Platform Features

Powerful by default.
Customisable when you need it.

Every feature in Avyukta CRM is designed to remove a daily friction your sales team feels right now — from first lead to closed deal and beyond.

15×Faster follow-ups
40%More conversions
3M+Leads managed
500+Teams onboarded
4.9★Customer rating
Core Features

Everything your sales team needs, in one place.

Replace fragmented spreadsheets and scattered message threads with a single, beautifully-designed platform your team will love opening every morning.

🎯

Lead Capture & Routing

Capture leads from web forms, ads, WhatsApp, and chat. Auto-assign via round-robin or custom rule-based routing to the right rep instantly.

Core
💬

WhatsApp Business API

Send Meta-approved templates, log replies, automate follow-up reminders — all from the deal view. Every message tied to the right lead.

Most Popular
🧭

Visual Sales Pipeline

Drag-and-drop Kanban with multiple pipelines per team, custom stages, weighted deal forecasting, and real-time progress tracking.

Core
📞

Click-to-Call & Auto Dialer

Built-in cloud dialer with click-to-call, predictive auto-dialer, and call recording — every call auto-attached to the right contact record.

Telephony
🤖

No-Code Automation Builder

If-this-then-that rules for tasks, notifications, lead scoring, SLA escalations, and approvals. Build powerful workflows without writing a single line of code.

Automation
📊

Reports & Live Dashboards

Pre-built dashboards for sales managers plus a no-code report builder for custom KPIs. 25+ report templates out of the box.

Analytics
🌐

Omnichannel Inbox

Phone, email, WhatsApp, and live chat — manage every customer conversation from a single, unified inbox. No more tab-switching.

Enterprise
📅

Tasks & Smart Reminders

Smart reminders that learn from your follow-up cadence. Surface the most important tasks each morning so no lead ever goes cold again.

Core
🔐

Role-Based Access & Audit Logs

Granular RBAC permissions that keep marketing, sales, and ops data exactly where it belongs — plus a full immutable audit trail.

Security
📥

Email Sync (Gmail & Outlook)

Two-way Gmail and Outlook sync — every email thread automatically tied to the right account, deal, and contact record.

Integrations
🔗

Open APIs & Webhooks

REST APIs, webhooks, and Zapier-style connectors to plug Avyukta into your existing stack — Tally, Zoho, Google Suite, and 30+ more.

Integrations
🧠

AI Assist

Draft reply suggestions, automated call summaries, AI-ranked lead scoring, and next-best-action prompts to help reps always know what to do next.

New
WhatsApp Automation

The channel your customers already love — now inside your CRM.

Avyukta is one of the few Indian CRMs with a native, fully-auditable WhatsApp Business API integration.

Meta-approved message templates
Auto-reminders & follow-up sequences
Every reply logged to the deal timeline
Bulk WhatsApp campaigns with opt-out management
Why it matters

Your reps spend 3+ hours a day on WhatsApp. Make every message count.

Indian sales teams run on WhatsApp — but most CRMs treat it as an afterthought. Avyukta embeds it natively so every message is tracked, templated, and accountable.

  • Send approved templates directly from the deal view — no app switching
  • Automate sequences: welcome → follow-up → demo reminder → close
  • Full audit trail for compliance — every message timestamped and logged
  • Bulk campaigns with live delivery and read-receipt tracking
  • Works alongside your call dialer — both channels in one timeline
Telephony & Dialer

18 years of call-centre expertise — now in your CRM.

Built on Avyukta Intellicall's deep telephony stack, the dialer is not a bolt-on. It's baked in.

Click-to-call from any contact or lead
Predictive auto-dialer for high-volume teams
Call recordings auto-attached to deals
Real-time agent monitoring & live dashboards
Telephony Built In

Stop switching between your dialer and your CRM. They're the same thing now.

Most CRMs treat telephony as a third-party add-on. Avyukta was born from a telephony company, so the dialer is a first-class citizen in every screen.

  • WebRTC browser-based calling — no hardware required
  • Predictive dialer with AHT and occupancy management
  • Number masking for secure agent-to-customer calls
  • Inbound IVR routing + call queue management
  • Bring your own SIP trunk or use ours
Full Feature List

Every capability, at a glance.

A complete overview of everything included — from core CRM to advanced telephony, HR modules, and integrations.

Communication
💬
WhatsApp Business API

Meta-approved templates, auto-reminders & bulk campaigns with opt-out management.

Most Popular
📧
Email Sync

Two-way Gmail & Outlook sync with full thread history tied to every contact.

📱
SMS Integration

Transactional & bulk SMS via leading Indian gateway providers.

🌐
Omni-Channel Inbox

Phone, email, WhatsApp & live chat — all managed from a single unified inbox.

🎥
Auditable Video Calls

Recorded, auditable video call integration for compliance and training.

📢
Bulk Voice Blast

Auditable bulk SMS, bulk voice SMS, and Press-1 campaigns at scale.

🔊
TTS Voice Prompts

Static & dynamic Text-to-Speech notifications for IVR and alerts.

How It Works

From sign-up to revenue impact in 30 days.

We handle the heavy lifting so your team can focus on selling from day one.

Onboard & Import

Dedicated CSM sets up your workspace, imports existing leads and pipeline data, and configures your custom stages in under a week.

Configure & Automate

Build WhatsApp sequences, dialer workflows, and lead-routing rules with the no-code automation builder in just a few days.

Work Smarter

Reps get smart task queues, auto-reminders, and AI-ranked leads so they always know exactly what to do next — and close more deals.

Measure & Scale

Live dashboards surface bottlenecks instantly. Double down on winning playbooks and scale the workflows that convert.

500+Teams Onboarded
3M+Leads Managed
98%Retention Rate
₹500Cr+Pipeline Tracked

See these features inside your workflow.

20-minute personalised demo. No commitment, no pressure — just your exact use case, live.

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