Private by design

The AI CRM that keeps your data yours

Pipeline, mailbox and WhatsApp in one CRM. Lilly runs on Qivity servers — or on yours if you self-host.

  • Catalog-priced sales pipeline
  • Team mailbox — Microsoft 365, Google or IMAP
  • Native WhatsApp inbox and campaigns
  • Lilly — AI on Qivity servers, or yours if you self-host
  • Global search
  • Web-to-lead forms
Try it free Talk to us
  • No credit card
  • Working the same day
  • Self-host to keep AI on your servers
Qivity CRM
Dashboard Search records + MC

Good afternoon, Maya

Thursday, 12 March 2026

Inbox4.2k86 unread
Meetings3today
Users24
Partners6
Today7 days30 daysAll time Customize

Leads overview

  • Converted22
  • Open58
  • Unqualified6
  • Converted %26%

Outreach

Open rate42%
Success rate94%
Sending live38 / 80

Won value

₹2.4 Cr

12 Won · 3 Lost

Pipeline₹3.4 Cr
Won₹2.4 Cr

Campaign status 12 campaigns

  • Active5
  • Paused1
  • Completed4
  • Draft2

Leads March 2026

Revenue ₹1.8 Cr · 9 deals

Meetings

Northwind Labs — Q3 renewal Priya Shah · 14:30–15:00 · online
Join

To-Do

Groups 3 groups

U UK 1 G Gulf A APAC

Leads by region From phone country code and email domain

  • INIndia24
  • AEUnited Arab Emirates14
  • GBUnited Kingdom11
  • DEGermany8
  • SASaudi Arabia7
  • SGSingapore5

Leaderboard Top performers by leads — March 2026

  • 1MCMaya Chen28 leads
  • 2PSPriya Shah22 leads
  • 3JHJordan Hale18 leads
  • 4LMLuca Moretti14 leads
  • 5SOSam Okonkwo9 leads

Team members 4 members

This dashboard is dynamic — scroll inside it, open full screen, or click a teammate for their profile.

2places Lilly can run — Qivity servers, or yours
3channels in one timeline — email, WhatsApp, calls
Add-onLilly add-on on paid plans — ask sales
1 daytypical setup, mailbox connected and importing

Teams selling in

A Tuesday morning

It’s 9:14. Priya opens Qivity. Last night’s WhatsApp from Acme is already on the deal. Lilly has the south pipeline ready. Yesterday’s win is waiting for her to claim.

No tab-switching. No export. No “let me check Outlook.”

On-premise client

VoyantixTech chose on-premise, self-hosted Qivity CRM.

Enterprise software for life sciences. They run Qivity CRM on their own servers.

A hosted CRM was not an option — our customer data had to stay on our servers.

Self-hosted Qivity did that. After using it, we would make the same choice again.

VoyantixTech, after using Qivity · voyantixtech.com

What you actually get

Eight things most CRMs still leave on your desk

Not a claim that we out-configure a platform. These are the pieces that are simply in the product — at five seats or five thousand — and you can check every line in a demo.

01

AI on Qivity servers — or on yours

On hosted plans, Lilly runs on Qivity’s servers. Self-host and she runs on your own infrastructure. Ask her for pipeline, meetings and reminders. Lilly is an optional AI add-on on paid plans — not on the Free trial. Ask sales for the rate.

02

The mailbox lives in the CRM

Microsoft 365, Google Workspace or plain IMAP — read, reply, file and template from the CRM. Not a sync. Not a sidebar plugin. The thread on a deal is the actual thread.

03

WhatsApp as a real channel

Connect your WhatsApp Business numbers — one company line, a number per rep, or both. Campaigns, a two-way inbox with ticks, attachments, and a reminder digest to each rep’s phone. Every chat sits on its CRM record.

04

Deals priced from your catalog

Reps don’t type deal values. They pick products, and the number is computed. Forecasts stop being a creative-writing exercise. From Proposal Sent onward, no deal reaches the board deck without a real figure behind it.

05

Commission runs itself

Rates live on the product, per role and region. A win pays each product’s rate, frozen at that moment, then claimed by the rep and settled by accounts in-app. No spreadsheet. No month-end argument.

06

The relationship doesn’t end at Won

Service contracts, AMCs, invoices, payments, maintenance visits, expiry reminders — the post-sale half of the business most CRMs treat as someone else’s problem. Winning a deal can raise the contract for you.

