Platform features

Everything Ambivo can do

Explore what the platform does across AI, sales, marketing, productivity and analytics. Every part reads the same data as CRM, Books and ERP.

AI

Your AI co-pilot with context across CRM, Books, ERP, custom objects, and workflows.

Tasks that live on deals, accounts and workflows.

Scheduling built into CRM, using your Google or Microsoft calendar.

Files on the record, where the work is.

Gmail and Outlook in CRM, with every thread on the customer record.

Marketing emails built from live CRM data.

Proposals and sales documents generated from live deal data.

Rep and team metrics, straight from live pipeline data.

Every inbound lead reaches the right rep, in seconds.

Upcoming renewals for deals and subscriptions, in time to act.

Custom charts on any object in the platform, built right here.