HALVERON CRM
Close the leaks between first touch and signed deal
Every WhatsApp, email, and call scored, then cadence enforced so nothing stalls in a spreadsheet row.
Halveron CRM
Search leads, deals…
Conversations
12 open
RK
Ravi Kapoor
WhatsApp · score 92
Hot
MS
Meera Shah
Email · follow-up due
Warm
AT
Arjun Thakur
Call · cadence day 3
Nurture
PL
Priya Lal
DM · waiting reply
Warm
Ravi Kapoor
Series A · Ops tooling
Proposal
Can we lock a pilot kickoff for next week?
Yes. Sending the audit brief and cadence plan.
AI next action: confirm stakeholders + schedule standup
Lead
Qualified
Proposal
Closed
Private product walkthrough
See the CRM when you are ready to run an audit
We walk the live product through audit and pilot conversations. Here you get the outcomes, buying path, and capability map in plain language.
Every channel ingested, scored before your rep opens the inbox.
Pipeline clarity leadership trusts, not spreadsheet fiction.
Enforced cadence. Zero revenue left behind.
Revenue leaks
Where deals quietly fall through the cracks
Five everyday gaps that cost you sales, even when the team is working hard. Each one shows how the problem appears in tools, and how Halveron closes it.
-
Missed follow-ups
No next action on the deal.
Warm leads sit idle while reps guess what to do next.
-
WhatsApp chaos
Serious buyers reply on personal phones.
Chats never land in the CRM. Follow-ups get buried in group threads.
-
Stale CRM records
People update days later, or not at all.
Leaders plan on last month’s numbers, not what is happening today.
-
Pipeline fog
Meetings become verbal status updates.
You cannot see stuck deals, missed cadences, or where revenue is leaking.
-
Spreadsheet sprawl
Deals get lost between sheets and forwards.
Nobody has one clear list. Stages are fuzzy. Forecasts are mostly guesses.
The fix
Start with the audit. Fix the leak.
You do not need another CRM login. You need chats captured before they go cold, follow-ups that actually happen, and a pipeline leaders can trust on Monday morning. We map that in a free 90-minute audit, then set up Halveron on HubSpot or Zoho, or as your main system if you are still on spreadsheets.
-
Capture
WhatsApp, email, and calls become scored deals.
Leads land in the CRM before anyone opens a form. Nothing stays trapped on a phone.
-
Cadence
Follow-ups run on a fixed schedule.
Nudges, channel shifts, and close sequences happen on time so deals do not go cold.
-
Visibility
Leaders see the real pipeline every day.
Branch rollups and daily briefs replace the standup spreadsheet readout.
Product capabilities
Pipeline, cadence, and leadership clarity in one system
Three capabilities your team relies on every day, described in outcomes, not screenshots.
-
01
Executive dashboard
Live KPIs, overdue follow-ups, and stage bottlenecks in one morning brief.
-
02
Pipeline board
Every deal on a stage, with value, probability, and days-in-stage you can trust.
-
03
Inbox with next action
Threads scored by intent, with a suggested reply and channel already chosen.
Ingestion
Every channel becomes a deal record
Messy threads turn into validated pipeline records before reps touch a form field.
- DMs & social Instagram, Facebook, and web chat become contacts with intent tags.
- Email Inbox conversations map to stages with next actions and owners.
- Phone logs Call notes and outcomes sync without manual CRM entry.
- WhatsApp Official Business API threads via Halveron Connect, not personal phones.
- VAANI Voice and text qualification results flow into active pipeline deals.
- Connect One inbox, one AI layer, one API into CRM across every channel.
Modules
Full CRM scope on Halveron OS
Four building blocks. Capture the lead, enforce the follow-up, show leadership the truth, close the deal.
-
01
Capture & score
Leads from every surface, scored by intent, and placed in the right stage automatically.
-
02
Cadence
Follow-up automation with channel shifts, SLA timers, and break-up sequences on a strict timeline.
-
03
Dashboards
Multi-branch performance, rep compliance, and daily leadership briefs without status decks.
