AI TOOL PROFILE
Privyr: Mobile-First CRM and Lead Management
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.
At a glance
- Best for
- Small Businesses, Solopreneurs, Sales Teams, Marketing Agencies, Real Estate Professionals
- 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
- Official website
- Visit Privyr official website
How AI is used
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.
Integrations
- Facebook Lead Ads
- WordPress
- TikTok
- ClickFunnels
- LinkedIn Lead Gen
- Google Ads
- Zapier
- Google Forms
- Excel import
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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