All products

CRM and lead management software

CRM for leads created from AI, WhatsApp, and sales conversations.

Use CRM as a focused sales workspace for leads, contacts, pipeline stages, follow-up details, and customer context created by other products.

Workspace status

Available

Best for sales teams that need a simple CRM connected to conversations instead of a heavy enterprise sales suite.

Organize leads and contacts

Move inquiries through sales stages

Collect the right details

Follow up from shared context

Use case

Who should use CRM?

Best for sales teams that need a simple CRM connected to conversations instead of a heavy enterprise sales suite.

CRM for small businesslead management softwarecustomer timeline CRM

Lead inbox

Contacts

Pipeline stages

Custom fields

Tasks and notes

Customer timeline

Workspace workflow

How the workspace works

1

Review new lead

Clean lead intake

See inquiries created from chat, WhatsApp, forms, or manual entry in one sales-focused inbox.

2

Set pipeline stage

Visible sales progress

Move each lead through the sales stages your team has defined, from new inquiry to won or lost.

3

Collect missing details

Complete lead record

Use custom fields and notes to capture phone, budget, company, requirement, source, and next steps.

4

Assign follow-up

Accountable follow-up

Assign ownership and create follow-up tasks so promising inquiries do not sit untouched.

5

Track all activity in timeline

Sales-ready timeline

Keep messages, notes, stages, and product events together so sellers understand the full story.

Connected intelligence

Not an isolated tool.

CRM listens to AI and WhatsApp events, so sales teams can see customer intent, messages, and lead activity without copying data between tools.

See how Advika works