Companies and people, with the full history in a single record.
From first contact to signature, with a Kanban view and stages in plain language.
Deals classified (new customer, cross-selling, upselling, renewal) and lost deals flagged “to win back” with a dedicated filter.
Dedicated module: numbering, statuses (sent, accepted, declined), validity and reminders on the ones that stall.
Payment ledger with clear statuses and overdue items highlighted automatically.
Monthly targets compared with actuals; spend by channel and cost per lead calculated for you.
Sales vs target, pipeline, conversion, lead scoring: the management War Room.
Summary tiles at the top of every list: deals, invoices, quotes, activities, leads.
Tasks, meetings and calls linked to customers, with priorities and statuses.
Send and receive from the CRM: every email attaches itself to the customer and the deal.
Deal analysis, suggested actions and a reading of the numbers: the AI that works on your data. Included in every plan.
Dashboards and visibility by role: management, sales, marketing, admin.
Works on desktop, tablet and smartphone.
Automatic assignments, notifications and reminders.
Custom fields and entities, website forms, an API for your tools.
Not one more chatbot: an engine that works on your data. It analyses every deal, watches the pipeline and comments on the numbers — so every morning you know what to do, and why.
For every deal: a 0–100 health score, risks, strengths, recommended next steps and a ready-to-send follow-up email draft. With an “at risk” filter so nothing catches you off guard.
The AI watches stalled deals, unanswered quotes, unworked leads and upcoming closings: it proposes tasks with owners and priorities — one click and they're assigned.
On the dashboard, a frank take on how things are going: what's working, what to keep an eye on, what to do. Refreshed whenever you want, even mid-meeting.
Regya calculates the numbers, the AI interprets them. No made-up answers: data computed by the software, structured responses, and the CRM keeps working even if the AI doesn’t respond.
Included in every plan, from day one.
The difference isn’t the software: it’s how we set it up. We use AI to read your industry and your size and design the best configuration — fields, deal stages, automations, roles. Custom integrations are built with AI at our side too: faster, and at lower cost.
Industry, size, how you work: the AI gets us started from the right structure, not a generic template.
Pipeline, fields and automations designed for you, refined together step by step.
We build the connections to your tools with AI at our side — just as we did for our own CRM.
You tell us how you work. We take care of the rest, with AI at our side.
Not one more island to update by hand. Regya connects to your website, your email and the systems you use every day — and contacts land inside, ready to work.
Every enquiry from your site (Gravity, Elementor, Contact Form) becomes a contact in Regya, no copy-paste.
Customer conversations tracked in their record, always within reach.
Appointments and reminders synced with Google Calendar.
Linked to your accounting system or e-invoicing: the customer's documents one click away.
Customer messages in the right place, inside their history.
Leads from Facebook and Instagram go straight into the pipeline.
Your WooCommerce orders and customers inside the CRM.
You don’t have to change your tools. And the integrations that don’t exist “off the shelf”, we build to measure.
The full CRM, the War Room and Regya AI are in every plan. These modules come with higher plans, and you switch them on only when you really need them.
Record a voice note after the call: Regya transcribes it, updates the deal and creates the tasks. The CRM fills itself in as you speak.
Price lists, contracts, offers: the AI reads them and answers citing your documents, not the web.
Customer conversations inside their record, and follow-up messages sent from the CRM.
Whoever brings you customers gets a record, a reward agreement and their results. When a referred deal is won the reward is logged on its own, you decide the amount, and you see how much revenue comes from referrals.
Your ERP, your e-commerce, the tool you've always used: we connect it for you, with 10 hours of consulting included.
The Regya suite modules (Regya Care for supporting your own customers, CFO AI for finance) can be added to any plan.
Thirty days free, unlimited users, an account manager who calls you within the first week.
30 days free · unlimited users · cancel anytime
Regya — Direct every customer relationship
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