Platform features

Everything Ambivo can do

Explore platform capabilities across AI, sales, marketing, productivity, and analytics — each built on the same connected data layer as CRM, Books, and Commerce.

AI

Ask Ambivo

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

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Productivity

Task Management

Tasks tied to deals, accounts, and workflows — not a separate to-do app.

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Calendar

Scheduling built into CRM — synced with Google and Microsoft calendars.

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Files

Files on the record — not buried in shared drives and email attachments.

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Communication

Email

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

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Campaigns

Marketing emails powered by live CRM data — not a disconnected ESP.

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Sales

Documents

Proposals and sales documents generated from live deal data.

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Sales Performance

Rep and team metrics from live pipeline data — not spreadsheet exports.

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Lead Routing

Get every inbound lead to the right rep — instantly and automatically.

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Renewal Desk

Upcoming renewals for deals and subscriptions — before revenue slips.

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Analytics

Charts

Custom charts on any object in the platform — no separate BI export.

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