CRM & Sales

Every customer,
one timeline.

From the first website visit to the signed contract — leads, deals, conversations, and documents in a single view.

CRM & Sales — Octavion live platform

Lead Management

Capture from web forms, calls, and messaging channels. Score, assign, and nurture with SLA rules.

Sales Pipeline

Opportunities with stage tracking, win-rate analytics, and forecasting.

Omnichannel Inbox

WhatsApp Business, SMS, Telegram, Viber, Facebook, and Instagram DMs — seven channels, one inbox.

Quotations & Orders

Quote, convert to sales order, deliver, and invoice without re-entering data.

Campaigns

WhatsApp bulk campaigns with templates, plus marketing ROI tracking per channel.

Customer 360

Complete history — every call, message, invoice, and ticket on one customer record.

Also included

  • Auto-fill CRM records from inbound calls
  • Assignment rules and territory management
  • Web form tracking with source attribution
  • Works with the built-in call center natively

CRM & Sales, live in your business.

Start free, or book a demo with your own use case.