NEW: Task approval workflows. Client or manager sign-off before work counts as done. See how NEW: Automations. If/then rules that assign, notify and chase for you. See how NEW: E-signatures. Route contracts through ordered signers with a full audit trail. Learn more NEW: Client portal 2.0. Action items, magic links and proofing for every client. Take a look NEW: Email-to-task, intake forms and docs. Work flows in; nothing gets lost. Read the docs
CRM

Leads in, deals through, clients won

A pipeline that starts at first touch and does not stop until the invoice is paid.

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Leads in, deals through, clients won

Capture every lead, lose none

Web forms, manual entry or import: every lead lands with a source, an owner and a follow-up date. The pipeline shows exactly who is waiting on you.

  • Lead sources and owners
  • Follow-up scheduling
  • Kanban deal stages
V SearchFK
QUALIFIED4
BBartholome KubAcme Studio$4,200
JJacklyn GleichnerBoyer Ltd$2,850
MMarcus DonnellyLarkin Co$7,100
OOkey BrownKreiger Group$1,940

Deals become delivery in a click

Won deals convert to clients, proposals convert to projects and estimates convert to invoices. No re-typing between sales and delivery.

  • One-click lead to client
  • Proposals and estimates attached
  • Deal values and win tracking
Deals become delivery in a click

Reports without exports

Conversion rates, pipeline value and sales performance by person, live from the same data your team works in.

  • Pipeline value at a glance
  • Sales reports by owner
  • Deal history on every client
Revenue this month$38,400
Pipeline value$104k
Billable hours412h
Open items14

Everything in the box

Lead capture
Deal pipeline
Follow-ups
Proposals
Estimates
Lead to client
Sales reports
Email notes
Categories
Company records
Contact log
Reminders
FAQS

Common questions

What does the Vivotics CRM include?

The CRM covers leads, deal pipelines, follow-up reminders, proposals and contracts, and converts a won deal into a client, project and invoice inside the same platform.

Can proposals turn into projects and invoices?

Yes. A proposal accepted in Vivotics becomes the client record, project scope and draft invoice without re-typing, so delivery starts from exactly what was agreed.

Is Vivotics CRM suited to service businesses?

Yes. It is designed for agencies, consultancies and other service businesses where a deal becomes a delivered project, not just a closed row in a pipeline.

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