Every tool your sales team needs in one CRM
Capture leads, automate follow-ups, call from inside the CRM, and track every rep. From ₹499/user. Built for Indian SMBs.
Founder runs the demo. 20 minutes.
Complete Lead & Deal Management
Capture, track, nurture, and convert leads with powerful automation tools
Smart Lead Capture
Capture leads from multiple sources - website forms, QR codes, WhatsApp, Facebook, and manual entry. Automatic duplicate detection included.
How to put a lead form on your website →QR Code Lead Generation
Generate trackable QR codes for events, stores, and marketing materials. Automatically capture leads and track source performance.
Auto Lead Distribution
Automatically assign leads to team members based on custom rules, workload, and criteria. Round-robin and rule-based assignment supported.
Follow-up Automation
Automatic follow-up reminders before the due time, at due, and again when one goes overdue. They land as an app notification and an email, on the minutes-before schedule you set. Professional plan and up.
Visual Deal Pipeline
Track deals through customizable stages with drag-and-drop interface. Create quotations, invoices, and track revenue forecasts.
How to track deals through your pipeline →Document Management
Attach contracts, proposals, and files to leads and deals. Organized storage with easy search and retrieval.
Need to run HR and payroll too?
Once your sales is handled, add attendance, leaves, and payroll (PF/ESIC/TDS) to any plan for just ₹99/user. The same login, when you are ready for it.
Talk to Your CRM from ChatGPT, Claude, Grok or Perplexity
Connect ViveLead to the AI assistant you already use. Ask questions, pull reports, and create or update leads in plain English. No new app to learn.
Ask From ChatGPT, Claude, Grok or Perplexity
Connect once, then ask "Show me this month's revenue" or "How many deals closed last week?" right inside your AI assistant.
Create & Update Leads by Chat
It writes back to your CRM, not just reads. "Add lead: Rahul Mehta, 98765 43210, interested in Professional plan"
Instant Analytics
Get real-time performance data, team metrics, and conversion rates on demand.
Smart Report Generation
Generate custom reports with a simple request. No complex filters or dashboards needed.
Dashboards That Drive Decisions
Pre-built analytics dashboards for sales, leads, team performance, and revenue tracking
Revenue Dashboard
Track monthly revenue, deal values, pipeline worth, and earnings vs targets with real-time updates.
Sales Funnel Analysis
Visualize your conversion funnel, identify bottlenecks, and track lead-to-deal conversion rates.
Team Leaderboard
Compare team performance, individual metrics, conversion rates, and revenue contribution.
Lead Source ROI
Track which sources generate the most leads and revenue. Identify your best-performing channels.
Action Alerts
Get notified about hot leads not followed up, deals stuck in negotiation, and expiring contracts.
Export Reports
Download reports in CSV and PDF formats. Schedule automated report delivery via email.
Appointments and Public Booking
Book meetings, sync to Google Calendar, share booking links with prospects.
Appointments
Schedule, reschedule, and cancel appointments from any lead screen.
Google Calendar + Meet Sync
Two-way sync with Google Calendar. Auto-generated Meet links on every appointment.
Public Booking Links
Token-based booking pages. Prospects book without signing in. Reschedule and cancel from a single link.
Connect Your Tools
Integrate with the platforms you already use
Google Workspace
Login with Google OAuth, sync with Google Calendar, and centralize Gmail communications.
WhatsApp Business
Connect via Meta or AiSensy. Templates, broadcasts, marketing inbox. Meta charges billed by Meta to your account.
How to connect your WhatsApp number →Meta Lead Ads
Direct lead sync from Facebook and Instagram lead ads into your CRM.
How to connect Facebook lead ads →Built-in Calling (Twilio)
Call leads from inside the CRM on any device, including iPhone. Our numbers, voicemails, click to call. Business plan, Twilio per-minute billed to your wallet.
How to call a lead from ViveLead →SIM Call Tracking
Your rep dials from their own phone and the call logs itself on to the lead, with duration, direction and outcome. Every plan from ₹499, no per-minute bill. Call recording sync is on Professional from ₹999: it needs the phone's own recorder on and the folder picked once in the app, then it runs on its own. Android only. How it works
How to set up call recording →Email (Gmail + SES)
Send bulk emails, track opens and clicks, and manage email templates.
REST API
Connect any website or app using our OpenAPI. Webhooks for real-time lead capture.
More Value, Same Price
Additional features included at no extra cost
Lead Scoring
Configurable hot, warm, cold buckets with rule-based scoring.
Inventory Management
Product catalog, stock tracking, and category management.
Role-Based Access
Granular RBAC with custom roles and permission management.
How to add your team and set roles →Multiple Branches
Each office as a location, a Location Admin per branch, and leads and reports one branch at a time. Business plan.
How to run several branches →Audit Logs
Track all user actions and data changes for compliance.
Ready to run your sales team on one CRM?
From ₹499/user. Book a 30-min demo with our founder, or start your 7-day free trial. No card.