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Boost your sales with Sivo CRM: organize clients, dictate activities with AI
Sivo CRM is your sales partner for organizing clients, managing opportunities, and tracking leads, all from your mobile device. Designed for salespeople who need clear information and practical tools to move forward with every conversation. Your day, with clear priorities Check your to-dos, overdue tasks, and calendar. Identify which clients need attention and which deals haven't yet reached a next step. Prepare before contacting Find your client information, activity history, deals, and proformas all in one place. Use the AI-powered summary to review the most relevant information before speaking. Dictate and turn your conversations into next steps Record what happened with your voice. Sivo CRM transcribes your dictation, and AI suggests how to organize it: as a note, activity, task, or meeting. Review, adjust, and confirm what you want to save. Manage your clients and prospects Register new prospects and view their contact information. Keep the context of each business relationship at hand to provide more personalized and timely service. Ensure continuity in your business Check your opportunities and their sales stage. Define tasks and next steps to keep every deal moving. Organize your schedule. Schedule calls, meetings, and follow-up tasks. Check your commitments and record the results of your activities from the app. View and share proformas. Access proformas linked to your clients and deals. View their documents and share the PDF when needed. Stay informed. Receive push notifications and check the notification center for reminders and relevant updates. Adjust your preferences from the app. Sivo CRM complements your sales platform and helps you dedicate more time to your clients, with organized information and a clear next step. Requires an active Sivo CRM account and an internet connection. Available features depend on the permissions assigned by your company.