Your leads, ranked by who to call first.
ColviQ scores every lead hot, warm or cold on its own, puts the whole pipeline on one board, and on Growth and Scale matches your WhatsApp replies to the lead they belong to.
ColviQ is a WhatsApp CRM for small sales teams.
Early access. Book a demo to get in.
What the dot means
- Hot
- Call today
- Warm
- Chase this week
- Cold
- Keep in touch
Sample data. Book a demo to see your own leads on this board.
WhatsApp is where customers talk. ColviQ is where the deal gets worked.
ColviQ is a WhatsApp CRM for small sales teams. The leads you already get go into one shared pipeline, with a score on every lead and a follow up date that surfaces before it slips. On Growth and Scale, replies from a lead's WhatsApp number are saved on that lead.
| WhatsApp on its own | With ColviQ |
|---|---|
| A separate chat thread per person | One board the whole team works from |
| Scroll back to find who matters | Every lead scored hot, warm or cold |
| “I will call them later” | A dated follow up that resurfaces |
| Lives on one person's phone | Shared, with admin, manager and staff roles (Growth and Scale) |
| Context lost somewhere in the scroll | The whole history sits on the lead |
| No stage, no sense of what is close | New, Contacted, Qualified, Converted |
From first message to closed deal, in one place.
- 1 of 3
Every lead in one list
Add leads by hand, import a CSV, or send them in from your website forms by webhook (Growth) or the REST API (Scale). They land in one list and are assigned automatically.
- 2 of 3
Work the pipeline
Drag leads through your stages. The score sits on the card. Open it for the follow ups, notes and, on Growth and Scale, the WhatsApp thread.
- 3 of 3
Close and report
Mark leads converted, log the deal value, and see what is working by source, by rep and for any date range.
See exactly where every deal stands.
One board for the whole team. Drag a lead between stages and its score and history move with it.
The same board on a laptop and in a rep's hand. Sample data from a demo workspace.
Lead temperature
Hot, warm and cold on every card, scored automatically from priority, follow ups, notes, age and time in the current stage, and rescored whenever the lead, its notes or follow ups change.
Follow ups that surface
Overdue follow ups are flagged in red and have their own Overdue view, with the rep who owns them.
Conversations attached
Every logged call and follow up, and on Growth and Scale the WhatsApp thread, sits on the lead, not in one person's phone.
Inside the product, not a mockup
Every lead, scored and sorted
Status, source, priority and an automatic 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 (on Growth and Scale) the WhatsApp thread together, so nothing gets lost.
Set the rules once. Let ColviQ do the chasing.
Rules run in the background. If this happens, do that.
Never miss a follow up
Reminders arrive by email and in app before each follow up is due. Overdue follow ups are flagged in red and have their own Overdue view, with the rep who owns them.
Nurture leads that stall (Growth and Scale)
Build an automation once and it runs in the background. Pause it when the season ends, switch it back on when it starts.
Assign the moment it lands
Route new leads by source, priority, score or tag, round robin or by workload. Rules run top down and the first match wins.
Sample data from a demo workspace.
See automation running on your own leads
Sample data from a demo workspace.
Know what is working, by source, by rep, by date range.
ColviQ turns the work your team already does into reports you can act on, and export in one click.
- Which source brings the most leads, and which converts
- How many leads each rep holds, and how many they converted
- What converted in any date range, and which source it came from
One pipeline the whole team can trust.
Team seats and roles come with Growth (up to 10 users) and Scale (unlimited). Starter is for one user.
Three roles, set once
Admin, manager and staff roles, with permissions you control. Add your own roles when you need them.
Notes travel with the lead
The next person to pick it up knows who spoke to them last and what was said.
Everything is logged
Every status change, assignment and note is recorded and searchable.
Team activity
- 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 converted Deepa Menon
3h
Sample activity from a demo workspace.
Built for how your business actually sells.
The problem
Enquiries arrive from listing portals, the website and walk ins, and half go cold before anyone calls back.
With ColviQ
Enquiries you add or import, or on Growth send in by webhook through Zapier or Make, land in one list and are assigned the moment they arrive. The score tells the agent who to ring first.
Automatic assignment on arrival
Honest pricing. No surprises at scale.
Starter
For a solo closer or a tiny team finding their feet.
billed annually
- 1 user
- Manage up to 500 leads
- Pipeline and follow ups
- Follow up reminders by email
- Reports and CSV export
- WhatsApp not included (Growth and Scale)
Growth
For growing teams that live in WhatsApp and need automation.
billed annually
- Everything in Starter
- Up to 10 users, with admin, manager and staff roles
- Manage unlimited leads
- Follow up automations
- WhatsApp Cloud API integration
- Bring leads in from your forms via webhook (Zapier, Make)
Scale
For larger sales floors that need API access and control.
billed annually
- Unlimited users, manage unlimited leads
- Everything in Growth
- REST API
- Lead Exchange: route and sell your own leads to your buyers
Lead limits are how many leads you can store and manage in your ColviQ workspace, including closed ones. ColviQ does not supply leads. Early access. Book a demo to get started. Cancel anytime; your plan runs to the end of the period you have paid for.
Questions about plansQuestions, answered plainly.
Cannot find what you need? You will get a person, not a bot.
ColviQ connects your own number through Meta's official WhatsApp Cloud API, on the Growth and Scale plans. Replies from a lead's number and messages sent from ColviQ are saved on that lead, not scattered across someone's phone. ColviQ adds no markup on WhatsApp; Meta bills its message charges to you directly. The pipeline, follow ups and reports work without WhatsApp connected.
Yes, you can import existing leads into ColviQ from a CSV file using the ColviQ template. ColviQ previews the first rows, matches duplicates by phone or email (you choose to skip or update them), and imports up to 10,000 rows per file in the background, within your plan's lead limit. You can also add leads by hand, send them in by webhook from tools like Zapier or Make on Growth, or use the REST API on Scale.
Every ColviQ business gets its own workspace, with data logically separated and scoped to your account. It is sent over HTTPS, 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. ColviQ is onboarding new workspaces now.
Yes, you can cancel ColviQ anytime from your billing settings. Your plan runs to the end of the period you have paid for, and you can export your leads until then.
Give your team a pipeline they will actually use.
Book a 20 minute walkthrough and see your own leads inside ColviQ. We are onboarding early access teams now.
Early access. Book a demo to get started. Launching to more teams soon.