One customer, one record, every channel.
Calls, WhatsApp, Instagram, email, forms and appointments land on the same contact, in one timeline. Your pipelines move as the conversations do.
- Commented “DEMO” on a reel, DM startedReel: Sector 65 walkthroughInstagram · comment-to-DM · 10:02Today 10:02Instagram · comment-to-DM
- AI call · 3 min 12 s · HinglishConfiguration, locality and budget capturedVoice · Meera, AI agent · 10:06Today 10:06Voice · Meera, AI agent
- Brochure sent after the callSector 65 · 3 BHK · within budgetWhatsApp · template · 10:10Today 10:10WhatsApp · template
- Replied: “Parking कितनी मिलेगी?”Answered by the AI, using what he said on the callWhatsApp · AI · 10:14Today 10:14WhatsApp · AI
- Site-visit form submittedSaturday, 11:00 · answers mapped to the recordForm · Visit request · 10:31Today 10:31Form · Visit request
- Site visit bookedSat, 11:00 · Sector 65 sales galleryCalendar · Site visits · 10:31Today 10:31Calendar · Site visits
- Stage changedQualified → Visit bookedPipeline · Sales · 10:31Today 10:31Pipeline · Sales
- Visit reminder workflow startedDay-before confirmation call scheduledWorkflow · Visit reminders · 10:32Today 10:32Workflow · Visit reminders
- Assigned to an online site advisorRound robin among advisors who are onlineTeam routing · 10:32Today 10:32Team routing
- Configuration
- 3 BHKCall · 00:09
- Locality
- Sector 65Call · 00:09
- Budget
- ₹1.2 CrCall · 00:16
- Site visit
- Sat, 11:00Form · 10:31
Each fact keeps its source and time. Nothing is retyped between channels.
The same person, found and merged.
A caller, an Instagram handle and a form entry are often one customer. Highvance matches them across channels and shows why before it merges.
- Identity matching across channels
- Duplicate detection and merging
- One timeline: calls, messages, forms, appointments, workflow actions and stage changes
- Lead attribution: source, sub-source, campaign, first-response time and owner
- Voice call · Mon 10:02
Rohan K.
+91 98••• ••210
- Instagram DM · Sun 21:40
rohan.k••
@rohan.k••
- Site-visit form · Mon 10:31
Rohan Kumar
rohan.k••@gmail.com
Match reasons
- Phone on the form matches the caller
- Email on the form was shared in the Instagram DM
Sample contacts · demo data
Your fields, not ours.
Standard system fields come built in. Add unlimited custom fields for how your business qualifies a lead, and protect the ones that must never change.
- Unlimited custom fields
- Text, number, email, phone, date, dropdown, multi-select, checkbox and radio
- Protected fields that cannot be edited after creation
- Tags
- AI updates to fields, with source and timestamp
- PhoneSystem+91 98••• ••210
- Lead sourceSystemInstagram · reel
- BudgetNumber₹1.2 Cr
- ConfigurationRadio3 BHK
- AmenitiesMulti-selectClubhouse, Parking
Sample field settings · demo data
Pipelines you can pick up and move.
Run as many pipelines as you need, with your own stages and substages. Drag a card and the automation you attached to that stage starts.
- Multiple pipelines
- Custom stages and substages
- Kanban with search, filters and drag and drop
- Triggers for entering, moving, winning and losing
New lead2
Ishita M.B
2 BHK · ₹85 L
First call done
Farhan A.C
Villa · ₹3 Cr
Awaiting reply
Qualified1
Rohan K.A
3 BHK · ₹1.2 Cr
Budget confirmed
Visit booked1
Meher J.B
2 BHK · ₹78 L
Sat 11:00 · confirmed
Won1
Dev P.A
3 BHK · ₹1.4 Cr
Token paid
Try moving Rohan to Visit booked.
Interactive pipeline · demo data
See where leads wait.
Pipeline reports show how many leads sit in each stage, what they are worth, how long they wait and how each person on the team is doing.
- Stage counts and value
- Win rate
- Time in stage
- Team performance
- New lead42
- Qualified26
- Visit booked14
- Negotiation7
- Won4
With pipeline value and win rate beside each stage.
Sample report · demo data
Know who to call first.
Every lead gets a score from factors you configure, a bucket from A to D and a history of how the score changed.
- Configurable scoring factors
- A to D buckets
- Score history
- A high score can start a hot-lead workflow
- Budget fits inventory25/25
Call · 00:16
- Timeline within 6 months15/25
Call · 00:29
- Locality match18/20
Call · 00:09
- Engagement13/15
Replied on WhatsApp
- Site visit booked15/15
Form · 10:31
Score history
86 · Visit booked. Site visit on Saturday.
Sample lead score · demo data
Every call writes to the record.
The voice agent does not just talk. What the caller says becomes fields, a score and a stage, with the exact words kept as evidence.
Step 1
The call ends
Transcript, recording and summary are saved on Rohan's contact.
Step 2
Fields fill in
Configuration, locality and budget are written to your fields, each with its source and timestamp.
Step 3
The pipeline moves
The score updates, the stage changes and the right owner gets the lead.
Demo story. Memory can be switched off, per source.
CRM questions
Bring your pipeline. We'll set it up live.
Book a live demo. We map your stages and fields, run a sample call and show the record fill in and the card move.
AI voice calls from ₹5 per minute.
Get custom pricing based on your volume requirementWhat happens after you book
A call to hear your case
We call you to understand your leads, your call volumes and what you want the agent to handle.A live agent on your scenario
You hear an agent handle your kind of call. All Indian regional & global languages are supported.A tour of the platform
See calls, WhatsApp follow-ups and the customer record work together in the Highvance Brain.Next steps
If it fits, Highvance sets up your access. There is no sign-up and no free trial.