Everything your sales team needs
A complete CRM, organized the way your team already thinks: sales, communication, data and administration.
Clients & Pipeline
- ✓Client records with search and custom fields
- ✓Sales pipeline with configurable stages
- ✓Contact import from CSV or Excel
- ✓Team-assignable tasks and reminders
Communication
- ✓WhatsApp inbox shared by the whole team
- ✓AI chatbot until a rep takes over
- ✓Attribution of messages originated from ads
Data & Integrations
- ✓Automatic leads from Meta, Google and TikTok Ads
- ✓One-off import from your own data warehouse
- ✓Campaign performance without leaving the CRM
Audiences & AI
- ✓Client segments with real filters
- ✓AI recommendations on who to contact first
- ✓Audience activation on Meta Ads
Administration
- ✓Admin and Sales roles
- ✓Two-factor authentication (2FA)
- ✓Configurable dashboard with your own indicators
- ✓Available in English, Spanish and French
See it work with your own business
Book a demo and we'll show you what Lidra CRM could look like with your real data.