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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: 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.”

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Create and update records

Alva can create and modify records directly from the chat:

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Email

Alva can draft and manage emails: When drafting emails, Alva uses your company profile, products, and competitor information to write relevant, personalised content.

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Analytics and insights

Alva can analyse your pipeline and produce reports:

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Discovery and prospecting

Alva can help you find new business: Alva picks the right kind of Search Agent for what you ask: an area-based company search, a firmographic (funded & high-growth) company search, or a people search by role. When a request could mean more than one, it asks a quick clarifying question first. When creating a company search, Alva discusses feasibility with you — whether the geography and description make sense, and how many results to expect. It never switches on deeper Tier 2 contact sourcing (or mobile-number reveal) unless you explicitly ask, so you stay in control of spend.

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AI BDR agents

Alva can set up and manage autonomous outreach agents in both Template and Personalised modes:
Alva is the recommended way to set up a Personalised agent. It’s fully briefed on the correct configuration — it builds the playbook with you, runs non-sending previews so you can see the copy first, and only lets the agent go live once the activation checklist passes. Building a Personalised agent from scratch in the UI isn’t encouraged; small tweaks there afterwards are fine.
If you just say “set up a BDR agent”, Alva asks whether you want Template or Personalised before doing anything — it won’t guess. See How BDR agents work and Setting Up Your First Agent for full guidance.

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Strategy and context

Alva can work with your business context: Alva can take you directly to any page in the app:

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CSV import

Alva can import data from CSV files:

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Commitments

Alva can help you manage your action items:

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Proactive features

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

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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.

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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.

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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.

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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.