-
04
Quotes & deals
Quotes, deal stages, support handoff, and revenue attribution on one record.
Cadence engine
Follow-up that actually happens
The CRM enforces your sales motion. No dropped threads. No spreadsheet side quests. Every deal knows its next poke, channel shift, and close sequence.
- 01 Initial contact logged and staged
- 02 First value follow-up scheduled
- 03 Channel-shift poke if no response
- 04 Break-up or close sequence triggered
- Logged on contact Every inbound lands as a staged deal with an owner.
- Follow-up on the clock First value poke fires without a spreadsheet reminder.
- Channel shift if silent Email to WhatsApp to call, on your rules, not hope.
- Close or break-up Stale deals get a sequence so pipeline stays honest.
Integrations
Works with your stack, or becomes your stack
Two-way sync, webhooks, and native Halveron OS modules.
- HubSpot
- Salesforce
- Zoho
- Webhooks
- VAANI
- Outreach AI
- Halveron Connect
Proof
Built for outcomes, not shelfware
- 90 min
- Free operational audit before any software scope
- 4 sprints
- Typical deploy from leak map to live pipeline
- <5 min
- Target lead response when VAANI + CRM are wired
- 80%
- Target reduction in manual pipeline admin
Who it’s for
Built for teams selling complex B2B in India
- Manufacturing Multi-branch distributors, long quote cycles, and WhatsApp-heavy buyer relationships. Manufacturing use cases
- Professional services Proposal-driven firms where partner visibility and follow-up SLAs win or lose retainers.
- SaaS & tech Inside sales teams juggling inbound, outbound, and demo scheduling across channels.
Security
Enterprise-grade data handling
Role-based access, encrypted transit and storage, audit logs, and India-region deployment options. Your pipeline data stays yours. We do not train on your deals.
FAQ
Common questions
Do we need to replace our existing CRM?
Usually no. Halveron integrates with HubSpot, Salesforce, Zoho, and others via API. We can also serve as your system of record if you are on spreadsheets today.
What happens in the free audit?
A 90-minute operational review across sales, ops, and marketing. We map manual touchpoints, quantify cost, and deliver a prioritized leak map, not a sales pitch deck.
Do I always pay a build fee?
No. The one-time build fee applies when you come via the free audit (or Custom), because we configure CRM to the leaks in that report. Ready-made Starter, Growth, or Pro is a 7-day free trial or buy now, monthly retainer only, no build fee.
Are product login and audit login the same?
No. The free audit has its own sign-in and workspace. Halveron CRM ready-made uses a separate product login. Signing into one does not sign you into the other.
How long does deployment take?
Most mid-market deployments run four sprints from signed scope: ingestion wiring, cadence templates, dashboard setup, and rep onboarding.
Does it work with WhatsApp?
Yes, via Halveron Connect and the official WhatsApp Business API. Threads sync into CRM records with full conversation history.
What about VAANI and Outreach AI?
They are native Halveron OS modules. Qualified voice outcomes from VAANI and outbound sequences from Outreach AI feed directly into your pipeline and cadence engine.
Is my data used to train AI models?
No. Your deal data, conversations, and customer records are not used to train foundation models. See our privacy policy for details.
Who is Halveron CRM built for?
Indian mid-market B2B teams in manufacturing, professional services, and SaaS, with 10 to 500 person revenue orgs running on spreadsheets or underused CRMs.
Enterprise pilot
Deploy Halveron CRM on your revenue stack
Limited production pilots for teams ready to replace spreadsheet pipelines with enforced cadence and leadership-grade reporting.
Pilot request received.
We will review your pipeline setup and follow up with integration next steps.
Halveron OS
CRM is one module in the revenue stack
Wire ingestion, outreach, and voice qualification into a single operating system.
- You are here CRM Pipeline, scoring, cadence, quotes, dashboards, and analytics.
- Connect Omnichannel inbox for WhatsApp, email, SMS, and social in one thread view.
- VAANI 24/7 voice and text qualification that routes hot intent into CRM.
- Outreach AI Autonomous SDR for discovery, personalisation, and meeting booking.