Lead management & sales CRM
Every enquiry captured, assigned and followed up.
Anviom CRM brings all your leads into one place, routes each one to the right person and keeps every follow-up on schedule — so no enquiry goes cold.
- Meta lead ads & CSV import
- Rule-based assignment
- Follow-up reminders
Why teams switch
Leads don't go cold on their own
Most enquiries are lost to slow responses and forgotten follow-ups — not bad leads. Here's what changes with Anviom CRM.
Without a CRM
With Anviom CRM
Enquiries scattered across ad dashboards, sheets and phones
Every lead in one list, with its source tracked automatically
Leads wait hours before anyone picks them up
Assignment rules route each lead to the right owner the moment it arrives
Follow-ups forgotten — hot leads go cold
Scheduled follow-ups with reminders, and overdue work on every dashboard
No idea which campaigns or reps actually convert
Reports by source, campaign, stage, team and individual rep
How it works
One flow from first enquiry to conversion
- 1
Capture
Meta lead ads, CSV imports and manual entry land in one list — duplicates flagged.
- 2
Assign
Rules route each lead by territory and team; managers transfer in bulk.
- 3
Follow up
Reps work a daily list of follow-ups with reminders and a full timeline.
- 4
Measure
See conversion by source, stage and rep — and where leads stall.
Inside Anviom CRM
Built for how sales teams actually work
From the first enquiry to the final decision, every step is covered — without spreadsheets.
Capture
Every enquiry lands in one place
Leads from your Facebook and Instagram lead forms arrive automatically. Import existing lists by CSV, or add walk-ins in seconds.
- Meta lead-ad form fields mapped to CRM fields
- CSV import with column mapping and a per-row report
- Duplicate detection by phone and email
Assign
The right owner in seconds, not hours
Assignment rules route every new lead by territory and team the moment it arrives. Managers rebalance with bulk transfer and auto-assign.
- Territories with members and eligibility
- Round-robin distribution (on selected plans)
- Pause a rep's lead flow when they're away
Follow up
A daily list your reps will actually use
Follow-ups, reminders and a complete timeline keep every conversation moving. Overdue work surfaces before it slips.
- Reminders before a follow-up is due
- Notes, call logs and files on every lead
- Approvals for sensitive status changes
Measure
See what's working — and where leads stall
Filter reports by team, person or status. Track volume and conversions by source and campaign, time in each stage, and every rep's results.
- Trends, sources, campaigns and stage funnel
- Per-team and per-person performance with win rates
- Idle-lead ageing and CSV exports
Everything in one CRM
All the tools your team needs, nothing it doesn't
Capture
Every enquiry lands in one list — nothing lost between channels.
Meta lead ads · CSV import · Manual entry
Assign & route
The right owner for every lead, automatically or in bulk.
Assignment rules · Territories · Round-robin distribution
Follow up
A daily workflow that keeps every lead moving.
Follow-ups & reminders · Notes, activities & files · Complete timeline
Configure
Shape the CRM to your process without code.
Custom lead statuses · Custom fields · Sources, tags & aliases
Team & access
Structure that mirrors your organization.
Hierarchy & visibility · Granular permissions · Departments, teams & org tree
Reports
Know what's working and where leads stall.
Dashboard · Trends & sources · Funnel & velocity
Message leads through your own WhatsApp Business account.
WhatsApp Business connection · Usage visibility
Admin & security
Control and accountability for administrators.
Audit log · Session management · Notification preferences
Who it's for
One CRM, the right view for every role
Sales reps & counsellors
A clear daily list: my leads, my follow-ups, what's overdue — plus notes, calls and files on every lead.
Team managers
Team pipeline, idle-lead alerts, bulk transfer, approvals, and per-rep reports with win rates.
Admins & owners
Custom statuses and fields, assignment rules, roles & permissions, audit log and billing.
Solutions
Designed around enquiry-led teams
Custom stages, fields and routing adapt Anviom CRM to how your industry sells.
Secure by design
Your lead data, protected and under your control
Role-based visibility
Own, team, department, reporting-chain or organization-wide — configured per role.
Secure sign-in
Hashed passwords, short-lived tokens, rate-limited sign-in and per-device sessions.
Audit log
An append-only record of significant actions, exportable for review.
Your data stays in India
All customer data is stored in the AWS Asia Pacific (Mumbai) region.
Integrations
Meta lead ads
Facebook & Instagram lead-form leads arrive automatically, fields mapped to your CRM.
WhatsApp Business
Connect your own WABA and manage templates. Message charges are billed to you directly by Meta.
CSV import & export
Bring existing leads in with column mapping; export lists and reports any time.
Razorpay billing
Subscriptions and seats paid securely through Razorpay checkout.
Customers
What teams say about Anviom CRM
FAQ
Questions teams ask us
Can we bring leads from Facebook and Instagram ads?
Can we import our existing leads?
Can we customise the pipeline?
Can managers see reports per team and per person?
Where is our data stored?
Who pays for WhatsApp messages?
Does Anviom CRM use AI?
See Anviom CRM with your own lead flow
We'll walk you through capture, assignment and follow-ups — set up around how your team works.