ConvertAI

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About ConvertAI

Deep Dive with Clara AI

ConvertAI is a WhatsApp-first CRM for sales and support teams. AI drafts your follow-up messages, a Kanban board keeps every conversation organized, and your team collaborates in real time. No bots, no WhatsApp Business API, no changing your number — just faster, smarter follow-ups on the channel your customers already use.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $49.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

73%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business
Freelancers

API Support

Available

Modes of Support

Business Hours, Online

ConvertAI Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

73%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Sales Enablement Features

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Sales Content Analytics

It provides real-time insights to measure the performance of sales content and optimize for higher sales conversion.

Meeting Management

Helps to plan effective meetings and manage the components of the entire meeting process

Quota Management

To assign, manage sales quotas, and track progress against quotas and optimize them on demand.

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Performance Management

Helps to train, motivate, build accountability to the workforce and measure their outcomes on a timely basis

Goal Management

Helps in setting targets of a team or an individual and track progress to reach the objectives

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Presentation Tools

Helps to create presentations in a short span of time.

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Document Management

Ability to store and manage various information and documents in electronic format.

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

ConvertAI Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Starter - $49/month $49.00 $49.00 per month

7-day free trial, up to 3,000 messages/month. Includes AI-powered WhatsApp follow-ups, Kanban pipeline, and contact management.

Start Free Trial

Pro - $119/month $119.00 $119.00 per month

14-day free trial, up to 10,000 messages/month. Everything in Starter plus advanced automation and priority support.

Start Free Trial

Business - $179/month $179.00 $179.00 per month

30-day free trial, unlimited messages. Everything in Pro plus API access.

Start Free Trial

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