
Audience Segmentation
Segment by lead stage, tag, or custom field - deduped against the CRM automatically, no duplicate sends.
Email, WhatsApp, and AI-drafted replies - threaded onto the record they belong to. No tab switching. No context lost.

Every campaign reaches people over email or WhatsApp, and checks itself against the CRM automatically — before, during, and after it sends.
Sent from your connected Gmail or Microsoft 365 mailbox.
Every open and click tracked back to the lead
Reach contacts who don’t open email.
Same segment, same test, a second channel.
Deduped against your CRM automatically.
No lead ever gets sent to twice.
No guessing which subject line works. Build the list, test the message, broadcast the winner - every time.

Segment by lead stage, tag, or custom field - deduped against the CRM automatically, no duplicate sends.

Send two versions, side by side, and see which one gets a better open rate — tracked separately, compared automatically.

Once you’ve picked the better-performing version, send it to the rest of the segment — over email, WhatsApp, or both at once.
Two versions, tracked separately - open rate, click rate, and conversion, side by side. No guessing which one to send to the rest of the list.

Forms, surveys, and segments — three different ways in, one clean audience underneath.

Embed on your site or share a link. Every submission is deduped by email or phone — same logic as the CRM.

Send a short survey after a purchase or a case — responses attach directly to the customer record.

Build a live audience from stage, tags, or custom fields — the same segment feeds every campaign.
Templates and landing pages live in one library - so the next campaign starts from something proven, not a blank page.

Color-coded notes from every call, priority tasks with due dates, all templated so reps aren’t starting from scratch.

Request files via a private OTP-verified link , no login needed. Share back view-only or downloadable. Every action logged.
Reach the contacts who never open email. Same audience, same test, double the shot at a reply.

Sent from your connected Gmail or Microsoft 365 mailbox - every open and click tracked back to the contact.

Reach contacts who don’t open email - same segment, same test, sent from your dedicated number.
Avikto connects every send to the lead, the conversion, and the pipeline — so you know what actually worked.
| Capability | Avikto CRM | Legacy CRM | Spreadsheets |
|---|---|---|---|
| Built-in A/B testing on every send | Add-on | ||
| Multi-step automation sequences | Add-on | ||
| Forms + surveys, deduped against CRM | Manual | ||
| Email + WhatsApp from one campaign | |||
| Industry-specific data modules (e.g. insurance) | |||
| Conversion tracked back to pipeline | Add-on |
Set up your first workflow, add the automation rules, and watch cases move - with the audit trail already built in.