Lead management
Capture every enquiry with its source and likely value. Move it through New → Contacted → Qualified, then convert it into a real ERP customer in one step.
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TATHVEN AGENTIC ERP
Tathven CRM · sales and support
Win the deal and keep the customer,
Win the deal and keep the customer,
inside the ERP you already run.
Most CRMs sit outside the business. Sales keeps its leads in one tool, support keeps its tickets in another, and neither can see an invoice, a dispatch or a customer’s account. Tathven CRM is built into Tathven Agentic ERP. A lead becomes the same customer your accounts team bills, a deal links to the same quotation your sales desk issued, and a support ticket sits on the same customer record your warehouse ships to.
One journey, one system
From the first enquiry
From the first enquiry
to the last support ticket
Every step happens in one application, with one login, one set of permissions and one customer record.
1Enquiry
By email, WhatsApp or phone: the lead is captured, and AI scores how hot it is
2Follow-ups
Scheduled until the lead is qualified
3Deal
Opened, with its quotation linked
4Won
A customer in the ERP: orders, invoices, dispatch
5Support
Tickets on the same customer; AI sets the priority and drafts the reply
Leads and deals
Every enquiry captured,
Every enquiry captured,
every deal forecast
The hottest prospects rise to the top without anyone sorting by hand, and the forecast matches the books.
Duplicate protection
The moment you type a phone number or email, Tathven shows whether that person is already a lead or a customer, so two salespeople never chase the same buyer.
AI lead scoring
Every new or changed lead gets a hotness from 0 to 100 (Hot, Warm or Cold) with a one-line reason. Set a lead’s hotness yourself and the AI never overrides it.
Follow-ups that don’t slip
Schedule a call, meeting or task with a due time. My Follow-ups sorts everything into Overdue, Today and Upcoming. Finishing one lets you book the next in the same step.
Stale-lead alerts
A lead nobody has touched for a set number of days, with nothing scheduled, is flagged on the list. An optional reminder email tells each owner what is due.
Deals and pipeline
Track opportunities by stage with value, probability and expected close date. The board shows value and weighted value per stage.
Forecast
Dashboard charts show the weighted forecast month by month and the pipeline by stage, plus win rate over the last 90 days.
Linked to Sales
A deal links the quotations your sales desk has already issued. Winning a deal needs a real customer, so the forecast matches the books.
The support desk
Most urgent first,
Most urgent first,
with the SLA on every ticket
The customer’s request, your replies and the team’s internal notes read top to bottom, with the SLA clocks beside them.
Support desk
Tickets with priority, type, category, tags, team and owner. A clear lifecycle, and a conversation thread where internal notes never reach the customer. Replies are written in a rich-text editor.
AI ticket triage
The AI judges each ticket’s severity and urgency; a fixed table turns those into the priority, so the same problem always gets the same SLA. A person’s priority always wins.
Draft with AI
One click drafts a reply from the ticket’s conversation, looking up the products, services, stock and orders it mentions in your own records. It never sees internal notes and never sends: the agent reads, edits and sends.
Email to ticket
Connect a Gmail mailbox. A customer’s email opens or continues their ticket, anyone else’s becomes a lead, and your replies go back from the same address, in the same thread.
Business-hours SLA
First-response and resolution targets per priority, measured on your working calendar. Every ticket carries a live On track, At risk or Breached verdict. Waiting on the customer pauses the clock.
Two-way WhatsApp
Connect your own WhatsApp Business number through Meta’s official Cloud API. A new number opens a lead, a customer’s message opens a ticket. Nothing goes out without the customer’s recorded opt-in.
Gmail
Your mailbox,
Your mailbox,
filed once
Connect the Gmail address your customers write to, so their mail turns into tickets and leads without anyone copying it across, and replies go back from the same address.
What it does
- New mail is read every two minutes; mail that was already there is left as it is.
- A reply joins its ticket, a customer’s mail opens a ticket, mail from someone on a lead is added to that lead, and anyone else’s becomes a new lead. Auto-replies, newsletters and promotions are left alone.
- Every mail is filed once and labelled Tathven/Imported in Gmail.
- A public reply on a ticket that came in by email goes to the customer from the same mailbox, in the same conversation. Internal notes are never emailed.
Optional, and yours to withdraw
Gmail is connected only when an administrator chooses to connect a mailbox, and Tathven CRM never deletes, archives or moves mail. Disconnect stops reading, withdraws Google’s access and forgets the mailbox; access can also be removed at any time from the Google Account. Read how we handle Google user data in our Privacy Policy.
Why Tathven CRM
Built for teams that
Built for teams that
sell and serve
One customer record, from the first enquiry to the last ticket.
No integration project
Customers, users, units, quotations and notification settings are the ERP’s own. Nothing to sync and nothing to reconcile.
Numbers you can trust
A won deal needs a real customer, and the pipeline sums only open deals. The forecast weights each deal by its stage’s probability, which you set.
AI that knows its place
It scores and drafts; people decide. A score a person set is never overwritten, and a draft is never sent without an agent.
Built for teams that sell and serve
The salesperson and the support agent work from the same customer, and every change is recorded with who made it and when.
Your channels, your data
Your own WhatsApp number and your own Gmail mailbox, connected directly with no reseller in between, and consent enforced by the system. Run the AI on your own server if you prefer.
Works for any trade
Distribution, manufacturing, retail, services. The screens use your own sources, stages, ticket types and categories.
Your choice of AI
Scoring runs on the AI provider you pick: OpenAI, Anthropic, OpenRouter, a model on your own server through Ollama, or a decision model (TypeSafe Jev, or Laya on your own server). Phone numbers, e-mail addresses and names are never sent to it.
Permissions that fit
Separate rights for tickets, leads, deals, follow-ups and settings, each at view or change level. Reassigning work is a separate right.
Multi-unit ready
Leads, deals and tickets belong to a business unit, and SLA policies can be set per unit.
Screenshots are from a working CRM with sample data; names, companies, phone numbers and mail addresses are blurred.
Request a demo
See Tathven CRM running on
See Tathven CRM running on
your own numbers
Tell us what you run today. We will show Tathven CRM working on a sample of your own data, then send a written scope and quotation — not a brochure.