Gmail
Connect Gmail and compose customer email from Avanta.
Sales & business development
Turn every relationship into a clear next step.
Avanta gives sales and business-development teams one place to organize contacts, track opportunities, record communication, and keep follow-ups moving—without losing the customer context behind the work.
Built for teams that manage long-term relationships, opportunities, and client delivery.
AOperations overviewThis month · live workspaceAvanta
Pipeline$78.3k
Open tasks24
Active work8
Pipeline trendMonth
Week 1Week 4
Attention3 overdue tasksFollow up today
5 due this weekProjects on track
Workspace pulseUpdated now
8 active projects
24 open tasks
3 need attention
Shared with your teamAll synced
Build one relationship view
Keep contact details, companies, notes, tags, communication, activities, tasks, and active work connected to the customer.
Track every opportunity clearly
Move opportunities through configurable stages while keeping value, progress, dates, contacts, and team context visible.
Stay ahead of every follow-up
Use tasks, calendar views, call logs, communication activity, and notifications to understand what should happen next.
Capture the complete relationship
Start with more than a name and email address.
Sales relationships develop across conversations, meetings, notes, shared contacts, and active work. Avanta keeps that context together so the next person opening a customer record can understand the relationship without searching through separate tools.
- Organize contacts and companies
- Record organization and position information
- Classify contacts by relationship type
- Add notes, tags, and sentiment
- Review communication and relationship activity
- See linked tasks and projects
- Search, filter, and export contact records
- Capture or upload business cards for confirmation
- Import structured CSV or JSON data
Related product areas
AMaya IngramMarlow Industries · Client profileAvanta
Profile
CustomerRetainerEU region
Open work3 items
SentimentPositive
Linked work
Q3 rolloutActive
Send scopeDue Friday
Recent activity
EmailContract renewal follow-up10:32
CallLogged · 18 minYesterday
TaskSend updated scopeFri
Workspace pulseUpdated now
4 linked people
3 active items
Positive signal
Shared with your teamAll synced
Create a visible sales process
Move opportunities through stages your team understands.
Replace disconnected spreadsheets with a visual pipeline that keeps opportunity value, progress, dates, contacts, and team context close to each stage of the sales process.
- Configure stage names and descriptions
- Choose stage colors or custom color values
- Add optional stage due dates
- Track opportunity value and progress
- Link contacts and team members
- Move work through visual pipeline stages
- Review stage activity and related tasks
- Archive or export records when needed
Related product areas
ARevenue pipeline9 active opportunities · $125.6kAvanta
Qualified2
Riverside & Co.$18.4k
Dawson Studio$8.6k
Proposal2
Marlow Industries$42k
Fox & Field$16.9k
Delivery2
Northgate Retail$27.3k
Elm Partners$12.4k
NKDelivery projectNorthgate Retail rollout65%
Workspace pulseUpdated now
$125.6k active
6 opportunities
2 moving today
Shared with your teamAll synced
Keep momentum visible
Give every opportunity a clear next action.
Tasks and follow-ups turn relationship context into progress. Avanta helps teams organize calls, meetings, deadlines, and project-related work without separating them from the opportunities they support.
- Organize tasks by status
- Use Low, Medium, and High priorities
- Find overdue, today, and upcoming work
- Identify call and meeting tasks
- Connect tasks to project work
- Add notes and subtasks
- View projects, tasks, and notes on the calendar
- Switch between month, week, and agenda views
- Review today, the next seven days, and overdue work
- Connect Google Calendar
Related product areas
ADelivery calendarToday · next 7 days · overdueAvanta
WeekProjectsTasksNotes
Mon12
Client check-in
Tue13
Scope review
Wed14
Delivery handoff
Thu15
Follow-up
Fri16
Project update
Today3 items
Next 7 days11
Overdue2
Workspace pulseUpdated now
3 due today
11 this week
2 overdue
Shared with your teamAll synced
Keep communication in context
Record what happened without losing the customer behind it.
Use Avanta’s communication tools and activity records to preserve useful context around conversations, follow-ups, and opportunities.
Email from Avanta
Connect Gmail and compose messages with contact selection, formatting, Cc, Bcc, and attachments.
Telegram messaging
Configure Telegram notifications and messaging from the Avanta communication area.
Call activity
Log inbound and outbound calls, outcomes, duration, notes, and an associated opportunity when relevant.
See where attention is needed
Turn sales activity into a clearer operating view.
