Connected messaging
Manage WhatsApp, Instagram, Facebook Messenger, and Telegram private bot chats in the team inbox. Preserve each channel's account and conversation context.Explore the omnichannel team inbox
Omnichannel CRM
An omnichannel CRM that manages the sale, not just the message
An omnichannel CRM connects conversations from different channels to customer records, responsible teammates, and sales opportunities. It gives a team one sales process without pretending every channel works the same way.
One connected workspace AI-powered guidance Built for every sales team Channel-aware by design
Why Qonvera
A combined inbox is a starting point, not the whole sales process.
A customer can ask a question on Instagram, continue on WhatsApp, and submit a website enquiry. Seeing those messages together helps, but it does not tell a manager whether a quote was followed up or a deal was won. That requires contact identity, opportunity ownership, and a recorded next action.
Qonvera is an AI-powered omnichannel CRM for sales teams that turns customer conversations across messaging and digital channels into managed sales opportunities. Its shared inbox and CRM records connect the conversation to what a person needs to do next.
Core capabilities
What connects a conversation to a sales outcome?
Separate lead intake
Capture explicit website enquiries and forwarded lead emails through configured intake sources. These sources feed CRM work; they are not a website live-chat widget or a two-way email inbox.Understand messaging and intake sources
Confirmed customer identity
Review evidence before linking channel identities to a contact. Similar display names alone are not sufficient to merge customers.
Owned opportunities
Keep the confirmed service, opportunity value, pipeline stage, and next action together. AI can summarize intent; an authorized teammate remains responsible for the sale.See how opportunity management works
Example workflow
What happens after a customer sends a sales enquiry?
Consider a customer asking about an installation service on Instagram, then continuing on WhatsApp. This illustrative workflow shows the records and decisions involved, not a promised automatic sequence.
Capture the enquiry
The connected messaging account receives the conversation. A website or forwarded email enquiry follows the separate intake and review process.
Confirm the contact
Review available identity evidence before linking the new channel profile to an existing customer.
Confirm intent and ownership
Clarify the service requested and assign the conversation. An authorized teammate creates or updates the opportunity and checks its owner.
Set the next action
Record who will prepare the quote and when they will follow up. The action should appear in the responsible person's queue.
Record the outcome
Move the opportunity as the sale progresses and record won or lost. Keep the original enquiry source where it was captured; do not infer missing campaign data.
Made for practical workflows
Choose a CRM when the work continues after the reply.
This approach suits sales teams managing enquiries across channels, handovers, or multiple locations. A simple shared inbox can be sufficient when there is no opportunity pipeline or ongoing follow-up process.
- Teams quoting products or services from customer chats
- Businesses separating enquiry handling from deal ownership
- Multi-location teams with workspace-specific access
- Managers reviewing open opportunities and overdue commitments
Scope and setup
What to confirm before choosing a system.
Not every channel is an inbox
Website and email sources capture leads. Telegram is a private bot-chat connection, not an import of personal accounts, groups, or channel posts.
Capacity and provider rules still apply
Check included users, workspaces, channels, lead volume, and AI allowances. Platform subscriptions do not include every external messaging charge.
Integration is a project requirement
List the systems that must exchange data and confirm the exact connector, available API, permissions, and release status before purchase.
Common questions
Questions about Omnichannel CRM.
What is the difference between a shared inbox and an omnichannel CRM?
A shared inbox organizes replies and assignments. An omnichannel CRM also relates that work to contacts, opportunities, pipeline stages, next actions, and outcomes. Some products offer both, so evaluate the actual workflow rather than the label.
How can sales teams manage leads from multiple messaging channels?
Agree how an enquiry is captured, who confirms the customer identity, who owns the opportunity, and what next action is required. Use channel-aware records and a shared queue so changing apps does not erase responsibility.
Does Qonvera automatically merge customers across channels?
No. Provider identities stay separate until the available evidence and the applicable confirmation flow support linking them. Matching a name is not proof that two profiles are the same person.
How should I compare omnichannel CRM software?
Test a real enquiry from receipt to won or lost, including a handover and a missed follow-up. Compare required channels, CRM records, access controls, migration, and total operating cost.Use the omnichannel CRM buyer's guide
Turn conversations into revenue
See how Qonvera fits your team.
Get a focused walkthrough built around your customer messaging workflow.