Avikto brings CRM, case management, workflows, collaboration, AI, and insights together in one secure platform helping teams manage every customer and every case from first contact to resolution.
Summaries, composed replies, duplicate detection, and SLA risk alerts — built into the platform, not bolted on.
Turn an open caseload into a clear written update — status, risk, and next steps — in seconds.
Draft replies and follow-ups from the full record. You review, edit, and send from your own mailbox.
When someone creates a new case, similar ones are flagged so you can link or merge them.
See which cases are likely to breach before they do, so the right person can step in on time.
From the first lead to the final outcome — pick a capability to see it in action.
A pipeline board for every lead — scored, owned and moved stage by stage until it’s qualified.
Stage-gated approvals that enforce themselves, built by your own team with no code.
Cases, contacts, requests and files on one customer record, so nobody has to ask twice.
Segment contacts and launch campaigns on the same customer data, with A/B tests built in.
Discuss cases together, right on the record, with mentions, reactions and linked cases.
Predefined dashboards for outreach and team activity, plus reports you build yourself.
Everything your team needs to run sales and casework securely — configured your way, connected in real time, all around one core platform.
Stage-gated approvals, e-signatures, and pipelines — defined per team, no code required.
Tiered access by team, project, or record — set once, enforced everywhere.
Comment on a deal or a case and your team sees it the moment it happens.
Role-based access, a full audit trail including signed documents, and a 30-day recoverable Recycle Bin.
Custom fields, templates, and rules — built visually, by your own team.
Run every pipeline and every project side by side, on one platform.
— Collaboration
Empower your team with secure collaboration, customer self-service, and real-time updates — all from a single platform.
See every deal’s stage, value, and next step — from contract sent to signed — linked directly to the customer’s case history.
Discuss cases and deals, share updates, and work with teammates in real time using conversations linked directly to each record.
Enable customers to submit requests, upload and sign documents securely, and track case progress — all from one convenient portal.
Receive instant alerts for case updates, deal milestones, assignments, approvals, signature requests, and important events — at every step.
Keep every customer and case document in one secure place. Upload, collaborate, sign, and track — all with a full audit trail.
— Integrations
Automatically import leads and cases, send documents for e-signature, synchronize data, receive notifications, and streamline end-to-end management through secure APIs and webhooks.
Set up your first workflow, add the automation rules, and watch cases move - with the audit trail already built in.
