Capture
Leads arrive from forms, WhatsApp, campaigns, social sources, and calls.
Aviiko Feature Suite
Explore Every Aviiko Module In One Smart Workspace
See how Exa connects sales, WhatsApp, billing, AI reports, projects, HR, industry workflows, and client portals into one clear CRM experience.
Aviiko Capabilities
Choose a business area and see exactly how Aviiko helps.
Every section opens inside this page with focused use cases, clear benefits, and visual examples for real customer workflows.
Sales CRM & Lead Growth
Capture leads, qualify faster, follow up on time, and keep every opportunity visible from first inquiry to closure.
Pipeline View
Lead Capture
Follow-up Queue
Score Signals
Leads & Customers
Unified customer records, lead details, activity history, notes, files, and ownership in one view.
Sales and service teams get the complete customer story before every call.
Customer timeline
Lead ownership
Activity notes
File history
Lead Follow-up Scheduler
Plan calls, reminders, next actions, and overdue follow-ups for every lead.
Managers can see which leads need attention today.
Due reminders
Staff queues
Follow-up status
Missed action alerts
Flexible Lead Scoring
Score leads using interest, source, activity, and business fit signals.
Teams can prioritize serious prospects instead of sorting manually.
Priority scoring
Hot lead flags
Source quality
Conversion focus
Call Logs
Record call attempts, outcomes, customer context, and next actions.
Sales conversations stay attached to the lead or customer record.
Call outcomes
Lead linkage
Staff visibility
Daily calling report
Goals, Surveys & Statuses
Track sales targets, collect responses, and adapt CRM statuses to each process.
Leadership can measure pipeline health and customer feedback together.
Target tracking
Survey forms
Custom statuses
Progress reports
Lead Capture Integrations
Bring leads from Facebook, IndiaMART, Google lead finder, and synced forms.
New inquiries arrive inside Aviiko without spreadsheet imports.
Facebook leads
IndiaMART leads
Google leads
FormSync
Marketing & Conversations
Manage WhatsApp, email, chat, campaigns, automation, and customer conversations from the same workspace.
WhatsApp Inbox
Email Campaigns
Chat Threads
Automation Rules
WhatsApp Pro & WhatsApp API
Send, receive, and manage WhatsApp conversations with CRM context.
Useful for inquiries, payment reminders, service updates, and quick replies.
CRM-linked chats
Message templates
API sending
Conversation history
WhatsBot & WhatsBot API
Automate WhatsApp replies, guided flows, campaigns, and bot-driven responses.
Clients get faster answers while teams handle exceptions.
Bot flows
Bulk campaigns
Webhook logs
Canned replies
ExaMail, Advanced Email & Email Builder
Create branded emails, send from CRM context, and manage better customer communication.
Marketing and support teams can work without moving across tools.
Visual email builder
CRM email history
Templates
Smart sending
MailboxAI
Use webmail with AI assistance for replies, summaries, and faster customer handling.
Busy teams can reduce repetitive email drafting.
AI reply help
Mailbox view
Summaries
Customer context
Marketing Automation & Campaigns
Build campaign sequences, segment customers, and trigger follow-up activity.
Marketing work connects directly to leads and customers.
Campaign flows
Lead segments
Triggers
Performance view
Aviiko Chat, Telegram & Greetings
Support quick customer and team conversations across chat and social touchpoints.
Daily communication stays visible instead of scattered.
Live chat
Telegram chat
Greeting manager
Internal mentions
Billing, Finance & Commerce
Move from quote to invoice, payment, subscription, stock, purchase, and commerce operations without leaving Aviiko.
Invoices
Payments
Subscriptions
Stock Movement
Accounting & Invoice Builder
Create invoices, manage bookkeeping activity, and design invoice formats.
Finance teams can bill clients with CRM records already connected.
Invoice layouts
Bookkeeping
Receivables
Client billing
e-Invoice, GST-ready Billing & Tax Flow
Handle structured invoice requirements and tax-ready billing workflows.
Good for teams that need cleaner compliance and invoice history.
e-Invoice
Tax labels
Billing records
Audit trail
Products, Subscriptions & Wallet
Sell products, manage recurring subscriptions, and track wallet balances.
