Every Tool Your Agency Needs
From AI lead scraping to paid invoices — SiteSutra covers the full client lifecycle.
Lead Management
AI scoring 0–100, multi-source import (Google Places, CSV, manual), hot/medium/low tiers, bulk assignment.
- AI scoring 0–100
- Multi-source import (Google Places, CSV, manual)
- Hot/Medium/Low tiers
- Bulk assignment to agents
AI Agents
5 agent types, multi-model support (Claude, GPT-4o, Gemini), live conversation history, per-type default prompts.
- 5 agent types
- Multi-model support (Claude, GPT-4o, Gemini)
- Live conversation history
- Per-type default prompts
Smart Proposals
Service catalogue with base prices, live price calculation, expiry tracking, one-click send → accept/reject workflow.
- Service catalogue with base prices
- Live price calculation
- Expiry tracking
- One-click send → accept/reject
Projects & Tasks
5 project statuses with smart transitions, type-based deadline auto-calculation, overdue detection, open task counter.
- 5 project statuses
- Type-based deadline auto-calculation
- Overdue detection
- Open task counter
Invoicing
Auto-generated INV-YYYY-NNNNN numbers, live GST calculation, line item Repeater, multi-status workflow.
- Auto-generated invoice numbers
- Live GST calculation
- Line item Repeater
- Draft → Sent → Paid workflow
Additional Features
Everything else you need to run a world-class agency.
Categories
Categories & Industries taxonomy with color-coded badges for quick filtering.
Lead Sources
Track Google Places, scrapers, and manual sources with full attribution.
Lead Scoring
Transparent sub-scores: rating, reviews, city, category, and size.
Messages
Full message thread with role badges and read tracking across channels.
Automation Logs
Every AI action logged with duration, payload, and error details.
Client Portal
Clients linked to leads, projects, and invoices in one unified view.
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