Communication & activity

Keep every conversation connected to the relationship.

Compose email, configure Telegram messaging, log calls, and preserve important customer activity in the same workspace as your contacts, opportunities, tasks, and active work.

Request early access Explore the product

Built for teams that need shared customer context before every next step.

ACommunicationMessages, email, and calls+ New

Unread8Live

Calls6Live

Connected24Live

EmailMarlow IndustriesContract renewal follow-up10:32

CallNorthgate RetailLogged · 18 minYesterday

TelegramPriya Shah StudioCan we review this today?Mon

EmailVellum PartnersDraft: Q3 renewal termsFri

COMMUNICATION OVERVIEW

Keep communication in context
Bring important email actions, Telegram messaging, call activity, notes, and follow-ups closer to the customer relationship.
Give the team shared history
Help colleagues understand previous touchpoints without relying on personal notes or disconnected communication records.
Make the next action visible
Connect communication context to tasks, meetings, opportunities, and active customer work.

Customer communication in one workspace

Keep the relationship visible before and after the conversation.

Customer communication has more value when the team can understand who the customer is, what work is active, and what should happen next. Avanta places communication actions and records alongside the wider customer context.

Start from the customer relationship
Review contact and company context
Compose supported email
Configure Telegram messaging
Log inbound and outbound calls
Record outcomes, duration, and notes
Connect follow-up tasks
Keep opportunity and project context nearby

Write customer email with the relevant contacts close at hand.

Connect Gmail and use Avanta's email composer to select recipients, format the message, and include supporting files.

Connect Gmail
Add recipients in the To field
Add Cc and Bcc recipients
Select available contacts
Format message content
Add attachments
Compose customer email from Avanta

Connected product areas

Contacts & Companies Files & Imports

ANew emailSaved to the relationship timelineDraft

ToMarlow Industries

Cc—

SubjectContract renewal — next steps

Hi Maya,Thanks, Tomas

proposal.pdfSend

EMAIL COMPOSER

Telegram setup and messaging

Configure Telegram communication for the way your team works.

Avanta provides Telegram setup options for workspace notifications and direct messaging through verified account information.

Workspace notifications

Configure a Telegram bot Chat ID
Receive supported Avanta notifications through Telegram
Keep notification setup connected to the workspace

Direct messaging

Verify a personal phone number
Access the Telegram Messages area
Use the available direct-messaging workflow
Review the product's message-retention notice

Avanta currently states that Telegram messages are automatically removed after 30 days.

APriya ShahTelegram · Linked to contactConnected

Conversation linked to Priya Shah Studio

Hi Priya, following up on the Q3 renewal.

Sounds good — send the updated scope?

Sending it over now.

Messages auto-delete after 30 daysReply

TELEGRAM MESSAGING

Record call activity

Preserve the important outcome of every customer call.

Log inbound and outbound calls, record what happened, and keep the result close to the opportunity or customer work it supports.

Select inbound or outbound direction
Record a call outcome
Add the call duration
Add notes
Optionally link an opportunity
Review call activity later

Observed call outcomes

Connected
No Answer
Voicemail
Busy
Cancelled

ACall logs6 calls recorded this week+ Log call

4 connected

2 follow-ups

Marlow Industries18 min

OutboundConnected

Northgate Retail—

InboundVoicemail

Priya Shah Studio—

OutboundNo Answer

CALL LOGS

Build a useful customer history

Help the next team member understand what already happened.

Customer context develops through communication records, notes, tasks, opportunities, projects, sentiment, and other activities. Avanta keeps those records closer to the relationship.

Review customer activity
Add notes and relationship context
Record communication-channel information
Review linked tasks
Review linked projects
See opportunity context
Add simple relationship sentiment
Identify the next follow-up

Keep channel context without overstating the integration.

Avanta contact records support several communication-channel classifications, helping teams record how a relationship is managed.

Email
Phone
Telegram
WhatsApp
LinkedIn
Instagram
Website
Other

Channel classifications help describe customer activity. Only Gmail and Telegram had dedicated connection or messaging areas in the reviewed product.

Communication workflows

Turn every important conversation into a visible next step.

