AI CRMfor modern businesses
Remember the person.
Know your next move.
An AI CRM that keeps customer details, conversations and automated journeys together. So every conversation starts with context.
Remember what they asked for. See what matters to them. Work with Tavyo on a next step that feels personal.
Start a conversation with Tavyo. No account needed to start.
Meet Emma.
A new kitchen. A finish she loves.
“We love the oak finish. Could you send a quote for our kitchen?”Emma Morgan · Today, 10:42
Emma asked about oak.
Pick up from there.
Hi Emma, oak it is. Could you share your kitchen measurements so we can put a quote together?
Contact management
One customer.
Their whole story.
Bring contact information, tags, custom fields, linked conversations and opportunities into one customer profile.
Spend less time piecing things together. Pick up with the context your customer expects you to remember.
Organize my customersContact details
The person behind the enquiry.
Conversation history
What you’ve already talked about.
Tags & custom fields
The details that matter to your business.
Opportunities
Where the relationship could go next.
A WhatsApp CRM with context
“You remembered.”
That’s a better beginning.
Review linked conversations from the customer profile. See what they asked for, check the details and return to the conversation with a useful answer.
Your Pilot can help with the first questions. Your team has a place to continue the relationship.
Meet your AI PilotCustomer segmentation
The right people.
A more relevant next step.
A first enquiry. A familiar face. A project taking shape. Use tags and customer attributes to find the right people—and give them a relevant next step.
They’ve shown interest. Help them take the next step.
Make the next visit feel like a continuation.
A shared interest. A more useful conversation.
Customer journeys & CRM automation
A thoughtful next step.
Even when you’re busy.
Turn customer context into a journey. Choose who enters, set the timing and shape what happens next—with WhatsApp, email and SMS messages in one visual flow.
- 01 · Choose the audience
Quote requested
Start with contacts tagged for a kitchen quote.
- 02 · Set the timing
Give it a day
Add a wait step before the next message.
- 03 · Check the context
Still needs a quote?
Check the contact’s tag before continuing.
- 04 · Make it personal
A useful check-in
Send the WhatsApp message you prepared.
Context changed? End this branch instead of sending the follow-up.
“Hi Emma, ready to pick up your kitchen plans? We’re here to help with your quote.”
Follow the customer journey
Use customer conditions and opportunity-stage changes to decide what happens next.
Coordinate your channels
Build WhatsApp, email and SMS steps around the relationship.
Keep customer context current
Add or remove tags and update contact fields as part of a flow.
Lead management & customer follow-up
Give the next step
somewhere to live.
Track sales opportunities and scheduled follow-ups alongside the customer. From the first enquiry to the next conversation, see what needs attention in the customer journey.
Find my next movePick up Emma’s kitchen plans
Emma Morgan · Oak finish · Tomorrow
Kitchen renovation
Emma Morgan · Quote requested
You bring the judgment.
Tavyo helps you work through the next move.
Part of your Tavyo workspace
A relationship that keeps going.
Connect your customer work with the rest of your business.
Let a Pilot handle the first questions.
Explore AI agents for WhatsApp, webchat, Instagram, Messenger and TikTok.
Explore PilotsGive customers a reason to return.
Choose a useful retention strategy for your customer relationships.
Read the retention guideFind the right fit for your business.
Compare plans, customer allowances and ways to work with Tavyo.
Explore pricingInside Tavyo
Your customers. Your starting point.
Working from a spreadsheet, another CRM or a fresh start? Tell Tavyo what you have and what you want to organize.
Let’s work on your customers.
Open the public workspace to choose your starting point.
Open TavyoA few things
to know.
What is Tavyo AI CRM?
Tavyo AI CRM is customer relationship management software within Tavyo OS, the AI workspace by Coretava. It brings contact profiles, tags, segments, linked conversations, opportunities and customer journeys together, with Tavyo alongside you to help work through the next step.
Can I see WhatsApp conversations with a customer?
Customer profiles include linked conversation history, so you can review the conversation alongside contact details. You need to connect your business channel and have permission to access the customer data.
Does this replace my spreadsheets?
You can start the Customers onboarding from a spreadsheet, another CRM or a fresh list. Tavyo helps you work through the starting point. Review your fields and imported contacts before using them in a campaign.
How do customer segments work?
Use customer attributes and tags to filter your contacts and create useful groups. Segments help you choose who a campaign is for; they do not send messages by themselves.
Can I use Tavyo for lead management and follow-ups?
You can review sales opportunities and scheduled follow-ups alongside a contact. Use the customer profile to understand the enquiry, check its context and decide on the next action. Available actions depend on your connected workspace and permissions.
Can I build automated customer journeys?
Yes. The visual CRM flow builder combines customer conditions, wait steps and messages through WhatsApp, email and SMS. Flows can also update contact tags or fields and use opportunity-stage changes as triggers. Configure your audience, timing and connected channels, then review the journey before launch. WhatsApp sends require the appropriate approved templates and permissions.
How does CRM work with Pilots?
CRM gives your team a place to review the customer relationship. Pilots handle customer questions and gather useful details in conversations. You configure a Pilot’s job, knowledge and handoff separately.
Can I try Tavyo before connecting my business?
Start with the public Tavyo workspace below. Tell Tavyo where your contacts are and what you want to organize. Connecting business data and working with real customers requires the appropriate account and permissions.