VentaIQ

Stone Bharat

About this app

VentaIQ is an AI-powered CRM built for sales teams who live in chat.

Manage conversations, leads, and follow-ups in one mobile app — so your team never misses a reply, a hot lead, or a promised callback.

WHAT YOU CAN DO

• Unified inbox
Open WhatsApp and other connected channels in one place. Filter by status, assignee, labels, lead stage, and Lead Intelligence signals.

• Lead management
Track leads, update stages, import contacts, and keep customer context next to every chat.

• Tasks & follow-ups
Create agent and office tasks, set due dates, filter by priority or assignee, and force-complete when managers need to close the loop.

• Call recordings
After a call, auto-detect phone recordings, match them to the right lead or chat, and attach them as internal notes for your team (never sent to the customer).

• Products & catalogues
Browse products and share catalogue PDFs with customers from the field.

• Team-ready
Built for owners, managers, and agents — with org-wide visibility for managers and focused “my work” views for agents.

• Notifications & reminders
Stay on top of new messages and task due times so nothing slips.

WHO IT’S FOR

Sales teams, support teams, and growing businesses that sell over WhatsApp and phone — and need a CRM that matches how they actually work.

GET STARTED

1. Sign in with your VentaIQ account
2. Connect your channels and set your call-recordings folder (Android)
3. Open Inbox, Leads, and Tasks — your team’s daily workflow, on mobile

Note: Some features require an active VentaIQ organization account and appropriate permissions. Call recording import works with recordings saved by your phone’s built-in call recorder and needs the permissions you approve in Settings.