Trivana CRM
Complete WhatsApp CRM & Automation Platform for Businesses
Manage WhatsApp conversations, broadcasts, templates, automations, contacts, and customer engagement from one powerful dashboard.
Everything you need
One platform for your WhatsApp engagement
All the tools you need to run your WhatsApp customer communications in one integrated workspace, talking natively to the official WhatsApp Business API.
WhatsApp Inbox
Every WhatsApp conversation in one place. Assign threads, reply as a team, and never drop a lead.
Bulk Broadcasts
Send Meta-approved templates to segmented list campaigns. Track delivery, reads, and replies in real time.
Contact Management
Keep rich profiles with tags, custom fields, notes, and deduplication. Import contacts directly from CSV.
WhatsApp Templates
Create, manage, and sync official rich interactive templates with dynamic buttons and media headers.
Smart Automations
Build no-code flows triggered by new contacts, keywords, tag changes, or custom schedules.
Campaign Tracking
Track real-time delivery rates, reading patterns, response statistics, and campaign ROI.
CRM Pipelines
Drag deals through stages. See what is won, what is slipping, and where revenue is stuck.
Team Collaboration
Assign threads, leave private internal notes, and coordinate seamlessly without overlapping.
Real-time Messaging
Fast, instant message delivery. Real-time updates prevent two agents from replying to the same thread.
Customer Analytics
Track response times, daily messaging volume, and pipeline values inside visual dashboard feeds.
Shared inbox
Never drop a WhatsApp conversation again
Your whole team works from one inbox. Conversations can be assigned, tagged, and handed off without losing context. Real-time updates so two agents never reply to the same thread at the same time.
- Assign threads to specific agents or round-robin across the team
- Internal notes that only your team sees
- Unread indicators so urgent replies never slip through
- Deep-link into any conversation from the dashboard
How it works
Live in under 30 minutes
Most teams are up and running before their first coffee refill. No onboarding calls required.
Connect your WhatsApp number
Paste your phone number ID and access token from Meta. Works with any Meta-approved WhatsApp Business API provider.
Bring in your contacts
Import a CSV, or let incoming messages build your contact list automatically. Tags and custom fields are ready from day one.
Reply, automate, measure
Use the shared inbox with your team, set up flows for repeat work, and track what is actually moving the needle in your analytics.
No-code automations
Automate the repetitive, focus on the humans
Build flows that react to WhatsApp events: welcome new contacts, chase unanswered replies, route leads by keyword. Conditions, waits, tags, deals — all with a visual builder that feels like Figma for workflows.
- Triggers for new messages, new contacts, tag changes, keywords, schedules
- Actions: send message / template, add tag, create deal, webhook, and more
- Conditional branches and wait steps for human-time delays
- Per-run logs so you always know what ran and why
Sales pipelines
Turn conversations into revenue
Drag deals through custom stages, link them to contacts, and see exactly where revenue is getting stuck. Every deal keeps its WhatsApp thread one click away — so context never gets lost on a handoff.
- Unlimited pipelines and stages
- Kanban board with drag-and-drop
- Deal value totals per stage and pipeline-wide
- Linked contacts, conversations, and notes per deal
Real-time analytics
See what is actually working
Response times, daily volume, pipeline value, and a cross-module activity feed. The dashboard tells you where attention is needed without you building a single chart.
- Active conversations, new contacts, open deal value — live
- Conversations over time for 7, 30, or 90 days
- Average first-response time by weekday against your target
- Activity feed merged across messages, deals, broadcasts, automations
FAQ
Questions, answered
If you cannot find what you are looking for, reach out and we will get back to you.
Ready to stop switching between tools?
Bring your WhatsApp conversations, contacts, and deals into one place.