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CRM

Take payments and capture leads, logged to the CRM

Razorpay and PhonePe built in, plus embeddable forms and a chat widget with bot protection — every payment and submission attached to the contact automatically.

Payments live in a different silo

When checkout and lead capture sit outside your CRM, you lose the thread between who paid and who's still deciding. Convrly logs payments and form submissions against the contact, so the full picture is in one place.

How it works

Three steps, start to close

01 — Embed

Embed

Drop forms and the chat widget onto any page.

02 — Collect

Collect

Take payments via Razorpay or PhonePe at the point of sale.

03 — Reconcile

Reconcile

Payments and submissions log against the contact automatically.

Capabilities

What's included

Everything below ships as part of the platform — no add-on tiers, no per-feature upsell.

CRM

Razorpay & PhonePe

Collect payments with India's leading gateways.

CRM

Embeddable forms

Lead forms that post straight into your inbox.

CRM

Chat widget

Site chat that opens a thread in the shared inbox.

CRM

Honeypot bot protection

Silent bot filtering on every form.

CRM

Payment logging

Each transaction attached to the contact record.

CRM

Full context

See who paid, who enquired and who's mid-funnel.

Works with

Better together

Launching soon

Own your pipeline. Pay once.

Book a demo and we'll show you the full platform — CRM, automation and AI calling — on one instance. No subscription pitch.