Features

Everything your team needs to work every lead

Capture, assignment, follow-up, reporting and administration — built into one CRM your sales team will actually use.

8 areas · 32 capabilities

Find what you need

Every capability below is available in Anviom CRM today. Items marked “Plan feature” are included on selected plans.

Every enquiry lands in one list — nothing lost between channels.

Meta lead ads: Leads from your Facebook and Instagram lead forms arrive automatically, with form fields mapped to CRM fields.
CSV import: Upload a spreadsheet, map its columns, pick a default status and source, and get a per-row error report.
Manual entry: Add a lead in seconds with only the fields your organization uses.
Duplicate detection: Leads sharing a phone or email are flagged; review matches, dismiss false positives, or merge history into one record.
Recovery queue: If a Meta lead can't be fetched (for example an expired token), it's parked — not lost — and can be reprocessed.

The right owner for every lead, automatically or in bulk.

Assignment rules: Route new leads by rules — territory, team and more — so they reach the right person immediately.
Territories: Define territories with members, access levels and assignment eligibility.
Round-robin distributionPlan feature: Spread leads evenly across eligible team members.
Bulk actions: Select leads to auto-assign, transfer, change status, tag or archive in one step.
Availability controls: Pause a rep's lead flow while they're away; record leave with a delegate.

A daily workflow that keeps every lead moving.

Follow-ups & reminders: Schedule follow-ups, get reminded before they're due, and see overdue work on your dashboard.
Notes, activities & files: Log calls and meetings, keep shared or private notes, and attach documents to the lead.
Complete timeline: Every assignment, status change and note in one chronological history.
Status approvals: Require approval for sensitive status transitions; approvers act from one queue.
Saved views & search: Search by name, phone, email or lead number and save the filter sets you use every day.

Shape the CRM to your process without code.

Custom lead statusesPlan feature: Your own pipeline stages, grouped into open, follow-up, converted and lost.
Custom fieldsPlan feature: Capture the details your business needs — text, numbers, dates, dropdowns and more.
Sources, tags & aliases: Track where leads come from and organise them your way.
Field visibility: Hide built-in fields your team doesn't use.

Structure that mirrors your organization.

Hierarchy & visibility: Roles with rank and visibility scope — own, team, department, reporting chain or the whole organization.
Granular permissions: Role defaults plus per-user permission roles for exceptions.
Departments, teams & org tree: Model your structure and see it at a glance.

Know what's working and where leads stall.

Dashboard: Key numbers, your follow-ups and the pipeline at a glance.
Trends & sources: New leads and conversions over time, and performance by source.
Funnel & velocity: How many leads reach each stage, and how long they spend there.
Team leaderboard: Conversions and win rate by rep, plus idle-lead ageing.
Exports: Export filtered lead lists and reports to CSV.

Message leads through your own WhatsApp Business account.

WhatsApp Business connectionPlan feature: Connect your WABA and manage message templates and their approval status.
Usage visibility: See how many messages were queued, sent and failed. Messaging charges are billed to you directly by Meta.

Control and accountability for administrators.

Audit log: An append-only record of significant actions, filterable and exportable.
Session management: See active sessions and sign out other devices.
Notification preferences: Choose which roles get which alerts, by email and WhatsApp.

Items marked Plan feature are included on selected plans — see pricing for what each plan includes.

We'll walk you through capture, assignment and follow-ups — set up around how your team works.