Ambivo 101
How Ambivo works for small business
One platform for the work small businesses actually do: sales, money, customers and custom tools.
1
platform for sales, money & ops
7
products that talk
$0
Basic plan, no card required
Your business
Sound like you?
Pick the closest match and see how Ambivo fits a typical week. Plain language, tools you will use.
You sell your time and expertise
Consultants, agencies, contractors and professional services. You need leads, proposals, invoices and a clear view of every client, in one place.
- 1
Capture the lead
A prospect fills out your site form or emails you.
CRM - 2
Work the deal
Track the opportunity, send follow-ups, and close.
CRM - 3
Bill the client
Turn the won deal into a quote, then an order and an invoice.
Books - 4
Get paid & reconcile
Payment posts to your books automatically.
Books - 5
Give clients a portal
Share files, invoices, and documents through the client portal.
CRM
Your business
Sound like you?
Pick the closest match and see how Ambivo fits a typical week. Plain language, tools you will use.
You sell physical or digital goods
Wholesale, B2B and subscription sales. You need orders, invoicing and accounting that stay in step as volume grows.
- 1
Know your customer
Every buyer has a record with order history attached.
CRM - 2
Take the order
Create orders, subscriptions, or repeat purchases.
ERP - 3
Invoice & collect
Send invoices and accept card or bank payments.
ERP - 4
Books stay current
Revenue and payments flow into your ledger.
Books - 5
Track renewals
Contracts and subscriptions surface before they lapse.
ERP
Your business
Sound like you?
Pick the closest match and see how Ambivo fits a typical week. Plain language, tools you will use.
You run jobs on the ground
Field service, facilities and operations teams. You need to know what you own, where it is and who is responsible.
- 1
Schedule & assign
Tasks and jobs tied to customers and sites.
CRM - 2
Quote & order
Parts and services become orders when approved.
ERP - 3
Track assets
Equipment, tags, and location in one register.
AssetBase - 4
Pay vendors
Purchase orders and bills in one payables flow.
Books - 5
Prove compliance
Audit trails and reports when someone asks.
AssetBase
Your business
Sound like you?
Pick the closest match and see how Ambivo fits a typical week. Plain language, tools you will use.
You're adding people and process
When your team outgrows selling from an inbox and keeping books in a spreadsheet, Ambivo gives everyone one place to work. It has roles, automation and room to change things.
- 1
One customer record
Sales, support, and finance see the same history.
CRM - 2
Automate handoffs
Workflows route leads, tasks, and approvals.
CRM - 3
Shared books
AR, AP, and reports without exporting to Excel.
Books - 4
Capture leads online
Embed forms and booking widgets that sync to CRM.
Widgets - 5
Track what you own
Asset register and audits when equipment matters.
AssetBase
The platform
Every product, one shared database
Tap a product to see what it does for a small business like yours.
CRM
Leads, deals, and customer history
Keep every follow-up in one place. See each lead, contact and deal in one pipeline, with tasks, email and AI help built in.
Explore CRMHow it connects
From first hello to money in the bank
Step through a typical flow. The same customer record runs all the way through.
Lead comes in
Website form, email, or manual entry
Ambivo creates or matches a contact in CRM. No copy-paste between your site and a spreadsheet.
Questions
Small business FAQ
No. Most small businesses start with CRM and Books, then add ERP or AssetBase when the workflow demands it. Everything shares the same data platform, so you grow into more modules without migrating.
No. Most small businesses start with CRM and Books, then add ERP or AssetBase when the workflow demands it. Everything shares the same data platform, so you grow into more modules without migrating.
Not at all. Ambivo fits professional services, local businesses, wholesale, agencies, and any growing team that has outgrown disconnected spreadsheets and single-purpose tools.
Not at all. Ambivo fits professional services, local businesses, wholesale, agencies, and any growing team that has outgrown disconnected spreadsheets and single-purpose tools.
Separate apps mean duplicate entry, broken handoffs, and reconciliation work. Ambivo connects sales, billing, and accounting so a customer in CRM is the same customer on the invoice and in the ledger.
Separate apps mean duplicate entry, broken handoffs, and reconciliation work. Ambivo connects sales, billing, and accounting so a customer in CRM is the same customer on the invoice and in the ledger.
Yes. Sign up for the free Basic plan, connect your email or import from CSV or QuickBooks, then invite your team. It takes minutes.
Yes. Sign up for the free Basic plan, connect your email or import from CSV or QuickBooks, then invite your team. It takes minutes.
Custom Objects model the data your business runs on: warranties, projects, licenses and more. Widgets put lead capture and booking on any site, and both sync to CRM.
Custom Objects model the data your business runs on: warranties, projects, licenses and more. Widgets put lead capture and booking on any site, and both sync to CRM.
Who we are
Built for businesses that outgrew their tools
There are a lot of business platforms out there. Some are huge, some are hyper-specialized, some are chasing every market at once.
We're not trying to be huge. We're trying to be useful.
Ambivo started with something we kept seeing. Every business we knew had outgrown its tools. The CRM that worked well with five people broke at thirty. The spreadsheet tracking cash had become unmanageable. The accounting system belonged to another era. What these businesses wanted was fewer tools that worked together.
So we built one.
What we got right
- CRM that actually helps close deals
- ERP that doesn't feel like a tax on your sales
- Accounting that matches your actual business
- Automation that saves time instead of creating it
- An app builder so you can stop waiting for vendors
What we know we'll get wrong
- We'll miss some edge cases
- Some industries will need customization we haven't built yet
- We'll make mistakes and have to fix them
But here's what matters: We're committed to getting better. Every day. Every customer feedback. Every "this is broken" email. We take seriously.
We're not a venture-backed rocket-ship company trying to maximize exit value. We're a team building a platform that we want to use ourselves. That means we prioritize stability over hype, reliability over flashiness, and usefulness over feature count.
We believe the best business software is built in conversation with the people using it.
Not focus groups. Not surveys. Real conversations with real business owners who've bet their livelihoods on their tools.
If that's you, we want to hear from you. Not after you've bought a license. During. We want to know what's working, what's broken, what you wish existed.
That's how we'll build something worth building.
Ready to see it in your business?
Start for free, or tell us what you are trying to fix. We are happy to hear from you while you are still looking.