Every lead, customer and payment in one CRM.
Contacts, conversations, sales, calendar, documents and payments, all in one place. It's included in the plan, and we set it up for you.
Every channel, one inbox.
Website, WhatsApp, Facebook, Instagram and email land in the same inbox, each linked to the customer record.
Your AI employee works right here.
It replies, books into the calendar, updates the record and hands you the conversation when a person is needed.
See everything, step in anytime.
Every conversation stays in the CRM. You and your team reply, assign and check the numbers.
A complete CRM, constantly evolving.
It's not an add-on for answering messages: it's the CRM you run all your customer work in. And it keeps improving: new features arrive in your CRM without installing anything.
- 36
features across 6 areas, from contacts to payments.
- 24
integrations with the tools you already use, and many more.
- 15
AI employee tasks, inside the same CRM.
Every tool in the Vilmor CRM.
01ContactsA complete record for every person or company.6 features
- Complete profilesDetails, source and sales information.
- Custom fieldsThe CRM adapts to the data you actually need.
- Tags and smart listsSegments that update with filters and behavior.
- Notes and historyPast activity and steps, always at hand.
- OwnerEvery contact can be assigned to the right person.
- Import and exportTidy migration and data management.
02ConversationsEvery channel in a single list of conversations.6 features
- WhatsAppConversations handled directly from the CRM.
- EmailSending, receiving and history per contact.
- Shared inboxThe team works on conversations in the same space.
- AssignmentsHand a conversation to the person responsible.
- TemplatesReady-made, editable replies for common questions.
- Conversation statusOpen, handled or to pick up again.
03Sales and calendarsFrom new lead to appointment and quote.6 features
- Custom pipelinesStages built around your sales process.
- OpportunitiesValue, status, source and owner of each deal.
- Tasks and deadlinesNext steps visible and assignable.
- Team calendarsAvailability and bookings for several people.
- ConfirmationsAutomatic messages after a booking.
- RemindersFewer forgotten appointments.
04Automations and AIAutomations and the AI employee take on the repetitive work.6 features
- Visual workflowsSequences built with triggers, waits and conditions.
- The AI employeeReplies, follows up and books, to your rules.
- Ask the CRMAsk a question about your data and it answers, or takes the action.
- Summaries and updatesTurns a conversation into useful information.
- AI writingHelp with writing content.
- AI review repliesReview replies drafted by AI.
05Documents and paymentsThe admin side, linked to the deal.6 features
- Quotes and proposalsSales documents created in the CRM.
- ContractsSend and manage documents to be signed.
- E-signatureSignature status always visible.
- Payment requestsAmount, due date and status. The electronic invoice stays in your accounting software.
- Payment linksGet paid through a dedicated link.
- Payment statusPaid, open or overdue at a glance.
06Reputation and reportsCustomer reviews and numbers you can read.6 features
- Review requestsSent automatically at the right moment.
- MonitoringReviews collected in a single view.
- Assisted repliesAI drafts to check and publish.
- DashboardKey indicators always available.
- Sales reportsLeads, appointments, deals and conversions.
- Roles and permissionsDifferent access for different people on the team.
This is everything the CRM can do. At the start we switch on what your business needs: we decide together before we begin. The AI employee replies in writing, not on the phone.
It connects to the tools you already use.
At the start we connect the ones your business needs, and tell you before we begin.
And many more, including through Zapier and Make.
Questions about the CRM
01Is the CRM paid for separately?
No. It's in the plan's subscription, together with the AI employee, for you and your team. The plan
02Do WhatsApp conversations arrive in the CRM?
Yes, in the same inbox as the other channels, linked to the customer record with notes, history and appointments. You handle them from there, without going through the phone. What WhatsApp Business auto replies do
03Which WhatsApp number does the AI employee reply on?
You can keep the number you already use: we connect it to the CRM, and from then on chats are handled there, no longer in the WhatsApp Business app. If you'd rather keep the app on that number, we set up an extra one and tell you the cost first.
04If I already have a CRM, do I have to change it?
Yes, the AI employee works in the Vilmor CRM. What you use today we connect or move across, and we tell you before we start.
05Does the AI employee answer the phone?
No, it replies in writing. But when someone calls and doesn't get through, it sends them a message straight away. Missed calls: how many, and how to recover them
06Does my data stay mine?
Yes. Customers and conversations remain yours.