Privyr is the best lead engagement system for sales teams that work off their phone and interact with customers through WhatsApp, text message, phone calls and offline meetings. We help salespeople be 3x more productive on their phones and follow up more effortlessly, while giving businesses full visibility and control over what’s happening.

Here’s a quick overview of Privyr’s most popular use cases:

1. Instantly Contact & Follow Up with New Leads
2. Re-Engage Existing Leads at Scale
3. Track Every Lead and Sales Activity
4. Setting Up Your WhatsApp Automations
5. Gain Full Visibility Over Your Sales Team

Watch the video below for an introduction to the major features and functionality in the Privyr app:

Check out the other videos and articles linked below for more in-depth walkthroughs on some of the top features loved by Privyr users.

We’re always releasing new updates and enhancements to make Privyr even better, so you can expect to see new features added regularly!

WhatsApp Auto-Responder

Instantly WhatsApp new leads with a personalised message, sent from your existing number, even while you’re unavailable or offline.

Learn more: Setting Up Your WhatsApp Auto-Responder

Follow-Up Sequences

Effortlessly engage leads over multiple days, weeks, or months, using multi-step sequences that may include messages, trackable files, contact instructions, and other types of follow ups.

Privyr automatically tracks your progress with each lead, and reminds you to perform the next step in just one tap.

Learn more: Using Follow-Up Sequences

Bulk Calling & Messaging

Bulk call or message thousands of leads at a time with auto-personalisation and one-tap actions. Use filters to quickly find specific leads to bulk contact.

Learn more: Bulk Sending Content | Bulk Phone Calling

One-Click WhatsApp Campaigns

Instantly message hundreds or thousands of leads from your existing WhatsApp Business number – without worrying about getting restricted or banned. View replies and continue conversations directly from the WhatsApp Business mobile or web apps you’re already using.

Campaigns make it easy for you to instantly and safely reach a large audience with a targeted message. You can promote new products, send limited-time offers, or simply follow up in bulk via WhatsApp.

Unlike WhatsApp Broadcast Lists, your message can be delivered even if a recipient hasn’t saved your number to their phonebook.

Learn more: Running WhatsApp Campaigns with Privyr

View & Interest Tracking

Get alerts whenever a lead views your files or sales content, with details of how many times they opened it and even how long they spent viewing.

Know exactly which content piques their interest and how often they revisit it, even if they don’t reply.

Using Privyr as a Mobile CRM

Keep track of every lead and client you’ve interacted with, both online and offline. View or update their details and execute your next steps in one tap — all from your phone.

Learn more on our blog: Using Privyr as a Mobile CRM

Custom Fields & Filters

Create any fields you want to quickly save or update key details for each lead. Use Filters to find specific leads for targeted messaging and campaigns.

Learn more: Custom Client Fields | Client List Filters

Using Privyr with a Team

Managing a sales team? Privyr gives you full visibility and control over their leads, sales activities, playbooks, and progress.

Activity Timeline

Access your full activity history with every lead, or across all leads and team members. See what has been done and what’s coming up at a glance.

Team Dashboard & Analytics

Track your team’s performance with high-level dashboards and advanced analytics. Visualise your entire sales pipeline, spot your top-performing team members or campaigns, and more.

Learn more: Team Dashboard

More on our blog: 5 Ways Privyr Gives You Full Visibility Over Your Team

Meta Lead Ads Optimisation

Train Meta’s algorithms to find you higher quality leads at a lower cost, powered by Meta Conversions API.

Now it only takes less than 5 minutes to set everything up and start training the algorithm.

Learn more: Meta Conversions API for Facebook Lead Ads

Struggling to respond to new leads quickly and consistently? Privyr makes it super easy for you to execute the perfect sales playbook for every lead.

You can even automatically message new leads, AND put them in automated sequences to effortlessly engage them across WhatsApp, text message, phone calls, and more.

No need to type, copy-and-paste, or remember what you should be doing next. Hit every touch point in one tap!

No-Code Lead Source Integrations

Connect Privyr directly to popular lead sources like Facebook Ads, Google Forms, your websites, and more – within seconds. No coding or third-party tools required.

