IVCRM
Pricing
CRM Module Ad Center WhatsApp API Automation
CRM Modules
Dashboard

A user-friendly central overview interface providing powerful tools to manage and control your integrated sales and marketing operations.

Leads

Store and manage all known information on potential customers or prospects, including contact profiles and their current position in the sales funnel.

Quotes

Generate formal proposals or estimates for potential customers outlining your offered products or services alongside their associated prices.

Mail

A centralized electronic email system designed for exchanging digital messages and maintaining communication histories directly within the platform.

Activities

Log and monitor interactions, meetings, or events associated with your accounts to engage customers and successfully nurture prospects.

Contacts

Maintain a clean directory of individuals or entities with whom your business has a relationship, including existing customers, partners, and suppliers.

Products

Access core functionalities designed to effectively manage your customer relationship tools, sales automation features, and service catalogs.

Settings

Easily categorize or segment your records based on specific criteria while seamlessly managing your overall administrative panel.

Configuration

Access system-level configurations to adjust foundational platform details and update your localization or language preferences.

Ad Center
Ads Terminal / Test Ad Manager

Create safe, self-contained dummy campaigns to try the advertising flow, test creatives, and learn the layout completely risk-free before launching live ads.

Meta Ads Integration

Connect your Meta Marketing API to build, launch, and manage independent Facebook and Instagram ad campaigns directly from your dashboard.

Google Ads Integration

Seamlessly sync your Google Ads Manager account to create targeted search and display campaigns using your active plan allowance.

TikTok Ads Integration

Link your TikTok for Business account to deploy and track video ad campaigns with full support for production and sandbox environments.

WhatsApp Automation
WhatsApp Live Chat & Widget

Embed a responsive live chat widget onto your website to engage visitors instantly, capture lead details, and centralize your conversation threads.

AI Chat Assistant & Smart Hand-off

Let AI automatically reply to incoming customer queries using your configured business settings, with an instant pause the moment a human agent steps in.

Bulk Messaging & Campaigns

Import lead databases via CSV to launch high-volume messaging campaigns using pre-approved Meta WhatsApp Business API templates.

Meta Business API Setup

A step-by-step native wizard to securely connect your Meta Developer credentials, verify your business, configure webhooks, and manage message templates.

Real Estate

Manage listings and buyer leads effortlessly.

SaaS & Tech

Scale your sales team with automated workflows.

Professional Services

Track client relationships and project pipelines.

Financial Services

Secure management for high-value portfolios.

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CRM Module Ad Center WhatsApp API Automation
Real Estate SaaS & Tech Professional Services Financial Services
Dashboard Leads Quotes Mail Activities Contacts Products Settings Configuration
Ads Terminal / Test Ad Manager Meta Ads Integration Google Ads Integration TikTok Ads Integration
WhatsApp Live Chat & Widget AI Chat Assistant & Smart Hand-off Bulk Messaging & Campaigns Meta Business API Setup
Legal

Cookie Policy

This Cookie Policy explains how IVCRM uses cookies and similar tracking technologies when you visit our website or log into our SaaS dashboard platform, and how you can manage them.

Last Updated: August 20, 2026 Email: privacy@ivcrm.co.za Website: https://ivcrm.com

On this page

  • 1 Overview
  • 2 What Are Cookies?
  • 3 Types of Cookies We Use
  • 4 Third-Party Integrations
  • 5 How to Manage Your Cookie Choices
  • 6 Privacy & Data Protection
  • 7 Contact Information

1. Overview

This Cookie Policy explains how IVCRM ("we," "us," or "our"), operated by Insight Venture (Pty) Ltd, uses cookies and similar tracking technologies when you visit our website or log into our SaaS dashboard platform. It outlines what these technologies are, why we use them, and your rights to manage them in accordance with the Protection of Personal Information Act (POPIA) and global data protection standards (GDPR).

2. What Are Cookies?

Cookies are small data files stored on your computer, tablet, or mobile device when you visit a website. They are widely used to ensure secure platform access, save user preferences, optimize application performance, and provide anonymous reporting insights.

3. Types of Cookies We Use

Essential / Strictly Necessary Cookies

  • Purpose: Required for core system functionality, user authentication, active dashboard sessions, and CSRF security verification.
  • Can be disabled? No. Disabling these will prevent you from logging in or using the IVCRM platform.

Functional Cookies

  • Purpose: Remember your localized choices and interface preferences (such as menu layouts, theme display modes, and workspace settings).
  • Can be disabled? Yes, though some custom user settings may reset upon refreshing.

Performance & Analytics Cookies

  • Purpose: Gather anonymized telemetry and interaction data to help us monitor server load, application speed, error logs, and overall user flow.
  • Can be disabled? Yes, without affecting platform security or access.

Marketing & Conversion Cookies

  • Purpose: Placed solely on our public marketing pages (never inside your private CRM workspace dashboard) to measure advertising campaign performance and referral channels.
  • Can be disabled? Yes.

4. Third-Party Integrations

Certain third-party service providers (e.g., payment gateways, external API channels, and embedded analytics tools) may set cookies through our site to execute secure transactions or process API interactions on your behalf.

5. How to Manage Your Cookie Choices

  • Consent Banner: You can update your preferences or decline non-essential cookies via the pop-up banner on our homepage.
  • Browser Controls: You can block, restrict, or delete cookies at any time through your browser settings (Chrome, Firefox, Safari, Edge).

6. Privacy & Data Protection

All personal data processed via tracking technologies complies with our master Privacy Policy and South Africa’s POPIA regulations. We do not sell, trade, or rent user data to third parties.

7. Contact Information

For any questions regarding our Cookie Policy or data privacy practices, please contact us:

  • Entity: Insight Venture (Pty) Ltd t/a IVCRM
  • Email: privacy@ivcrm.co.za
  • Location: Gauteng, South Africa
IVCRM

IVCRM is an evolving business solutions platform connecting customer management, advertising, communication, and intelligent tools in one ecosystem.

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