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Description
CRMSix is a versatile cloud-based customer relationship management system that integrates sales and customer support processes within a single platform. It equips support teams with tools to oversee cases, engage in live chat, manage customer interactions, and curate knowledge-base materials, while enabling sales teams to monitor contacts, leads, pipeline progress, quotes, invoices, and sales forecasts. By unifying customer records, it merges service histories with sales activities, and offers customizable workflows to streamline routine tasks and follow-ups. The platform is enhanced with AI-powered assistants, analytical reporting features, role-specific access controls, and comprehensive audit logs. Designed for organizations with customer-facing teams, it facilitates a collaborative environment for addressing inquiries, pursuing sales opportunities, and nurturing customer relationships. Additionally, administrators can leverage the documented API and Model Context Protocol (MCP) support to seamlessly integrate workflows with external tools, enhancing the platform's adaptability and functionality for various business needs. This ensures that teams can efficiently work together to deliver an improved customer experience.
Description
Slarivo Leads serves as an online platform designed to assist teams in managing inquiries and follow-ups efficiently. Each lead can be assigned to a specific owner and can include details such as notes, samples, quotes, the current stage in the pipeline, and the next steps that are planned. The platform features shared lead lists and a team agenda that facilitate the review of upcoming follow-ups while maintaining clarity on lead ownership.
Teams have the capability to document outcomes and track inquiries from their initial stage to closure. Furthermore, interactions via calls and WhatsApp can trigger external applications, although Slarivo does not automatically handle outreach or confirm the delivery of messages.
The platform also offers optional MCP connections that allow compatible AI assistants to access lead data, provided that the necessary permissions are granted. A public demo is available, showcasing fictional entries and does not require users to sign in. Currently, core access to Slarivo Leads is complimentary, but it is subject to fair-use restrictions to ensure all users can benefit from its features. Additionally, the user-friendly interface encourages team collaboration and enhances productivity in managing leads.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Model Context Protocol (MCP)
Yes
Claude
Yes
Google Calendar
Yes
Google Tasks
Yes
Microsoft Entra ID
Yes
Okta
Yes
Razorpay
Yes
Stripe
Yes
WhatsApp
No
Integrations
Model Context Protocol (MCP)
Yes
Claude
No
Google Calendar
No
Google Tasks
No
Microsoft Entra ID
No
Okta
No
Razorpay
No
Stripe
No
WhatsApp
Yes
Pricing Details
$12/user/month
Starter costs $12 per user per month, billed annually. Growth costs $20 per user per month, billed annually. A 14-day free trial is available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CRMSix
Founded
2018
Country
India
Website
crmsix.com
Vendor Details
Company Name
Slarivo
Website
slarivo.com/leads/
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No