A CRM that lives where your customers already are
Most CRMs make you export numbers and copy them into WhatsApp by hand.IvaFlow combines both: a clean deal pipeline and contact database, connected directly to your WhatsApp Business number — so following up takes seconds, not spreadsheets.
Product preview — pipeline view
Everything a growing business needs from a CRM
Built for teams that sell on WhatsApp — no bloated modules, no learning curve.
Deal pipeline that mirrors real selling
Move every opportunity through six real stages — Lead, Qualified, Proposal, Negotiation, Won or Lost — with deal value and priority on each card. Your sales picture is always one glance away.
Contact statuses & profiles
Classify every contact as Lead, Prospect, Customer or Inactive. Store phone, email, tags, source and notes on one clean profile — no more scattered spreadsheets or chat histories.
Assign deals to your team
Give each lead an owner. Reassign in one click when someone is on leave. Role-based visibility means agents only see their own pipeline while managers see everything.
Tags & lead sources
Tag contacts by interest, campaign or location and record where each lead came from. Later, filter and target exactly the right slice of your audience on WhatsApp.
WhatsApp-native follow-ups
Your CRM sits inside your WhatsApp platform. When a deal moves, reach the customer in the channel they actually read — with templates, auto-replies and the AI chatbot backing you up.
CRM analytics
See pipeline value by stage, win/loss split, status distribution and team workload. Spot bottlenecks early — like deals piling up in Negotiation — and act on real numbers.
CSV import & export
Bring your existing contact list from Excel, Google Sheets or another tool in minutes. Export any view whenever you need it for reporting or migration.
Secure by design
Your data is protected with row-level security, role-based access control and optional two-factor authentication. Add or remove team members without sharing logins.
Your pipeline and your WhatsApp, finally in sync
A deal entering "Proposal" deserves more than a silent spreadsheet row. With IvaFlow, the moment you capture a lead you can message them — personally, with a template, or automatically via auto-reply — without ever leaving the CRM.
- Import contacts once — they are instantly ready for campaigns, pipelines and conversations
- Move a deal to Won and your analytics update in real time across the platform
- Every team member works from the same database, with role-based access on top
- Auto-replies and the AI chatbot answer routine questions while your team focuses on hot deals
One pipeline, every kind of business
Studios, stores, brands and agencies across India run their customer follow-ups on IvaFlow.
Studios & photographers
Capture enquiry → shoot date → delivery as pipeline stages, and send booking confirmations and album-ready updates on WhatsApp.
Clothing & D2C brands
Tag buyers by product interest, announce new drops to the right segment, and track repeat customers separately from one-time orders.
Local commerce
Keep order conversations, enquiries and follow-ups organised per customer — even when several team members handle the same shop number.
Media & agencies
Manage client leads with owners and priorities, then report campaign results straight from IvaFlow analytics.
Stop losing leads in your inbox. Start closing them in your pipeline.
Set up your CRM in minutes — import contacts, create your first deal, and follow up on WhatsApp today.