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Teams waste time juggling spreadsheets, lost emails, and outdated pipelines.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, automated deal progression, and forecast rollups by rep, territory, or team — with alerts for stalled deals.
• 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/lost, pipeline value, and velocity. Automatic commission calculation tied to deal closure — no spreadsheets.
• 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 with a real GL structure — customizable chart, 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 — Auto-pull bank feeds with ML-assisted matching. One-click reconciliation for matched items and exception flagging.
• Financial reporting — Real-time trial balance, income statement, balance sheet, and cash flow — by period, cost center, or budget vs. actual.
• Multi-currency & FX — Invoice in one currency, collect in another. Automatic FX conversion, unrealized gain/loss tracking, and period-end revaluation.
• Revenue recognition — Native ASC 606 support for subscriptions and recurring billing — deferred revenue, cohort reporting, and churn impact.

B2B sales and subscription businesses need to move fast. Ambivo Commerce ties orders to customer records, automates invoicing, handles recurring billing, and gives you real-time cash flow visibility — without juggling separate billing tools.

• Order management — Create orders from quotes or CRM opportunities. Line-item detail, status workflows, and batch import with bulk actions.
• Invoicing & payment — Auto-generated invoices, payment terms, and multiple methods — card, ACH, wire, and PayPal via Stripe integration.
• Subscriptions & recurring billing — Flexible plans with proration, free trials, churn prediction, and smart dunning with retry logic for failed charges.
• Products & pricing — Central product library with variants, customer-specific pricing, and COGS tracking for quotes and billing.
• Order status workflows — Track orders from quote to paid with status updates visible in CRM — support and sales see the full picture.
• Cash flow & revenue reporting — DSO tracking, revenue recognition, payment aging, subscription forecasting with MRR and ARR dashboards.

Third-party form builders break the connection between your site and your pipeline. Ambivo Widgets let you embed branded webforms, multi-step flows, and calendar booking on any page — every response lands in CRM with source tracking and automated follow-up.

• Webforms & lead capture — Drag-and-drop forms with custom fields, validation, multi-step flows, and hidden UTM capture — embed on any site with one snippet.
• Calendar booking — Let prospects book meetings on rep calendars with availability rules, buffers, time zones, and automatic CRM event creation.
• Embeddable anywhere — Iframe or script embed for landing pages, marketing sites, and external 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 has entities spreadsheets were never meant to track. Custom Objects let you define new record types, fields, and relationships on Ambivo's shared platform — then use them in workflows, apps, and reports without a database project.

• Define any entity — Create objects for warranties, projects, licenses, certifications, or anything else — with custom 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 generate from your schema — ready to use in workflows and reports.
• Workflow-ready — Trigger automations when custom records are created or updated — same workflow engine as CRM and Commerce.
• Role-based access — Control who can view, create, edit, or delete each object and field — field-level permissions included.
• API & integrations — Custom objects are available through the REST API and Zapier — sync with external systems without custom middleware.

Deals stall when contracts live in email attachments and signed PDFs disappear into shared drives. Ambivo E-Sign keeps proposals, MSAs, and order forms inside your workflow — sent from the deal record, signed on any device, and stored with a full audit trail.

• Send from any record — Launch signature requests from deals, quotes, orders, or custom objects — templates pre-fill customer and line-item data.
• Templates & merge fields — Reusable contract templates with dynamic fields for names, amounts, dates, and custom object data — no copy-paste errors.
• Multi-party signing — Sequential or parallel signing order for buyers, legal, and internal approvers — with automatic reminders for outstanding signatures.
• Mobile-friendly signing — Signers complete documents on phone, tablet, or desktop — no account required for external recipients.
• Audit trail & storage — Timestamped completion certificates, IP logging, and tamper-evident PDF storage — exportable for legal and compliance review.
• Workflow automation — When a document is signed, trigger deal stage updates, invoice creation, or onboarding tasks automatically.

Compliance audits fail when asset registers don't match physical reality. AssetBase turns RFID scans into proof — walk your site with a handheld reader, reconcile in seconds, and export an immutable 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 and offline capture with sync when connected.
• 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 — Sealed on-premise appliance for fully offline audits, or cloud SaaS for real-time collaboration.