Oh, how great at sales you’d be if you could remember everything about all your leads and clients.
But right now it’s impossible, because their details are scattered all over the place – in spreadsheets, your note-taking app, WhatsApp chats, and other places. You only remember a handful of clients by name, and as for the rest… you just know them as “there was this good lead from a few months ago that I should really follow up with, but I’ve forgotten their name, their likes and dislikes, what we talked about in our last conversation…”
You actually want to send more personalised follow-ups that get people’s attention – and sales – but you’re always missing some of the ingredients.
You may not be able to remember everything about each lead, but you can have a CRM that does it for you. Think of Privyr as your pocket assistant that ensures you never lose track of your leads, their unique requirements, and your history with them, making it easy to build long-term relationships with them.
You can have all your leads, notes, and interactions at your fingertips – complete with automatic activity logging and follow-up reminders.
You have a talent for sales, so why aren’t you succeeding?
- Your phonebook is exploding with leads from this week, a month ago, and even five years ago – with no clear organisation. You’ve probably forgotten a lot of leads that you should be reconnecting with.
- Their details are scattered all over the place. Their number is on your phone, but there are details about the lead that you saved in a spreadsheet or on your note-taking app, conversations over text message or WhatsApp, and a dozen other places. You have to go on a scavenger hunt to find the information you need to customise the follow-up.
- Sometimes you think “What a shame!”, realising there’s no fast way for you to quickly find and message all those leads – both old and new – who could be very interested in a new offer or product.
- As a result, you rarely follow up with prospects from a long time ago, even if they’re HOT leads. Maybe you’ll cross paths again some day if it’s meant to be, or maybe they’ll just go straight to your competitors. 🤷
- You can’t even do any messaging automation because some leads are weirdly named in your phonebook. You’ll end up sending something like “Hi RobertACMEVilla2!”.
Or maybe you’re slightly more advanced because you’ve organised all your leads and clients in a spreadsheet. BUT most of the heavy-lifting still falls on you:
- You can’t call or message a lead from a spreadsheet. You still need to dial or type on your phone.
- Then, you’re the one who needs to update the spreadsheets as you interact and build a relationship with each lead. Easy to do for one lead, a headache for multiple.
Privyr CRM: The easiest way to manage and engage your leads from your phone
No matter how old or new the leads are, what products or services they’re interested in, or what buying stage they’re in, you know how to sell to them effectively. You’ll always have all the information on hand to take the next steps of connecting (and re-connecting) with them.
Here’s how you can use Privyr CRM to turn your messy phonebook into a powerful client database. It is NOT just another record-keeping system you can’t really do anything with. Instead, Privyr converts your lead details and activities into a sequence of actions you can easily perform to get more sales.
Client Management
Managing lead relationships shouldn’t feel like you’re chasing paper trails. Here’s how to ensure follow-ups never get forgotten, client notes never go missing, and hot leads never quietly slip away from your fingertips.
Use Privyr as your central hub for effortlessly storing, finding and organizing all your leads, no matter where they come from, or when you last talked to them. No more jumping between apps or scrolling endlessly to find the information you need.
You can add new leads by entering their details in the app, importing from your phonebook or a spreadsheet, or connecting your lead sources to automatically capture the leads in Privyr. You can also add personalised notes for each lead, set up automatic follow-up reminders, add them to relevant groups, and more.
Their details are neatly organised for you and always just a tap away, so you can stay on top of your follow-ups, build deeper, more personal relationships, and recall every lead like it was yesterday.
Activity Timelines
Tired of digging through your chats, notes, or emails to track down important client details or preferences? Turn scattered records into organised timelines that give you rich context about your relationship and progress with every lead.
Privyr automatically creates and updates your Activity Timeline with each lead, giving you a complete history of your interactions with them.
This includes phone calls, messages, meetings, personal notes, and even content such as Files and Pages you’ve shared with them through Privyr. You can even log offline activities, capture geolocation, and attach documents as needed. Every interaction is chronologically organized on the timeline, so you can visualise how they’re moving through the sales process and what your next steps should be.
Additionally, for any content you’ve shared, Privyr also gives you detailed insights on how the lead has engaged with it, such as how many times they viewed a content, when they last viewed it, and the total time they spent viewing it. This way, you’ll clearly know whose interest is currently at its peak and to follow up with them again.
With Activity Timelines, you’ll always have each client’s history and preferences at your fingertips. Easily find, add, or update interactions as needed while ensuring nothing important ever slips through the cracks. You’ll always have the information you need to plan and personalise your next touchpoint more effectively, ultimately strengthening your relationships to win more sales.
One-Tap Contacting
Still painstakingly dialing or typing messages and personalising them for each lead? With Privyr, you can just tap away to achieve the same results.
Whether you’re contacting new prospects or just following up, it only takes a few seconds to call or send them an auto-personalised message via WhatsApp, text message, email, and more. No need to type, copy-paste your scripts, or manually add people to your phonebook.
You can easily find your most-used introduction scripts, files, and content templates in your Privyr app. And when it’s time to engage or re-engage a lead, simply tap on the template you’d like to send.
Privyr automatically personalises the content and opens up a chat with the lead in WhatsApp, SMS, Telegram, email, or other messaging apps – all you have to do is tap send. These interactions are automatically logged to the lead’s activity timeline, so you know exactly when and how you last contacted them.
Additionally, Privyr also supports bulk calling and messaging, allowing you to quickly engage multiple leads with auto-personalised content in one go.
