Product 09 — Communication

Never lose track of
a client conversation.

Send emails directly to leads, customers, and partners from within the platform. Every outbound message is automatically logged to the relevant contact, deal, or project.

Start 14-Day Free Trial Explore Capabilities

Workflow Flow

Deal Open Email Drafted AI Polish Sent from CRM Reply Received Logged to History
https://app.donvoo.com/modules/communication
D
CRM
Overview
Pipeline
Leads
Contacts
Companies
Deals
Activities
Reports
Settings
Donvoo › CRM › Overview

Overview

Here's what's happening with your sales.

Open Pipeline

₹1,45,00,000

8 open deals
Weighted Pipeline

₹88,50,000

probability-adjusted
Won Revenue

₹64,20,000

14 deals won
Conversion Rate

42.8%

avg cycle 18 days

Stage Velocity

Average days deals spend in each stage

Active Velocity
New open
3 days • 4 deals
Contacted open
5 days • 6 deals
Quote Sent open
4 days • 5 deals
Follow-up open
7 days • 3 deals
Lead Won won
12 days • 14 deals
Lead Lost lost
8 days • 2 deals

Leads by Source

Total Leads: 92
Direct Inbound 48 leads (52%)
Referral & Partner 26 leads (28%)
Enterprise Outbound 18 leads (20%)
Lead Status 100% Qualified Pipeline
0 unassigned
Recent Win
Vertex Global Technologies

Closed Won • Auto-synced to Books

₹64,20,000
Upcoming Activity
Executive Demo with VP @ FinEdge

Tomorrow 11:30 AM • Calendar Synced

Confirmed
New leads (last 30 days): 38 | Activities (last 30 days): 44 | Deals won / lost: 14 / 2 | Lead velocity: 8.4x
Revenue trend ↗

The Challenge

Client emails shouldn't live in private inboxes.

When team members email clients from personal accounts, the rest of the business loses visibility on what was promised or discussed.

Donvoo allows you to send outbound emails directly from the platform, ensuring every touchpoint is visible to the right people.

Capabilities

Built for complete operational clarity.

Everything you need to manage external client communication without disconnected tools.

Outbound Email Sending

Compose and send emails to clients directly from their CRM record or project.

Centralized History

View a complete timeline of all outbound emails sent to a specific contact.

Email Templates

Save time with pre-written templates for proposals, follow-ups, and support.

Attachment Support

Attach project files, invoices, and documents directly to your outgoing messages.

Shared Visibility

Allow authorized team members to see communications sent by others.

AI Draft Assistant

Draft professional, context-aware responses to clients with a single click.

Context-Aware AI

Ask questions grounded in reality.

Because Donvoo AI operates inside your organizational context, recommendations are based on real business data.

AI Prompt Example

Prompt:

"Draft a follow-up email for the pending Acme proposal."

Donvoo Intelligence:

I have drafted a polite check-in email referencing their specific requirements and attached the proposal PDF.

Comparison

Traditional Tool vs Donvoo External Client Communication

Feature
Traditional Tool
Donvoo
Client Email
Hidden in personal inboxes
Visible on the CRM timeline
Drafting
Starting from scratch every time
Using shared templates and AI
Context
Switching to Gmail/Outlook
Sent directly from the deal view
Handovers
Forwarding long threads
History is already centralized

Designed For

Account Managers Sales Reps Client Success Support Teams Project Managers

Ready to experience connected external client communication?

"Communications are logged. Now let's analyze performance."

Next Chapter → Real-Time Business Analytics
Start 14-Day Free Trial Read Next: Real-Time Business Analytics

All 9 operational apps included in Growth at ₹299/user/month. View Pricing & Plans →