Conversation context
Read the customer's needs and commitments alongside their history. Summaries help with long threads and handovers; the original messages remain important evidence.Explore the Sales Assistant agent
Conversational CRM
A conversational CRM that connects customer intent to the next decision
A conversational CRM uses customer conversations as context for managing a relationship and a sale. Messages inform contacts, service interest, opportunities, and follow-ups instead of remaining a disconnected chat history.
One connected workspace Three specialized AI agents Built for every sales team Channel-aware by design
Why Qonvera
A message contains intent. It is not yet a qualified opportunity.
A request for a price might be a new purchase, a question about an existing order, or an enquiry about the wrong service. Converting every message into a deal inflates the pipeline. Leaving every message in the inbox hides the work that does deserve a next step.
Qonvera connects conversation understanding with deliberate CRM actions. A teammate can inspect context, confirm the contact and service, and create an opportunity with a responsible owner. Qualification identifies service interest and scores leads. Sales Assistant supports the team with summaries, suggested next steps, and contextual questions about conversations, contacts, accounts and opportunities.
Core capabilities
Separate understanding from business decisions.
Service confirmation
Use the configured catalogue and matching suggestions to identify an offering. The teammate confirms the choice; uncertain suggestions can require clarification.
Opportunity records
Keep a sale separate from the conversation. A contact can have further enquiries, and an opportunity needs its own owner, value, stage, and outcome.Explore the conversational sales pipeline
Explicit follow-up
Translate a promise into an owned task with a due time. An AI suggestion is not a completed action, and a reminder is not proof that a message was sent.Organize next actions and follow-ups
Example workflow
From “can you quote this?” to a trackable sales opportunity
Illustrative example: a customer asks about a recurring maintenance service. The goal is to preserve the meaning of the enquiry without letting an automated interpretation become an unsupported commitment.
Understand the request
Read or summarize the thread, then clarify the service scope. A vague message needs a question, not a guessed quote.
Confirm customer and service
Review identity evidence and choose the active catalogue item that actually matches the request.
Create the opportunity deliberately
Use the permitted confirmation or manual creation flow. Select the owner and appropriate pipeline; check the saved value and service details.
Keep the promise visible
Schedule the quote follow-up and preserve a handover note. Review today's queue and overdue commitments.
Close with evidence
Record the outcome when the customer makes a decision. An enthusiastic reply or high intent score alone is not won revenue.
Made for practical workflows
Useful when a sale takes more than one conversation.
Conversational CRM fits consultative sales, quotes, repeat enquiries, and team handovers. It does not remove the need to maintain a catalogue or agree how opportunities should progress.
- Service businesses qualifying scope before quoting
- Sales teams handling several conversations about one opportunity
- Managers separating buying signals from recorded outcomes
- Teams needing context when ownership changes
Scope and setup
What to confirm before choosing a system.
Give each AI agent a clear role
Receptionist responds using approved knowledge and hands over when needed. Qualification identifies service interest and scores leads. Sales Assistant helps your team understand context and consider next steps. Your team remains responsible for sales decisions.
Data quality sets the ceiling
Unclear catalogue items, missing owners, or inconsistent pipeline stages remain operational problems. A conversational interface cannot resolve them by itself.
Different category, overlapping tools
Conversational describes how sales work starts; omnichannel describes how different sources are connected. A CRM may do both, as Qonvera does.
Common questions
Questions about Conversational CRM.
Is a conversational CRM the same as a chatbot?
No. A chatbot handles a conversation or an automated response. A conversational CRM connects the interaction to customer and opportunity records, ownership, follow-up, and outcomes. It can include a chatbot without being limited to one.
Does conversational CRM require AI?
No. The essential requirement is that conversation context informs CRM work. AI can help summarize messages or suggest a next step, but clear records and human responsibility are still necessary.
Which Qonvera agent responds to incoming enquiries?
Receptionist responds using your approved knowledge and hands conversations over to your team when needed. This is distinct from Qualification lead scoring or Sales Assistant support for your team.Meet the Receptionist agent
How does conversational CRM differ from an omnichannel inbox?
An omnichannel inbox centralizes replies across supported channels. Conversational CRM goes further into what the conversation means for a contact, opportunity, next action, and recorded outcome.Compare inbox and CRM responsibilities
Turn conversations into revenue
See how Qonvera fits your team.
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