Konvert: CRM and Sales Automation Software
Konvert helps small business owners manage sales and marketing from a single platform. It is designed for teams that need to combine lead capture, automated follow-ups, and payment collection.
At a glance
- Category
- Sales
- Best for
- Small businesses, Sales teams, Business owners managing their own marketing
- Pricing
- Monthly plans include Connect ($197/mo), Engage ($297/mo), and Automate ($497/mo), with each requiring a one-time setup fee. Separate rates for SMS and email may apply.
- Key use cases
- Lead Capture and Nurturing, Sales Pipeline Management, Digital Product Delivery, Billing and Collection
- Integrations
- Shopify, Quickbooks, Zapier, Zoom, Google Meet
- Official website
- konvert.io
Konvert is a CRM and marketing automation platform for business owners and sales teams. It combines CRM pipeline management with communication tools like a website chat widget and a unified inbox.
The platform supports customer journeys by capturing leads via social media and forms, nurturing them through automated messaging, and processing payments via integrated invoicing. It also includes a membership and course builder for digital product delivery.
Buyers should confirm which pricing tier meets their needs, as AI tools and advanced automation are available only on the Automate plan. Users should also note that SMS and email usage may incur separate rates beyond the monthly subscription fee.
Key Features
Tracks potential clients through the buying process to help users identify which deals are closest to closing.
Includes tools for sending marketing messages and creating automated nurture sequences.
Centralizes communications from social media, email, text, and chat into one interface.
Provides calendars for clients to book appointments with automated reminders and follow-ups.
Supports creating proposals, estimates, and invoices, with payment collection handled through the CRM.
Provides AI-driven assistance for content creation and task automation on the Automate plan.
Includes tools for sending automated review requests and responding to customer reviews.
Use Cases
Collecting leads through website chat, forms, and social media and using automated messaging for follow-ups.
Organizing potential customers in a pipeline to track their progress toward a sale.
Using the membership and course builder to host and deliver educational content.
Sending invoices and collecting payments through the platform.
Best For
Integrations
Pricing
Monthly plans include Connect ($197/mo), Engage ($297/mo), and Automate ($497/mo), with each requiring a one-time setup fee. Separate rates for SMS and email may apply.
FAQ
Konvert offers three tiers: Connect at $197/month, Engage at $297/month, and Automate at $497/month. Each plan has a one-time setup fee and separate rates for SMS and email usage.
Yes, Konvert provides a 30-day money-back guarantee for the subscription cost if you are not satisfied.
New users receive a one-hour training session and technical setup call as part of the onboarding process.
Content AI and Workflow AI are available on the Automate plan.
Source category: Sales
Source subcategory: CRM
