Avanta
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Avanta product overview

Keep every client, opportunity, and next step connected.

Contacts, pipeline, and delivery—together in one connected workspace, so your team always knows what comes next.

Request early accessExplore the platform
AClient delivery18 active tasksBoardAK
Pending2
Prepare renewal deck
MediumThu 12
Schedule kickoff call
LowFri 13
In progress2
Send updated scope
HighToday
Confirm delivery dates
MediumTomorrow
Done2
Kick-off call notes
LowCompleted
Send proposal deck
MediumCompleted
CONNECTED WORKSPACE
Move work through Pending, In Progress, and Done, with task details always one click away.

One workspace, every part of the job.

Contacts, pipeline, delivery, communication, files, and reporting—connected in the same place.

  • Contacts & Companies

  • Pipeline & Projects

  • Tasks & Calendar

  • Communication & Activity

  • Files & Imports

  • Reports & Intelligence

One connected workspace

The relationship stays connected as the work moves forward.

Traditional CRM records often stop at contact details and sales stages. Avanta keeps the customer context connected to the projects, tasks, files, communication, and follow-ups that turn an opportunity into completed work.

01

Relationship

Contacts, companies, notes, tags, communication, and activity.

02

Opportunity

Pipeline stages, value, progress, dates, and linked contacts.

03

Delivery

Projects, tasks, subtasks, files, team members, and progress.

04

Visibility

Calendar, dashboard, reports, notifications, and attention areas.

Know the whole relationship

Open one customer record and understand the context.

Keep the information surrounding a relationship in one place. Avanta connects contact details with organizations, notes, tags, communication records, sentiment, activities, projects, tasks, and files.

Explore Contacts & Companies
MIMarlow IndustriesCompany · 4 linked contactsPositive
Profile
CustomerRetainerEU region
OwnerAlex Kaur
Open work3 items
Linked work
TaskSend updated scope · Due Fri
ProjectQ3 rollout · Active
Relationship activity
1EmailContract renewal follow-up10:32
2CallLogged · 18 minYesterday
3TelegramCan we review this today?Mon
CONTACT PROFILE

From opportunity to delivery

Keep the client context attached when the work begins.

Track opportunities through a visual pipeline, then coordinate the project details, tasks, notes, files, dates, and team activity needed to deliver the work.

Explore Pipeline & Projects
↗Revenue pipeline9 active opportunities · $125.6kBoard
Qualified3
Riverside & Co.
$18,400Active
Dawson Studio
$8,600Active
Proposal3
Marlow Industries
$42,000Active
Fox & Field
$16,900Active
Delivery3
Northgate Retail
$27,300Active
Elm Partners
$12,400Active
NKDelivery projectNorthgate Retail rollout65%
PIPELINE & PROJECTS

Keep the next step visible

Turn customer context into coordinated daily work.

Use tasks, priorities, deadlines, calendar views, and follow-up summaries to understand what needs attention today and what is coming next.

Explore Tasks & Calendar
✓Today's workWednesday, 11 September6 due
Priority queue
Send updated scopeToday · 2:30 PMHigh
Prepare renewal deckThu 12 · 11:00 AMMedium
✓Kick-off call notesFri 13 · 9:00 AMLow
AKAlex has 3 tasks this weekWeek
SeptemberMonth
12345678910111213141516171819202122232425262728
Client review Project work
TASKS & CALENDAR

Communication in context

Keep conversations and follow-ups close to the relationship.

Compose email, configure Telegram messaging, and log calls without separating communication activity from the clients and work your team is managing.

Explore Communication & Activity
MIMarlow IndustriesCustomer · 4 linked contactsActive
New messageEmail
To: Marlow Industries
Q3 renewal terms

Hi Marlow team, here is the updated scope for review…

1 attachmentSend
Channels
Email2 new
Calls1 logged
TelegramActive
Next actionReview client reply
Recent activity
1EmailContract renewal follow-up10:32
2CallLogged · 18 minYesterday
3TelegramCan we review this today?Mon
COMMUNICATION ACTIVITY

Bring the information with you

Organize existing data and keep important files close to the work.

