Converso CRM

Growth, Simplified.

Free · Designed for iPad. Not verified for macOS.

Converso CRM is a powerful, intelligent lead management and sales automation mobile application designed to streamline lead capture, follow-up workflows, team collaboration, and customer conversion for modern businesses. Built with high performance and enterprise-grade security, Converso CRM ensures every sales inquiry is captured instantly, assigned efficiently, and followed up without delay. AUTOMATED MULTICHANNEL LEAD CAPTURE Never lose a prospect again. Converso CRM aggregates incoming leads from multiple digital and physical channels into a single unified pipeline: - Meta Lead Ads Integration: Connect Facebook Pages and Instagram Lead Ads for real-time, automatic lead ingestion. - AI Business Card Scanner: Extract contact details from physical business cards using your mobile camera or photo gallery. - QR Code and NFC Scanning: Capture lead information instantly at physical events, trade shows, and meetings using integrated QR code and NFC tag readers. - Google Sheets Synchronization: Connect Google Spreadsheets for seamless bi-directional lead importing and exporting. - Custom Webhook Form Endpoints: Connect website contact forms, landing pages, and third-party web apps via secure form endpoints. - Manual Lead Management: Easily create and manage custom lead entries with custom field attributes. INSTANT COMMUNICATION AND OUTREACH Engage prospective clients immediately with built-in communication tools: - One-Tap WhatsApp Messaging: Send personalized WhatsApp outreach messages using customizable templates with dynamic keyword placeholders. - Direct Call Tracking: Dial leads directly from the application with automatic activity and call logging in the lead timeline. - Digital Marketing Creatives: Attach PDF brochures, product catalogs, proposal documents, and image assets directly to messaging templates. TASK MANAGEMENT AND TODAY AGENDA Stay organized and maintain follow-up discipline across your entire sales team: - Action-Oriented Daily View: View follow-up tasks categorized clearly into Upcoming, Overdue, and Completed sections. - One-Tap Quick Actions: Execute calls, open WhatsApp chats, mark tasks as completed, or reschedule follow-ups with a single tap. - Interaction History: Record activity notes and update follow-up schedules on the fly. PIPELINE TRACKING AND PRIVACY COMPLIANCE Maintain full visibility over your sales funnel while prioritizing data privacy: - Visual Sales Stages: Track prospect movement through customizable sales pipeline stages from raw lead to closed deal. - Detailed Activity Timeline: Inspect comprehensive audit trails containing call logs, WhatsApp dispatch records, notes, and status updates. - Data Privacy Safeguards: Built-in consent tracking compliant with DPDP Act 2023 guidelines, allowing consent withdrawal to restrict outreach calls and messages. MULTI-BUSINESS MANAGEMENT AND ROLE-BASED PERMISSIONS Scale your business operations across multiple brands or branch locations: - Business Switcher: Manage multiple company profiles or franchises from a single app account with complete data isolation. - Role-Based Access Control: Protect sensitive customer data using granular permissions for Owner, Manager, and Staff roles across leads, team management, exports, and billing. - Team Lead Distribution: Assign and reassign leads to sales representatives to ensure swift response times. - Frictionless Team Onboarding: Invite team members quickly using secure phone-gated invitations. ANALYTICS AND INSIGHTS DASHBOARD Make data-driven business decisions with real-time performance tracking: - Performance Dashboard: Track monthly lead acquisition volume, conversion rates, and team activity metrics. - Centralized Settings: Manage business profiles, team access permissions, API integrations, and billing from one centralized interface. - Transform your sales process, empower your team, and close deals faster with Converso CRM.

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• Simpler WhatsApp Chat: Tap the new '+' button to easily send files, images, or message templates. • File Upload Guidance: See file size limits upfront so your attachments send without issues. • Clearer Plan Alerts: Easy-to-understand status and quick support options if your plan needs renewal. • Bug Fixes & Improvements: Smoother app performance and update experience.

The developer, Thinkraft Technologies, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • Contacts
    • User Content
    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
Thinkraft Technologies
Size
87.9 MB
Category
Business
Compatibility
Requires iOS 15.5 or later.
  • iPhone
    Requires iOS 15.5 or later.
  • iPad
    Requires iPadOS 15.5 or later.
  • iPod touch
    Requires iOS 15.5 or later.
  • Mac
    Requires macOS 12.4 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English
Age Rating
4+
Copyright
© Thinkraft Technologies