Feature 08 · Integrated CRM

Every conversation becomes a trackable lead.

The assistant doesn't just answer — it qualifies, scores and logs each lead automatically. No manual entry. No separate spreadsheet. No lost lead.

See the pipeline → How it works ↓
  • Lead created automatically the moment the customer sends the first message
  • Score calculated by the AI throughout the conversation
  • Conversation summary generated in natural language
  • Next step suggested based on the negotiation stage
New 3
Carlos H. · São Paulo Industries
Operations Manager · Curitiba-PR
87
AI: "Needs an enterprise solution. High intent."
🔥 Hot
Fernanda M. · Alfa Textiles
Industrial Director · SP
54
AI: "Researching. Budget not confirmed."
⏳ Warm
Negotiation 2
Ricardo A. · Norte Foods
Production Engineer · PA
72
AI: "Proposal sent. Awaiting approval."
📋 Proposal
Closed 1
Maurício P. · Petrochemical
Utilities Manager · RS
96
AI: "Contract signed. Implementation started."
✓ R$ 380k
The detail of each lead

Everything the AI learned about the customer, organized.

Each lead has a complete card — filled in automatically by the AI during the conversation. No form, no friction for the customer, no work for the salesperson.

  • Name, company, role and location collected in the conversation
  • Qualification score calculated by the model based on intelligent qualification criteria
  • AI summary in natural language — what the customer needs, in one sentence
  • Suggested next step so the salesperson takes over without having to read everything
Carlos H. · São Paulo Industries
Score 87 🔥
Role
Operations Manager
Location
Curitiba · PR
Product of interest
Enterprise solution → future expansion planned
📝 Summary generated by the AI
"Carlos needs an enterprise solution for an industrial plant in Curitiba. He asked about future scalability — signals planned growth. Certifications confirmed as a requirement. High likelihood of closing if a proposal is sent quickly."
Suggested next step
→ Send proposal with payment terms
How the flow works

From WhatsApp to the CRM, automatically.

💬
Customer sends a message

First contact on WhatsApp — lead created automatically in the pipeline

🧠
The AI qualifies

Collects name, company, need and budget. Score calculated in real time

📋
Automatic logging

Card filled in the internal CRM + synced with your external CRM via API

🔔
Alert for the team

A hot lead notifies the salesperson via Slack, email or WhatsApp — with the complete card

Questions

About the integrated CRM.

Does this replace my current CRM?

No — and it doesn't need to. The Aurovia Reply CRM is the pipeline of leads coming from WhatsApp. Via the CRM Skill, it syncs automatically with your current CRM (Salesforce, HubSpot, RD Station, Pipedrive, or any other with an API).

Is the qualification score accurate?

The score is calculated based on the signals collected in the conversation — explicit intent, company profile, demonstrated urgency and fit with the product. You can calibrate the scoring criteria for your sales process.

And if the customer doesn't want to share information?

The AI collects what it can naturally, without an interrogation. Blank fields stay open on the card. The salesperson fills in the rest in the follow-up conversation — with the context already available.

Can I see the history of all conversations?

Yes. Each lead card has the complete history of the conversation with the assistant, including messages, executed Skills and partial summaries generated by the AI throughout the interaction.

Next step

Never lose a lead again for lack of a record.

See the pipeline in action — a lead coming in, being qualified and appearing on the card with the AI's score and summary.

See the pipeline live →

Free demo · 30 minutes · No card