All Supersei Features: CRM, WhatsApp AI, Dialer, Payments, HR & More | Supersei
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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.

Part 1 · Core Revenue Loop (Go live on Day 1)

Capture → Convert → Collect → Prove

Start here: the 10 modules that replace your CRM, WhatsApp tool, auto-dialer, payment links and ad-spend tracker.

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.

  • Meta and Google lead ads

    Facebook, Instagram and Google lead-form leads arrive in seconds, tagged with campaign, ad and form.

  • IndiaMART and Justdial

    Marketplace enquiries sync straight into the CRM. No more copying from a second inbox.

  • Website chat that talks back

    One line of code adds live chat. Every visitor who writes becomes a contact.

  • 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.

  • 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.

  • Migrate your old CRM

    Bring across past activity history along with the leads, so nobody starts cold.

  • Website pixel

    Track page views, scroll depth and form submits, and stitch anonymous visitors to leads the moment they fill a form.

  • UTM and click-ID capture

    Every fbclid, gclid and UTM tag is stored on the lead for end-to-end attribution.

  • 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.

  • Multiple pipelines

    Separate pipelines per product or team, each with its own stages, renamed any time without losing leads.

  • Duplicate check and merge

    New leads are checked by phone and email before they are saved, and duplicates merge into one record.

  • Fair lead distribution

    Leads split across reps by source and weight, only to reps who are checked in and on shift.

  • Untouched-lead escalation

    Leads nobody touched remind the owner, then the manager, and can be reassigned automatically.

  • Re-enquiry reopening

    A lost lead who enquires again reopens to the stage you choose.

  • Take ownership with OTP

    Reps claim a lead only when the customer approves with a one-time code. No poaching.

  • Saved views and filter builder

    AND/OR filters on any field, saved for yourself or shared with the team.

  • Lead sharing and flags

    Share a lead with a person or a function, and flag leads Hot, VIP or Do-Not-Contact.

  • Companies view

    Contacts from one firm roll up into one account.

  • Recycle bin

    Deleted leads can be restored, and only admins can delete.

  • Blocklist

    Suppress a contact for the whole workspace or for a single rep.

  • 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.

  • AI

    Answers from your website

    Sei reads your site into a knowledge base and answers product and pricing questions accurately.

  • AI

    Learns from your best conversations

    Real conversation examples teach Sei to sound like your best rep.

  • AI

    Books meetings and sends payment links

    Real calendar slots, real video links and real payment links, even at 2am on a Sunday.

  • A price floor it cannot break

    Sei can only quote prices and discounts you have set. The system blocks anything else.

  • Daily caps and a kill switch

    Message and spend limits per day, allowed channels, and one switch that stops everything.

  • AI

    Human handoff

    Upset customer or tricky question? Sei escalates to a person with the full story and goes quiet.

  • AI

    Understands voice notes, images and documents

    Leads can send whatever they like. Sei reads it and replies in context.

  • AI

    Approval inbox with undo

    Changes Sei proposes wait for a click, and every action it took is logged and reversible.

  • AI

    Follows up on its own

    Sei schedules follow-ups and re-engages quiet leads on a schedule you control.

  • AI

    Next-best-action suggestions

    After every call and chat, Sei recommends the next step.

  • 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.

  • One-click calling

    Click the lead and talk. Every call logs itself.

  • Auto-dialer with dial flows

    Load a queue and dial back to back, with retries, pause codes, wrap-up time and calling hours.

  • Business caller IDs

    Assign a business number to each rep.

  • Inbound call screen-pop

    Incoming calls route through your chain and pop the lead's details before you answer.

  • Recording and playback

    Every conversation saved and one click away.

  • AI

    Transcripts, summaries and sentiment

    Hang up and the write-up is done: summary, action items, objections and sentiment.

  • AI

    Promises become tasks

    "I'll send it Thursday" becomes a dated task, and the pipeline moves itself.

  • Required call outcomes

    The next call can't start until the last one is logged, with outcomes and lost reasons you define.

  • Live dialer board

    See every agent's state and breaks in real time.

  • 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.

  • Official WhatsApp Business API

    Templates, delivery and read receipts from your business number, connected in minutes.

  • Personal WhatsApp via QR

    Scan once and existing customer chats flow into the shared inbox.

  • Bulk WhatsApp template campaigns

    Send approved templates in bulk, with STOP/START opt-out handled for you.

  • AI

    Messenger and Instagram Direct

    Reply to DMs from the CRM, and let AI answer comments by your rules.

  • Email as yourself

    Connect Gmail, Outlook, Zoho or any IMAP mailbox. Replies land on the customer's record.

