CRM Resources from Across the Website
Every public Avinix CRM page in one place — features such as workflow automation, official WhatsApp, and reminders, plus industries, solutions, integrations, comparisons, guides, and FAQs.
Features
Features overview →- Lead ManagementCapture, assign, and track every enquiry on one record — from import, ads, WhatsApp, and portal sources through follow-up.
- Bulk Lead ImportImport Excel and CSV lists, detect duplicate leads in the file and in the CRM, and auto-distribute them to the team.
- Auto Lead DistributionAutomatically distribute leads among team members using a defined ratio so every enquiry has an owner.
- Lead AutomationsSet up automations on lead actions and events so assignment, reminders, and follow-ups start without waiting on a manual chase.
- Workflow AutomationAutomate the sales workflow — assignment, reminders, handoffs, and next steps — so work moves in order without a chase in chat.
- Sales PipelineMove opportunities through customizable Kanban stages on the same record as calls, WhatsApp, and the next action.
- WhatsApp CRMManage official Meta WhatsApp Business chats on the same lead as calls, reminders, and pipeline — not on a personal phone.
- WhatsApp Official Meta APIConnect your official Meta WhatsApp Business account through official WhatsApp Business API — not unofficial WhatsApp workarounds.
- WhatsApp TemplatesCreate and manage WhatsApp message templates in Avinix CRM for consistent follow-ups and outreach.
- Quick RepliesSave short replies and send them in WhatsApp chats so the team responds faster without typing from scratch.
- Meta Lead & Conversion APISync Facebook and Instagram Lead Ads into Avinix CRM and send conversion events back to Meta.
- Follow-Up ManagementKeep calls, meetings, and the next action on the lead so follow-up is owned — not left in a notebook or chat.
- Call RemindersSet call reminders on leads so callbacks are not left to memory or a personal notebook.
- Meeting RemindersSet meeting reminders on leads so demos, visits, and sit-downs are not left to memory.
- Team CollaborationShare call and meeting context on the lead so any teammate can pick up without starting from scratch.
- Task ManagementCreate, assign, and track sales tasks on the same lead as reminders, meetings, and the calendar.
- Team ManagementGive the floor owners, roles, and visible work — then review activity without reconstructing a weekly report.
- Role-Based AccessGive each person the CRM access their role needs, so reps, managers, and admins do not all see the same things.
- Calendar ViewSee call reminders, meeting reminders, and tasks on one calendar so the day is not only in a personal diary.
- Custom FieldsCapture the fields your process needs, then filter and review those parameters in reports — not in a side spreadsheet.
- Performance DashboardReview leads, pipeline, and team activity in one dashboard — then filter the slice that matters.
- Team Performance TrackingTrack how the sales team and each person are performing on leads, follow-ups, pipeline, and wins.
- Advanced FiltersFilter every report and parameter so managers can track the slice of leads, pipeline, and activity that matters.
- Mobile CRMOpen the same lead on Android and iOS — owner, reminders, WhatsApp context, and pipeline — while you are on the floor or on site.
- Bulk WhatsApp BroadcastSend structured WhatsApp outreach to appropriate lead lists through official Meta WhatsApp Business, following messaging policies.
Lead source integrations
All integrations →- Justdial CRM IntegrationAutomatically sync business enquiries with Avinix CRM.
- IndiaMART CRM IntegrationCentralize B2B enquiries and manage sales follow-ups.
- TradeIndia CRM IntegrationBring business enquiries into one centralized CRM.
- Sulekha CRM IntegrationManage service and business enquiries from one CRM.
- 99acres CRM IntegrationCentralize property enquiries and manage sales follow-ups.
- Housing.com CRM IntegrationSync property enquiries and manage them from Avinix CRM.
- MagicBricks CRM IntegrationBring property leads into one centralized sales system.
- Shiksha.com CRM IntegrationCentralize student and education-related enquiries.
- Custom Webhook IntegrationConnect custom websites, forms and applications.
Frequently asked questions
Avinix CRM is a sales CRM for one inbox: leads, official WhatsApp, call and meeting reminders, workflow automation, pipeline, and team activity — so follow-up is not left in a spreadsheet or a personal chat.