Service businesses can combine recurring plans with customer accounts.
Product catalog
Subscription billing
Wallet balance
Renewal view
Payment Gateways
Accept payments through Cashfree, Razorpay, Stripe iDEAL, and related payment flows.
Payment status can be reviewed with invoices and customer records.
Cashfree
Razorpay
Stripe iDEAL
Payment status
QuickBooks, Tally & Finance Sync
Connect finance systems for smoother accounting and reporting workflows.
Reduces repeated finance data entry between systems.
QuickBooks
Tally
Exports
Finance records
Purchase, Warehouse & Commerce Channels
Manage purchase, stock, warehouse, sales channels, Shopify, WooCommerce, and commission.
Commerce teams can connect orders, stock, and revenue activity.
Purchase orders
Warehouse
Shopify
WooCommerce
Commission
AI & Reporting
Use ExaAI, natural-language reports, analytics, and visual reporting to understand CRM activity faster.
Ask Exa
Report Builder
Campaign Stats
Sales Signals
ExaAI & OpenAI Integration
Bring AI assistance into CRM work for writing, summaries, reminders, and customer context.
Teams can move faster without losing CRM accuracy.
AI assistance
Smart summaries
Reply support
Context-aware prompts
AI Natural-language Reporting
Ask business questions in plain language and receive CRM report insights.
Managers can explore data without building every report manually.
Natural questions
Instant insights
CRM metrics
Trend answers
Report Builder
Create structured reports across CRM operations, sales, finance, and teams.
Leadership gets reliable views for review meetings.
Custom reports
Filters
Export-ready
Live records
Google Analytics & Campaign Dashboards
Connect customer acquisition signals with marketing and sales activity.
Teams can compare traffic, campaigns, leads, and conversion outcomes.
Traffic signals
Campaign view
Conversion context
Source analysis
Projects & Work Management
Coordinate projects, meetings, documents, files, notes, knowledge, and work templates in one operating layer.
Project Board
Documents
Appointments
Knowledge Base
Project Templates
Start repeatable client work with reusable project structures.
Delivery teams save time on recurring project setup.
Reusable templates
Task structure
Client projects
Faster kickoff
Appointly & MeetLink Manager
Schedule appointments and manage meeting links around CRM activity.
Sales and support meetings stay tied to customers.
Appointments
Meeting links
Calendar flow
Client context
Document Management & File Sharing
Organize documents, customer files, and internal file sharing.
Teams avoid scattered folders and missing client documents.
Document storage
Shared files
Client records
Access control
Wiki, Notes & Knowledge
Store internal knowledge, notes, SOPs, and reusable information.
Staff can find answers without asking the same questions repeatedly.
Knowledge base
FlexiNote
Team notes
Reusable content
Spreadsheets, Diagrams & Video Library
Use richer work surfaces for planning, explanations, and training material.
Complex client work becomes easier to explain and maintain.
Online sheets
Diagrams
Video library
Visual planning
HR & Team Operations
Manage people operations, attendance, payroll, recruitment, goals, fleet, and team work visibility.
Staff Records
Attendance
Payroll
OKRs
HR Records
Keep staff records, employment details, and HR information organized.
Admins get a clearer view of team data and staff profiles.
Staff profiles
HR documents
Employee data
Role visibility
HR Payroll
Manage payroll-related data and staff payment workflows.
Finance and HR teams can align staff records with payout activity.
Payroll data
Staff pay flow
Reports
Records
Recruitment
Track hiring activity, candidates, and recruitment workflows.
Hiring teams can manage applicants in a structured process.
Candidate records
Hiring stages
Recruitment tasks
Team review
Timesheets & Attendance
Track staff attendance, time records, and daily work visibility.
Operations can understand effort, workload, and attendance patterns.
Attendance
Timesheets
Work logs
Daily visibility
OKR, Fleet & Team Operations
Connect team objectives, fleet activity, and operational tracking.
Useful for teams that need staff goals and operational resources together.
OKRs
Fleet records
Progress tracking
Team operations
Industry Suites
Adapt Aviiko for travel, legal, manufacturing, real estate, workshop, and product-focused businesses.
Travel Desk
Legal Docs
Production
Property Leads
Travel Suite
Manage travel inquiries, package planning, documents, payments, and client follow-ups.
