Product 01 — AI-Powered CRM

Every customer has a story.
Donvoo helps you understand all of it.

From the first enquiry to the latest invoice, every interaction shapes your customer relationship. Donvoo CRM brings conversations, meetings, proposals, projects, invoices, support and AI insights together into one connected customer timeline.

Workflow Flow

Lead Created Website Form Phone Call Meeting Proposal Negotiation Deal Won Project Started Invoice Sent Support Request Renewal Referral
https://app.donvoo.com/modules/crm
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

Most CRMs remember contacts. They don't remember relationships.

Every customer interaction happens somewhere different. Emails stay in inboxes, meetings on calendars, projects in another tool, and invoices inside accounting software.

When someone asks "What's happening with this customer?", your team starts searching across five systems.

Donvoo CRM connects every piece of information into a single chronological customer timeline.

Capabilities

Built for complete operational clarity.

Everything you need to manage customer relationship management without disconnected tools.

Capture Every Lead

Collect enquiries from your website, landing pages, forms, WhatsApp and integrations. Every lead enters CRM automatically.

Build Better Pipelines

Track opportunities through fully customisable sales stages, assign owners, monitor deal health and forecast revenue.

Know Every Conversation

Keep emails, calls, meetings, notes and WhatsApp messages organised in one place with full context.

Turn Customers into Projects

Win a deal and instantly create a project, assign the delivery team, schedule tasks and notify stakeholders.

Automate Follow-Ups

Send reminders, assign tasks, update deal stages and trigger notifications based on customer activity.

Let AI Prepare You

Before every meeting, Donvoo AI summarises the relationship, highlights recent activity and recommends next actions.

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:

"Which customers need my attention today?"

Donvoo Intelligence:

Acme Ltd: Proposal opened twice, no follow-up for 5 days, invoice due tomorrow. Suggested action: Schedule review meeting today.

Comparison

Traditional Tool vs Donvoo Customer Relationship Management

Feature
Traditional Tool
Donvoo
Records
Isolated contact records
Complete customer relationships
Architecture
Standalone sales tool
Connected business platform
Updates
Manual data entry
Automated workflows
Handovers
Separate project tools
Built-in project handover
Reporting
Static reports
Real-time insights
Intelligence
Generic AI
Context-aware AI

Designed For

Sales Teams Account Managers Marketing Projects & Operations Finance Leadership

Ready to experience connected customer relationship management?

"The customer said yes. Now let's deliver."

Next Chapter → Project Management

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