WhatsApp CRM for small teams
Stop losing deals in WhatsApp threads and spreadsheets.
ColviQ is the WhatsApp CRM that keeps every lead, follow-up and conversation in one clear pipeline — so your team always knows who to call next, and nothing slips through. No WhatsApp API setup, no marketing-suite bloat.
Now in early access · book a demo to get in
Teams that run on ColviQ
400+
sales teams run on ColviQ
1.2M
leads tracked to date
₹40Cr+
pipeline managed
What you get
Everything a small team needs to sell — nothing it doesn't.
WhatsApp lead capture
Every WhatsApp enquiry lands as a lead — no API setup, nothing typed into a spreadsheet.
One clear pipeline
Drag leads through your stages with temperature scoring, so the right lead gets called first.
Follow-ups that stick
Reminders fire before a lead goes cold, and overdue ones surface in red the moment you open the board.
Automations
Auto-assign, nurture messages and stage rules run in the background while your team sells.
Reports that matter
See what's working by source, rep and week — pipeline value and conversion at a glance.
Roles & permissions
Give each manager their view and the founder the full picture — one source of truth.
How it works
From first message to closed deal — one place.
Capture every lead
Web forms, WhatsApp, calls and CSV imports land in one inbox — deduped and assigned automatically.
Work the pipeline
Drag leads through your stages. Scores, follow-ups and conversations sit on every card.
Close & report
Mark deals won, log the value, and see exactly what's working — by source, rep and week.
Lead pipeline
See exactly where every deal stands.
Lead temperature
Hot, warm and cold scoring on every card — call the right lead first.
Conversations inline
WhatsApp and call history attached to the lead, not lost in a phone.
Overdue, in red
Follow-ups that slipped are flagged the moment you open the board.
Automation
Set the rules once. Let ColviQ do the chasing.
Build automations in plain language — no flowchart degree needed. If this happens, do that. ColviQ handles the rest in the background.
Automation rule
Never miss a follow-up
Reminders fire by the minute and nudge the owner before a lead goes cold.
Auto-nurture quiet leads
Drip the right message when a lead stalls — no manual chasing required.
Assign the instant it lands
Route new leads by source, region or round-robin the second they arrive.
Analytics & reporting
Know what's working — by source, by rep, by week.
Stop guessing where deals come from. ColviQ turns your activity into clear reports you can act on — and export in a click.
23.4%
Conversion
₹1.4L
Avg. deal
7
Overdue
Inside ColviQ
The real product — not a mockup.
This is exactly what your team works in every day.
Every lead, scored and sorted
Status, source, priority and a live score on each row. Filter, assign and act without leaving the list.
The whole story on one screen
Contact details, activity, notes, follow-ups and the WhatsApp thread — together, so nothing gets lost.
Team collaboration
One pipeline your whole team can trust.
Roles & permissions
Reps see their leads. Managers see everything. Set it once, per role.
Shared notes
Context travels with the lead — no more “who spoke to them last?”.
Full activity log
Every status change, assignment and call is recorded and searchable.
Team activity
Live- PR
Priya assigned Rohit Sharma
2m - AR
Arjun moved to Qualified Vikram Patel
18m - NK
Neha added a note on Meera Nair
1h - KS
Karan marked won Deepa Menon
3h
Use cases
Built for how your business actually sells.
The problem
Enquiries pour in from 99acres, WhatsApp and walk-ins — and half go cold before anyone calls back.
With ColviQ
ColviQ captures every enquiry, assigns it instantly, and reminds the agent before the lead drifts.
23% faster
first response time
From real sales floors
“We stopped losing WhatsApp leads — about 40 a month were quietly slipping away. Now every one gets a follow-up.”
“Our reps actually open it every morning. That never happened with the last CRM we paid for.”
Pricing
Honest pricing. No surprises at scale.
Starter
For a solo closer or a tiny team finding their feet.
billed annually
- 1 user
- 500 active leads
- Pipeline + follow-ups
- Email reminders
Growth
For growing teams that live in WhatsApp and need automation.
billed annually
- Up to 10 users
- Unlimited leads
- Automations + campaigns
- WhatsApp integration
- Reports + exports
Scale
For larger sales floors that need API access and control.
billed annually
- Unlimited users
- Unlimited everything
- REST API + webhooks
- Roles & permissions
- Priority support
Now in early access · book a demo for founding-member pricing · cancel anytime
FAQ
Questions, answered plainly.
Can't find what you need? Talk to a real person — not a bot.
ColviQ's WhatsApp integration connects your WhatsApp Business number once, then automatically attaches every incoming and outgoing message to the right lead. The full conversation lives on the lead card in your pipeline — not scattered across someone's phone.
Yes — you can import existing leads into ColviQ from a CSV file. ColviQ previews the file, maps your columns, flags duplicates by phone and email, and imports in the background, handling tens of thousands of rows without slowing down.
Yes — every ColviQ business gets its own isolated workspace, with data scoped per tenant so it is never pooled with another company's. Access is role-based, and you can enforce two-factor authentication across your whole team.
ColviQ is currently in early access, so you get in by booking a demo with just an email — no credit card needed to start. Early-access teams get founding-member pricing while ColviQ onboards new workspaces.
Yes — you can cancel ColviQ anytime from your billing settings, with no lock-in or notice period. You keep the ability to export all your lead data on the way out.
Give your team a pipeline they'll actually use.
Book a 20-minute walkthrough and see your own leads inside ColviQ. We're onboarding early-access teams now.
Early access · founding-member pricing · launching to more teams soon