The sales engine built for modern teams.
Lead management, pipeline visibility, and deal closing — without the complexity.
Teams waste time juggling spreadsheets, lost emails, and outdated pipelines.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.
Customer journey
See how CRM fits into the way your team works — from first step to the outcome that matters.
From new lead to closed deal
See how Ambivo CRM carries a prospect from first touch through pipeline, follow-up, and a won deal — with every step tied to the same customer record.
Lead captured
Webforms, email, or manual entry — every lead lands in one place with source tracking.
Qualified & routed
Rules assign the right rep, score the lead, and trigger the first follow-up automatically.
Pipeline in motion
Deals move through stages with tasks, calls, and emails logged on the timeline.
Proposal sent
Quotes, demos, and approvals stay on the deal — no switching tools mid-cycle.
Deal closed
Won deals update forecasts, commissions, and hand off to billing without re-entry.
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Invoice triggered
Commerce or Books picks up the closed deal and generates the invoice automatically.
The challenge
Sound familiar?
The problem
- Leads fall through cracks with no single source of truth
- Reps spend more time hunting data than selling
- No visibility into pipeline health or forecast accuracy
- Customer context scattered across emails and tools
How CRM solves it
- ✓One master record per lead — from prospect to customer
- ✓Intelligent routing auto-assigns leads to the right rep
- ✓Real-time pipeline dashboards show deal velocity and health
- ✓AI drafts emails, surfaces next steps, and flags risk patterns
Features
Close deals with confidence
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.
Why CRM
Built different, by design
Not just CRM
Sales data flows into accounting, marketing, and reporting — no re-keying, no manual syncs.
AI co-pilot built in
Ambivo AI has context across your entire business — draft emails, suggest next steps, and flag risk patterns.
Commissions done right
Automatic calculation tied to real deal closure — no spreadsheet errors, no disputes.
Offline-ready sales teams
Capture and manage deals on mobile, sync when connected — sell from anywhere.
How it works
Three steps to get started
Capture
Leads flow in from forms, email, and integrations into one record.
Route & nurture
Smart routing, scoring, and automated follow-ups keep deals moving.
Close & commission
Track every interaction to close — commissions calculate automatically.
Use Cases
Where CRM shines
B2B SaaS
Track free trial conversions, upsell cycles, and churn risk with pipeline visibility and automated follow-ups.
Professional services
Manage client acquisition, project proposals, and renewals with complete account history in one record.
Manufacturing & wholesale
Handle complex multi-stakeholder deals and volume tracking with territory forecasts and commission automation.
Platform features
Related capabilities
Explore platform features that work alongside this product.
Ask Ambivo
Your AI co-pilot with context across CRM, Books, Commerce, custom objects, and workflows.
Task Management
Tasks tied to deals, accounts, and workflows — not a separate to-do app.
Calendar
Scheduling built into CRM — synced with Google and Microsoft calendars.
Gmail and Outlook in CRM — every thread on the customer record.
Files
Files on the record — not buried in shared drives and email attachments.
Campaigns
Marketing emails powered by live CRM data — not a disconnected ESP.
Documents
Proposals and sales documents generated from live deal data.
Sales Performance
Rep and team metrics from live pipeline data — not spreadsheet exports.
Lead Routing
Get every inbound lead to the right rep — instantly and automatically.
Ambivo Ecosystem
Part of something bigger
CRM connects natively with Ambivo Books for invoicing and revenue recognition, Commerce for order history, and platform features like E-Sign and Widgets — one connected platform, zero duplicate entry.
Ready to get started with CRM?
Free plan available. No credit card required.