07

Partners send leads after both sides accept

Two Qivity organisations become partners only when both accept the terms. After that, either company can send a lead to the other. They work it in their own organisation; you keep the link; they never see the rest of your pipeline. No shared login, no spreadsheet in email.

08

The prospect lifecycle, as a report

Every stage a prospect passed through — first touch, owner changes, mail, WhatsApp, meetings, the win — sits on one timeline. Open it on the record, or download it as a report when someone needs the whole story.

The honest version

Where most CRMs quietly stop

These are the things a buyer usually discovers in month four — not during the demo.

Your AI is their training data

Mainstream CRM assistants ship your pipeline to a third-party model. On hosted Qivity, Lilly runs on Qivity’s servers. Self-host and she runs on yours. Either way, Lilly is an optional AI add-on on paid plans — not on the Free trial.

Email is bolted on

Most CRMs offer a sync, a plugin or a BCC dropbox. Threads go missing, replies land nowhere, and people go back to Outlook. Here the CRM is the mailbox.

WhatsApp is an add-on you pay extra for

The channel customers actually reply on is usually a paid marketplace connector — its own bill, its own outage. Here it is in the product.

Nothing after the deal closes

Renewals, AMCs, maintenance visits and service invoices fall into spreadsheets the moment a deal is marked Won.

Commission lives in a spreadsheet

The most motivating number in a sales org is calculated once a month, by hand, by someone who is not the rep.

Forecasts built on typed-in numbers

If the deal value is a free-text field, the pipeline report is fiction.

Records get deleted

A lead someone gave up on should return to the pool, not vanish. Deletion destroys the history you needed for attribution.

Partners live in a spreadsheet or a shared inbox

Assigning a lead to another company usually means a CSV and a prayer. Here two Qivity organisations accept the terms first, then send leads to each other — each in their own company.

The full breakdown, competitor by competitor

Private AI

Ask about your pipeline. Hosted on Qivity, or on yours.

Most CRM assistants send your records to a third-party model. On hosted plans, Lilly runs on Qivity’s servers. Self-host and she runs on your organisation’s infrastructure. Lilly is an optional AI add-on on paid plans — not on the Free trial. Ask sales.

  • “How many leads do I have in Riyadh?” — answered from live records
  • “Remind me to call Acme next Tuesday at 3” — drafted, you confirm
  • “What’s happening with the pharma accounts in the south?” — finds records by meaning
  • Answers only what the person asking is allowed to see
  • Says “I don’t know” instead of inventing a number
How the private AI works

Built for how you actually sell

One CRM, shaped around your week

Enterprise CRM

An enterprise CRM that does not need a year and a systems integrator

Explore

CRM with WhatsApp

The CRM where WhatsApp is a channel, not an integration

Explore

CRM for service and AMC businesses

The CRM that keeps working after the deal is won

Explore

CRM for small business

A CRM a five-person team can run without hiring an admin

Explore

Self-hosted CRM

Run the whole CRM — including the AI — on your own infrastructure

Explore

CRM with email marketing

Campaigns that come from your CRM, not from a list you exported

Explore

CRM with sales commission tracking

Commission calculated by the CRM, claimed by the rep, settled by accounts

Explore

CRM for channel partners

Assign a lead to another company — they work it in their own Qivity

Explore

Switching from something else?

Comparisons that say where they win, too

A comparison that only flatters us is useless. Each of these names what the other product does better.

Qivity vs Enterprise platforms Qivity CRM vs enterprise CRM platforms: when the platform is more than you need Qivity vs Marketing suites Qivity CRM vs inbound marketing suites: what happens when the free tier ends Qivity vs All-in-one suites Qivity CRM vs all-in-one business suites: breadth versus a single coherent product Qivity vs Pipeline-only CRMs Qivity CRM vs pipeline-only CRMs: when a great pipeline stops being enough Qivity vs Telephony-first CRMs Qivity CRM vs telephony-first CRMs: similar shape, different centre of gravity Qivity vs Work-OS tools Qivity CRM vs work-OS style CRMs: a flexible board versus a sales system

Pricing

Simple, transparent pricing

Choose the plan that fits your team. Send from your own Microsoft 365 mailboxes.

