CRM
Every lead, deal and follow-up — in one place.
A full CRM built for WhatsApp-first businesses: capture leads, move deals through multiple pipelines, automate follow-ups, score and dedupe contacts, and see exactly where revenue is stuck — with AI flagging what to act on next.
The problem
Leads sit in inboxes and notebooks, follow-ups get forgotten, duplicates pile up, and nobody knows the real state of the pipeline.
What you get
Multiple pipelines & deals
Custom pipelines with drag-and-drop stages, deal values and weighted forecasts.
Activity timeline & lead scoring
Every call, note and message on one timeline, with scoring to surface hot leads.
Automated follow-ups
Never drop a lead — automations chase deals on your rules and nudge the owner.
Custom fields
Model your data your way with custom fields on contacts and deals.
Dedup & merge
Detect duplicate contacts and merge them cleanly to keep the database tidy.
Analytics & AI insights
Win rates, stage conversion, and AI summaries of the deals worth your attention.
Work your way
Every view your team needs — switch in a tap.
Pipeline
Kanban stages with deal values and drag-to-move.
Contacts
Searchable contacts with custom fields and history.
Timeline
A full activity trail per contact and deal.
Analytics
Conversion, win-rate and pipeline health at a glance.
How it works
Capture
Leads flow in from WhatsApp, forms, funnels and click-to-WhatsApp ads.
Work the pipeline
Move deals through stages; the assistant logs activity and schedules follow-ups.
Close & learn
See conversion analytics and let AI flag the deals to push.
Built for how you actually work
Sales pipeline
Track every deal from lead to won, with forecasts you can trust.
Leads from WhatsApp ads
Click-to-WhatsApp leads land in the CRM and start a nurture flow.
Customer follow-ups
Automations make sure no customer goes quiet by accident.
Renewals & upsell
Flag accounts due for renewal and never miss the window.
Built for
- ✓Sales teams
- ✓Agencies
- ✓Service businesses
- ✓Founders
FAQ
How does it compare to Zoho?
It covers the essentials — multiple pipelines, automation, custom fields, scoring, analytics, dedup/merge — with WhatsApp at the centre and your back-office attached.
Can leads come from WhatsApp ads?
Yes — click-to-WhatsApp leads land directly in the CRM and start a follow-up flow.
Does it remove duplicates?
Yes — duplicate detection plus a clean contact-merge keeps your list accurate.
Can follow-ups be automatic?
Yes — rule-based automations chase deals and nudge the owner so nothing slips.
Works well with
Ready to hand off the back-office?
See Janiva run on your own numbers and companies. Book a 20-minute demo.
