Convosis
Convosis CRM

Close deals faster.
Build relationships forever.

Convosis CRM helps revenue teams convert more leads, track active negotiations on visual pipelines, and coordinate client engagements seamlessly.

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Leads Management

Capture and qualify prospects
without manual data entry.

Capture leads automatically from email, web forms, and external campaigns, and route them to the right representatives immediately.

  • Multi-channel IngestionConsolidate leads from social, forms, and email into one queue.
  • Automatic ScoringQualify leads based on engagement levels, intent, and profile data.
Convosis CRM
Leads Ingestion & Routing
Instant routing active
Today
Leads Captured
28
Average
Response SLA
12 min
Target
Conversion Rate
24.2%
Ingestion Flow
Capture to AI assignment
AI-enriched routing
Web Ingestion
Form & API Capture
Capture Webhook received
Email parser triggered
Enrichment Engine
AI Scoring & Segment
Metadata enriched (Clearbit)
Segment: Enterprise High-Intent
Instant Alerting
Slack notifications, owner assignment, and automated intro emails trigger instantly.
SLA Monitor
If no response occurs within 15 minutes, automated manager reassignment triggers.
Ingestion Activity
48 new leads synced today
Qualification accuracy 98.4%
Ingestion channel status
Channels fully operational
Email API Parsing Active
Web Forms Webhook Active
LinkedIn Ads Sync Active
Convosis CRM
Customers & Contacts Desk
Unified profile sync active
Total
Active Profiles
128
Index
Engagement Score
94%
Annual
Retention Rate
98.8%
Unified Client Profile
Tyrell Corporation
Enterprise Key Account
TC
Eldon Tyrell
eldon@tyrell.com
Global HQ: Los Angeles, CA
Contract Term: 3 Years (Active)
Recent Engagement Timeline
Inquiry captured (Forms)
AI routing assigned account
Enterprise quote generated
Contact Continuity
All emails, task completions, and sales files are mapped dynamically into this contact's dashboard.
Finance Overview
Total Billed: Rs 42.5L
Outstanding: Rs 0.0 (Paid)
Account Completeness
All key accounts verified
Profile SLA alignment 96.8%
Account Segmentation
Active distribution sync
Enterprise Accounts 42 Tier-1
Mid-Market 56 Accounts
SMB 30 Accounts
Customers & Contacts

Maintain client records
with complete timeline visibility.

Get a comprehensive view of contact details, interaction history, previous transactions, and ongoing deal contexts under one account.

  • Unified ProfilesA single source of truth for communication preferences and purchase logs.
  • Enterprise AccountsMap multiple contacts to a single corporate entity for streamlined B2B management.
Deals & Pipelines

Interactive pipelines
with clear deal velocities.

Track progress across your pipeline stages using drag-and-drop Kanban boards. Maintain alignment with finance to quote and close seamlessly.

  • Drag-and-Drop KanbanMove deals effortlessly across stages as negotiations progress.
  • Deal Stage AutomationTrigger automated follow-ups and notifications on transitions.
Convosis CRM
Deals & Pipelines Desk
Active pipeline tracking
Value
Pipeline Volume
Rs 84.5L
Win Rate
Win Probability
32.4%
Active
Deals In Progress
24
Pipeline Board
Interactive Kanban View
Deal stage velocity
Proposal (1)
Cyberdyne Systems
Rs 12.5L
Owner: John D. 30d left
Negotiation (1)
Umbrella Corp
Rs 8.4L
Owner: Alice S. In Review
Won (1)
Weyland-Yutani
Rs 25.0L
Owner: Bruce W. Closed
Pipeline Velocity
Deal progression metrics
Pipeline hygiene 92.4%
Average Time in Stage
Cycle velocity logs
Qualifying Avg 6 Days
Proposal Sent Avg 12 Days
Closed Won Avg 24 Days
Convosis CRM
Tasks, Meetings & Calls Desk
Calendar sync active
Today
Calls Logged
9 Calls
Upcoming
Meetings Booked
3 Meets
SLA
Response Speed
< 2 Hours
Daily Schedule
Today's Client Engagements
Action queue in sync
Follow-up: Tyrell Corp
Scheduled for 2:30 PM • Host: Admin
Duration: 15m Soon
Proposal Review
Scheduled for 4:00 PM • Stark Industries
Duration: 45m Confirmed
Task Escalation
To-Do: Send customized quotation details to Umbrella Corp representatives.
Due: 6:00 PM
Next Scheduled Activity
Demo Run: Weyland-Yutani
Time: Tomorrow, 10:00 AM
Calendar Health
No meeting overlaps
Calendar SLA hygiene 93%
Engagement Logs
Completed activities sync
Discovery Calls 14 Done
Product Demos 8 Done
Negotiation Meets 5 Done
Schedules & Actions

Task, meeting, and call tracking
for disciplined engagement.

Stay updated on follow-up tasks, phone calls, and client sync meetings so that no opportunity slips through the cracks.

  • Call and Meeting LogsSchedule, log, and assign ownership for calls and client demos.
  • Task Escalation QueuesSet reminders and follow SLA rules for critical client response timelines.
Live CRM Control

Boost your conversion velocity
and scaling metrics today.

Leverage our full relationship pipelines and smart ingestion algorithms to scale deals with precision. Start your 14-day free trial now.

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