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Win more customers, and keep them for life.

Inai Connect is the CRM from inaivia. It brings leads, pipeline, quotations, calls, campaigns and customer service into one cloud platform, with AI lead scoring, automation and a 360° view of every customer.

Book a Connect demo Explore modules
  • AI lead scoring
  • Calls, WhatsApp and email built in
  • Works with Sapiens and inaivia ERP
  1. 1Capture
  2. 2Engage
  3. 3Quote
  4. 4Win
  5. 5Serve
  6. 6Grow
Modules

One CRM for sales, marketing and service.

Every module works on the same customer record, so nothing is entered twice and everyone sees the whole story. Open a module to see what it does.

Lead ManagementCapture, score, route and qualify every lead from every source. Opportunities & PipelineTrack deals through each stage on a visual pipeline board. Quotations, Orders & ContractsBranded quotes with approvals and revisions, then orders and contracts. Calls & InboxCall from the app, record calls and log every touchpoint. Conversations & SupportShared inbox for customer conversations, with SLAs, live chat and bots. Meetings & CalendarCalendar, booking links and built-in video meetings. Campaigns & SocialPlan campaigns and publish to Facebook, Instagram, LinkedIn and X. Email & SequencesEmail templates, tracking and automated follow-up sequences. Forms & Landing PagesWebsite forms and landing pages that turn visitors into leads. Contacts, Accounts & Customer 360°One record for every customer, with a full 360° history. Sales Targets & PerformanceSet sales targets, score performance and run leaderboards. Analytics, Forecast & ReportsDashboards, sales forecasts and ready-made reports. Automation & AINo-code workflows, approvals, webhooks and the Inu AI assistant. Security & AdministrationRoles, record and field access, two-factor sign-in and audit logs.
Quote to order

Professional quotes in minutes, not hours.

Build quotations from your product catalogue on your own letterhead, get discounts approved and turn accepted quotes into orders and contracts, all from the opportunity.

  • Product catalogue with price books and maximum discount limits.
  • Branded PDF templates with your logo, footer and terms and conditions.
  • Multi-level approvals for large discounts and high-value quotes.
  • Revision tracking so every version is kept and the latest is clear.
  • Orders and contracts created from accepted quotes, with renewal reminders.

More about quotations, orders and contracts →

For your teams

Built for everyone who talks to customers.

Sales, marketing and service work from one record, so customers never have to repeat themselves.

Sales

Spend the day selling

  • Scored, assigned leads every morning
  • Click-to-call and WhatsApp from the record
  • Pipeline board with weighted values
  • Quotes from the catalogue in minutes
  • Clear targets and progress
Marketing

Prove what brings in revenue

  • Campaigns with leads and conversions
  • Social posts to Facebook, Instagram, LinkedIn and X
  • Email templates and sequences
  • Web forms and landing pages
  • Leads by source in analytics
Service & managers

Happy customers, a team on track

  • Shared inbox with SLA deadlines
  • Live chat and AI chatbot
  • Customer 360° before every reply
  • Dashboards, forecasts and reports
  • Roles, territories and audit log
Part of inaivia

A CRM that talks to the rest of your business.

Inai Connect works on its own, and does even more alongside the other inaivia products and the channels your customers already use.

Sapiens → ConnectEmployees and active staff sync from Sapiens HRMS, so your sales team and its structure stay up to date.
Inai Trace → TargetsField-visit counts feed sales target metrics automatically.
Calls, WhatsApp & emailTwilio, WhatsApp Business, SMS gateways, SMTP and Microsoft 365 connect to your inbox.
Webhooks & APISend real-time events to other systems and connect your own tools with API keys.
Role-basedrecord and field access
Two-factorsign-in for every user
Audit logof every change
Consentexport and erasure handling
FAQ

Inai Connect questions, answered.

Can I use Inai Connect without the rest of inaivia?

Yes. Inai Connect works as a standalone CRM. If you also use Sapiens or other inaivia products, they share data so you do not enter it twice.

Can we bring in our existing leads and customers?

Yes. Import leads, contacts and accounts from CSV or Excel files, and export your data to CSV or JSON whenever you need it.

Does it fit our sales process?

Pipelines, stages, win percentages, custom fields, validation rules, quote templates and approval chains are all configurable, so Inai Connect follows your process.

Can we sell in more than one currency?

Yes. Set a base currency and add other currencies with exchange rates for quotes and deals.

See Inai Connect with your own sales process.

Book a free demo. We will walk you through leads, pipeline, quotations and customer service using scenarios from your business.

  • 30-minute personalised walkthrough
  • Your pipeline and quote process mapped
  • Pricing for your team size