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Privyr: Mobile-First CRM and Lead Management

Privyr helps small business owners and sales teams respond to new leads via mobile devices. It is designed for teams that use WhatsApp, SMS, and social media ad leads.

At a glance

Best for
Small Businesses, Solopreneurs, Sales Teams, Marketing Agencies, Real Estate Professionals
Pricing
Privyr offers a Free Forever plan for up to 3 team members. Paid options include Privyr Pro (billed annually per user) and Privyr Ultimate for teams of 20 or more with custom pricing.
Key use cases
Rapid Lead Response, Lead Re-engagement, Mobile Sales Management, Lead Distribution for Small Teams
Integrations
Facebook Lead Ads, WordPress, TikTok, ClickFunnels, LinkedIn Lead Gen
Visit PrivyrPrivyr software interface screenshot

Privyr is a mobile-first CRM platform designed for solopreneurs, small sales teams, and agencies who manage their business primarily from a phone. The tool provides notifications when a new lead is captured and supports contacting them using message templates.

The software supports lead capture from various social and web sources, allowing users to organize clients into groups and track interaction histories through a timeline. It also includes tools for bulk messaging and follow-up sequences to help maintain contact with prospects.

Buyers should note that while the tool provides a web version, its core functionality is optimized for mobile. Teams needing advanced hierarchical permissions or team dashboards should confirm the features available in the Pro and Ultimate plans.

Key Features

  • Instant Lead Alerts

    Provides notifications to the mobile app when a new lead is captured from integrated sources.

  • WhatsApp and SMS Integration

    Supports contacting leads via WhatsApp, text, or phone calls using pre-defined message templates.

  • AI Lead Parsing

    Designed to extract and capture lead information from email alerts.

  • Automated Follow-up Sequences

    Supports pre-defined sets of actions, including messages, files, and calls, over a specified period.

  • Bulk Calling and Messaging

    Supports a workflow to call leads in sequence or send personalized messages to groups.

  • Lead Distribution

    Supports assigning new leads to team members, including round-robin distribution.

  • Sales Content Tracking

    Notifies users when a lead views shared files or pages.

Use Cases

  • Rapid Lead Response

    Receiving alerts from Facebook or Google Ads to contact new prospects.

  • Lead Re-engagement

    Using bulk messaging and personalized templates to follow up with existing lead databases.

  • Mobile Sales Management

    Tracking client interaction history and activity logs via a mobile timeline.

  • Lead Distribution for Small Teams

    Forwarding and assigning incoming leads to various team members.

Best For

  • Small Businesses
  • Solopreneurs
  • Sales Teams
  • Marketing Agencies
  • Real Estate Professionals

Integrations

  • Facebook Lead Ads
  • WordPress
  • TikTok
  • ClickFunnels
  • LinkedIn Lead Gen
  • Google Ads
  • Zapier
  • Google Forms
  • Excel import

Pricing

Privyr offers a Free Forever plan for up to 3 team members. Paid options include Privyr Pro (billed annually per user) and Privyr Ultimate for teams of 20 or more with custom pricing.

FAQ

What is Privyr and who is it for?

Privyr is a mobile-first CRM designed for small businesses, solopreneurs, and sales teams who manage and contact leads primarily from their phones.

Does Privyr have a free version?

Yes, Privyr offers a Free Forever plan for up to 3 team members, with limitations on the number of leads that can be engaged.

Which lead sources can be integrated with Privyr?

It integrates with Facebook Lead Ads, Google Ads, TikTok, LinkedIn Lead Gen, WordPress, ClickFunnels, and Zapier.

Source category: Sales

Source subcategory: CRM

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How AI is used

Privyr is a mobile-first CRM for small businesses and sales teams that helps automate lead capture and engagement. It supports workflows for lead alerts, WhatsApp messaging, and follow-ups. Lead engagement limits apply to the free version.

Pros & Cons

Pros

  • Designed for mobile-first sales workflows
  • Direct integration with multiple social ad platforms
  • Includes a free forever plan for small teams
  • Supports communication via WhatsApp and SMS

Cons

  • The Free Forever plan limits the number of leads that can be engaged
  • Advanced analytics and subteam hierarchies are restricted to the Ultimate plan
  • Some features, such as WhatsApp Monitoring, require paid add-ons