Avanta provides practical tools for bringing structured data into a workspace, storing shared files, and capturing new contact information.

Files and attachments

Search and filter workspace files, download or share available files, and keep project attachments connected to the work they support.

Structured data import

Upload CSV or JSON data, map columns, preview the result, and review the import outcome before continuing.

Business-card capture

Capture or upload the front and back of business cards, place multiple cards in a review queue, and confirm the extracted information.

Explore Files & Imports

See what needs attention

Turn shared activity into a clearer operating view.

Use overview, analytics, reporting, and notification views to understand pipeline activity, upcoming work, customer growth, team activity, and other areas that need attention.

Explore Reports & Intelligence
↗Operations overviewSeptember 2026Live
Pipeline value$78.3k
Open tasks24
Contacts312
Pipeline trend
MonthQuarter
Week 1Week 4
Attention
3 overdueTasks need follow-up
8 activeOpen opportunities
DASHBOARD & REPORTS

Create the structure that keeps the team moving.

Workspaces & team administration

Give every operation a focused place to work.

Create or switch between workspaces, invite members, review join requests, and assign User or Admin roles from one account.

  • Multiple workspaces
  • Individual and bulk member addition
  • Invitation links
  • Join requests
  • User and Admin roles
  • Role updates and member removal
Explore Workspaces & Team Administration

Workflow automations

Turn routine changes into clear follow-up actions.

Create rules that respond to selected deal, task, contact, stage, or field events by creating a task or sending a notification.

  • Event-based triggers
  • Task-creation actions
  • Notification actions
  • Task title and priority configuration
  • Due-date offsets
  • Start and pause controls

How Avanta fits together

From a new relationship to coordinated delivery.

  1. 01

    Capture the relationship

    Add a contact or company manually, through structured import, or through business-card capture.

  2. 02

    Build the context

    Add organization details, notes, tags, sentiment, communication, and activity.

  3. 03

    Move the opportunity forward

    Track value, dates, progress, and stage through a configurable pipeline.

  4. 04

    Coordinate the delivery

    Manage projects, tasks, subtasks, files, team members, and follow-ups.

  5. 05

    Review and improve

    Use dashboards, calendar summaries, reports, notifications, and automation rules to identify the next action.

Designed to reduce the gaps between systems.

Connected context

Customer information stays close to the opportunities and delivery work it supports.

Visible next steps

Tasks, dates, calendar views, notifications, and activity help the team understand what needs attention.

Shared operational view

Workspaces, roles, dashboards, and reports help teams coordinate from the same underlying records.

Avanta product FAQs

What is Avanta?

Avanta is a connected client-workspace CRM that brings contacts, companies, pipeline activity, projects, tasks, communication, files, and reporting into one shared system.

Who is Avanta designed for?

Avanta is designed for growing client-facing teams that manage both customer relationships and delivery work, including sales, client service, account management, and operational teams.

Can Avanta manage both opportunities and projects?

Yes. Avanta provides a visual pipeline for opportunities and detailed work areas for tasks, notes, attachments, progress, dates, contacts, and team members.

Can I import existing data?

Avanta includes a CSV and JSON import process with upload, column mapping, preview, and result steps. Confirm the record types required for your migration with the Avanta team.

Does Avanta connect with Gmail and Telegram?

Avanta includes Gmail connection and email-composition functionality, along with Telegram setup for notifications and messaging. Confirm specific synchronization and retention requirements during onboarding.

Does Avanta support automation?

Avanta includes trigger-based workflow rules that can create tasks or send notifications when selected record or status events occur.

Can one account access multiple workspaces?

Yes. Members can access and switch between the Avanta workspaces associated with their account.

What roles does Avanta support?

Avanta currently uses User and Admin workspace roles. Admins can manage workspace membership and role assignments.

Is Avanta currently available?

Avanta is currently presented as a beta product. Request early access to discuss fit, onboarding, and data migration with the Avanta team.

One connected workspace

Give your team the complete context behind every client and next step.

Bring relationships, opportunities, projects, tasks, communication, files, and reporting together in Avanta.

Contact the Avanta team

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