Unified contacts
Profiles merge channel identities into one customer record.
CRM & Pipeline
Conversation-native CRM for sales and success teams
Create contacts from chats, move deals on a visual pipeline, and keep notes beside the thread that started the relationship.
Comment ce module aide votre équipe
Sales and support share the same customer timeline.
Converla CRM keeps sales context glued to omnichannel conversations.
Agents do not need a separate tab to know who owns the deal or what was promised.
Use pipeline stages, tasks, and notes while chatting on WhatsApp, Messenger, Instagram, Telegram, Web Chat et SMS.
Capabilities
Capacités disponibles aujourd’hui
Kanban pipeline
Drag deals across stages tailored to your process.
Lead scoring signals
Prioritize hot conversations with activity and intent cues.
Activity timeline
Calls, notes, and chat history stay attached to the contact.
Tasks & reminders
Assign follow-ups without leaving the inbox.
Auto-enrichment
Pull attributes from conversations into CRM fields.
Comment ça marche
Mise en ligne en trois étapes
1
Import or capture contacts
Sync existing lists or create contacts from live chats.
2
Define stages
Customize pipeline stages for your motion.
3
Close with context
Work deals next to the messages that matter.
FAQ
Questions sur les fonctionnalités Converla
Oui. Cette page décrit des capacités Converla disponibles sur les forfaits éligibles.
It works with your enabled platforms: WhatsApp, Messenger, Instagram, Telegram, Web Chat et SMS.
Yes. Automate the routine path and hand off to teammates in the unified inbox when needed.
WhatsApp Cloud API is a first-class channel; this module participates in the same conversation operating system.
After you connect channels and invite seats, you can enable the module from your workspace settings and continue onboarding at your pace.
Comparez volume, sièges et canaux sur la page tarifs, puis commencez avec l’offre qui convient.
Guides associés
Centralisez vos conversations dès maintenant
Choisissez une offre adaptée à votre équipe et au volume, connectez WhatsApp Cloud API et vos canaux, puis lancez inbox, IA et flux.
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