Vivaio CRM - One Application any SME needs

Sales Quotations

Save time and effort by easily generating Sales Quotations from opportunities, or on a stand-alone basis. With Vivaio CRM, an opportunity can generate a Sales Quotation with one click.

Read more: Sales Quotations

Contacts

With Vivaio CRM Contacts Management module, find everything you need to know about a contact in a single tabbed page that includes contact info, social media profiles, financial info, and much more.

Read more: Contacts

Tasks

With Vivaio CRM's Tasks Management Module, you will spend more time to complete tasks and less time managing it. The task management module helps you effectively to track key milestones, set dependencies and accomplish tasks for a productive work.

Read more: Tasks

Purchase Orders

Generate Purchase Orders with products, quantities and prices directly from the system using Vivaio CRM's Purchase Order Module. Assign to users, track delivery date, and terms and conditions.

Read more: Purchase Orders

Companies

With Vivaio CRM, all contacts belong to companies. Setting companies is a prerequisite within Vivaio CRM as it gives businesses control over their relationships with corporations and clients.

Read more: Companies

Communications

Vivaio CRM Communication Module allows you to log all of your sales activities in one centralized platform, helping you to build a 360 degree view of customer communications.

Read more: Communications

Invoices

Simplify your invoicing process by automatically generating invoices from Sales Orders or from Quotations, and printing them from the system on a letter head, with one click.

Read more: Invoices

Contracts Management & Tracking

Vivaio CRM provides an effective module to track contracts, terms and conditions, parties involved, deliverable, due dates and related documents.

Read more: Contracts Management & Tracking

Inventory Management

Keep track of your warehouses by managing your stocks. Create Warehouses, Product Categories and Products. Set fixed prices which integrate with Quotations, Sales Orders, Invoices and Purchase Orders.

Read more: Inventory Management

Detailed Activity Log

Vivaio CRM tracks user activity automatically. Know when users log in and out, create and edit records, delete information and much more.

Read more: Detailed Activity Log

Email Communication Suite

Create and manage Email Marketing Campaigns from within Vivaio CRM. Create Newsletter Campaigns and communicate with your customers efficiently and effectively.

Read more: Email Communication Suite

Leads

Leads are unqualified sales opportunities gathered at various situations and Vivaio CRM  can help you streamline your lead management process. 

Read more: Leads

Sales Orders

Vivaio CRM Sales Order (SO) can be created once the quote is accepted by your prospective customer (potential) and the Purchase Order (PO) is sent by the customer for further processing.

Read more: Sales Orders

Comprehensive reporting

Slice and dice data and compile extensive reports that filter on anything in Vivaio CRM from deal flow to employee performance. Use that information to drive insightful decision-making that closes the loop on your business's processes.

Read more: Comprehensive reporting

Opportunities

Create opportunities to set the value of the business, manage your sales pipeline, probability of winning, and forecast close dates.

Read more: Opportunities

MODULES

  • Users Management
  • Companies & Contacts
  • Leads & Opportunities
  • Quotations & Sales Orders
  • Invoices & Purchase Orders
  • Contracts Management
  • Inventory & Warehouses
  • Tasks Management
  • SMS & Email Campaigns
  • Instant Notifications Suite
  • Communications Module
  • Detailed Activity Log
  • Tailored Reports

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