Unified Contact Profiles
See every email, SMS, call, and form submission on a single timeline. Your team always has full context.
Core Features
Contacts, pipelines, and automations in one platform
Stop switching between tools. Centralize your data, automate your follow-ups, and manage every stage of the customer lifecycle from a single dashboard.
Visual Pipelines
Drag-and-drop deals through custom stages. Track value, probability, and velocity to forecast revenue accurately.
Omnichannel Inbox
Reply to chat, email, SMS, Facebook, and Instagram messages from one centralized inbox.
Sales Automation
Trigger workflows based on behavior. Send automated follow-ups, assign tasks, or update deal stages instantly.
Tasks & Calendar
Manage your to-do list and sync your calendar. Send automated appointment reminders to reduce no-shows.
Advanced Reporting
Visualize team performance, conversion rates, and ROI with customizable dashboards and exportable reports.
CRM Journey
From first touch to won deal in one flow
Capture leads, unify profiles, reply from one inbox, move deals through visual pipelines, automate follow ups, book meetings, and report on performance inside AELESTRA.
What you will do
CaptureForms, chat, imports.
UnifyOne contact timeline.
EngageEmail, SMS, WhatsApp.
ClosePipeline to won.
Contact profile
First name
Last name
Email
Phone
Tags
Custom fields and owners keep records organized.
Activity timeline
Form submitted • Source: Organic
Page visited • /pricing
Email opened • Welcome to AELESTRA
SMS • “Thanks for reaching out”
Quick actions • Call SMS Email Note
Omnichannel thread
Visitor: Hello
Agent: We can help you book a demo
WhatsApp • Appointment link sent
Compose • SMS WhatsApp Email Internal note
Add new opportunity
Opportunity name
Pipeline
Stage
Value
Create from any channel and link to contact.
Edit details
Primary contact
Primary email
Primary phone
Next step
Visual pipelines
New
Lead from website
Chat widget
Qualified
Email reply received
Proposal
Demo scheduled
Won
Signed and onboarded
Drag between stages, set value and probability, record reasons.
Tasks and reminders
Call back Yasmin at 2 PM
Send proposal to Abdallah
Confirm onboarding date
Tasks auto create from triggers and stage changes.
Calendar
Date
Time
Reminders • Email SMS Push
Share booking link
Public link created for AELESTRA Demo
Availability synced with calendar
Confirmation and reminders enabled
Customer view
Select date
Time slot
Bookings write back to the CRM and create tasks.
Workflow builder
Trigger • Form submitted
Actions • Create opportunity Send SMS Wait 1 day Send email
If email not opened • Call task
Then move to Qualified
If this then that builder for follow ups and stage automation.
Contacts
0
0
Open deals
0
0
Tasks due
0
0
Meetings booked
0
0
See pipeline health, activity volume, and forecast accuracy.
Overview. Capture → Unify → Engage → Close.
Benefits
Why businesses choose AELESTRA CRM
Unify contacts, conversations, and deals in one workspace. Capture leads from every channel, track pipelines visually, automate follow-ups and bookings, and report on what drives revenue, without plugins or patchwork tools.
👤
💬
One inbox for every channel
Team inbox with assignments, internal notes, and quick actions so nothing slips through the cracks.
🗂️
Visual pipelines
Drag deals between stages, set value and probability, capture win/loss reasons, and keep momentum visible.
⚙️
Smart automations
Missed-call text back, no-reply follow-ups, stage change triggers, and nurture sequences with delays and branches.
📅
Bookings, tasks & reminders
Share booking links that write back to the CRM, auto-create tasks, and send on-time reminders via email or SMS.
📈
Reporting & forecasting
Dashboards for pipeline value, activities, conversion rates, and team performance, export when needed.
Close more deals with an all-in-one CRM
Unify contacts, conversations, pipelines, tasks, and bookings. Automate follow-ups, reply from one inbox, and track the metrics that matter, all inside AELESTRA.
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