Skip to main content
Alva can read, create, update, and analyse your CRM data across every area of the platform. Here’s a full breakdown of everything Alva can do, organised by category. Alva can find and display data across your entire CRM:
CapabilityExample
Count records”How many open deals do I have?”
Search companies”Find companies in the healthcare industry”
Search contacts”Who’s the main contact at Acme Corp?”
Search deals”Show me deals over £50k in negotiation”
Search activities”What meetings happened this week?”
List pipeline stages”What stages are in my pipeline?”
Full-text search”Search everything for ‘pricing proposal’”
Alva can filter by dates, stages, values, owners, and many other criteria. You can also chain filters naturally: “Show me deals in negotiation that are over £100k and closing this quarter.”

​
Create and update records

Alva can create and modify records directly from the chat:
CapabilityExample
Create companies”Add a company called Acme Corp, healthcare, based in London”
Create contacts”Create a contact: Sarah Jones, CTO at Acme Corp, sarah@acme.com”
Create deals”Create a £200k deal with Acme, qualification stage”
Update deals”Move the Acme deal to proposal stage”
Log activities”Log a call with Sarah — discussed implementation timeline”
Update records”Update Acme Corp’s industry to ‘HealthTech‘“

​
Email

Alva can draft and manage emails:
CapabilityExample
Draft emails”Draft an email to Sarah about the contract renewal”
Edit drafts”Make the tone more formal and add a section about pricing”
View drafts”Show me my pending email drafts”
Create templates”Create an email template for introductory outreach”
Generate variants”Generate 3 variants of this template with different approaches”
List templates”Show me all email templates in the Cold Outreach group”
When drafting emails, Alva uses your company profile, products, and competitor information to write relevant, personalised content.

​
Analytics and insights

Alva can analyse your pipeline and produce reports:
CapabilityExample
Win/loss analysis”What’s my win rate this quarter?”
Pipeline velocity”How fast are deals moving through the pipeline?”
Top performers”Who’s closed the most deals this month?”
Deal health”Which deals are at risk?”
Methodology gaps”Which deals have incomplete MEDDPICC?”
Trend analysis”How does this quarter compare to last quarter?”

​
Discovery and prospecting

Alva can help you find new business:
CapabilityExample
Create discovery profiles”Set up an ICP for marketing agencies in the UK”
Check profile status”How is my healthcare ICP search going?”
Import discovered companies”Import the top 10 approved companies into my CRM”
Bulk import”Import all approved companies from my London ICP”
When creating discovery profiles, Alva will discuss feasibility with you — whether the geography and description make sense, and how many results to expect.

​
AI BDR agents

Alva can set up and manage autonomous outreach agents:
CapabilityExample
Create agents”Create a BDR agent targeting my healthcare ICP”
List agents”Show me all my BDR agents and their status”
View agent details”How is the Healthcare Prospector agent performing?”
Manage agents”Pause the Healthcare Prospector agent”
See Setting Up Your First Agent for detailed guidance on BDR agents.

​
Strategy and context

Alva can work with your business context:
CapabilityExample
Read strategy documents”What does our go-to-market strategy say about the mid-market?”
Create strategy documents”Help me write a competitive positioning document”
Suggest strategy updates”Based on our pipeline data, should we update our ICP?”
Update strategy”Update the target market section to include healthcare”
Alva can take you directly to any page in the app:
CapabilityExample
Navigate to pages”Take me to deals”
Open specific records”Go to Acme Corp”
Open settings”Open billing settings”

​
CSV import

Alva can import data from CSV files:
CapabilityExample
Import companies”Import companies from this CSV” (paste CSV data into the chat)
Map fieldsAlva will suggest field mappings based on your column headers

​
Commitments

Alva can help you manage your action items:
CapabilityExample
Create commitments”Remind me to send the proposal to Sarah by Friday”
List commitments”What commitments are overdue?”
Complete commitments”Mark the Acme proposal commitment as done”

​
Proactive features

Alva doesn’t just respond — it also works proactively in the background:

​
Growth ideas

For C-suite users and founders, Alva generates growth ideas by analysing your business context, strategy documents, pipeline data, and market position. These are shared naturally in conversation — Alva will mention it has ideas when you start a chat.

​
Background health scoring

Alva continuously analyses every deal and updates health scores automatically. You never need to ask — the scores are always current on deal cards and detail pages.

​
Risk notifications

When Alva detects a risk in your pipeline (a deal going dark, a health score dropping, a prospect going quiet), it sends a notification to your notification centre.

​
Capability gap tracking

If you ask Alva to do something it can’t yet do, it logs that as a capability gap. This helps the product team understand what features to build next. You don’t need to do anything — it happens automatically.