For founders & owners
Founders and owners scale faster on one platform
Leave the spreadsheets behind. Ambivo gives you CRM, invoicing, accounting, workflows and custom apps, connected from the first lead to collected cash.
Sales & pipeline
Know where every deal stands, at a glance
Visual pipeline you control
Drag-and-drop stages that match how you actually sell.
One record per customer
Every email, call, order and invoice sits on the same contact. The full story, in one place.
Lead capture & routing
Webforms, widgets and imports flow into CRM with source tracking and an assigned owner.
Ask Ambivo AI
Draft follow-ups, score deals and get answers across CRM, books and ERP, all in one tab.
Revenue & finance
From closed deal to collected cash, on one platform
Invoicing & subscriptions
Turn won deals into invoices automatically. Recurring billing, payment reminders, and Stripe integration built in.
Ambivo Books
A live ledger, bank reconciliation and financial reports, fed by your sales data.
QuickBooks integration
Keep your accountant happy. Push invoices, customers and bills to QuickBooks without maintaining two systems.
Commission tracking
Commissions calculate from real closed deals and payments, so your first reps trust the numbers.
Automation & platform
Automate the busywork. Extend what your business tracks.
Visual workflows
Triggers, conditions, approvals and follow-ups. Branch on deal value, route leads, and raise invoices when deals close.
Custom objects
Model warranties, projects, licenses or whatever your business tracks. It is part of the platform and ready for workflows.
E-Sign & widgets
Send contracts from the deal record. Put lead forms and booking calendars on any site, and every submission reaches CRM.
Visibility & control
Run the business with data you can actually trust
Sales performance dashboards
Pipeline value, win rates and rep activity. See what is moving, on screen.
Connected reporting
Revenue, money owed to you and customer metrics, all from the data your team enters each day.
Role-based access
Give reps what they need, hide what they don't. Scale the team without losing control of sensitive financials.
Transparent pricing
Start on the free plan. Business is $29.99 per user for CRM, Books, ERP, Widgets, Custom Objects and E-Sign, at the price you see.
The shift
Level up the way you run the business
The old way
- Five subscriptions for CRM, invoicing, accounting, forms, and e-sign
- Copy-pasting deal data into QuickBooks and Stripe every week
- Follow-ups that depend on you remembering to check email
- Spreadsheets for pipeline, commissions, and forecasts that never agree
- No single view of whether the business is actually healthy
The Ambivo way
- One platform for sales, billing, books, and custom apps
- Closed deals flow to invoices and the ledger automatically
- Workflows and AI handle follow-ups while you focus on strategy
- Pipeline, commissions, and revenue from the same source of truth
- Dashboards that show what's working before month-end surprises
Less admin
Less copying between tools, more follow-ups done on time, and a faster month-end.
Why Ambivo
Built for owners who do more with less
Start free, scale when ready
No credit card on the Basic plan. Add users and raise your limits when you need to.
One login, whole business
Sales, billing, books, portals and workflows all share the same data.
Support that gets it
Documentation, a guided tour and a team that understands small business.
Get your business on one platform. Try Ambivo today.
The Basic plan is free forever. Move to Business when you need more, and we ask for a card then.
Resources
Guides to help you get started
What is a CRM, and do you need one?
A plain-language guide to customer relationship management for owners who are still on spreadsheets.
Read moreSales pipeline 101
Build a pipeline that matches how you sell, with stages and follow-ups.
Read moreAmbivo 101
Interactive overview of how CRM, books, ERP, and platform features connect on one platform.
Read moreFAQ
Questions founders ask
Is Ambivo a good fit for solo founders or small teams?
Yes. Ambivo is built for owners and lean teams who need CRM, invoicing, accounting, and automation without enterprise complexity. Start free on the Basic plan, add users when you're ready, and grow on one platform instead of stitching tools together.
How hard is it to get started?
Most founders are running within a day. Import contacts from a CSV file, connect email and calendar, and turn on your first workflow. You can do all of it yourself.
Can I replace QuickBooks, HubSpot, and Stripe with Ambivo?
Ambivo covers CRM, ERP, invoicing, and books natively, with QuickBooks and Stripe integrations when you want to keep existing tools. Many founders consolidate three or four subscriptions into Ambivo; others use Ambivo for sales and ops while syncing finance to QuickBooks for their accountant.
Do I need separate tools for invoicing and e-sign?
No. Ambivo ERP handles orders and subscriptions. E-Sign sends contracts from the deal record. Workflows link the whole cycle: proposal, signature, invoice and payment, all in one place.
How does Ambivo help me scale before I hire?
Workflows handle lead routing, follow-ups and invoicing. Ask Ambivo drafts emails and suggests next steps. When you hire your first reps, the pipeline, commissions and customer history are already in one system, ready for them.
What's the pricing for a growing business?
The Basic plan is free forever and includes the core tools. Business is $29.99 per user per month for CRM, Books, ERP, Widgets, Custom Objects, E-Sign and workflows. AssetBase is priced separately. Month to month, at the price you see.