Should I use Privyr as my CRM?

Your lead generation strategy is working and you’re getting leads from multiple sources and  platforms.

However, as your business grows, you’re having a hard time managing your sales process and team efficiently. Coordinating everything with spreadsheets isn’t efficient anymore. And you also have a nagging feeling that you’re missing out on a lot of sales because your team isn’t contacting new leads fast enough. 

It’s high time to streamline your process with a CRM. You just come across Privyr and want to further assess the features. They sound great, but is Privyr CRM a good fit for you? Let’s find out. 

In this article, we’ll answer everything you need to know about Privryr so you can figure out whether Privyr CRM suits your business needs. 

What is Privyr? 

Privyr is a mobile-first CRM designed for B2C salespeople and businesses of all sizes. It’s super beneficial for sales teams that are always on the go and need to track and manage their sales processes from wherever they are, on any device. 

Let’s say you run a real estate agency with a dozen agents – some working from the office, others out meeting prospects. You’re also running lead generation campaigns across different platforms so your new leads are coming from different sources.

Sure, you could collect those leads manually by frequently checking each platform throughout the day and exporting their details. But that’s time-consuming, inefficient, and risks delayed outreach, meaning potential clients could slip away before you even make first contact.

Instead, you need instant new lead alerts so you (or your team member) can reach out immediately after a prospect expressed interest, whether by filling out a form somewhere, engaging with your ad, or more. 

You’d also want to instantly and automatically assign new leads to the right agent so no opportunity goes cold. On top of that, you’d like to monitor your sales process in real time, without waiting for your agents to manually log or share updates at the end of the day.

And finally, you want to ensure every lead is followed up on time, nurtured with personalised messages, and intelligently organised into high and low potential, without any manual sorting.

That’s exactly what Privyr delivers.

Privyr CRM integrates directly with all your leads sources, sending you instant new lead alerts on mobile, while immediately auto-assigning them to the right sales rep the moment a form is submitted. You’ll also get instant access to sales reports and real-time activity analytics.

Plus, Privyr CRM helps your salespeople build and run a seamless follow-up system with automatic reminders and one-tap auto-personalised messages, so they keep engaging their existing leads – no frictions in the process. The app works perfectly on all devices so you and your team can manage and monitor your sales process from the comfort of your mobile device or from the Web app in your office. 

If you’re a solopreneur, you can manage all your leads and sales processes in a central location without needing to juggle multiple tools for sales, productivity, and connectors just to tie everything together. If you’re a sales manager, you can easily collaborate with your team members, automatically assign leads based on custom rules, centrally share branded sales assets, and monitor individual or team performance live from any device.   

Who is Privyr for – and is it the right CRM for you?

Privyr is a practical CRM designed to work like your regular messaging app, so anyone can easily use it to boost their sales and productivity without specialised training or tech expertise. 

Privyr CRM for solopreneurs

Privyr is an all-in-one sales tool designed for solopreneurs to manage their entire sales process efficiently and effortlessly. No more carrying your laptop everywhere or waiting until you get home to update or check on your leads. The app lets you manage your clients, track sales activities, and follow up multiple times with auto-personalised messages – right from your phone. Privyr is one app that replaces your need for multiple tools like spreadsheets for storing client data, calendars and reminders for follow-ups, collaboration platforms for campaign planning, and connector tools for automatic data imports from lead sources.

Privyr CRM for small businesses

Have a small sales team but find traditional desktop CRMs impractical and overwhelming? No problem. Privyr is the perfect solution for small businesses and sales teams that want to run a smooth, effective sales process. Without the complexities of bulky CRM systems, Privyr makes collaboration, lead assignment, and sales content management effortless for small teams while helping each sales rep close more deals, faster.  

Privyr CRM for medium-sized businesses

Running year-round lead gen campaigns and need a simple way to manage, assign, and track your team members, leads, and activities? Privyr is the CRM for you. It boosts your team efficiency by automating repetitive tasks and generating live reports. You can monitor and optimise performance while centrally sharing high-converting scripts and sequences with your team. At the same time, your team can focus on selling instead of wasting time moving data or updating reports manually.  

Privyr CRM for larger sales teams

Have a larger sales team with multiple branches or subteams? Maybe you want flexible permissions and advanced analytics to have better control and oversight over all leads, activities, and team members? Privyr for Teams has you covered too! You can use Privyr to  streamline your larger-scale sales process and collaboration while automatically tracking performance in real-time and generating performance summaries for both individuals and teams. You can also set up automatic lead assignment rules based on any criteria to ensure new leads get instantly routed to the right salesperson.      