Prepare for a customer conversation

1
Open the contact or company
2
Review notes and relationship activity
3
Check active opportunities or projects
4
Review overdue and upcoming tasks
5
Enter the conversation with shared context

Explore Contacts & Companies

Record a call outcome

1
Select inbound or outbound
2
Choose the outcome
3
Add duration and notes
4
Link the relevant opportunity
5
Create the next follow-up task

Explore Tasks & Calendar

Continue the relationship after email or messaging

1
Select the customer
2
Compose the supported message
3
Preserve the relevant activity
4
Review related work
5
Schedule the next task or meeting

Explore Pipeline & Projects

Create internal follow-up signals

Use workflow rules to keep the team informed.

Avanta’s automation rules can respond to selected contact, opportunity, stage, task, or field events by creating a task or sending a notification.

Send a notification

Notify the team when a selected workflow event occurs.

Create a task

Turn a selected event into follow-up work with a title, priority, and due-date offset.

Clear communication expectations

Describe exactly what the product supports.

Email composition

Avanta includes Gmail connection and email-composition functionality. Complete inbox synchronization and automatic record linking should only be described after verification.

Telegram retention

The reviewed product states that Telegram messages are automatically removed after 30 days.

Call logging

Avanta records call details and outcomes. Call recording, transcription, and native dialing were not observed.

Avanta beta

Create a clearer communication workflow with your team.

Avanta’s beta is designed for client-facing teams that want customer communication, activity, opportunities, and follow-up work to remain connected.

Review your current communication workflow
Confirm Gmail and Telegram requirements
Configure call logging and follow-up practices

Request early access

Explore Avanta

Connect communication to the rest of the customer workspace.

Product area

Understand the complete relationship

See how contacts, companies, notes, sentiment, communication, tasks, and active work fit together.

Explore Contacts & Companies

Product area

Turn communication into follow-up work

Use tasks, priorities, due dates, meetings, and calendar views to keep the next step visible.

Explore Tasks & Calendar

Use case

Support sales and business development

See how communication activity connects to relationships, opportunities, and pipeline progress.

Explore the use case

Communication & activity FAQ

Still have questions? We have answers.

Can I send email from Avanta?

Avanta includes a Gmail connection point and an email composer with To, Cc, Bcc, contact selection, rich-text formatting, and attachments.

Does Avanta synchronize my complete Gmail inbox?

Complete Gmail inbox synchronization and automatic conversation-to-customer matching were not verified in the reviewed product. Confirm your specific email requirements with the Avanta team.

Does Avanta support Telegram?

Avanta includes Telegram configuration for bot Chat ID notifications and phone verification for direct messaging, along with a Telegram Messages area.

How long are Telegram messages retained?

The reviewed product states that Telegram messages are automatically removed after 30 days.

Can Avanta log customer calls?

Yes. Avanta supports inbound and outbound call logs with outcomes, duration, notes, and optional opportunity linkage.

Does Avanta record or transcribe phone calls?

Call recording, transcription, and native phone dialing were not observed. Avanta's current capability is call logging.

What call outcomes can be recorded?

The observed outcomes are Connected, No Answer, Voicemail, Busy, and Cancelled.

Does Avanta integrate with WhatsApp, LinkedIn, or Instagram?

Avanta can classify communication activity using channel types such as WhatsApp, LinkedIn, and Instagram. Those classifications should not be interpreted as full native integrations unless confirmed by the Avanta team.

Can communication be linked to an opportunity?

Call logs can optionally be connected to an opportunity. Other automatic communication-to-record linking behavior should be confirmed during onboarding.

Can Avanta automate follow-ups?

Avanta's workflow rules can create tasks or send internal notifications in response to selected events. Scheduled customer-outreach sequences were not observed.

Can communication activity be reviewed from a contact?

Avanta contact profiles include communication records and activity alongside notes, tasks, projects, and other relationship context.

How can we try Avanta?

Avanta is currently presented as a beta product. Request early access to discuss communication requirements, workspace setup, and onboarding.

Keep customer communication close to the relationship and the next step.

Explore the product

See how communication connects to contacts, opportunities, projects, tasks, files, and reporting.

View product overview

Discuss your communication workflow

Talk to the Avanta team about Gmail, Telegram, call logging, onboarding, and retention requirements.

Contact the Avanta team

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