Pipeline Management
Custom stages, drag and drop boards, and team visibility to keep deals moving.
Inventa
Multipurpose CRM
A complete customer relationship platform with pipeline management, analytics, automation, and integrations engineered for clarity and growth.
Inventa streamlines your deal flow with configurable pipelines, actionable dashboards, and automation that reduces repetitive work so your team can focus on closing, not clicking. Built with performance and reliability in mind, Inventa keeps your sales, success, and leadership teams aligned on revenue and retention.
Key metrics
- • Time to value: under 2 weeks
- • Reporting: real time dashboards
- • Integrations: email, calendar, billing
- • Security: RBAC, audit logs
What you get
Analytics & Reporting
Real time dashboards, cohort views, and exportable reports for leadership.
Automation
Rule based workflows, alerts, and playbooks to reduce manual tasks.
Integrations
Connect your email, calendar, billing, and support tools with ease.
Security
Role based access, audit logs, and encryption for data protection.
Performance
Fast load times and smooth navigation across pipelines and reports.
Product gallery
Flexible plans
Start with core features and scale as you grow. Simple pricing, no surprises.
- Unlimited pipelines
- Role based access
- Email & calendar sync
FAQs
Can we customize pipeline stages and fields?
Yes. Pipelines, stages, and deal/contact fields are fully configurable per team.
Does Inventa integrate with email and calendars?
Inventa supports common providers and can sync emails, meetings, and tasks bi directionally.
Is there a migration path from our current CRM?
We offer CSV import templates and can assist with guided migrations for larger datasets.