MoonAgent #
Multi-Tenant SaaS CRM with Lead Pipelines, Forms & Automations #
MoonAgent is a self-hosted, multi-tenant CRM platform designed to help businesses capture, manage, nurture, and convert leads through intelligent automation and AI-powered sales assistance.
The platform combines lead management, visual sales pipelines, marketing automation, AI-driven insights, customer engagement, billing, and team collaboration into a centralized workspace. Each organization operates within its own dedicated environment while administrators maintain complete control over the platform.
Product Overview #
MoonAgent enables businesses to capture leads from multiple channels, organize sales opportunities through customizable pipelines, automate customer engagement, and monitor business performance from a unified dashboard.
Designed for growing businesses, agencies, and sales teams, MoonAgent provides powerful collaboration tools, AI-assisted workflows, workflow automation, and business management capabilities in a scalable CRM solution.
Multi-Tenant Workspace Management #
MoonAgent provides a complete multi-tenant architecture for managing multiple businesses, departments, or client workspaces.
Features #
- Independent workspaces
- White-label branding
- Workspace dashboards
- Public booking pages
- Team workspaces
- Data isolation
- Role-based permissions
- Centralized administration
Each workspace operates independently while remaining centrally managed.
Lead Management #
MoonAgent helps businesses capture, organize, and qualify leads from multiple acquisition channels.
Lead Sources #
- TikTok
- Viber
- Telegram
- X (Twitter)
- Snapchat
- Google Ads
- YouTube
- Microsoft Ads
- Typeform
- JotForm
- Calendly
- Web Forms
Lead Features #
- Lead scoring
- Duplicate detection
- Bulk lead import
- Manual lead creation
- Custom fields
- Tags
- Activity timeline
- Campaign tracking
- UTM tracking
These tools provide complete visibility into every lead throughout the customer journey.
AI-Powered Sales Intelligence #
MoonAgent includes AI-powered tools that assist sales teams throughout the sales cycle.
AI Features #
- AI Lead Coach
- Next-best-action recommendations
- AI-generated reply drafts
- Lead score explanations
- At-risk lead detection
- Smart tag recommendations
- Subject line optimization
These capabilities help teams prioritize opportunities and improve customer engagement.
AI Sales Assistant #
MoonAgent includes an AI-powered assistant for customer engagement and follow-up automation.
Features #
- Automated email follow-ups
- Personalized communication
- Business-hour scheduling
- Automatic response detection
- Lead summaries
The AI assistant helps automate repetitive communication while keeping teams informed.
Sales Pipeline Management #
MoonAgent provides customizable visual sales pipelines.
Features #
- Drag-and-drop Kanban boards
- Multiple pipelines
- Custom pipeline stages
- Deal value tracking
- Win/Loss tracking
- Probability management
- Pipeline analytics
These tools allow businesses to tailor sales processes to their own workflows.
Workflow Automation #
MoonAgent automates repetitive sales and marketing activities.
Automation Features #
- Visual workflow builder
- Trigger-based automation
- Rule-based conditions
- Automatic lead assignment
- Round-robin assignment
- Email automation
- SMS automation
- Webhook actions
- Automated lead scoring
Automation helps improve operational efficiency and customer engagement.
Email Automation #
MoonAgent includes advanced email automation capabilities.
Features #
- Drip campaigns
- Scheduled follow-ups
- Stop-on-reply automation
- Stop-on-win automation
- Open tracking
- Click tracking
- Reply tracking
Forms & Lead Capture #
MoonAgent provides flexible lead capture tools.
Features #
- Landing page builder
- Public forms
- Multi-step forms
- Conditional logic
- File uploads
- Embeddable forms
- QR code generation
- Branded thank-you pages
These tools help businesses capture and qualify leads from multiple touchpoints.
Calendar & Appointment Scheduling #
MoonAgent simplifies appointment management.
Features #
- Public booking pages
- Team scheduling
- Round-robin bookings
- Availability management
- Buffer times
- Calendar synchronization
- Meeting reminders
CRM & Customer Management #
MoonAgent offers complete customer relationship management capabilities.
Features #
- Contact management
- Activity history
- Internal notes
- Custom fields
- Lead ownership
- Team collaboration
- Communication history
Team Collaboration #
MoonAgent enables efficient collaboration across teams.
Features #
- Team invitations
- Owner role
- Admin role
- Staff role
- Viewer role
- Shared pipelines
- Lead assignment
- Activity notifications
- Audit logs
Subscription & Billing Management #
MoonAgent includes integrated subscription and billing management.
Features #
- Subscription plans
- Monthly billing
- Annual billing
- Feature-based plans
- Usage limits
- Coupons
- Trial periods
- Affiliate management
- Commission tracking
- Refund management
Payment Support #
- Stripe
- PayPal
- Razorpay
- Paystack
- Manual Bank Transfer
Administration Dashboard #
MoonAgent provides centralized platform management tools.
Administration Features #
- Dashboard
- Workspace management
- Subscription management
- Plan management
- Coupon management
- Payment configuration
- Tax management
- Platform settings
- Audit logs
- Backup management
- Revenue monitoring
Security Features #
MoonAgent includes enterprise-grade security and access controls.
Security Controls #
- Two-factor authentication (2FA)
- Workspace data isolation
- Role-based permissions
- API key management
- Password policies
- CSRF protection
- XSS protection
- SQL injection protection
- Session management
- Audit trails
- Email domain verification
API & Integrations #
MoonAgent integrates with external platforms to streamline business operations.
Features #
- REST API
- Webhooks
- Embeddable lead forms
- Lead widgets
- API authentication
- Delivery logs
Business Email Automation #
MoonAgent automates routine communication across the customer lifecycle.
Features #
- Welcome emails
- Trial onboarding emails
- Lead nurturing campaigns
- Booking confirmations
- Appointment reminders
- Team invitations
- Payment reminders
- Subscription notifications
- Password reset emails
- Affiliate notifications
Branding & Customization #
MoonAgent allows organizations to customize their workspace experience.
Branding Features #
- Custom logo
- Custom favicon
- Brand colors
- Custom application name
- Custom footer
- Dark mode
- Multi-language support
- RTL language support
- Multiple landing page styles
- Social sharing customization
Compliance & Privacy #
MoonAgent includes built-in privacy and compliance tools.
Features #
- GDPR compliance
- Cookie consent management
- Data export
- Data deletion
- Data retention controls
- Audit logging
- Privacy management
Platform Benefits #
MoonAgent combines CRM, AI-powered sales assistance, lead management, marketing automation, workflow automation, team collaboration, subscription management, and business administration into a single platform.
Benefits #
- Multi-tenant architecture
- White-label workspaces
- AI-powered lead management
- Intelligent sales automation
- Visual pipeline management
- Advanced workflow automation
- Secure and scalable infrastructure
- Multi-language support
- Flexible branding
- Enterprise-grade security
- GDPR-compliant operations
MoonAgent provides businesses with a comprehensive CRM platform that simplifies lead management, automates customer engagement, and streamlines sales operations while supporting scalable business growth.
Contact for Solution Preview #
Discover how MoonAgent can help your business capture, manage, nurture, and convert leads through AI-powered CRM workflows and multi-tenant capabilities.
Contact us for a personalized solution preview.
