Introduction
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.