A CRM that works for you — not the other way around.
Every call, text, review, and web chat automatically creates and updates contact records. Lead scoring identifies your hottest prospects. Pipeline views show exactly where every deal stands. No data entry required.
Free personalized demo · Live in under an hour
The problem
Your customer data lives in 6 different places.
Call logs in your phone system. Texts in one app. Reviews on Google. Appointments in a calendar. Notes in a spreadsheet. Customer details in your head. When a patient calls back, nobody knows what was discussed last time. Leads fall through the cracks because nobody owns the follow-up.
How it works
Up and running in minutes
Contacts created automatically
Every inbound call, text, web chat, and form submission creates a contact record automatically. No manual entry, no CSV imports.
AI enriches every record
Call transcripts, sentiment analysis, and conversation summaries attach to the contact automatically. Your team has full context before every interaction.
Pipeline tracks every opportunity
Drag-and-drop pipeline view shows leads from first contact to closed deal. Set reminders, assign follow-ups, and never let a hot lead go cold.
Core Capabilities
A closer look
Automatic Contact Creation
New contacts are created from every channel — calls, texts, web chat, form submissions, and review responses. Duplicate detection merges records automatically so you never have two entries for the same person.
AI-Powered Lead Scoring
Konvy scores every lead based on engagement signals: calls answered, messages opened, appointments booked, reviews left. Hot leads surface to the top so your team focuses on the highest-value opportunities.
Visual Pipeline Management
Kanban-style pipeline boards let you track every opportunity from inquiry to closed deal. Customize stages for your business: New Lead, Quoted, Scheduled, Completed, Follow-Up.
Appointment Scheduling
Built-in scheduling links let customers book directly from texts or web chat. Syncs with Google Calendar and Outlook. Automated reminders reduce no-shows without manual follow-up.
0
Manual data entry
100%
Lead capture rate
360°
Customer view
2x
Follow-up compliance
Ready when you are
Know every customer. Close every deal.
Your CRM fills itself. Start seeing the full picture of every customer relationship today.
Free personalized demo · Live in under an hour · No commitment required