Visual pipelines, automatic lead assignment and Elf as your
always-on CRM assistant, built for teams that sell everywhere
Trusted by 1,500+ businesses on Yeti.
Benefits
Build pipelines that match how your team actually sells, from lead to close.
Route new leads to the right rep automatically, with advanced routing rules on Growth.
Get strategy suggestions based on your live conversations, ads and campaigns.
Features
Track pipeline performance at a glance, with reporting that gets more advanced as your plan grows.
See the first and latest source for every lead, so you know what's actually working.
Route leads to the right rep with custom rules as your team grows.
Fire tasks, tags and follow-ups automatically the moment a lead moves stage.
Integrations
WhatsApp, Instagram, Facebook, Telegram and Meta Ads all flow into one CRM.
Old Way vs Yeti AI CRM
Security
Enterprise-grade compliance keeps your customer data protected.
Find clear answers about pipelines, lead assignment, Elf and importing contacts, so you can move forward with confidence.
Basic includes 1 CRM pipeline, Starter includes 3, and Growth gives you unlimited pipelines for as many teams or products as you need.
Yes. Starter and Growth plans include automatic lead assignment, and Growth adds advanced routing rules for larger teams.
Yes. Every conversation across WhatsApp, Instagram, Facebook and Telegram becomes a CRM contact automatically, with full source attribution.
Elf reviews your live conversations, ads and campaigns to suggest what to do next, and can trigger tasks and follow-ups directly in your pipeline.
Yes, you can bulk import contacts via Excel or CSV, and Yeti automatically flags duplicates so your CRM stays clean.
Get Started
Join 1,500+ businesses running sales on Yeti, official Meta Business Partner.
Leads copy-pasted between tools by hand
Every conversation becomes a CRM contact automatically