Build customer relationships, keep deals moving and follow up on time. Konvyra brings customer information, pipeline, quotes and your team’s work into one CRM.
Every company has a page of its own with its contacts, deals and history. On a contact’s page you see which company the person belongs to. Notes, logged calls and tasks land on one timeline, so you can see what has happened before you follow up.
A list collects leads for one purpose, such as a campaign or a calling session. A lead can be in several lists without being duplicated. The sales manager distributes the list among the sellers and sees how far each one has got. Leads can come in as CSV.
Turn a lead into a deal with one click and follow it through the stages. Each stage has a probability, which is used for the weighted value. When you move a deal to a lost stage you record the reason. The administrator sets up your own pipelines and stages.
The product catalogue holds price, period, VAT and bundles. A quote is built from catalogue lines and works out the monthly fee, one-off charges, VAT and contract value. You preview it as a PDF and download it when it is ready to go. You send the PDF yourselves from your own email program.
Tasks are grouped as overdue, today, tomorrow and later. Write a task as plain text, for example Call Johan tomorrow 10, and Konvyra reads the time. In the calendar you drag tasks to a time and move meetings. Callbacks appear there together with your meetings.
Each role gets a start page with figures that suit the role. The sales manager sees the team's calls, meetings and deals. The reports go deeper into sales, pipeline and products. Exceptions point out what needs action now, and every row has an action.
A team is a group of sellers with one or more sales managers. The sales manager distributes lists, changes the owner of many leads at once and follows the team's results. The administrator creates teams and manages the members.
A calling session takes one lead at a time. Name, status, earlier calls, notes and the script are on the same screen. You press Call, and the phone opens its dialler with the number. Then you record how it went, so the call and the lead's status are saved.
Konvyra can be installed as an app on Android and iPhone, straight from the browser. On the phone, Focus mode is always on and shows the core jobs for your role. The seller reaches their workspace, pipeline and tasks, and calls with a big Call button and saves the outcome with one hand. The app needs an internet connection and always shows current data.
Konvyra has three roles: Seller, Sales manager and Administrator. Permissions are enforced by the system, so no one can reach data by guessing an address. A seller sees their own records and the leads in assigned lists, a sales manager sees their teams and an administrator sees the whole organisation.
The app is available in Swedish, English, German, French and Spanish, and each user chooses a language in their user menu. The user also chooses a light or dark theme there. Some of the text in the administration settings is in English only. The documentation is available in Swedish and English.
Screenshots from the app with fictitious test data.
Tell us what your team needs and which integrations matter to you, and we’ll discuss how Konvyra could fit your business.
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