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Every lead answered. Every follow-up has an owner.

For service firms, agencies and B2B teams. A form comes in on a busy day, a quote goes out and goes quiet. Delvra replies to the lead, asks the questions you would ask, and hands every next step to someone on your team. Moving a deal or sending a price waits for approval.

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Order statusAnswered from the systemSample data

The five requests it handles first

At a live service desk running Delvra, 14 of 196 real customer requests between 28/9 and 23/10/2026 were new leads and 5 were data reports.

  1. A new lead from the website or a form
  2. Who is this customer and what did we promise?
  3. Add a note after the call
  4. Move the deal to the next stage
  5. Send me last week’s report

Actions, risk and default mode

These are the defaults. You change each one. Money and irreversible actions never run on auto.

Sample data, not a real customer.

  • Find a contactRead

  • Add a note to a contactReversible

  • Move a deal to the next stageReversible

  • Delete a contactIrreversible

One conversation, start to finish

Sample conversation, not a real customer.

  1. In your portal

    New form entry: “We need a quote for 12 seats.”

  2. Delvra

    Hi Avi, thanks for writing. How many people would use it, and from when?

  3. Customer

    Twelve, from next month.

  4. Delvra

    Thanks. I passed this to Daniel, who prepares quotes. He will call you tomorrow morning.

  5. In your portal

    Task created for Daniel. Moving the deal to “Quote” waits for approval.

Systems it uses

Limits today

  • We start with one workflow, not every process
  • A form on your site or a Make or Zapier scenario opens the lead and tells you at once
  • Bulk changes are proposed, never run silently

Other use cases

Hand over one workflow. We set it up and run it with you.

Pick a plan and tell us which requests eat your team’s day. We connect it with you, run a quiet week where nothing reaches a customer, and billing starts only when you go live. No card needed.

Get started Rather see it first? Book a demo

Measured on 196 real customer requests at a live service desk running Delvra: 89% closed, median 2.3 hours to close (28/9 to 23/10/2026). How we counted

What people ask before they start

Will it embarrass me in front of a customer?
It answers only from what you approved and never makes up a price, a date or a refund. When it isn’t sure, it hands the conversation to your team with a summary. And before anything reaches a customer, you read every answer in a quiet week. How it works
Can my customers still reach a person?
Always. A customer can ask for a person at any point, and anyone on your team can step into a conversation and take it from there, with the whole history in front of them. What stays in your control
How long until it’s working?
We set it up with you, and you don’t need a developer. It starts with a quiet week on your real requests where nothing is sent, so you see what it would do before it does anything. How it works
What does it cost?
A monthly plan counted by finished tasks, with a hard cap so the bill doesn’t jump. Starter is from $149 a month, and billing starts only with your first live task. See pricing
A hand holds a phone over a wooden table and taps a green approve button, coffee and keys beside it.

Want to hear more?

See what Delvra would do in your business.

Leave your details and we’ll get back to you for a short call. No commitment, and nothing gets connected until you decide.

  • We demo it on a real request from your business
  • A free shadow week that sends nothing to customers
  • You pay only when you go live
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