01
Full Contact Profiles + Activity Timeline
A complete history of every call, text, email, booking, and payment for every contact, in one place.
Replaces HubSpot Starter
SYSTEM 03 / 15 FEATURES
CRM & Contacts
One record per customer with every call, text, email, booking, and payment on a timeline, plus smart lists, tags, and a visual deal pipeline.
The Features
Every CRM & Contacts capability, in one place
These features run natively inside the Nirvani platform and share one contact record, one automation engine, and one brand system.
02
Smart Lists (Dynamic Auto-Updating)
Self-updating segments that stay current automatically, no manual re-sorting.
Replaces Klaviyo
03
Tags (Categorization + Automation)
Tag any contact to trigger automations, segment for campaigns, or filter smart lists.
Replaces Keap
04
Unlimited Custom Fields
Capture any information you need on a contact, with no field limits.
Replaces HubSpot
05
Custom Values (Change Once, Update Everywhere)
Store dynamic information like business hours or promo details; update it once and it changes everywhere.
Replaces ActiveCampaign
06
Custom Objects (Unique Data Structures)
Build custom databases linked directly to your contacts for anything the standard CRM fields don't cover.
Replaces Airtable
07
Do Not Disturb (DND) Per Channel
Set do-not-disturb per communication channel, with automatic compliance when a contact opts out.
Replaces SimpleTexting
08
Auto-Merge Duplicate Contacts
Duplicate contacts are automatically detected and merged on import.
Replaces Dedupely
09
CSV Import/Export (Up to 30MB)
Import thousands of contacts at once with intelligent field mapping and full error logs.
Replaces HubSpot
10
Multiple Emails & Phones Per Contact
Store more than one email address or phone number on a single contact record.
Replaces HubSpot
11
Bulk Actions (Mass Operations)
Select thousands of contacts and tag, enroll, update, or delete them all at once.
Replaces Salesforce
12
Tasks (Assigned With Due Dates)
Assign follow-up tasks with due dates and reminders so nothing slips.
Replaces Asana
13
Internal Notes On Contacts
Log private team notes directly on any contact record.
Replaces Pipedrive
14
Sales Pipeline / Opportunities
A visual, drag-and-drop deal pipeline showing exactly where every opportunity stands.
Replaces Pipedrive
15
Lead Source Tracking
See exactly which ad, funnel, or channel drove every single contact.
Replaces Google Analytics
Other Systems
SYSTEM 01
Communication & Inbox
SYSTEM 02
Voice & Phone
SYSTEM 04
Calendars & Scheduling
SYSTEM 05
Sites & Funnels
SYSTEM 06
Commerce & Payments
SYSTEM 07
Marketing & Affiliates
SYSTEM 08
Automation
SYSTEM 09
Docs, Forms & Reporting
SYSTEM 10
Content & Community
SYSTEM 11
Template Library
SYSTEM 12
Platform & Admin
All of this runs inside one system under a single account.
CRM & Contacts
See CRM & Contacts running on your business
A live demo shows exactly how this system fits your operation, connected to the rest of the platform.