The Ambivo platform at a glance

Teams waste time juggling spreadsheets, lost emails, and outdated pipelines. Ambivo CRM centralizes leads, contacts, deals, and customer history in one place where your entire team can see and act on what matters.

• Lead & contact management: Centralized lead capture, scoring, and lifecycle tracking with rich contact records and bulk import with deduplication.
• Pipeline & forecasting: Visual pipeline stages, with deal value rolled up by rep or role group.
• Sales automation & routing: Smart lead routing by geography, skill, or capacity. Automated tasks, drip sequences, and a calendar integrated into your CRM.
• Customer context & history: Complete deal history with email threads, interaction timelines, and account-level 360° views for cross-sell and upsell.
• Performance & commissions: Rep dashboards for won and lost, pipeline value and velocity. Commissions calculate from the closed deal.
• AI-powered closing: Email draft suggestions, deal risk scoring, conversation summaries, and win/loss pattern detection from your Ambivo AI co-pilot.

Orders come in via CRM. Invoices go out manually. Bank feeds trickle in. By the time books are reconciled, you're weeks behind. Ambivo Books integrates with your entire business so your financial picture is always current.

• Chart of accounts & GL: Double-entry bookkeeping on a real general ledger, with your own chart of accounts, account hierarchies and cost center allocation.
• Invoicing & accounts receivable: Invoices from CRM orders auto-post to GL. Recurring templates, payment terms, and collection workflows built in.
• Bank reconciliation: Bank feeds arrive automatically, matched on amount, date and description. One-click reconciliation for matched items, with the rest left unmatched for review.
• Financial reporting: A live trial balance, income statement and balance sheet, by period, cost center or budget against actual. Cash flow is available as an export.
• Multi-currency & FX: Invoice in one currency, collect in another. Automatic FX conversion, with realized gain or loss posted when a payment is assigned to an invoice.
• Revenue recognition: Recurring subscription billing through Stripe, with each invoice posted to your ledger.

B2B sales and subscription businesses need to move fast. Ambivo ERP ties orders to customer records, automates invoicing, runs recurring billing and shows your cash flow as it happens. It is all one tool.

• Order management: Create orders from quotes or CRM opportunities. Line-item detail, status workflows, and batch import with bulk actions.
• Invoicing & payment: Invoices raise themselves, with payment terms and several methods: card, ACH, wire and PayPal through Stripe.
• Subscriptions & recurring billing: Flexible subscription plans billed through Stripe, which retries failed charges for you.
• Products & pricing: Central product library with variants, customer-specific pricing, and COGS tracking for quotes and billing.
• Order status workflows: Track an order from quote to paid, with status visible in CRM. Support and sales see the same thing.
• Cash flow & revenue reporting: Receivables and payables aging, with paid and outstanding status on every invoice.

A separate form builder cuts your site off from your pipeline. Ambivo Widgets put branded webforms, multi-step flows and calendar booking on any page. Every response lands in CRM with its source and starts the follow-up.

• Webforms & lead capture: Drag-and-drop forms with your own fields, validation, multi-step flows and hidden UTM capture. One snippet puts them on any site.
• Calendar booking: Let prospects book meetings on rep calendars with availability rules, buffers, time zones, and automatic CRM event creation.
• Embeddable anywhere: An iframe or script embed for landing pages, marketing sites and other websites. Responsive and on-brand.
• Conditional logic: Show or hide fields based on answers, route submissions by region or product interest, and pre-fill from URL parameters.
• Confirmations & notifications: Branded thank-you pages, email and SMS confirmations for bookers, and instant alerts to the assigned rep or team.
• Workflow automation: Create or update CRM leads, assign owners, start nurture sequences, and create tasks the moment a form is submitted or slot is booked.

Every business tracks things a spreadsheet was never built to hold. Custom Objects let you define new record types, fields and relationships on Ambivo. Use them in workflows, apps and reports the same day.

• Define any entity: Create objects for warranties, projects, licenses, certifications or anything else, with your own fields, picklists and validation rules.
• Relationships & lookups: Link custom records to customers, deals, orders, and other objects with one-to-many and many-to-many relationships.
• Auto-generated UI: Forms, list views and detail pages are built from your schema, ready for workflows and reports.
• Workflow-ready: Trigger automations when custom records are created or updated, using the same engine as CRM and ERP.
• Role-based access: Control who can view, create, edit or delete each object and field, down to the single field.
• API & integrations: Custom objects are available through the REST API and Zapier, so other systems can read and write them directly.

Deals stall when contracts live in email attachments and signed PDFs vanish into shared drives. Ambivo E-Sign keeps proposals, MSAs and order forms in your workflow. Send from the deal record, sign on any device, and keep a full audit trail.

• Send from any record: Start a signature request from a deal, quote, order or custom object. Templates fill in the customer and line items.
• Templates & merge fields: Reusable contract templates with live fields for names, amounts, dates and custom object data. The figures come straight from the record.
• Multi-party signing: Buyers, legal and internal approvers can sign in order or all at once. Reminders go out for signatures still owing.
• Mobile-friendly signing: People sign on a phone, tablet or desktop. Outside recipients sign without an account.
• Audit trail & storage: Timestamped completion certificates, IP logging, and a stored SHA-256 hash for every signed PDF. Export it all for legal and compliance review.
• Workflow automation: When a document is signed, the linked deal can move to closed won automatically.

A compliance audit fails when the asset register and the building disagree. AssetBase turns RFID scans into proof. Walk your site with a handheld reader, reconcile in seconds and export the audit trail.

• Asset register: One record per unit with serial, model, RFID tag, custody, location, warranty dates, and depreciation.
• RFID capture: Handheld reader app for walk-and-scan audits. Fixed gate readers report over a webhook, and the handheld app captures offline.
• Audits & reconciliation: Auto-reconcile expected vs. scanned assets. Exception reports for missing, unexpected, or misplaced items.
• Compliance dashboard: Assets in repair, past shelf-life counts, latest audit results, and unresolved exceptions at a glance.
• Asset hierarchies: Logical trees (building → floor → room) and BOM trees (server → drives, RAM) for accurate subtree audits.
• Flexible deployment: Run AssetBase on your own server or in the cloud. Several handhelds can work one audit at once.