CRM & Pipeline

The CRM your reps actually finish

Leads get captured, scored, and worked. Conversions create a contact and a customer automatically. Nothing waits. Nothing slips.

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Avikto lead record for Jamie Miller: converted to a contact and a business customer, an AI summary, lead details and the activity timeline with a recorded call
The Core Flow

From a public form to a tracked customer. Automatic.

The path every lead follows, without a rep having to lift a finger, until it's time to close.

A Request a demo form filled in and submitted, recorded as a form submission with lead source Form Submission

Public form capture. No login. Fields you define, on your domain.

Leads, Contacts, Customers

Three views into the same relationship.

The way your team already thinks about them - scoped, staged, and connected.

Every lead, staged and scored. Table view for scanning, pipeline view for working a queue. Same data, switch anytime.

One conversion. Two records. Zero re-entry.

A record layout each rep sets up their own way.

AI-Assisted

Reps talk. Avikto writes.

Notes, next-step tasks, and follow-up drafts — generated from the call, in your team's voice. Every AI suggestion is reviewed before it ships.

  • Draft from a one-line promptTell it what to say - get a reply, not a template.
  • Pick the toneProfessional, friendly, persuasive, concise, empathetic or playful - switch anytime.
  • Rep stays in controlAI drafts, your team reviews and sends. Nothing goes out on autopilot.
Generate email with AI: a one-line prompt and a Friendly tone produce a drafted follow-up email the rep reviews before sending
On Every Record

Notes, Tasks, Files, Journal. Attached to the person, not the day.

The full context on every lead, contact, and customer - quick to add, easy to find later.

Notes

Color-coded notes from every call.

  • Quick color-coded notes, capture a call before it’s forgotten
Notes tab on a lead record with colour-coded, labelled notes

Tasks

Priority tasks with due dates, all templated.

  • Tasks as call, message, email, or meeting
  • Priority and due date, straight from a template
  • Reusable templates: build the same task once
Tasks tab on a lead record grouped by status, with priority flags, owners and due dates

Files

Request files via a private OTP-verified link, no login needed.

  • Share back view-only or downloadable
Files tab on a lead record with folders, PDFs and a spreadsheet

Timeline

Every note, task, and stage change writes to the timeline.

  • A full audit trail of whoever picks up the record next
Timeline tab on a lead record with the form submission, call, task, status change and conversion
Visibility for Managers

See workload and risk before they become problems.

Two things every sales manager checks first - who's carrying too much, and what's about to slip.

Home dashboard with lead, task and customer totals, the AI Where to focus insight and the Rep workload table of leads, contacts and customers per rep
Why Teams Switch

Built for what actually happens. Not for what should.

Most CRMs track records. Avikto tracks who owns it, how long it's been sitting, and when it needs attention.

CapabilityAvikto CRMLegacy CRMSpreadsheets
Duplicate-safe lead capture
Auto-creates contact + customer on conversionManual
OTP-verified file requests
Per-user configurable record layout
Rep workload view & hard SLA alerts
Full audit trail on every recordPartial
Try it on a real case

Bring every conversation into one inbox

Book a walkthrough of the unified inbox, AI composing, and WhatsApp — set up for your team.

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