Review pipeline value, opportunity stages, upcoming work, recent activity, contact growth, and other operational indicators from Avanta's overview, analytics, reporting, and notification areas.
- Review open opportunities and pipeline value
- See due work, agenda, and recent activity
- Understand opportunity stage distribution
- Filter by week, month, quarter, or year
- Review budget, profit, growth, and forecast views
- Examine pipeline and task reporting
- Review team, communication, and automation summaries
- Surface contact intelligence indicators
Related product areas
AOperations overviewThis month · live workspaceAvanta
Pipeline$78.3k
Open tasks24
Active work8
Pipeline trendMonth
Week 1Week 4
Attention3 overdue tasksFollow up today
5 due this weekProjects on track
Workspace pulseUpdated now
8 active projects
24 open tasks
3 need attention
Shared with your teamAll synced
Connect the work around the relationship
Bring communication, scheduling, and customer data closer together.
Avanta includes connection and import points that help sales teams work with existing communication, scheduling, and contact information.
Messaging
Telegram
Configure Telegram notifications and messaging.
Calendar
Google Calendar
Connect Google Calendar alongside Avanta's task and calendar views.
Data import
CSV and JSON
Upload structured data, map columns, preview the result, and review the import outcome.
Sales workflows
Use Avanta across the relationship lifecycle.
See how Avanta's connected product areas support common sales and business-development workflows.
New relationship follow-up
- 1
Add or import the contact
- 2
Record organization and position
- 3
Add notes, tags, and sentiment
- 4
Create a follow-up task
- 5
Log the next call or email activity
Opportunity pipeline management
- 1
Create the opportunity
- 2
Link the relevant contacts
- 3
Select the current pipeline stage
- 4
Add value, dates, tasks, and team context
- 5
Move the opportunity forward as activity occurs
Sales-to-delivery handoff
- 1
Preserve the customer and opportunity context
- 2
Add project details and delivery dates
- 3
Assign team members
- 4
Create tasks and subtasks
- 5
Attach notes and files
- 6
Track progress without recreating the customer record
Avanta beta
Help shape a more connected sales workspace.
Avanta’s beta is designed for growing teams that manage customer relationships, opportunities, follow-ups, and delivery work across disconnected tools.
- Discuss your current sales workflow
- Plan contact and data migration
- Set up the workspace around your team
Explore Avanta
See how the connected workspace fits together.
Product overview
Explore the complete Avanta workspace
See how contacts, opportunities, projects, tasks, communication, files, and reporting connect.
Product area
Manage contacts and companies
Keep customer details, relationship history, notes, and active work connected.
Product area
Move opportunities into delivery
Track pipeline activity and keep the customer context attached as work progresses.
Sales & business development FAQ
Still have questions? We have answers.
Can Avanta organize both contacts and companies?
Yes. Avanta provides contact and company records so teams can organize individual relationships alongside the organizations they belong to.
Can our team customize the sales pipeline?
Avanta allows pipeline stages to be configured with names, descriptions, colors, custom color values, and optional due dates.
How does Avanta help manage follow-ups?
Teams can use tasks, priorities, call or meeting task types, calendar views, due-date filters, notes, subtasks, and notifications to keep follow-up work visible.
Does Avanta connect with Gmail?
Avanta includes a Gmail connection point and an email composer with contact selection, formatting, Cc, Bcc, and attachments. Confirm specific synchronization requirements during onboarding.
Does Avanta support Telegram?
Avanta includes Telegram configuration for notifications and direct messaging. Confirm messaging, customer-linking, and retention requirements with the Avanta team.
Can we import our existing contacts?
Avanta includes a CSV and JSON import process with upload, column mapping, preview, and result steps. Confirm the record types required for your migration during onboarding.
Can sales opportunities become delivery projects?
Avanta keeps customer and opportunity context close to project details, tasks, notes, attachments, dates, progress, and team activity, helping teams continue the work after an opportunity advances.
Does Avanta support sales automation?
Avanta includes trigger-based rules that can respond to selected deal, stage, task, contact, or field events by creating a task or sending a notification.
Is Avanta suitable for a small sales team?
Avanta is designed for growing client-facing teams that need a shared place for contacts, opportunities, follow-ups, communication, and delivery context.
How can we access Avanta?
Avanta is currently presented as a beta product. Request early access to discuss your team, workflow, onboarding, and migration needs.
Bring every sales relationship and next step into one workspace.
Explore the product
See how Avanta connects customer relationships, opportunities, delivery work, tasks, files, and reporting.
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