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Codeme Hub CRM

Smart CRM Solution for Modern Businesses

Your Trusted Software Industrial Training Institution & IT Solutions Company in Calicut & UAE

Amazing Features

Codeme Hub brings you a powerful, all-in-one CRM designed to simplify your business operations, improve team productivity, and maximize sales conversions. Whether you run a training institute, agency, startup, or enterprise, our CRM helps you manage leads, teams, customers, calls, tasks, and reports—all in one place.

Lead Management

Capture, organize, and convert leads faster with automated lead generation, smart follow-up reminders, and detailed tracking. Perfect for businesses looking to scale efficiently.

Staff Management

Create, monitor, and manage staff accounts at an organizational level. Control permissions, track performance, and streamline teamwork securely.

Call Management

Handle all business calls in one place with virtual numbers, click-to-call features, and automatic lead creation from incoming calls—improving communication and response time.

Task Management

Assign tasks, set deadlines, and monitor progress in real time. Boost productivity and ensure smooth team coordination with a clear task workflow.

Customer Management

Maintain complete customer records, project status, payment history, and documents in a centralized system—enhancing customer satisfaction and service quality.

Reports Dashboard

Get clear insights with data-driven reports for leads, staff, tasks, customers, and performance. Make faster, better business decisions with Codeme Hub CRM.

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Staff Management Features

Effortlessly manage your entire team:

Staff Account Creation Easily create secure staff accounts and manage access levels—built for growing teams at Codeme Hub.

Organizational-Level Staff Management Manage your entire workforce from a single dashboard with role-based permissions and smooth workflow control.

Team Management Organize staff into teams, assign roles, and improve collaboration with Codeme Hub’s structured CRM system.

Activate & Deactivate Staff Accounts Quickly enable or disable staff accounts to maintain security and ensure efficient workforce handling.

Monitor Staff Activity Track staff performance and activities without logging into their accounts—ensuring transparency and accountability.

WhatsApp Lead Alerts Instant WhatsApp notifications for newly assigned leads help staff respond faster and improve conversions.

Lead Privacy Control Protect sensitive lead information by restricting visibility for selected staff levels—secure management by Codeme Hub CRM.

Lead Management Features

Convert every opportunity with automation:

Single & Bulk Lead Creation Add leads individually or upload in bulk to save time and speed up your sales process.

Auto Lead Capture from Website Get instant lead entries from your website forms without manual work.

Custom Lead Status Create personalized lead statuses to match your sales pipeline and conversion flow.

Custom Lead Sources Add unlimited custom lead sources and track performance from every channel.

Smart Lead Search & Filter Search, filter, and sort leads easily based on name, source, date, status, or staff.

Custom Lead Forms Create custom lead forms with unlimited fields tailored to your business needs.

Auto Lead Assignment & Split Automatically assign or split bulk leads among your team members for fair distribution

Unlimited Follow-Ups Record unlimited follow-ups with detailed notes and interaction history.

Follow-Up Reminders Set date-based reminders to ensure no lead is ever missed again.

Hide Contact Details Restrict contact information visibility for low-level staff to protect data privacy.

Conversion Chance Category Categorize leads based on high, medium, or low conversion probability for better focus.

One-Click Lead to Customer Conversion Convert qualified leads into customers instantly and move them into the client database.

Customer Management Features

Maintain complete customer profiles with project tracking, payment records, document management, and active/inactive customer control.

Managing customer details separately Store and manage complete customer profiles independently from leads for better organization.

Managing Customer Project or Application Status Track the progress of customer projects or applications at every stage in real time.

Custom Lead Status Create personalized lead statuses to match your sales pipeline and conversion flow.

Recording Customer Payment Status Monitor payments, dues, and transaction history accurately in one place.

Managing Active and Inactive Customers Easily identify, manage, and filter active and inactive customers for better follow-ups.

Unlimited Client-Related Documents & Collection Status Upload, store, and track the collection status of unlimited customer documents securely.

Customer Products Details Management Maintain detailed records of products or services purchased by each customer.

Task Management Features

Assign, schedule, and monitor tasks in real time to improve team productivity and ensure timely completion.

Assigning Tasks to Team Members Allocate tasks to team members with clear ownership and responsibility.

Scheduling Deadlines for Tasks Set due dates and timelines to ensure timely task completion.

Monitoring Task Status of Team Members Track task progress and completion status in real time for better productivity control.

Call Management Features

Handle inbound and outbound calls seamlessly with click-to-call, virtual numbers, and automatic lead creation from incoming calls.

Managing Virtual Numbers for Staff Assign and manage virtual phone numbers for staff to handle calls professionally.

Click to Call (Phone & Desktop) Make instant calls directly from the CRM using mobile or desktop devices.

Automatic Lead Generation from Incoming Calls Automatically capture incoming calls as leads to ensure no opportunity is missed.

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Lovely Customers

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Frequently Asked Questions

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