  • AI

    AI-drafted emails and tracking

    Personal follow-ups in one click, with open tracking and bulk email.

  • Email warm-up

    Ramp new mailboxes with daily caps and rotation across your own inboxes.

  • Quick replies

    Canned answers your team can drop into any conversation.

  • Web push for chat visitors

    Visitors who leave the page still get a notification when you reply.

  • 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.

  • Your video tool

    Each rep connects Zoom, Google Meet, Microsoft Teams or Zoho Meeting. Links are created for you.

  • Demo booking from your website

    Visitors pick a slot and the right host is assigned automatically.

  • WhatsApp meeting reminders

    Reminders go out on WhatsApp at the times you choose.

  • Attendance and recordings

    Google Meet attendance, recordings and transcripts sync back to the lead.

  • My demos

    Every rep sees their demos in one place and can join, move or free up a slot.

  • 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.

  • Visual workflow builder

    Trigger, conditions, actions. Send email or WhatsApp, create payment links and tasks, assign or notify.

  • Ready playbooks

    Start from templates such as hot-lead alerts and payment-won flows.

  • Sequences that stop on reply

    Multi-step email, WhatsApp, LinkedIn, call and task cadences that pause the moment a lead responds.

  • Lead scoring

    Page visits, replies and calls adjust the score, and hot leads alert their owner in seconds.

  • AI

    Enrichment waterfall

    Apollo, then Hunter, then AI web lookup fill company, role and city.

  • LinkedIn outreach

    Run LinkedIn connection and message campaigns from the CRM.

  • Failure queue with retry

    Failed workflow runs are listed with errors, and one click retries them.

  • Tasks and follow-up scoring

    Call, email, demo and WhatsApp tasks, plus a score for genuine follow-ups each rep made.

  • 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.

  • Locked price list

    One catalogue for the whole team, so nobody invents a discount.

  • Payment links with GST

    Send a Razorpay or Stripe link while you talk. GST is calculated on the server.

  • Partial payments

    Customers pay in instalments and each payment logs against the order.

  • Subscriptions and autopay

    Setup fee plus an e-mandate for recurring charges through Razorpay.

  • Auto-verified, auto-won

    When the gateway confirms, the order is marked paid and the deal flips to Won.

  • Failed-payment follow-up

    Failed payments trigger a follow-up message sequence automatically.

  • Order verification

    Orders are confirmed with an OTP before they count as converted.

  • 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.

  • Spend-to-revenue dashboard

    Meta and Google Ads spend joined to leads and revenue for true ROAS and CPL, per campaign.

  • Meta CAPI and Google Enhanced Conversions

    Lead and purchase events go back to the ad platforms so they find more buyers.

  • Audiences that build themselves

    Recent leads, won customers and churned accounts sync to Meta Custom Audiences and Google Customer Match.

  • AIBeta

    Ads Studio

    AI researches competitors, writes copy, designs creatives and sets targeting. Campaigns publish to Meta paused, only after your approval.

  • AI

    Launch campaigns in plain language

    Describe the audience, then send WhatsApp templates or an email blast.

  • Meta product catalogues

    Publish your CRM products to Meta catalogues.

  • AI

    Google Business Profile reviews

    Sync reviews, draft replies with AI and publish them, and see profile metrics.

  • Pause or resume campaigns

    Stop a losing campaign from inside the CRM.

  • 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.

  • Revenue reports

    Collected, pending and refunded, by channel, product, rep and date range.

  • Telephony reports

    Dialled, connected and talk time by rep and outcome.

  • Lead usage

    See whether paid leads are actually being worked.

  • Per-rep statement

    Every call and meeting a rep had, as one ledger.

  • Weighted forecast

    Revenue forecast weighted by stage probability.

  • Nightly team digest

    A per-employee activity digest by email every night.

  • Excel and CSV export

    Export any report.

Part 2 · Optional Back-Office & Platform Suite (Turn on as you scale)

Service Desk, HR & Payroll, Finance Cloud, Inventory & Security

Built into the same workspace so you never have to stitch a second system later — kept out of your sales team's way until you enable them.

Service

Service desk and customer success

Support tickets, escalations, onboarding and renewals in the same system as your sales.

  • Service desk

    Anyone can raise a ticket to anyone, with an escalation chain. Only the requester can close it.

  • AI

    Email to ticket

    Support mailboxes on Gmail, Outlook or IMAP turn emails into tickets, with AI routing.

  • Customer portal

    Customers track their tickets and close them with a one-time link.

  • Account health scores

    Health tracked over time for every customer account.

