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Sales

Smart CRM

HR / people-operations suite — company setup, employee directory, attendance, payroll and a work hub. (Sales pipeline lives separately in the Sales CRM.)

Smart CRM in the BOL7 portal

What it does

  • 5 children: Company, Employees, Attendance, Salary Report, Work Hub
  • Company: logo, legal details, offices, shift & break rules, HR policies
  • Employees: team directory, KPIs (active/departments), add-employee modal, login & password
  • Attendance: daily roster, check-ins, leave/WFH requests with approve/reject
  • Salary Report: monthly payroll register, statutory deductions, export Excel
  • Work Hub: tasks & events, KPIs (open/upcoming), filters, new task
  • Sales CRM (separate): Kanban pipeline, deals, quote builder, activity timeline

More in Sales

Contacts

Sales

The owned-contacts store — list-based contact management with import/export, custom fields, per-channel consent, suppressions and a contact detail drawer. Your first-party audience.

  • Sub-sections: All, Lists, Segments, Consent, Schema (custom fields), Suppressions, Identity (dedupe)
  • Contact record: names, identities (emails/phones), channels, consent, status, custom fields
  • Lists & custom fields: per-list schema + global schema tab (Name, Key, Type, Required, PII)
View details

Audience Hub

Sales

A prospecting / lead-discovery tool to search and bulk-export third-party B2B and B2C audience data, backed by a separate Elasticsearch service (audiencehub.bol7.com).

  • Two modes: B2B (business/professional) and B2C (consumer leads)
  • B2B filters (10): name, email, company, designation, industry, city, country, phone, zipcode, website
  • B2C filters (5): email, mobile, keyword, country, pincode
View details

Calendar

Sales

A Calendly / Cal.com-style scheduling suite with MCP server integration and a 5-minute Celery sync — booking links, event types, team capacity and analytics.

  • Global controls: KPI strip, event types, booking links, SLA, filter bar, New Event, Export
  • 11 tabs: Overview, My Calendar, Team Calendar, Weekly Availability, Drive, Sheets, etc.
  • Conferencing & Locations: Zoom, Meet, Teams; location presets
View details

See Smart CRM in action

Book a personalized walkthrough and we'll show you exactly how it fits your workflow.

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