Learn more: Managing Your Privyr Integrations

Instant Lead Alerts

Get new lead alerts and follow-up reminders on your phone – simply tap to complete the next step! No need to manually export, copy-and-paste, or type anything.

Learn more: Managing Your Notifications

Automatic Lead Assignment

Instantly assign new leads to the right team member based on custom rules, advanced logic, or a round-robin setup. Set up in seconds; save hours every week.

Learn more: Using Privyr with a Team – Automatic Lead Assignment

24/7 WhatsApp Auto-Responder

Instantly WhatsApp new leads with a personalised message, sent from your existing number, even while you’re unavailable or offline.

Learn more: Setting Up Your WhatsApp Auto-Responder

Follow-Up Sequences

Effortlessly engage leads over multiple days, weeks, or months, using multi-step sequences that may include messages, trackable files, contact instructions, and other types of follow ups.

Privyr automatically tracks your progress with each lead, and reminds you to perform the next step in just one tap.

Learn more: Using Follow-Up Sequences

Meta Lead Ads Optimisation

Train Meta’s algorithms to find you higher quality leads at a lower cost, powered by Meta Conversions API.

Now it only takes less than 5 minutes to set everything up and start training the algorithm.

Learn more: Meta Conversions API for Facebook Lead Ads

Reconnecting with your existing leads is faster and easier with Privyr. Using bulk actions, you can revive your conversation with hundreds or thousands of leads at a time!

Your next sales opportunity is waiting in your contact list. Import your leads to Privyr from your phonebook or spreadsheet to bulk re-engage them.

Bulk Calling & Messaging

Bulk call or message thousands of leads at a time with auto-personalisation and one-tap actions. Use filters to quickly find specific leads to bulk contact.

Learn more: Bulk Sending Content | Bulk Phone Calling

Follow-Up Sequences

Use automated Follow-Up Sequences to re-engage leads over multiple weeks or months for maximum impact. Privyr automatically tracks every next step – just tap to execute when you receive the alert!

Learn more: Using Follow-Up Sequences

One-Click WhatsApp Campaigns

Instantly message hundreds or thousands of leads from your existing WhatsApp Business number – without worrying about getting restricted or banned. View replies and continue conversations directly from the WhatsApp Business mobile or web apps you’re already using.

Campaigns make it easy for you to instantly and safely reach a large audience with a targeted message. You can promote new products, send limited-time offers, or simply follow up in bulk via WhatsApp.

Unlike WhatsApp Broadcast Lists, your message can be delivered even if a recipient hasn’t saved your number to their phonebook.

Learn more: Running WhatsApp Campaigns with Privyr

Auto-Personalised Templates

Simply choose a message or file template to bulk send. Privyr will auto-personalise it for each lead.

Learn more: Bulk Sending Content

Media-Rich Sales Content

Build interactive sales pages with images, text, links, videos, and other content, within seconds!

Learn more: Managing & Tracking Pages | Managing & Tracking Files

View & Interest Tracking

Get alerts whenever a lead views your files or sales content. Know exactly which content piques their interest and how often they revisit it, even if they don’t reply.

Think of Privyr as your smart assistant that remembers everything about every single lead who enters your pipeline.

No matter how long it has been since you last spoke to them, you can easily access your leads, their details, and sales performance insights in one place. The more you use Privyr, the better the app helps you plan and execute your next follow up!

Mobile CRM

Keep track of every lead and client you’ve interacted with, both online and offline. View or update their details and execute your next steps in one tap — all from your phone.

Learn more on our blog: Using Privyr as a Mobile CRM

Custom Fields & Filters

Create any fields you want to quickly save or update key details for each lead. Use Filters to find specific leads for targeted messaging and campaigns.

Learn more: Custom Client Fields | Client List Filters

Activity Timelines

Access your full activity history with every lead, or across all leads and team members. See what has been done and what’s coming up at a glance.

Automatic Activity Logging

Privyr automatically logs your team’s activities with their leads on WhatsApp, text message, call, and more. This includes any notes or geolocation they’ve added.

All activities across your Privyr mobile and web apps are always synced.

