BiviCRM

BiviCRM keeps your customer conversations, your sales pipeline and your team's work in one place. This app puts all of it on your phone.

It is the companion app to BiviCRM on the web: you sign in with the account you already have, and you are working on the same data as the rest of your team.

SHARED INBOX
Every conversation from WhatsApp, Instagram and Messenger in a single list. Filter to the ones assigned to you, the ones nobody has picked up, or everything. See what is unread, search by contact, and watch new messages arrive without refreshing.

Reply with text, photos, video, documents or a recorded voice note. Leave an internal note on a conversation that only your colleagues can read.

TEMPLATES AND SCHEDULED MESSAGES
Send an approved WhatsApp template when the free reply window has closed, filling in its variables on the phone. Schedule a message for later, with the app showing how much of the reply window is left.

SALES PIPELINE
Your leads as a kanban board or a list. Move a lead to another stage with a tap, and filter to your own leads, this week's, or the ones still unassigned.

CONTACTS
Search by name, phone number, country or language. Filter by lifecycle stage, assignee or status, and open the conversation behind any contact.

TASKS
Your team's boards, with columns, labels, due dates and a calendar view. Find what is assigned to you, what is overdue and what is blocked. Comment on a task and mention a colleague.

DASHBOARD
The figures worth checking first thing: open conversations, how many have gone unanswered for more than two hours, new contacts, average first response time and message spend. Below them, the lifecycle funnel, the split across your three channels, message volume, how each agent is performing, and who on the team is online.

AI AGENTS
Review the AI agents that reply on your behalf, choose which one is the default for new conversations, and rehearse one in a test chat before it ever speaks to a customer.

LANGUAGES
English, Russian, Romanian and Turkish. The app follows your phone's language where it can, and you can also set it by hand.

AN ACCOUNT IS REQUIRED
BiviCRM is a tool for businesses already using BiviCRM. You will need an account from your administrator to sign in - the app cannot create a workspace on its own.