Travel teams can connect itineraries, bookings, customers, and billing.
Itineraries
Bookings
Travel records
Payment follow-up
Legal Document Management
Organize legal documents, approvals, contracts, and customer-linked files.
Legal and compliance teams can track document movement cleanly.
Contracts
Approvals
Legal files
Audit trail
Manufacturing Management
Support production-focused operations with purchase, warehouse, and work visibility.
Manufacturers can bring CRM and operations closer together.
Production view
Materials
Purchase link
Stock context
Real Estate Management
Track property leads, site visits, client requirements, documents, and payment follow-ups.
Agents can manage deals from inquiry to closure.
Property leads
Site visits
Documents
Deal tracking
Workshop Management
Run automotive or repair workshop workflows with customers, jobs, parts, and billing.
Service teams can connect job cards with customer history.
Job flow
Service records
Parts context
Billing
Product Hub
Organize product-focused data and business operations connected to CRM records.
Useful for teams that sell, service, and track product information.
Product data
CRM linkage
Catalog view
Operations
Client Portal & Access
Give admins, staff, and clients the right workspace with controlled access to invoices, tickets, services, files, and updates.
Admin Control
Staff Workspace
Client Portal
Secure Access
Admin, Staff & Client Roles
Separate control, daily work, and self-service access by role.
Every user sees the workspace they need without exposing everything.
Admin access
Staff permissions
Client view
Role control
Client Invoices & Payments
Let clients review invoices, payment status, subscriptions, and billing history.
Customers can self-check key finance information.
Invoice view
Payment history
Subscriptions
Renewals
Tickets, Services & Documents
Connect support tickets, service records, documents, and client files.
Support and client communication stays traceable.
Ticket history
Service records
Documents
Shared files
Secure Portal Experience
Use a controlled portal layer for customer self-service and team collaboration.
Reduces back-and-forth while keeping access structured.
Secure login
Customer workspace
Access boundaries
Connected records
Customer Journey
Follow the complete journey from first enquiry to loyal client.
Qualify
CRM records, lead scoring, notes, and follow-ups guide the sales team.
Convert
Quotes, invoices, subscriptions, and payments move from the same customer view.
Deliver
Projects, documents, meetings, services, and internal tasks keep work moving.
Support
Tickets, chats, email, WhatsApp, and portal records keep clients updated.
Report
AI reports, dashboards, analytics, and finance views reveal what changed.
Workspace Previews
Show clients the CRM experience before the demo starts.
These previews turn complex CRM features into quick visual stories for sales, conversations, billing, AI, team operations, and client access.
Sales Pipeline
Lead stages, follow-ups, scores, and call activity arranged for daily selling.
WhatsApp Inbox
Customer conversations, template replies, and CRM context in one place.
Billing Desk
Invoices, payments, subscriptions, tax-ready records, and renewals.
AI Reports
Ask Exa for customer, sales, finance, and campaign answers in plain language.
Team Operations
HR, attendance, payroll, hiring, OKRs, and staff visibility.
Client Portal
Invoices, tickets, services, documents, updates, and secure access.
Industry Fit
One Aviiko suite adapts to many business models.
Travel & Tourism
Travel Suite, WhatsApp, billing, documents, appointments, and follow-ups for itinerary-led teams.
E-commerce & Retail
WooCommerce, Shopify, warehouse, invoices, wallet, campaigns, and customer history together.
IT & Service Teams
Projects, tickets, recurring services, documents, reports, meetings, and client portal access.
Digital Agencies
Campaigns, conversations, approvals, reports, project templates, and client communication in one view.
Legal & Compliance
Legal documents, approvals, billing, customer records, secure files, and activity trails.
Real Estate
Property inquiries, site visits, lead scoring, quotations, documents, payments, and agent follow-ups.
Manufacturing
CRM, purchase, warehouse, production context, finance, reports, and operational records.
Workshop & Automotive
Customer vehicles, service jobs, parts context, billing, reminders, and repair history.
See Aviiko In Action
See how Aviiko can run your sales, service, finance, and operations.
Explore the modules above, then book a guided walkthrough built around your business workflow, team roles, and customer journey.