Free

₹0per month

Up to 1 user

Subscribe
  • 1 user
  • 1 campaign
  • Up to 30 recipients / campaign
  • Leads & contacts
  • 5-day trial

Starter

₹3,999per month

Up to 5 users

Contact sales
  • 5 users
  • 10 campaigns
  • Up to 50 recipients / campaign
  • Excel Import & Export
  • Meetings
  • Lilly AI add-on (optional)
Most popular

Professional

₹11,999per month

Up to 20 users

Contact sales
  • 20 users
  • 40 campaigns
  • Up to 100 recipients / campaign
  • Analytics & Team
  • Leaderboard
  • Email Checker
  • Suppression List
  • Web-to-Lead forms
  • Lilly AI add-on (optional)

Business

₹18,999per month

Unlimited users

Contact sales
  • Unlimited users & campaigns
  • 250 audience
  • Everything in Professional
  • Service Contracts (AMC)
  • Partnerships
  • WhatsApp Integration
  • Reports
  • Mail Inbox
  • Lilly AI add-on (optional)

Full plan comparison

From the blog

Written for buyers, not for the algorithm

Buying guides

Buying guides · 2 min read

What is Qivity CRM? Private AI, mailbox, WhatsApp and life after Won

Qivity CRM is the sales system for teams who want pipeline, mail, WhatsApp and renewals in one product — with Lilly hosted on Qivity’s servers, or on yours if you self-host.
AI in CRM

AI in CRM · 4 min read

AI CRM data privacy: why where the model runs matters more than what it can do

Every CRM vendor shipped an AI assistant in the last two years. Almost none of them will tell you plainly where your data goes when you use it.
WhatsApp & channels

WhatsApp & channels · 1 min read

WhatsApp in a CRM: native inbox versus a paid connector

Most CRMs “do WhatsApp” by selling you someone else’s connector. Native means the thread, the template window and the campaign sit on the CRM record — not in another tab.

Questions people actually ask

What is Qivity CRM?

The CRM your sales team works in all day: pipeline, the real mailbox, WhatsApp, campaigns, commissions and service contracts. Lilly, the assistant, answers questions about your records. On hosted plans she runs on Qivity’s servers; self-host and she runs on yours. Lilly is an optional AI add-on on paid plans — not on the Free trial.

How is Qivity different from other CRM software?

Eight things most CRMs still skip: you can self-host so the AI runs on your own infrastructure (hosted plans run Lilly on Qivity’s servers); your real mailbox lives inside the CRM; WhatsApp is native; deal values come from a product catalog; commission is calculated and settled in-app; AMC contracts continue after Won; partner organisations send leads once both accept the terms; and a prospect’s full lifecycle can be displayed and downloaded as a report.

Is there a free trial?

Yes. The Free plan is a 5-day trial for one user, with no credit card. Import your data and connect a mailbox during the trial.

Can Qivity CRM be self-hosted?

Yes. Qivity runs on Docker with PostgreSQL and Redis, on your own servers or private cloud — including Lilly, which then runs on your infrastructure. Lilly is an optional AI add-on on paid plans — not on the Free trial.

Which mailboxes does Qivity support?

Microsoft 365, Google Workspace and Gmail, and any standard IMAP/SMTP server with an email address and password.

Does Qivity work with WhatsApp?

Yes, on the Business plan. Connect your own WhatsApp Business numbers for campaigns, a two-way inbox with delivery ticks and attachments, reply-time analytics and notifications — all linked to CRM records.

Can I customize the dashboard?

Yes. Drag, drop, resize and recolour widgets. Build your own from a data source and chart type — or sandboxed HTML. Share a dashboard or a single widget; it fills with the other person’s data under their permissions.

Can we assign a lead to another company?

Yes. Two Qivity organisations become partners only after both accept the terms. Then either side can send a lead; they work it in their own company. You keep the link; they never see the rest of your pipeline.

Can I see a prospect’s full lifecycle?

Yes. The record shows every stage they passed through — first touch, owners, mail, WhatsApp, meetings — on one timeline. You can download that view as a report.

How long does it take to set up?

Most teams are working in Qivity the same day: connect a mailbox, import an Excel list and invite people. No implementation partner required.

Bring your pipeline. We’ll bring a laptop.

Twenty minutes, on your data — not a canned demo. If we are the wrong fit, we will say so on the call.

Book a demo See pricing