Sayvy AI • Modern CRM Hub

CRM Hub. Intelligent Customer Growth.

Manage leads, conversations, follow-ups, and deals from one intelligent workspace.

Stay on top of every customer relationship and never miss a follow-up.

Real-time channel synchronization
Automated contact routing
Sub-second activity timeline
Live Pipeline Workspace
₹12.4L
Active Pipeline Value
Executive Pulse

Real-Time Performance at a Glance

High-visibility metric cards tracking lead velocity, deal progress, and conversion milestones with instant trend indicators.

Revenue Pipeline
₹12.4L
+15% vs last month
Quarterly Target Pace74% Achieved
Total Leads
1,248
+12% this month
Active Deals
86
+8% velocity
Pending Follow-ups
24
Needs Attention
Conversion Rate
18.6%
+3.4% QoQ
Dynamic Pipeline

Visual Sales Pipeline & Drag-and-Drop Stages

A fluid Kanban board designed for speed. Track deals as they move through 5 custom-defined stages with subtle column indicators and automated next follow-up dates.

New Leads34 Inbound Contacts
Contacted21 In Outreach
Qualified18 High Intent
Proposal Sent9 Under Review
Won4 Closed This Week
Recent Leads Directory

Structured Contact Directory with Multi-Channel Filters

Every customer interaction from WhatsApp, Web forms, Meta Ads, and Voice Agents feeds directly into a unified contact ledger.

Instant Search & Multi-Filter Engine

Filter contacts by source channel, owner, stage, creation date, or custom tags with sub-second responsiveness.

Live Lead Attribution Record

Spotlight record: Priya Sharma • Source: WhatsApp • Status: Qualified • Owner: Aman • Last: 15 min ago • Next Follow-up: Today, 4:00 PM.

Full Bi-directional CRM Sync

Seamlessly mirrors updates with HubSpot, Salesforce, or Zoho without data loss.

Explore Full Directory
Customer Context 360°

Unified Customer Profile: Zero Missing Context

When any lead or contact is opened, sales reps see the full picture instantly—eliminating repetitive questions and awkward handoffs.

Verified IdentityName, Phone, Email & Company
Pipeline StatusQualified Stage • High Intent
Ownership & ValueOwner: Aman • Deal: ₹3.5L
Audited MemoryNotes, Proposals & Attachments
Chronological Activity Timeline

Consolidates messages, phone calls, calendar meetings, task completions, and internal notes into a single verifiable chronological log.

Tour Profile Architecture
Unified Conversations

Omnichannel Inbox: 3-Panel Communication Hub

Connect WhatsApp, website chat, email, and phone calls into a single synchronized workspace with zero message fragmentation.

WhatsApp Business API
Website Livechat
Inbound & Outbound Email
Voice Agent Calls

1. Left Contact Roster

Intelligent queue sorting contacts by SLA urgency, unread messages, and assigned sales representatives.

2. Central Timeline Hub

A unified interaction log bringing WhatsApp messages, emails, and voice summaries together with AI response suggestions.

3. Right Customer Context Panel

Displays lead stage, source attribution, open follow-ups, deal amount, and quick-reply action macros without tab switching.

Follow-up Intelligence

Today's Priorities: Zero Missed Opportunities

Never let an interested prospect slip away. Smart task categorization groups daily action items with soft indicators and quick action controls.

Due Today14 Tasks

Time-sensitive demos, pricing call follow-ups, and quotation reviews scheduled for today.

CompleteReschedule
Overdue4 Tasks

Soft-flagged reminders requiring quick recovery outreach to protect customer sentiment.

Send MessageReassign
Upcoming28 Tasks

Automated reminders synced with Google Calendar and Outlook for next week's milestones.

View Schedule
AI Sales Assistant

Autonomous Copilot for Modern Sales Teams

Harness built-in intelligence that drafts replies, decodes buyer sentiment, and automates administrative CRM logging in real time.

Summarize Lead

Condenses 50+ message transcripts into a concise 3-bullet executive briefing.

Next Best Action

Prescribes the exact channel and timing that yields highest closing probability.

Draft WhatsApp Reply

Generates polite, context-aware message drafts calibrated to your brand voice.

Identify Intent

Detects budget readiness, urgency cues, and competitor mentions automatically.

Create Follow-up

Extracts meeting dates mentioned by customers and schedules CRM tasks.

Call Note Synthesis

Transforms Voice Agent call recordings into structured bulleted CRM deal notes.

Sample AI Recommendation Engine Output

"Priya has asked about enterprise pricing and is likely ready for a demo. Recommended action: schedule a call within 24 hours."

Workflow Automation

Visual Business Logic: Zero Engineering Required

Set up intuitive trigger-and-action sequences that nurture inbound leads instantly, assign representatives, and update pipeline stages on autopilot.

Trigger 01New WhatsApp Lead
Action 02Auto Reply Sent <10s
Action 03Assigned to Sales (Aman)
Action 04Follow-up in 24 Hours
CompleteMove to Qualified
Conversion Science

Analytics Snapshot & Attribution Intelligence

Identify your most profitable channels, measure pipeline conversion velocity between stages, and project weekly revenue trajectories.

Actionable Insight: "WhatsApp leads convert 24% better than website leads."
Lead Channel Attribution
42%

WhatsApp leads represent the majority of inbound deal volume, followed by Website (28%), Meta Ads (18%), and Referrals (12%).

Stage-to-Stage Conversion
68.4%

Qualified leads progressing to Proposal Sent stage show a 68.4% win probability when followed up within 2 hours.

Weekly Revenue Trajectory
+22.5%

Accelerating momentum across mid-market deals with average sales cycle shortening from 14 days to 4.5 days.

Team Velocity

Empower Teams with Transparent Activity Metrics

Give sales managers clear visibility into team workload, follow-up completions, and closing efficiency without micro-management.

1,248
Leads Handled
892
Follow-ups Done
142
Deals Won
₹48.6L
Revenue Generated
4m 12s
Avg Response Time
Get Started Today

Turn every conversation into a customer relationship.

Bring your leads, team, conversations, and follow-ups into one intelligent CRM Hub.

✓ Instant setup in under 5 minutes✓ No credit card required✓ Full WhatsApp Business API integration✓ SOC2 Type II Certified