CRM Software Features for Growing Businesses
Everything you need to manage leads, automate sales workflows, set automations on lead actions and events, connect official Meta WhatsApp API, filter reports, set reminders, track team performance, import files, and run pipelines.
Lead Management
Capture, assign, and track every enquiry on one record — from import, ads, WhatsApp, and portal sources through follow-up.
Learn more →Bulk Lead Import
Import Excel and CSV lists, detect duplicate leads in the file and in the CRM, and auto-distribute them to the team.
Learn more →Auto Lead Distribution
Automatically distribute leads among team members using a defined ratio so every enquiry has an owner.
Learn more →Lead Automations
Set up automations on lead actions and events so assignment, reminders, and follow-ups start without waiting on a manual chase.
Learn more →Workflow Automation
Automate the sales workflow — assignment, reminders, handoffs, and next steps — so work moves in order without a chase in chat.
Learn more →Sales Pipeline
Move opportunities through customizable Kanban stages on the same record as calls, WhatsApp, and the next action.
Learn more →WhatsApp CRM
Manage official Meta WhatsApp Business chats on the same lead as calls, reminders, and pipeline — not on a personal phone.
Learn more →WhatsApp Official Meta API
Connect your official Meta WhatsApp Business account through official WhatsApp Business API — not unofficial WhatsApp workarounds.
Learn more →WhatsApp Templates
Create and manage WhatsApp message templates in Avinix CRM for consistent follow-ups and outreach.
Learn more →Quick Replies
Save short replies and send them in WhatsApp chats so the team responds faster without typing from scratch.
Learn more →Meta Lead & Conversion API
Sync Facebook and Instagram Lead Ads into Avinix CRM and send conversion events back to Meta.
Learn more →Follow-Up Management
Keep calls, meetings, and the next action on the lead so follow-up is owned — not left in a notebook or chat.
Learn more →Call Reminders
Set call reminders on leads so callbacks are not left to memory or a personal notebook.
Learn more →Meeting Reminders
Set meeting reminders on leads so demos, visits, and sit-downs are not left to memory.
Learn more →Team Collaboration
Share call and meeting context on the lead so any teammate can pick up without starting from scratch.
Learn more →Task Management
Create, assign, and track sales tasks on the same lead as reminders, meetings, and the calendar.
Learn more →Team Management
Give the floor owners, roles, and visible work — then review activity without reconstructing a weekly report.
Learn more →Role-Based Access
Give each person the CRM access their role needs, so reps, managers, and admins do not all see the same things.
Learn more →Calendar View
See call reminders, meeting reminders, and tasks on one calendar so the day is not only in a personal diary.
Learn more →Custom Fields
Capture the fields your process needs, then filter and review those parameters in reports — not in a side spreadsheet.
Learn more →Performance Dashboard
Review leads, pipeline, and team activity in one dashboard — then filter the slice that matters.
Learn more →Team Performance Tracking
Track how the sales team and each person are performing on leads, follow-ups, pipeline, and wins.
Learn more →Advanced Filters
Filter every report and parameter so managers can track the slice of leads, pipeline, and activity that matters.
Learn more →Mobile CRM
Open the same lead on Android and iOS — owner, reminders, WhatsApp context, and pipeline — while you are on the floor or on site.
Learn more →Bulk WhatsApp Broadcast
Send structured WhatsApp outreach to appropriate lead lists through official Meta WhatsApp Business, following messaging policies.
Learn more →Lead Source Integrations
Capture Leads From Multiple Platforms Automatically
Avinix CRM helps businesses centralize enquiries from multiple lead sources. Sync incoming leads into one CRM, auto-distribute work, set reminders, and start workflow steps from one inbox.
Justdial CRM Integration
Automatically sync business enquiries with Avinix CRM.
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IndiaMART CRM Integration
Centralize B2B enquiries and manage sales follow-ups.
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TradeIndia CRM Integration
Bring business enquiries into one centralized CRM.
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Sulekha CRM Integration
Manage service and business enquiries from one CRM.
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99acres CRM Integration
Centralize property enquiries and manage sales follow-ups.
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Housing.com CRM Integration
Sync property enquiries and manage them from Avinix CRM.
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MagicBricks CRM Integration
Bring property leads into one centralized sales system.
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Shiksha.com CRM Integration
Centralize student and education-related enquiries.
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Custom Webhook Integration
Connect custom websites, forms and applications.
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