Requests qualified, meetings booked
Intake questions, quote requests and advisor meetings, handled straight from HubSpot, Pipedrive and Google Calendar.
WhatsApp24/7
Requests captured
intake, quotes and pricing
<5s
First response time
on widget, email and WhatsApp
Live
Data from your CRM
HubSpot, Pipedrive, Google Calendar
Live in your CRM, not in an export
The agent records every request straight away and books the meeting in the right advisor's calendar.
- New leads and deals in HubSpot or Pipedrive, right next to the conversation
- Intro or intake scheduled in Google Calendar on open slots
- Qualifying questions about legal form, revenue and services, asked cleanly
Bookkeeping quote request
Sole proprietorship, VAT registered
Service
monthly package
Lead
with notes from the chat
Meeting
Google Calendar, Thursday 10:00
One thread across every channel
Chat, email, WhatsApp and phone come together in a single conversation with full context.
- A prospect starts on the site and calls later, the agent knows the history
- Recurring questions about pricing and process, answered the same way every time
- Hand-off to the advisor with a summary, no repeating the same questions
Conversation with prospect
Started in chat, continued by email
Channel
one ongoing conversation
Question
answered from knowledge base
Next
with summary and context
A view of your pipeline
Every request is logged clearly, so you know where leads come from and what they ask for.
- Which services are requested most often, in one overview
- New leads linked to the right advisor in your CRM
- Questions the agent could not answer, ready to review
Overview this week
Requests and meetings
New leads
with source and service
Meetings
split per advisor
Open
flagged for follow-up
What it isn't
No empty promises
Not a replacement for your accounting expertise. The agent handles the first line and prepares the request for you.
Not advice that takes over from the advisor. Questions about a client's specific situation go to a person.
Not a separate CRM. HubSpot or Pipedrive stays the source of truth, we only write to it cleanly.
Works with the tools you already use
FAQ
Frequently asked questions
The agent only shares pricing and process that you set up in advance. As soon as it gets substantive or personal, it hands over to an advisor.
Yes. Conveya runs on EU hosting and client data stays in Europe. The link with HubSpot, Pipedrive and Google Calendar runs through your own accounts.
Discover more
One platform, many uses
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ViewReady to automate your customer contact?
Try Conveya for 30 days for €1. Set it up today, go live this afternoon, with your own knowledge and your own tools.