Agent focus
Give each team member clear ownership and a practical view of conversations and next actions.
CRM for sales teams
A CRM that makes sales-team ownership and handovers clear
Create a consistent sales operation across roles, locations, and customer volumes. Qonvera gives agents a focused workspace and gives managers visibility into ownership, workload, follow-ups, and pipeline risk.
One connected workspace Three specialized AI agents Built for every sales team Channel-aware by design
Why Qonvera
Sales complexity makes informal coordination unreliable.
More agents and enquiries make informal coordination unreliable. Qonvera adds clear roles, assignments, shared history, structured follow-ups, and management views without disconnecting the team from customer conversations.
Start with the operating model: who replies, who can edit CRM records, who handles overdue work, and which workspaces each person can access. A shared inbox becomes dependable when these responsibilities remain visible during every handover.
Core capabilities
Capabilities that move the conversation forward.
Manager visibility
Monitor workload, follow-up risk, pipeline movement, and team activity from shared operational views.
Consistent handovers
Keep customer history and internal context available when responsibility moves between agents.
Structured operations
Standardize pipelines, stages, roles, and follow-up practices across the sales organization.
Made for practical workflows
Built around the way customer teams actually work.
Use Qonvera wherever sales and service depend on timely, contextual conversations across WhatsApp, Instagram, Facebook Messenger, and Telegram.
- Inbound sales operations
- Multi-agent customer teams
- Manager pipeline reviews
- Multi-location operations
Team operating model
Make responsibility clear before adding more volume.
Use one customer account with workspaces and roles that reflect how your teams actually sell.
Define the workspace boundaries
Use workspaces for separately managed branches, teams, or business lines within the customer account. Confirm the people, services, channels, and plan capacity each unit needs.
Give each teammate the right access
Owners and Admins configure connections and invite teammates. Managers handle CRM editing and team reporting. Agents focus on customer replies, daily follow-ups, and personal reporting within their permitted workspace.
Make handovers explicit
When Sara hands a customer to Omar, retain the conversation, leave the relevant internal note, and confirm who owns the next reply and follow-up. Check the linked opportunity owner as well; do not assume changing one assignment changes every record.
Review the queue and pipeline together
Review overdue follow-ups, missing next actions, and stalled opportunities. Use team views where included in the plan, and confirm each person's workspace scope before extending the process across locations.
Common questions
What teams ask about crm for sales teams.
When does a sales team need a CRM?
A CRM becomes valuable when enquiry volume, team size, or sales complexity makes ownership and follow-up difficult to manage reliably.
How does Qonvera help managers?
Managers can review ownership, workload, follow-up risk, activity, and opportunity progress across the team.
Can Qonvera support multiple locations?
Qonvera plans can support separately managed workspaces or locations, depending on the capacity included in the selected plan.
Is a workspace the same as a subscription?
No. The subscription belongs to the customer account. Workspaces divide that account into operating units such as branches or business lines. A person may belong to more than one workspace, with access controlled by their memberships.
Can Agents edit contacts and opportunities?
The Agent role focuses on inbox, messaging, follow-ups, and personal reporting, with access to relevant customer and opportunity context. Core contact, account, and opportunity editing is available to authorized Owners, Admins, and Managers. Choose roles around the work each person needs to perform.
Which plan fits our team?
Essentials supports a single-workspace sales operation; Growth adds capacity for multiple workspaces and structured team operations. Custom defines capacity and implementation requirements by agreement. Use the current comparison to check user, workspace, channel, and lead allowances.Compare plans for your team and workspaces
Turn conversations into revenue
See how Qonvera fits your team.
Get a focused walkthrough built around your customer messaging workflow.