Unified Contacts
All customer data from every channel in one profile.
CRM & Pipeline
CRM & Sales Pipeline
Manage contacts, track deals, and close more sales with a drag-drop pipeline.
CRM beside the conversation
Contacts and deals that start in chat
Converla keeps CRM context next to the messages that created the opportunity.
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Unified contacts
Customer profiles gather data from connected channels.
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Chat-linked history
See conversation context when working a deal stage.
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Pipeline visibility
Kanban stages make ownership and progress obvious.
Key Features
Why Choose CRM & Pipeline
Manage contacts, track deals, and close more sales with a drag-drop pipeline.
Kanban Pipeline
Drag-drop deals between stages. Visual sales pipeline.
Lead prioritization
Surface hotter leads using conversation and pipeline signals so your team knows whom to call next.
Activity Timeline
Full history of calls, emails, meetings, and notes.
Task Management
Assign follow-ups, set reminders, and track activity.
Auto-Enrichment
CRM fields auto-populate from conversations.
How It Works
Get Started in 3 Steps
Import contacts, shape your pipeline, then close with full chat context.
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Import Contacts
Upload contacts or connect integrations.
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Set Up Pipeline
Customize deal stages for your sales process.
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Track and Close
Manage deals through the pipeline.
Platform depth
CRM connected to inbox, campaigns, and AI
Sales context stays attached to messaging — not a separate spreadsheet.
Contacts & pipeline
Manage people and deal stages in one CRM view.
Unified inbox
Jump from a deal to the live conversation.
Campaigns
Reach segments without losing CRM tags and history.
AI agents
Qualify or answer FAQs before a human updates the deal.
Use cases
Where teams use CRM on Converla
Practical sales workflows — no fake win rates.
Inbound lead pipeline
Capture chat leads into stages with clear next actions.
Account follow-up
Track tasks and notes after WhatsApp or Messenger conversations.
Handoff from support
Turn support chats with buying intent into tracked opportunities.
FAQ
CRM questions
Straight answers on contacts, pipeline, and chat context.
Yes. Contacts can unify data from connected channels into one profile.
Yes. Move deals between Kanban stages that match your process.
Yes. Activity and conversation context stay attached to the customer record.
Yes. Assign follow-ups and track activity so deals do not stall.
Yes. Segments, inbox, and agents share the same customer context on Converla.
Ready to automate your customer service?
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