Built-in CRM
Your sales engine, beside every conversation
Contacts & companies
Complete customer profiles with custom fields, company associations, deal history, and a full conversation timeline.
Sales pipeline (Kanban)
Drag-and-drop boards. Move deals from new lead to qualified to proposal to won. Multiple pipelines per product or team.
Lead management
Capture leads from WhatsApp, web chat, forms, and campaigns. Auto-score by engagement and assign to the right rep.
Follow-up tasks
Tasks linked to contacts and conversations, with due dates and reminders. See overdue follow-ups at a glance.
Company profiles
Group contacts under companies. Track total deal value, history, and team interactions — built for B2B.
Labels & segments
Tag contacts, conversations, and deals. Build segments for targeted campaigns and filter your inbox by any criteria.
Inside the CRM
Every CRM capability, in plain English
Contact profiles
Every customer, every channel, one profile
When a customer messages you on WhatsApp, then emails the next day, then DMs on Instagram — Voxys merges those touchpoints into one contact automatically. Phone number, email, social handle, even verified WhatsApp identity all converge into a single profile with a unified timeline. Your team sees the whole relationship, not three fragments of it.
- Auto-merge by phone, email, and social handle
- Unified timeline across every channel
- Custom attributes you define (LTV, plan, language)
- Linked deals, tasks, and notes
- Per-contact channel preferences
Companies
Group contacts by the business they belong to
Sell to teams, not individuals. Companies sit above contacts — link multiple people to one account, see every conversation that account has had across every channel, and run a separate pipeline per company size. B2B sales motion built in.
- Many-to-many: contacts ↔ companies
- Per-company conversation history
- Account-level deals and revenue
- Custom company attributes (industry, headcount, MRR)
- Hierarchies for enterprise accounts
Sales pipeline
A Kanban board that lives next to the conversation
Drag deals across stages from "new lead" to "closed-won" — visually, with deal value rolled up per stage. The pipeline sits right beside the inbox, so the same conversation that opened the opportunity is one click away from updating the deal. No more switching between WhatsApp and Salesforce.
- Custom stages per pipeline
- Drag-and-drop deal cards
- Aggregate value per stage and per owner
- Filter by source, tag, channel, language
- Auto-create deals from WhatsApp inquiries
Deal tracking
Track revenue, probability, and ownership per deal
Every opportunity worth real money becomes a deal — with value, currency, win probability, owner, source, and stage. Forecasts roll up by pipeline, owner, and time window. When you close-won, the customer profile shows lifetime value automatically.
- Deal value + currency (12 currencies)
- Win probability per stage
- Source attribution (channel + campaign)
- Owner + collaborators
- Revenue forecast per pipeline, owner, period
Lead scoring
Auto-rank leads by likelihood to convert
Voxys scores contacts from 0 to 100 based on engagement signals — messages sent, response time, channel mix, AI-detected intent, profile completeness. High-score leads route to senior agents automatically; cold leads flow into re-engagement campaigns.
- 0-100 score from behavior signals
- Custom scoring rules per industry
- Auto-route high-score leads to senior agents
- Captain AI detects buying intent and bumps the score
- Score-decay over time for stale leads
Follow-up tasks
Never lose a lead to a forgotten message
Tasks tied to a conversation, contact, or deal — with deadlines, owners, and reminders. Tasks surface in the inbox sidebar and email digest, so nothing slips. Recurring tasks handle weekly check-ins; bulk-create tasks from segments handles post-campaign follow-up.
- Tasks tied to deals, conversations, or contacts
- Deadlines with email + in-app reminders
- Assign to teammates
- Recurring schedules (weekly check-ins, monthly reviews)
- Bulk-create from segments after a campaign
Segments
Slice your customers any way that matters
Group contacts into segments by 50+ attributes, behavior signals, or AI-detected language. Save the segment, and new matching contacts auto-join. Use segments to target campaigns, set per-segment SLA rules, or assign dedicated owners.
- Filter by 50+ attributes, behaviors, AI signals
- Save segments — new matches auto-join
- Campaign targeting (WhatsApp, email, SMS)
- Per-segment SLA and routing rules
- Owner assignment per segment