  • Onboarding plans and sessions

    Checklists, progress and coaching sessions per customer.

  • 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.

  • Geofenced check-in with face match

    Employees check in only inside the office geofence, with face match and a liveness check.

  • Attendance and breaks

    Late and early policies, breaks, comp-off and attendance disputes.

  • Leave and holidays

    Leave policies, cover and a holiday calendar with optional holidays.

  • Indian payroll

    Salaries from CTC, gross or in-hand, with PF, ESI, Professional Tax and TDS projection.

  • Payroll approvals and payslips

    Draft, approve and pay runs, where the creator can't approve their own run. Payslip PDFs for every employee.

  • Hiring and interviews

    Job openings, candidates, interview rounds, panels and feedback, synced to Google Calendar.

  • HR document studio

    Offer, promotion, transfer, experience and termination letters, ID cards and certificates, on your letterhead.

  • Policies and announcements

    Publish policies and collect acknowledgements.

  • Awards and celebrations

    Recognise great work, with birthday and work-anniversary greetings.

  • 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.

  • Expense claims with receipts

    Submit claims with receipts, checked against your expense policy.

  • Approval chains

    Claims route to the right approvers automatically.

  • Per-diem rates

    Set daily allowance rates by city or grade.

  • Travel requests and trips

    Request travel, then track trips and bookings.

  • Advances

    Issue advances and net them against claims.

  • Posts to Finance

    Reimbursements post straight to the ledger.

Inventory

Inventory

Know what you have, where it is and how it moved.

  • Items and locations

    Track items across warehouses, stores and other locations.

  • Stock ledger

    Every change is a ledger entry, so stock levels are always explainable.

  • Movements and transfers

    Move stock between locations with a full trail.

  • Stock counts

    Count a location and review differences before they apply.

  • Low-stock alerts

    Get told before you run out.

  • 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.

  • Vendor master

    Vendors with compliance documents such as GST.

  • Requisitions and purchase orders

    Raise requisitions and turn them into purchase orders with tax and discounts.

  • Goods receipts

    Record what arrived against each order.

  • Vendor invoices to payables

    Vendor invoices post to accounts payable in Finance Cloud.

  • Vendor portal

    Each vendor sees only their own orders and invoices.

Finance

Finance Cloud

Double-entry accounting connected to your sales, purchases and expenses.

  • Double-entry ledger

    Entities, chart of accounts, periods and journals on an immutable ledger.

  • Receivables and payables

    Invoices, bills, payments and ageing.

  • Proformas and invoices

    Issue proforma and final invoices.

  • Collections and payouts

    Collect through Razorpay or Stripe and pay out through RazorpayX or Stripe.

  • 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.

  • Asset register

    Every asset with its category and history.

  • Issue and return

    Issue assets to employees and take them back, with a full trail.

  • Repairs and issues

    Log faults and repairs against each asset.

  • 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.

  • AI

    Automatic call scoring

    Calls and demos are scored against your rubric, and every score quotes the moment it is based on.

  • AI

    Role-play practice

    Reps practise by text or voice, with feedback on how they sound.

  • Golden calls library

    Save the best moments as clips and build a library of won deals.

  • Won vs lost benchmarks

    See what winning reps do differently.

  • 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.

  • Call log and recording sync

    Calls from the phone sync to the CRM with recordings attached.

  • AI

    Dialer and auto-dial

    Dial from the app, with outcome screens and AI-suggested outcomes.

  • Leads on the go

    Lead list and detail, filters, new leads and tasks, hot-lead alerts.

  • Act from the lead

    WhatsApp, email, meeting, payment and order actions on every lead.

  • 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.

  • Roles and field-level permissions

    Custom roles, with fields hidden or locked by function.

  • Team hierarchy

    Managers see their team automatically. Access follows your reporting lines.

  • Custom fields

    Track whatever matters to your business.

  • Masked phone numbers and emails

    Lists show masked contact details, and copying is blocked for agents.

  • Sign-in your way

    Email OTP, phone OTP, password, Google or Zoho, with idle logout and an office IP allowlist.

  • GDPR tools and audit export

    Data export, right to erasure and an audit-log export.

  • Many companies, one login

    Run several workspaces under one login and one bill, and clone setup between them.

  • White-label branding

    Your logo, colours and theme on every screen.

  • API keys, webhooks and REST API

    A public API, signed outbound webhooks and hashed API keys.

  • Claude and MCP connector

    Use Claude or any MCP client with your Supersei data: leads, pipeline, calls, HR, inventory and more.

  • Zoho integration

    Sign in with Zoho and use Zoho Calendar, Mail and Meeting.

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