Overview
CRM Core is the CRM at the heart of convotify. Conversations from all your connected channels, intent scores, conversation summaries, and sales stages come together in one dashboard, with no separate software to install and no data to migrate.
Leads move through a pipeline made up of the Contact → Quote → Sale stages. Your team is notified of hot leads, and whichever of more than 95 languages a conversation is held in, it’s saved in your language for you.
What You Can Do
All Conversations in One Dashboard
Conversations from your connected channels are gathered in a single feed, along with their summaries.
Sales Pipeline
Every lead is tracked through the Contact, Quote, and Sale stages, so your team can see at a glance who is at which step.
Intent Score and Summary
Every conversation is scored hot, warm, or cold and summarized, so there’s no need to read long threads from the start.
Hot Lead Alerts
When a lead who’s close to buying comes in, your team is notified, so your most valuable customers aren’t kept waiting.
Setup Steps
- 01
Your Account Is Ready
CRM Core comes with your convotify account; no separate setup is needed.
- 02
Choose Your Team
Together, we decide which team members will have access to the dashboard and who will receive hot lead alerts.
- 03
Adapt the Stages to Your Process
We clarify what the Contact, Quote, and Sale stages correspond to in your own sales process.
- 04
Start Tracking
From the moment the assistant goes live, every conversation lands in the dashboard with its score and summary.
Requirements
- An active convotify account
- Details of the team members who will access the dashboard
- A short description of your sales process: the stages and the people responsible
Data and Security
- CRM Core is built into convotify; you don’t need to connect a third-party CRM to use it.
- You decide who has access to the dashboard.
For details, see our Privacy Policy.
Which Plans Include It?
For full plan details, see the comparison table.
Frequently Asked Questions
CRM Core is where the assistant keeps conversations, scores, and summaries. If you use Salesforce, HubSpot, Pipedrive, or Zoho CRM, qualified leads can also be sent to that system; for other systems, we can explore the Developer API options together.
Whatever language the customer writes in, the assistant replies in that language, and the conversation is saved to the CRM in your language for you.
Yes. Your team can take over a conversation at any time; its full history and summary are ready in the dashboard.
No. CRM Core comes ready with your convotify account, so you don’t need to install separate software or migrate data. During setup, we simply decide together which team members get dashboard access, who receives hot lead alerts, and what the stages correspond to in your sales process.
Every lead moves through a pipeline made up of the Contact, Quote, and Sale stages, so your team can see at a glance who is at which step. Each conversation is also scored hot, warm, or cold, and summarized.