Nirvani

    SYSTEM 03 / 15 FEATURES

    CRM & Contacts

    The customer record every other tool wishes it had.

    Back to AI Ops System

    The Features

    Every CRM & Contacts capability, in one place

    These features run natively inside the Nirvani platform and share one contact record, one automation engine, and one brand system.

    01

    Full Contact Profiles + Activity Timeline

    A complete history of every call, text, email, booking, and payment for every contact, in one place.

    Replaces HubSpot Starter

    02

    Smart Lists (Dynamic Auto-Updating)

    Self-updating segments that stay current automatically, no manual re-sorting.

    Replaces Klaviyo

    03

    Tags (Categorization + Automation)

    Tag any contact to trigger automations, segment for campaigns, or filter smart lists.

    Replaces Keap

    04

    Unlimited Custom Fields

    Capture any information you need on a contact, with no field limits.

    Replaces HubSpot

    05

    Custom Values (Change Once, Update Everywhere)

    Store dynamic information like business hours or promo details; update it once and it changes everywhere.

    Replaces ActiveCampaign

    06

    Custom Objects (Unique Data Structures)

    Build custom databases linked directly to your contacts for anything the standard CRM fields don't cover.

    Replaces Airtable

    07

    Do Not Disturb (DND) Per Channel

    Set do-not-disturb per communication channel, with automatic compliance when a contact opts out.

    Replaces SimpleTexting

    08

    Auto-Merge Duplicate Contacts

    Duplicate contacts are automatically detected and merged on import.

    Replaces Dedupely

    09

    CSV Import/Export (Up to 30MB)

    Import thousands of contacts at once with intelligent field mapping and full error logs.

    Replaces HubSpot

    10

    Multiple Emails & Phones Per Contact

    Store more than one email address or phone number on a single contact record.

    Replaces HubSpot

    11

    Bulk Actions (Mass Operations)

    Select thousands of contacts and tag, enroll, update, or delete them all at once.

    Replaces Salesforce

    12

    Tasks (Assigned With Due Dates)

    Assign follow-up tasks with due dates and reminders so nothing slips.

    Replaces Asana

    13

    Internal Notes On Contacts

    Log private team notes directly on any contact record.

    Replaces Pipedrive

    14

    Sales Pipeline / Opportunities

    A visual, drag-and-drop deal pipeline showing exactly where every opportunity stands.

    Replaces Pipedrive

    15

    Lead Source Tracking

    See exactly which ad, funnel, or channel drove every single contact.

    Replaces Google Analytics

    Other Systems

    SYSTEM 01

    Communication & Inbox

    SYSTEM 02

    Voice & Phone

    SYSTEM 04

    Calendars & Scheduling

    SYSTEM 05

    Sites & Funnels

    SYSTEM 06

    Commerce & Payments

    SYSTEM 07

    Marketing & Affiliates

    SYSTEM 08

    Automation

    SYSTEM 09

    Docs, Forms & Reporting

    SYSTEM 10

    Content & Community

    SYSTEM 11

    Template Library

    SYSTEM 12

    Platform & Admin

    All of this runs inside one system under a single account.

    CRM & Contacts

    See CRM & Contacts running on your business

    A live demo shows exactly how this system fits your operation, connected to the rest of the platform.