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    Solvefy/CRM

    Stop losing deals in the funnel. Take absolute control of your pipeline.

    Is your sales team leaving money on the table? Solvefy/CRM is the ultimate sales machine for high-performance teams. Eliminate lead leakage, automate follow-ups and gain real revenue predictability. Close more deals in less time.

    See plans
    • Free Data Migration
    • Save 20% vs. Competitors
    • 24-Hour Onboarding
    app.solvefy.com/crm

    Sales pipeline

    July 2025

    Total funnel value

    $248K+15%
    Prospecting8

    $186K

    Logistics diagnostic

    $18K

    FS Logistics

    Automation pilot

    $22K

    Vertex Data

    Qualifying5

    $142K

    API integration

    $28K

    Nexus Tech

    Support rollout

    $35K

    Atrium Health

    Proposal3

    $97K

    Multichannel expansion

    $64K

    Polaris Inc.

    Won2

    $185K

    24x7 support contract

    $112K

    ABC Group

    The end of the patchwork

    One lead, one journey, one single closing history.

    No more juggling spreadsheets, unstable integrations and silos between marketing and sales. In the Solvefy ecosystem, the lead is born in Ads, captured in Links and lands in CRM with the full history, clicks, conversations and behavior; ready for the salesperson to close aggressively.

    In Other CRMs

    Disconnected spreadsheets and CRMs. You're in the dark.

    • Spreadsheets and CRMs disconnected from marketing.
    • Zapier integrations that break every week.
    • Salespeople without context of the campaign that generated the lead.
    • Messages sent outside the system, with no record.
    Solvefy/CRM

    You in command. Leads with full history.

    In the Solvefy ecosystem, the lead is born in Ads, captured in Links and lands in CRM with the full history, ready for the salesperson to close aggressively.

    • Lead enters CRM with source, creative and journey attached.
    • Native WhatsApp and SMS, no external APIs.
    • Salesperson opens the card and owns everything: clicks, messages, profile.
    • Marketing and sales in the same database, in real time.

    Features built to crush goals.

    Every Solvefy/CRM capability exists to make salespeople close faster, with no friction, no screen-switching, no rework.

    Accelerate the sales cycle

    Visual Kanban funnel to move leads between stages with surgical agility and see the pipeline in seconds.

    Map engagement

    Send WhatsApp and SMS straight from the customer card. Automatic logging of every interaction so context is never lost.

    Crush your goals

    Task, alert and follow-up automations that eliminate forgetfulness and keep your team always on attack.

    Real revenue predictability

    Conversion rate, average ticket and funnel velocity in real time. Decide with data, not guesswork.

    Conversational WhatsApp · official Meta API

    The conversation happens inside the funnel.

    WhatsApp and email land in the same inbox, each conversation with an owner. The salesperson opens the card already knowing everything that was said — and what Meta allows them to reply right now.

    • WhatsApp and email in one inbox, with a channel filter and unread counts
    • Every conversation assigned to a person, and the page URL remembers which one is open
    • Per-message status in the history itself: queued, delivered and read
    • Meta's 24-hour window is always visible — once closed, only an approved template goes out

    Connected through the official Meta API, with sending credits coming from the ecosystem wallet.

    A+55 11 4299-0712WhatsApp
    Window closedAssigned to you
    Hi! I saw your ad. Can I plug WhatsApp into my sales team?
    Mon, Sep 14 · 5:32 PM
    Hi Ana! This is the Solvefy team. Let's pick your conversation back up here — I'll answer your question right after this.
    today, 8:52 AM · read
    ⚠The 24-hour window has expired. Only an approved template goes out from here — free text is refused by Meta.
    Pick an approved template➤
    Example screen of the Conversations module

    Technology that simplifies,
    integration that delivers results.

    Plans & Pricing

    Choose the right plan to accelerate your sales.

    Billed in BRL, no FX swings and no fine print.

    Free
    Free

    Put your first contacts in the CRM without paying anything

    • 250 contacts
    • +4 features included
    Starter
    R$ 5.00/month

    The complete CRM for a small team

    • 5,000 contacts
    • +15 features included
    Subscribe
    Pro
    R$ 5.00/month

    Campaigns, AI and API integration

    • Unlimited contacts
    • Unlimited companies
    • Unlimited open opportunities
    • +21 features included
    Subscribe
    Enterprise
    Custom quote

    Tailored contract

    • Unlimited contacts
    • Unlimited companies
    • Unlimited opportunities
    • +27 features included
    Talk to sales

    Paid plans are charged to a credit card and renew automatically. You can cancel whenever you want — access continues until the end of the period already paid for.

