For founders & owners
Founders and owners scale faster on one platform
Ditch the spreadsheet stack. Skip bloated enterprise software. Ambivo gives you CRM, invoicing, accounting, workflows, and custom apps — connected from first lead to collected cash.
Sales & pipeline
Know where every deal stands — without living in spreadsheets
Visual pipeline you control
Drag-and-drop stages that match how you actually sell — not a template from someone else's playbook.
One record per customer
Every email, call, order, and invoice tied to the same contact — full context when you're wearing ten hats.
Lead capture & routing
Webforms, widgets, and imports flow into CRM with source tracking and automatic rep assignment.
Ask Ambivo AI
Draft follow-ups, score deals, and get answers across CRM, books, and commerce — without switching tabs.
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
Real-time ledger, bank reconciliation, and financial reports — synced with sales data, not re-keyed from exports.
QuickBooks integration
Keep your accountant happy. Sync financials to QuickBooks when you need to without maintaining two systems.
Commission tracking
Commissions calculate off real closed deals and payments — no shadow spreadsheets when you add your first reps.
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 fire invoices when deals close.
Custom objects
Model warranties, projects, licenses, or whatever your business tracks — native to the platform, workflow-ready.
E-Sign & widgets
Send contracts from the deal record. Embed lead forms and booking calendars on any site — synced to CRM on submit.
Visibility & control
Run the business with data you can actually trust
Sales performance dashboards
Pipeline value, win rates, rep activity, and forecast rollups — see what's moving without building pivot tables.
Connected reporting
Revenue, AR, and customer metrics from the same data your team enters daily — not a monthly reconciliation exercise.
Role-based access
Give reps what they need, hide what they don't. Scale the team without losing control of sensitive financials.
Transparent pricing
Free plan to start, Business at $29.99 per user with the full platform included — no module stacking or surprise fees.
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
12+ hours saved
per rep, per week — less copy-paste between tools, fewer follow-ups falling through the cracks, and no reconciliation marathons at 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 unlock the full platform when growth demands it.
One login, whole business
Sales, billing, books, portals, and workflows share data — not Zapier chains and CSV exports.
Support that gets it
Documentation, Ambivo 101, and a team that understands small business — not enterprise runbooks.
Get your business on one platform. Try Ambivo today.
Basic plan is free forever. Upgrade to Business when you need more — no credit card required.
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 reflects how you sell — stages, follow-ups, and forecasting without the enterprise bloat.
Read moreAmbivo 101
Interactive overview of how CRM, books, commerce, 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 operational in a single day. Import contacts from CSV, connect email and calendar, and turn on your first workflow — no consultants, developers, or multi-week implementations required.
Can I replace QuickBooks, HubSpot, and Stripe with Ambivo?
Ambivo covers CRM, commerce, 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 Commerce handles orders and subscriptions, E-Sign sends contracts from deal records, and workflows connect the full cycle — proposal, signature, invoice, and payment — without leaving the platform.
How does Ambivo help me scale before I hire?
Workflows automate lead routing, follow-ups, and invoicing. Ask Ambivo drafts emails and surfaces next steps. When you hire your first reps, pipeline, commissions, and customer history are already in one system — not scattered across personal inboxes and spreadsheets.
What's the pricing for a growing business?
The Basic plan is free forever with core tools included. Business is $29.99 per user per month with the full platform — CRM, commerce, books, workflows, and more. No contracts, no hidden module fees.