The sales engine built for modern teams.
Lead management, pipeline visibility and deal closing, made simple.
Teams waste time juggling spreadsheets, lost emails, and outdated pipelines.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 the first step to the result.
From new lead to closed deal
See how Ambivo CRM carries a prospect from first contact through the pipeline, follow-up and a won deal. Every step sits on the same customer record.
Lead captured
Webforms, email or typed in by hand. Every lead lands in one place, with its source.
Qualified & routed
Rules assign the rep 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, in one tool.
Deal closed
Won deals raise a sales order and an invoice without re-entry.
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Invoice triggered
ERP 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 record per lead, from prospect to customer
- ✓Round-robin routing assigns each new lead to the next rep in the queue
- ✓Pipeline dashboards show deal value, stage mix and win rates
- ✓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, 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.
Why CRM
Built different, by design
Not just CRM
Sales data flows into accounting, marketing and reporting on its own.
AI co-pilot built in
Ambivo AI reads context from your whole business. It drafts emails, suggests next steps and flags risk.
Commissions done right
Commissions calculate from the real closed deal, so the number is agreed.
Offline-ready sales teams
Capture and manage deals on your phone. Everything syncs when you get a signal.
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 up to the close. Commissions calculate themselves.
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
Track deal volume by rep and period, with commission plans and tiered rates.
Platform features
Related capabilities
Explore platform features that work alongside this product.
Ask Ambivo
Your AI co-pilot with context across CRM, Books, ERP, custom objects, and workflows.
Task Management
Tasks that live on deals, accounts and workflows.
Calendar
Scheduling built into CRM, using your Google or Microsoft calendar.
Gmail and Outlook in CRM, with every thread on the customer record.
Files
Files on the record, where the work is.
Campaigns
Marketing emails built from live CRM data.
Documents
Proposals and sales documents generated from live deal data.
Sales Performance
Rep and team metrics, straight from live pipeline data.
Lead Routing
Every inbound lead reaches the right rep, in seconds.
Ambivo Ecosystem
Part of something bigger
CRM connects to Ambivo Books for invoicing and revenue recognition, to ERP for order history, and to E-Sign and Widgets. One platform, and you enter it once.
Ready to get started with CRM?
Free plan available. No credit card required.