Privyr CRM for sales teams using WhatsApp/messaging apps

If your sales team mainly uses WhatsApp or any other messaging apps to communicate with leads and clients, Privyr is the perfect CRM for you. Unlike traditional desktop-centric CRMs, Privyr is a fully-featured mobile solution that seamlessly integrates with WhatsApp, Telegram, SMS, iMessage, and more so you can follow up with new or existing leads in just a few taps.

Privyr also comes with a powerful WhatsApp Auto-Responder that instantly messages your new leads, no matter where they come from. The message is sent from your own WhatsApp number, even while you’re away or offline. With Privyr’s WhatsApp Auto-Responder, you’ll always reach out to new leads immediately without missing a beat.    

Privyr CRM for beginners

Privyr is built for simplicity. Unlike most CRMs with steep learning curves, Privyr is designed to feel like the messaging apps you already use every day. Even if you’re new to CRMs in general, you can get started in minutes, with no training required. It’s a powerful tool made simple, designed with real users in mind.   

Who Privyr might not be a good fit for

While Privyr CRM is made for businesses of all sizes, there might be a few use cases where it might not fit the best. 

Large enterprises with complex requirements: Privyr is a mobile-first sales and lead engagement tool, built for speed and simplicity. It’s not designed for large enterprises with  complex, cross-functional workflows. If you’re looking to collaborate across departments or manage extensive datasets beyond sales numbers and activities, Privyr might not be the right fit for you.

Teams looking for comprehensive marketing automation: If you’re looking for a CRM with advanced marketing automations like email drips, Privyr might not be what you need. While the app does include some features that support marketing campaigns, such as integrations with social media and ad platforms, Privyr is not a pure marketing automation tool. Its main focus is on helping you close more sales, not run complex, multi-channel marketing automations. 

What are the main features of Privyr? 

If you’re choosing a CRM for the first time, features matter. Here are some standout features that make Privyr a great choice for beginners or salespeople looking for something simple yet powerful:

Fully-featured mobile app: One common challenge for sales teams on the move is finding a CRM system that works as well on mobile as it does on desktop. Privyr solves this with a fully-featured mobile app, allowing you to manage your entire sales process right from your phone. Whether you’re in the office or on the go, you can contact leads and clients, track your sales pipeline, and view performance analytics, just as easily as you could on the desktop version. 

Instant lead alerts: With Privyr, you get instant new lead alerts on your phone, no matter where the lead comes from. Simply integrate your lead source with Privyr, and you’ll be instantly notified when a new lead is captured on your Facebook Lead Ads, TikTok forms, your website, and more. You can respond immediately by tapping the notification, while Privyr automatically organises and tracks your leads in one central place for easy management.    

Automatic lead distribution/assignment: Privyr lets you set up automatic lead distribution on your own terms. When a new lead is captured, it’s instantly assigned to the right team member, who can immediately tap to contact them with an auto-personalised script. You can also distribute leads to people outside your team, making it especially useful for agencies that generate leads for multiple clients and want to forward any new leads instantly. You can set custom rules to assign or distribute leads from specific sources or forms to specific people, all without manual effort. 

Automatic Lead Import: Privyr eliminates the need for third-party connectors to sync with your lead sources. Unlike traditional CRMs that rely on external tools to transfer data, Privyr integrates directly with platforms like Facebook Lead Ads, TikTok Forms, and website forms, and automatically imports new leads to your phone or desktop in real time, without needing a complex setup.

Sales pipeline management: With Privyr, managing your sales process is effortless. The intuitive dashboard lets you track every step of a customer’s journey. It helps you understand behavior patterns and identify leads that are more likely to convert. 

Advanced team analytics: Privyr provides detailed, real-time insights into individual and team performance. Sales managers can monitor live data, spot trends instantly, and make smarter, faster decisions to improve their sales strategy.  

Integration with lead sources: Privyr integrates directly with major lead sources including Facebook, Google, TikTok, LinkedIn, and business websites without the need for third-party connector tools. This ensures faster, more efficient data syncing, so you can access your leads instantly without relying on external software.

