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Qonvera Help Center

CRM and sales overview

Qonvera’s CRM separates related concepts so reporting and automation remain reliable:

  • A Contact is a person.
  • An Account is the company or customer organization that person belongs to.
  • An Opportunity is one possible sale. An account can have multiple opportunities.
  • A Service is what the business sells and is linked to the opportunity, not directly to the conversation.
  • A Pipeline defines the stages used to progress an opportunity.
  • A Follow-up is an owned task or next action.
Section titled “Recommended qualification flow”
  1. Identify or create the contact.
  2. Link or create an account where applicable.
  3. Confirm the service interest.
  4. Create the opportunity in the correct pipeline and stage.
  5. Assign an owner and schedule the next action.
  6. Record stage changes until the opportunity is won or lost.

Open a contact to see its unified message timeline across linked WhatsApp, Instagram, and Messenger identities. Use the channel filters to narrow the view.