Learn more: Adding & Editing Timeline Interactions

Team Dashboard & Analytics

Track your team’s performance with high-level dashboards and advanced analytics. Visualise your entire sales pipeline, spot your top-performing team members or campaigns, and more.

Learn more: Team Dashboard

More on our blog: 5 Ways Privyr Gives You Full Visibility Over Your Team

WhatsApp Chat Monitoring

Get direct access to your salespeople’s WhatsApp conversations with their leads, powered by our official WhatsApp integration.

Ensure conversation quality, provide coaching, and coordinate better when multiple reps are talking to the same lead.

WhatsApp Chat Monitoring is a paid add-on feature. If you’re interested in learning more, book a free demo with our sales team here.

Privyr lets you run powerful WhatsApp Automations with your current number, while you keep using your existing WhatsApp Business app to engage your leads and client.

These are official WhatsApp integrations you can set up for yourself, and your salespeople, without losing existing chat history. Each person can automate follow ups from their own WhatsApp numbers, for their own clients, while you get full visibility over every lead and conversation.

WhatsApp Auto-Responder

Instantly respond to new leads, 24 hours a day, with personalised messages from your WhatsApp number. Works even while you’re offline or unavailable!

Learn more: Setting Up Your WhatsApp Auto-Responder

WhatsApp Follow-Up Sequences

Easily engage leads with a pre-defined set of actions like messages, calls, and trackable files on WhatsApp, over multiple weeks or months.

Learn more: Using Follow-Up Sequences

One-Click WhatsApp Campaigns

Instantly message hundreds or thousands of leads from your existing WhatsApp Business number – without worrying about getting restricted or banned. View replies and continue conversations directly from the WhatsApp Business mobile or web apps you’re already using.

Campaigns make it easy for you to instantly and safely reach a large audience with a targeted message. You can promote new products, send limited-time offers, or simply follow up in bulk via WhatsApp.

Unlike WhatsApp Broadcast Lists, your message can be delivered even if a recipient hasn’t saved your number to their phonebook.

Learn more: Running WhatsApp Campaigns with Privyr

WhatsApp Chat Monitoring

Get direct access to your salespeople’s WhatsApp conversations with their leads, powered by our official WhatsApp integration.

Ensure conversation quality, provide coaching, and coordinate better when multiple reps are talking to the same lead.

WhatsApp Chat Monitoring is a paid add-on feature. If you’re interested in learning more, book a free demo with our sales team here.

Automatically assign leads and track your salespeople’s response times and follow-up activities to ensure high performance. Unlock real-time dashboards and analytics – no need to ask your team to manually send or log updates on what’s happening.

Automatic Lead Assignment

Instantly assign new leads to the right team member based on custom rules, advanced logic, or a round-robin setup. Set up in seconds; save hours every week.

Learn more: Using Privyr with a Team – Automatic Lead Assignment

Follow-Up Sequences

Ensure your team executes the perfect playbook for every lead with multi-step follow-up sequences, effortlessly engaging their leads over multiple days, weeks, or months. Sequences may include messages, trackable files, contact instructions, and other types of follow ups.

Privyr automatically tracks their progress with each lead, and reminds them to perform the next step in just one tap. They won’t have to type, copy-and-paste, or remember what they should be doing next.

Learn more: Follow-Up Sequences

Flexible Permissions

Privyr gives you full control over who can view or manage your team’s leads, content, and integrations. You can configure each team member’s Basic and Advanced Permissions, across your team and subteams.

Learn more: Managing Team Member Permissions

Subteam Hierarchy

Create subteams to have more precise control over lead permissions, content visibility, and more.

Advanced Analytics

Get real-time insights into your team’s activities, complete pipeline analysis, and much more. Visualise your entire sales pipeline, spot your top-performing team members or campaigns, and more.

More on our blog: 5 Ways Privyr Gives You Full Visibility Over Your Team

WhatsApp Chat Monitoring

Get direct access to your salespeople’s WhatsApp conversations with their leads, powered by our official WhatsApp integration.

Ensure conversation quality, provide coaching, and coordinate better when multiple reps are talking to the same lead.

WhatsApp Chat Monitoring is a paid add-on feature. If you’re interested in learning more, book a free demo with our sales team here.