Automatic Follow Ups
Struggling to remember which leads you need to check in on? Feeling too overwhelmed to plan your follow-ups when you have so much to do? Perhaps you’ve also lost potential clients simply because you didn’t reach out as regularly as your competitors.
Easily keep track of all your follow-ups with Privyr so you never forget a lead again! Follow-up reminders are automatically set as soon as you contact each lead. You’ll receive an alert when it’s time to re-engage them, and can just tap to send an auto-personalised follow-up message.
You can also go to your Follow Ups tab to see which leads have follow-ups due today, which are coming up soon, and which are overdue. Easily review them to see which activities must be prioritised!
You won’t feel overwhelmed trying to keep up with all your leads, because you don’t have to coordinate the follow-up schedule yourself by setting reminders on your calendar, notes, or to-do list. Every upcoming interaction is automatically scheduled and tracked by Privyr, plus you can also customise this schedule by setting a default follow-up interval or time.
You can even update multiple client follow-ups at once through bulk actions, making your workflow smoother and more efficient.
Custom Fields & Filters
Keeping track of your client details is not easy when you’re relying on memory or scattered notes to remember their birthdays, preferences, budget, or important life events. Here’s how to save and organise these details so you can find them quickly later.
Use Custom Client Fields in Privyr to easily set and store any type of information you want to remember about your leads. To make things intuitive, you can choose from several types of custom fields: dropdown, date, number, or text.
Create custom dropdowns with multiple options to indicate a client’s lead stage, budget range, or location. Use date fields to track birthdays, purchase anniversaries, or renewal dates, ensuring you never miss key milestones. You can also use custom text fields to remember personal notes such as their child’s or spouse’s name, referral sources, or even specific preferences.
You can create multiple Custom Fields based on your business needs. And later on, you can use Filters to easily find and engage those leads that meet a specific combination of criteria. For example, it’s possible to look up leads whose birthday or anniversary date is in June, or leads from last month who have a budget of $10-25k and are still in the ‘Negotiating’ stage.
With Custom Fields and Filters, you’ll always be prepared for meaningful conversations, making every interaction feel personal and thoughtful. Your ability to effortlessly remember and act upon key details enhances your client relationships and positions you as attentive, caring, and professional.
Bulk Calling & Messaging
You’d like to quickly engage a group of leads, whether it’s to tell them about your new offer or product, or to invite them to an event. Coordinating bulk conversations – by text or by call – becomes chaotic if you’re still manually searching for contacts and typing each message, or dialling every number on your phone.
But on the flip side, traditional bulk senders don’t work because they lack personalisation or don’t send to all recipients, which means you risk looking like spam and getting blocked.
Privyr’s bulk contacting feature speeds up your outreach process to multiple people while keeping the interactions personalised and even trackable.
You can bulk send auto-personalised messages or content to multiple leads in one sitting. Simply select the leads you want to message, choose what you want to send them, and set your preferred channel like WhatsApp, SMS, or email. Then, you only need to tap send for each person–no need to type, copy-paste, or search and scroll to find existing chats. Privyr automatically opens up your chat with each lead and instantly customises the message with the correct lead name and details, so your outreach always stays personal and relevant.
Moreover, Bulk Calling is just as fast and precise. No more scrolling through your phonebook trying to remember who you’ve already called or manually dialling each number you want to call. Instead, you can go into Bulk Calling mode by selecting up to 50 leads. Just tap to call each person, while Privyr shows you who you’ve contacted already and who is next. You can even add call notes and update follow-up dates on the same screen–no need to switch to your note-taking or reminder apps.
Overall, bulk contacting isn’t just about sending as many messages as you can; it’s about doing it smarter and getting the highest response rate. Privyr helps you reduce repetition, maintain a personalised touch, and stay focused on selling. You get to create more touchpoints effortlessly, your leads stay warm, and your communication stays consistent without turning into a juggling act.
Team Management
Coordinating your sales team can feel like juggling a dozen moving parts at once: assigning leads quickly, monitoring performance, and ensuring everyone follows the latest scripts and follow-up sequences. Without a system in place, you’ll lose track of who’s doing what, and whether leads are being handled effectively.
Privyr for Teams gives you full control and visibility across your entire team, no matter the size or structure of your organisation. From a single dashboard, you can quickly assign leads, centrally share and update sales content, and review your team’s performance.
Create rules to instantly and automatically assign new leads based on round-robin distribution, first-come-first serve basis, or any other custom logic. With flexible permissions for different team members, you can give more access to team leaders and branch managers to oversee their subteams, while individuals may only have access to their own leads.
As your salespeople work on their leads, their activities are automatically logged. Your Team Dashboard gives you real-time analytics into overall and individual performance, such as their average response time, number of leads contacted versus assigned, and much more. You can see who’s doing great, what deals are in the pipeline, and where support or improvements are needed across individuals, subteams, and your entire company.
With Privyr, you’ll save hours on lead assignment and team coordination while being able to see what’s actually happening on the ground. You’ll have the background information you need to coach and strategize with your salespeople to close more deals. As a result, they can respond faster, stay organized, follow your playbook, and sell more effectively.
Summary
With Privyr as your mobile CRM, you’ll have easy access to all of your leads and their details, even those from many years ago. More importantly, you can effortlessly follow up with them multiple times until they convert!
Whether you’re nurturing fresh leads or reconnecting with old ones, Privyr makes it super easy for you to plan, remember, and execute your next follow ups. With tedious tasks like setting reminders, manually typing messages, and updating logs out of the way, you can focus on delivering personalised experiences and great service for your leads.