WhatsApp Auto-Responder: Privyr includes a built-in WhatsApp Auto-Responder feature that automatically sends personalised messages to new leads the moment they come in, regardless of the source. No more missed opportunities due to delayed follow-ups.

AI-powered lead detection for your email inboxes: Many lead sources send new lead data via email, but manually reviewing each message and copying data into your CRM can be tedious. Privyr solves this with an AI-powered feature that scans your inbox to detect new lead details and automatically imports them into your system, saving you time while reducing the risk of human errors.

Debunking Privyr myths

Privyr offers a powerful CRM solution for salespeople and teams of all sizes. While its standout features often get the spotlight, Privyr also offers very strong fundamental CRM functionalities that people commonly look for. There is some misinformation circulating online. Let’s set the record straight and debunk eight common myths about Privyr.  

Myth #1 Privyr has limited CRM features? 

This is false ❌

Privyr offers a complete CRM solution, trusted by over 300,000 businesses across more than 125 countries, and the tool keeps getting better. Recent updates like AI-powered lead identification for email inboxes and 24/7 WhatsApp Auto-Responder make Privyr even more capable of helping you streamline your sales process and boost sales effortlessly.

Myth #2 Privyr doesn’t have a web version 

This is false ❌

One of Privyr’s biggest advantages is its fully-featured mobile app, perfect for sales teams on the go. You can manage your entire sales process from anywhere, on any device. But that doesn’t mean there’s no web version you can use on the desktop. In fact, Privyr’s web app includes all the same powerful features as its mobile app. The mobile experience is often highlighted because most CRMs fall short in this area. Privyr delivers a truly effective solution on both web and mobile.

Myth #3 Privyr doesn’t integrate with messaging apps apart from WhatsApp 

This is false ❌

Privyr seamlessly works with all major messaging apps, including WhatsApp, Telegram, WeChat, SMS, iMessage, and many others. You can easily set your preferred default messaging app from your Privyr settings – without installing any additional tools. WhatsApp is often highlighted simply because it’s the most widely used messaging app globally, and the preferred choice for many users.

Myth #4 Privyr lacks analytical capabilities 

This is false ❌

Privyr offers advanced analytics with real-time performance and activity tracking across all your team members. It automatically captures and displays live data, giving sales managers a clear view of both individual and team performance through simple, intuitive dashboards. With these insights, managers have full control and visibility of their operations, enabling them to fine-tune their strategies and make faster, smarter decisions.

Myth #5 Privyr is complex to use

This is false ❌

Privyr is one of the few CRMs with virtually no learning curve. It’s designed for speed and simplicity and speed, built to feel like the messaging apps you use every day. You can get up and running in just minutes, no training required.

Myth #6 Privyr doesn’t have a free plan 

This is false ❌

Privyr offers a Free Forever Plan, which allows you to:

• Connect all of your lead sources to Privyr with no limitations
• Receive unlimited alerts for new leads you generate

Even if you’re just getting started, Privyr CRM is highly accessible thanks to its free plan. Check out Privyr’s pricing page for more details on the Free Forever Plan.

Myth #7 Privye lacks sales team management features 

This is false ❌

For sales teams, Privyr CRM stands out by offering powerful collaboration and management features. Team members can easily work together, while their managers can track real-time performance across individuals and the entire team. The platform also provides a detailed sales pipeline view, helping you spot which campaigns are bringing most conversions, what deals are moving or stuck, and who’s closing more deals.

Myth #8 Privyr is not built for teams 

This is false ❌

Privyr is built for both individuals and teams. For teams, Privyr shines with powerful collaboration and management features. Team members can easily work together, while sales managers track real-time activities and performance for individual sales reps or across the entire team. The platform also provides a detailed sales pipeline view, helping you spot which campaigns are bringing most conversions, what deals are moving or stuck, and who’s closing more deals. 

Final words

If you’re looking for a CRM to streamline your sales process and grow your business, with an amazing mobile experience, Privyr is definitely worth a try. It’s simple, scalable, and designed to meet the needs of a wide range of industries and teams of all sizes. As your business grows, Privyr grows with you, so you won’t need to switch to a new system down the line. Best of all, there’s no steep learning curve – you (and your team) can get started in minutes, not weeks.

Try our Free Forever plan to see if Privyr is the right fit for you. Want to explore advanced features? Take advantage of our 14-day free trial — no credit card required.

Try Privyr to boost your sales today!