Built for a better way of Growing Working Building Automating Collaborating Managing Organizing Servicing together
Get closer to your Customers
Simplify customer communication centralization and tracking
Contact Management
Fully sync your Gmail/Outlook to send & receive emails, or automatically log your sent emails all within Adviai.
Get notified automatically when a lead opens or replies to an email, so that you can follow up at the right time.
Save time by sending personalized email templates that autofill based on contacts’ information.
Log any lead or contact-related activity like calls, meetings, notes, and more to always know where communication stands.
Dashboards, Reporting & Analytics
Explore advanced CRM software features for enhanced visibility, including custom dashboards that provide instant insights into your deal progress, sales metrics, and team performance.
Cutting-edge CRM software features that boost visibility, featuring custom dashboards offering real-time insights into your deal progress, sales metrics, and team performance.
Access all your team’s activities, including calls and meetings, from a centralized location to track performance, gauge capacity, and plan proactively.
Effectively oversee your team’s long-term quota achievements, monitor victories, and set goals for individual members or the entire team.
Task Management Made Simple..
Fully sync your sales cycle and stay on top of important tasks for clients and prospects.
Try our innovative task wizard which you can use to quickly prioritize and complete all outstanding tasks.
Keep your sales team on track by assigning and automating tasks for important accounts and prospects.
Log any lead or contact-related activity like calls, meetings, notes, and more to always know where communication stands.
Cloud file mangement
All of your files available in real time..
Enhance collaboration and direct communication on your files to reduce feedback delays.
Say goodbye to confusing file names like ‘doc18-final-final16.doc.
Centralize, arrange, and oversee your team’s assets on a unified platform for instant access.
Ensure that only authorized individuals, whether they are stakeholders, or clients, have access to view and edit files.
Organize your data in one place like a pro..
Effortlessly transfer your current leads, contacts, and accounts from Excel or via an API directly into Adviai to enhance your CRM capabilities.
Get notified of duplicate leads or accounts as they’re entered, and streamline your database by identifying and merging duplicate leads and contacts.
Capture leads through seamless integration with your current tools, by embedding a website form, or by manual entry during your outreach efforts.
Get the full picture
From every Single Deal to the Entire Overview
Effortlessly access essential deal information with just one click. Review contact details, track deal progress, and identify next steps.
Customize real-time deal pipelines effortlessly, no coding required. Gain insights into deal statuses, projected revenue, team performance, and beyond.
A pricing plan that works for everyone.
Start free.
Get started – No credit card needed.
Adviai Basic
Essential marketing, sales, service, CMS, and operations software
$19
/ mo per user
- 10k contacts
- 5GB storage
- Unlimited customizable pipelines
- Unlimited reports
- Service Hub
- Operations Hub
- Support
Business
Most Popular
Comprehensive marketing, sales, customer service, CMS, and operations software
$29
/mo per user
- Everything in Basic plus...
- Unlimited contacts
- 25GB Storage
- Merge duplicate data
- Sales analytics
- Sales forecasting
- Priority Support
Adviai Pro
Our most powerful marketing, sales, customer service, and operations software
$49
/mo per user
- Everything in Business plus...
- Unlimited contacts
- 100GB Storage (Custom Options)
- Priority Access to New Products
- Custom API
- Consultancy sales package
- Dedicated account rep
Adviai Basic
Essential marketing, sales, service, CMS, and operations software
$15.8
/ mo per user
- 10k contacts
- 5GB storage
- Unlimited customizable pipelines
- Unlimited reports
- Service Hub
- Operations Hub
- Support
Business
Most Popular
Comprehensive marketing, sales, customer service, CMS, and operations software
$24.2
/mo per user
- Everything in Basic plus...
- Unlimited contacts
- 25GB Storage
- Merge duplicate data
- Sales analytics
- Sales forecasting
- Priority Support
Adviai Pro
Our most powerful marketing, sales, customer service, CMS, and operations software
$40.8
/mo per user
- Everything in Business plus...
- Unlimited contacts
- 100GB Storage (Custom Options)
- Priority Access to New Products
- Custom API
- Consultancy sales package
- Dedicated account rep
Pre-sales to post-sales all in one place
Capture leads from any source, centralize and qualify them in a single location, and automatically score them using customized criteria.
Efficiently handle post-sale activities in a centralized hub, ensuring streamlined management of client projects, collection tracking, and other tasks.
