CRM
A CRM that fills itself from your WhatsApp and web chats.
A new customer on WhatsApp or your website chat becomes a lead or a contact, with the conversation on the record. Score the lead, rate it hot, warm or cold, and move the deal through your pipeline.
- Leads from
- Live chat
- CSV import
Sales today
The enquiry is on WhatsApp. The CRM finds out a week later.
“I copy the number from WhatsApp into the CRM.”
Every new enquiry means retyping a name and a phone number, if someone remembers to.
“Which of these 40 chats is a real buyer?”
Without a score, every enquiry looks the same at 9 am.
“Nobody told me she had an open complaint.”
When support lives in another tool, the sales call starts on the wrong foot.
Leads
A new WhatsApp or web chat customer becomes a lead, with the chat on it.
The chatbot or the agent creates the lead from the conversation, and the conversation stays linked. Every lead has a status, a score from 0 to 100 and a hot, warm or cold rating.
- Ten-plus sources, including live chat, WhatsApp and email
- A score and a rating on every lead
- An owner for every lead
Teras Home’s 14 leads: from Live Chat, WhatsApp and Email, New to Qualified, each with a rating and a score.
In the inbox
The customer’s record sits next to the chat.
Agents see the contact’s stage, source and open tickets while they reply. A visitor who isn’t in the CRM yet can be made a lead or a contact from the chat.
- Stage, source and tickets beside the chat
- Create a lead or a contact without leaving the chat
- Internal notes your customer never sees
Mohd Irfan’s Malay WhatsApp chat. The panel shows his stage (Customer), his source (Chat) and his open ticket, TKT-1205.
Deals
Home orders and B2B fit-outs: a pipeline for each, and a weighted forecast.
Deals move between stages on a kanban board. Each stage has its own probability, so the forecast weighs every deal by where it stands. Won and lost deals keep their reason.
- Several pipelines, like Home orders and B2B fit-outs
- Your own stages, each with a probability
- Deal analytics and a dashboard in Reports
The deal on Aisyah’s record: “Dining set for the new home”, RM 6,800, in the Home orders pipeline at Interested.
Contacts and accounts
From first chat to repeat customer, with tasks, notes and your own fields.
A contact moves from Lead to Prospect, Customer, Partner or Former. Group people under an account, give them tasks, notes and files, and add the fields your business needs.
- Six custom field types, and colour-coded tags
- Tasks, notes and files on every record
- An owner for every contact and deal
Nur Aisyah Kamal: Customer, Active, tagged Repeat customer, with her email, phone and WhatsApp. Source: chat.
Bring your data
Import your spreadsheet. Duplicates get caught on the way in.
Import contacts, leads, accounts, deals and tickets from CSV, with a preview and checks before anything is saved. Axonave warns you about a likely duplicate, and two records can be merged into one.
- Five record types from CSV
- Duplicate warnings and merge
- Convert a lead into a contact, an account and a deal
Import and Export on the Leads page, above the filters for status, source, rating, owner and tag.
Connected to everything else in Axonave
The lead, the chat, the ticket and the deal are one record.
The CRM is where the other modules write. A chat, a ticket, a survey score and a booked meeting all land on the same customer.
One customer recordchats · tickets · deals · AI answers
- Omnichannel InboxWeb chat and WhatsApp
- Chatbot & Flow BuilderAnswers saved to the CRM
- AICited answers, hand-over
- Knowledge Base & Help CentreWhat the AI answers from
- HelpdeskTickets with SLAs
- CRMLeads from every chat
Live chat
A website visitor becomes a lead, with the chat attached.
Omnichannel inbox
Create the lead from the chat, and see the record while you reply.
AI sales agent
The AI rates the lead with the customer’s own words and books the meeting.
Helpdesk
Tickets and survey scores show on the contact’s timeline.
One customer, one record
A sofa question at 11:40 pm. A RM 6,800 deal by 3:10 pm.
Nur Aisyah Kamal started as a WhatsApp chat. Everything after that landed on the same record, and nobody copied anything across.
- 11:40 pmAisyah asks on WhatsApp when her sofa will arrive. The chatbot answers from “Delivery times and tracking”.
- 11:44 pmShe leaves a message. Ticket TKT-1201 opens on her record, under the “Urgent & high” SLA.
- 9:00 amRouted to Warranty & Repairs by skill: Bahasa Malaysia. Hafiz Rahman has it.
- 9:06 amHafiz replies on WhatsApp with a draft from Agent Assist: delivery tomorrow, 10 am to 1 pm.
- 11:42 amThe ticket was resolved at 11:20. She rates it 5 / 5: “Terima kasih, sangat membantu.”
- 3:10 pmArjun Nair creates a deal on her record: a dining set for the new home, RM 6,800.
From Teras Home, our demo workspace.
The same day on her contact record, newest first.
Who sells from it
Furniture and home retail
Showroom enquiries on WhatsApp become leads, and the order becomes a deal.
B2B sales
Office and hotel fit-outs in their own pipeline, with the account and its people.
Service businesses
A customer’s open complaint and their next order on the same record.
Questions about the CRM
How do leads get into the CRM?
From live chat and WhatsApp, where the chatbot or an agent creates them from the conversation, and from more than ten other sources, including email. You can also import them from CSV or add them by hand.
How are leads scored?
Every lead has a score from 0 to 100 and a hot, warm or cold rating. On Pro, the AI sales step can rate a lead against your own criteria and keeps the customer’s words as the reason. A rating set by a person is never overwritten.
Can we run more than one pipeline?
Yes. Each pipeline has its own stages, and each stage its own probability for the weighted forecast. Won and lost deals keep their reason.
Can sales see a customer’s support tickets?
Yes. Chats, tickets, replies, survey scores and deals all show on one activity timeline per record, so sales sees an open complaint before the call.
Can we bring our contacts from a spreadsheet?
Yes. Import contacts, leads, accounts, deals and tickets from CSV, with a preview and validation first. Likely duplicates are flagged, and you can merge two records into one.
Can we add our own fields?
Yes. Custom fields come in six types: text, number, checkbox, dropdown, date and multi-select. Colour-coded tags sit beside them.
Which plan has the CRM?
Every plan. Basic is $59 a month with 3 seats, and includes the CRM, the helpdesk, live chat and WhatsApp.
Is there a free trial?
Yes. Try Pro free for 14 days. No card needed.
See your own pipeline in Axonave.
We reply within one business day by email or WhatsApp.