Duplicate Detection & Merge
Duplicates detected automatically by email, phone, social profile, or fuzzy name matching. Preview and confirm merges with confidence.
CRM
From first message to closed deal
Unified contact profiles, visual deal pipeline, AI-powered lead scoring, and dynamic segments — all in one place.
Contact Management
Every customer, every channel, one profile
Each contact aggregates data from all channels into a unified profile. See their WhatsApp number, Instagram handle, and email all linked together with a full activity timeline.
- Unified profiles aggregating data from all channels
- Channel identities linked: WhatsApp, Instagram, email
- Custom fields, tags, and lifecycle stages
- Full activity timeline of every interaction
Screenshot coming soon
Deal Pipeline
Visual pipeline from lead to close
A Kanban-style board lets you drag and drop deals through custom stages. Add notes, upload documents, and track the full history of every stage change.
- Kanban board with drag-and-drop stages
- Custom fields per pipeline
- Deal notes and document management
- Stage history audit trail with win/loss tracking
Screenshot coming soon
Lead Scoring & Segments
AI scores your leads automatically
Ava scores every lead from 0-100 based on conversation signals — purchase intent, engagement, and product interest. Hot leads get tagged automatically, and dynamic segments let you target them in broadcasts.
- AI scoring (0-100) based on conversation signals
- Auto-tagging: hot leads (70+), warm leads (50+)
- Product interests and purchase intent captured from AI conversations
- Dynamic segments for broadcast targeting and AI configuration
Screenshot coming soon
Smart contact management
Keep your contact database clean and connected across every channel.
Cross-Channel Linking
Ava asks for identifying info to link contacts across channels. One customer, one profile, no matter where they reach you.
30-Day Merge Rollback
Made a mistake? Roll back any contact merge within 30 days to restore the original records.
Auto-Merge Threshold
Set a configurable confidence threshold for automatic merging. High-confidence matches merge instantly.