CRM

Every customer conversation in one place

A help desk with an owner and a clock on every ticket, leads worked through to customers, and email and WhatsApp in the same place — all against the same customer you invoice.

An add-on, with any plan

Help desk

Tickets

Tickets with a type, category, group and SLA policy, a threaded conversation, and a dashboard of open, unassigned, new and resolved.

Queues and assignment

Groups and queues, with reassignment as its own right, separate from working the queue.

SLAs on business hours

Response and resolution clocks that pause on your holidays and outside working days.

Email to ticket

Connect a Gmail mailbox: a customer’s mail opens or joins a ticket, a lead’s joins the lead, anyone else becomes a new lead — and replies go back from the same mailbox, in the same thread.

Two-way inbox

Conversations through the WhatsApp Business API. An unknown number becomes a lead; a customer’s message opens or reopens their ticket.

Templates and opt-ins

Approved templates synced from Meta, an opt-in register, STOP and START handled for you, and nothing sent to a number that has not opted in.

Delivery on record

A send log with delivered and read times, and incoming media filed in your document store.

Leads and deals

Lead management

Capture, work and convert leads through each stage, with duplicate checks on phone and email and a flag on leads gone quiet. Converting creates or links the customer, and can open a deal in the same step.

Deals and pipeline

Opportunities on a board you drag between stages, with a weighted pipeline; a deal is won on its quotation or lost with a reason.

Follow-ups

Overdue, today and upcoming follow-ups, with outcomes recorded, the next one scheduled and a reminder by email.

With AI

Triage

Leads scored for how hot they are, tickets for severity and urgency, and priority — and so the SLA — set from a fixed matrix. A value a person set always wins, and names, numbers and addresses are not sent to the model.

Reply drafts

The assistant drafts a ticket reply for the agent to edit and send. It never sends anything itself.

Works with

See plans and prices

Request a demo

See Tathven Agentic ERP running on
your own numbers

Tell us what you run today. We will show Tathven Agentic ERP working on a sample of your own data, then send a written scope and quotation — not a brochure.