee.
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Hiring and interviews
Job openings, candidates, interview rounds, panels and feedback, synced to Google Calendar.
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HR document studio
Offer, promotion, transfer, experience and termination letters, ID cards and certificates, on your letterhead.
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Policies and announcements
Publish policies and collect acknowledgements.
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Awards and celebrations
Recognise great work, with birthday and work-anniversary greetings.
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Employee self-service
Payslips, documents, assets, expenses, interviews, leave and the handbook in one place.
Expenses
Expenses and travel
Claims, travel and advances with policy checks and approvals.
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Expense claims with receipts
Submit claims with receipts, checked against your expense policy.
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Approval chains
Claims route to the right approvers automatically.
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Per-diem rates
Set daily allowance rates by city or grade.
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Travel requests and trips
Request travel, then track trips and bookings.
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Advances
Issue advances and net them against claims.
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Posts to Finance
Reimbursements post straight to the ledger.
Inventory
Inventory
Know what you have, where it is and how it moved.
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Items and locations
Track items across warehouses, stores and other locations.
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Stock ledger
Every change is a ledger entry, so stock levels are always explainable.
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Movements and transfers
Move stock between locations with a full trail.
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Stock counts
Count a location and review differences before they apply.
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Low-stock alerts
Get told before you run out.
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Import, export and change log
CSV catalogue import and export, and a log of every change.
Procurement
Vendor management
From requisition to vendor invoice, with a portal for your vendors.
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Vendor master
Vendors with compliance documents such as GST.
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Requisitions and purchase orders
Raise requisitions and turn them into purchase orders with tax and discounts.
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Goods receipts
Record what arrived against each order.
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Vendor invoices to payables
Vendor invoices post to accounts payable in Finance Cloud.
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Vendor portal
Each vendor sees only their own orders and invoices.
Finance
Finance Cloud
Double-entry accounting connected to your sales, purchases and expenses.
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Double-entry ledger
Entities, chart of accounts, periods and journals on an immutable ledger.
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Receivables and payables
Invoices, bills, payments and ageing.
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Proformas and invoices
Issue proforma and final invoices.
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Collections and payouts
Collect through Razorpay or Stripe and pay out through RazorpayX or Stripe.
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Sales post automatically
Paid CRM orders post to the books without re-entry.
Works with: Razorpay, RazorpayX, Stripe
Assets
Company assets
Laptops, phones and equipment, tracked from issue to return.
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Asset register
Every asset with its category and history.
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Issue and return
Issue assets to employees and take them back, with a full trail.
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Repairs and issues
Log faults and repairs against each asset.
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My assets
Employees see what is assigned to them.
Upskill
Upskill: sales coaching on real calls
Coaching built from your team's own calls and demos.
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AI
Automatic call scoring
Calls and demos are scored against your rubric, and every score quotes the moment it is based on.
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AI
Role-play practice
Reps practise by text or voice, with feedback on how they sound.
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Golden calls library
Save the best moments as clips and build a library of won deals.
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Won vs lost benchmarks
See what winning reps do differently.
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Reviewed AI content
AI-generated training needs a named person's approval before learners see it.
Mobile
Android app for reps
Everything a rep needs on the phone they already carry.
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Call log and recording sync
Calls from the phone sync to the CRM with recordings attached.
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AI
Dialer and auto-dial
Dial from the app, with outcome screens and AI-suggested outcomes.
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Leads on the go
Lead list and detail, filters, new leads and tasks, hot-lead alerts.
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Act from the lead
WhatsApp, email, meeting, payment and order actions on every lead.
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Attendance and order punch
Check in, take breaks and punch orders from the field.
Control & trust
Security, control and developer tools
Permissions that follow your org chart, data protection built in, and open APIs.
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Roles and field-level permissions
Custom roles, with fields hidden or locked by function.
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Team hierarchy
Managers see their team automatically. Access follows your reporting lines.
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Custom fields
Track whatever matters to your business.
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Masked phone numbers and emails
Lists show masked contact details, and copying is blocked for agents.
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Sign-in your way
Email OTP, phone OTP, password, Google or Zoho, with idle logout and an office IP allowlist.
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GDPR tools and audit export
Data export, right to erasure and an audit-log export.
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Many companies, one login
Run several workspaces under one login and one bill, and clone setup between them.
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White-label branding
Your logo, colours and theme on every screen.
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API keys, webhooks and REST API
A public API, signed outbound webhooks and hashed API keys.
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Claude and MCP connector
Use Claude or any MCP client with your Supersei data: leads, pipeline, calls, HR, inventory and more.
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Zoho integration
Sign in with Zoho and use Zoho Calendar, Mail and Meeting.