Tasks & reminders
Set follow-ups directly from a chat. Auto-reminders fire as WhatsApp notifications to the agent. Snooze with one tap.
Sales pipeline. Tasks. Forecasts. No HubSpot needed.
Stop paying HubSpot ₹15,000/mo on top of Sendvise. Built-in CRM gives you visual Kanban pipelines, deal stages, tasks, custom fields, contact segments, and forecasts — all driven by your WhatsApp activity. Move a deal from WhatsApp chat to closed-won without leaving Sendvise.
Drag-and-drop Kanban with custom stages. Multiple pipelines for sales, partner deals, RFQ etc. Color-code by deal value or owner.
Sendvise's AI detects buying intent (price, quantity, delivery questions) and creates a deal — pre-filled with contact, value estimate and stage.
Weekly forecast vs target by agent. Stuck deals flagged. Manager sees velocity, win rates and conversion bottlenecks live.
Set follow-ups directly from a chat. Auto-reminders fire as WhatsApp notifications to the agent. Snooze with one tap.
Add any field — GST number, lead source, last purchase, NPS — and segment by it. Save segments for re-targeting and reports.
Separate pipelines for B2B vs D2C, hot leads vs partners. Each with its own stages and automation rules.
If you already use HubSpot, Zoho or Salesforce — Sendvise CRM syncs both ways. Use ours as the front-end, theirs as the source-of-truth.
See how this feature is used in your sector.
WhatsApp + CRM + tasks + forecasting in one workspace. Migrate from HubSpot/Zoho free of charge — our team handles it.