    Talk to the team

    Got a question the pricing table doesn't answer?

    Database migration, contact volume, contracts, integrating with what you already use. Leave your details and a specialist gets back within one business day.

    • Reply within one business day
    • Migration of your current database at no cost
    • No commitment and no lock-in

    Frequently asked questions

    What is Solvefy/CRM?

    Solvefy/CRM is Solvefy's conversational sales CRM: contacts, companies, deals and customer communication in one place, instead of the conversation happening outside the system. It is part of the Solvefy ecosystem — day-to-day access is through the Solvefy Portal, and the same account opens the door to the platform's other products.

    Who is Solvefy/CRM for?

    Solvefy/CRM is for sales teams at small and medium businesses that sell through conversation — typically 3 to 50 reps, with a recurring sales process and daily use of business WhatsApp. It is the team currently split between personal WhatsApp, scattered email and a spreadsheet, with no single history of the deal. The profile and hierarchy model was designed to grow with the structure.

    Does Solvefy/CRM have a free version?

    Yes. Solvefy/CRM has a free plan, with no credit card, to organise contacts, companies and deals and run the full pipeline. Paid plans raise the contact limit and unlock campaigns, artificial intelligence and API integration. The pricing table on this page shows what each tier includes.

    How does communication work inside the CRM?

    Solvefy/CRM brings WhatsApp and email inside the pipeline: both inboxes land in the same place, each conversation has an owner, and the history stays on the timeline of the contact or deal. WhatsApp runs on Meta's official API, and sending credits come from the ecosystem wallet. SMS, RCS and voice remain available in Solvefy/CPaaS.

    Does Solvefy/CRM already have native WhatsApp?

    Yes. WhatsApp is native in Solvefy/CRM and runs on Meta's official API — not through a third-party integration or a linked handset. The conversation happens inside the pipeline, with history per contact, assignment to a rep, and the state of every message on the record itself. Meta's 24-hour window stays visible: once it closes, only an approved template goes out.

    Do Solvefy/Ads leads enter the pipeline automatically?

    Not automatically yet. Closing the loop between paid traffic and pipeline — ad, lead, qualification, sale and revenue attributed back to the campaign — is the next major project for Solvefy/CRM, and the first step is sending conversion events to Meta. Today you work the leads inside the CRM; end-to-end attribution is still being built.

    Can I migrate from Pipedrive, RD Station CRM, Ploomes or Moskit?

    Yes, with support from the Solvefy team. We review your current base — contacts, companies, deals and pipeline stages —, check the export format of your tool and plan the import before you switch over. Talk to Solvefy so we can run that assessment.

    How is it different from RD Station CRM or Pipedrive?

    Both handle pipeline management well, but they treat the communication channel as a bolt-on: in Pipedrive WhatsApp arrives through a third-party integration, and in RD Station the CRM and Marketing are separate contracts, with conditional automation locked to plans above the entry tier. Solvefy/CRM bets differently — channel and automation in the same product, and revenue attribution back to the campaign as part of the pipeline.

    How is it different from HubSpot or Salesforce?

    HubSpot delivers a broad marketing and sales ecosystem, but WhatsApp comes from marketplace integrations and the cost scales quickly as you need more capability. Salesforce is the benchmark for platform depth in complex operations — and charges for it in dedicated technical administration and add-on products for the digital channel. Solvefy/CRM does not compete on platform depth: it competes on being born attached to the channel where the sale happens.

    Do I need a technical administrator to set it up?

    No. Solvefy/CRM was designed for the business owner or the sales manager to configure alone: create the users, pick each one's profile and define who reports to whom. The account and the ecosystem access are created automatically, with no separate technical step.

    How does the CRM control what each rep can see?

    By data scope, not by job title. Each Solvefy/CRM profile — Admin, Manager, Rep, Pre-sales, Read Only or one you create — defines whether the person sees only their own records, their team's or the whole account. The hierarchy comes from each user's Manager field, so changing who reports to whom already reorganises visibility. The same scope decides which dashboard the person opens.
    Solvefy

    Closer. Quicker. Better.

    Technology that simplifies, integration that delivers results.

    Solutions

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    Solvefy is a technology ecosystem for marketing and communication. It brings paid advertising, WhatsApp, SMS, RCS, voice and email sending, CRM, artificial intelligence agents and landing pages into a single platform — so that attracting, talking and selling happen in the same flow, without switching tools.

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