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.
Lead inbox
Contacts
Pipeline stages
Custom fields
Tasks and notes
Customer timeline
Workspace workflow
How the workspace works
Review new lead
Clean lead intakeSee inquiries created from chat, WhatsApp, forms, or manual entry in one sales-focused inbox.
Set pipeline stage
Visible sales progressMove each lead through the sales stages your team has defined, from new inquiry to won or lost.
Collect missing details
Complete lead recordUse custom fields and notes to capture phone, budget, company, requirement, source, and next steps.
Assign follow-up
Accountable follow-upAssign ownership and create follow-up tasks so promising inquiries do not sit untouched.
Track all activity in timeline
Sales-ready timelineKeep 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