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.
The Qivity blog
CRM, sales operations and AI — written for people evaluating software, not for a keyword tool.
Buying guidesFeatured
AI in CRMFeatured
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 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.
Product updates
Custom dashboards, and assigning a lead to another company
Two things people ask once they are in the product: can I make the dashboard mine, and can I hand a lead to another company without a shared login. Yes, and yes.
Product updates
Lilly in Qivity CRM: the assistant, hosted or self-hosted
Lilly is not a chatbot bolted onto ChatGPT. She is the assistant inside Qivity CRM. On hosted plans she runs on Qivity’s servers. Self-host and she runs on yours. She is an optional AI add-on on paid plans — not on the Free trial.
Buying guides
CRM for small business: what actually matters when you have five people
Five people do not need a platform. They need one product they will open on Tuesday morning, with mail and WhatsApp already on the deal.
Buying guides
How to migrate CRM data without losing the history you paid for
The fear in every CRM switch is losing history. Most of that fear is a messy export, not a missing feature. Here is a sequence that survives contact with real files.
Sales operations
AMC and service contracts belong in the CRM after the deal is won
Most CRMs celebrate Won and go quiet. If you sell AMCs, maintenance or service visits, that silence is where revenue leaks.
Sales operations
Sales commission belongs in the CRM, not in a month-end spreadsheet
The number that changes a rep’s behaviour is usually calculated by someone in finance, once a month, in a file named Final_v7.xlsx. It does not have to be.
Sales operations
CRM deal value should come from a product catalog, not a typed number
Forecasts rot when deal value is a free-text field. Pick products, compute the number, and refuse to let a proposal go out without it.
Buying guides
Self-hosted CRM: when running it yourself is the right call
Self-hosted CRM is not a personality trait. It is a residency and control decision: your PostgreSQL, your region, your AI, no egress if you require it.
Buying guides
The CRM email inbox: why the mailbox belongs inside the product
If reps have to log email after they send it, they will not. The CRM has to be the mailbox — Microsoft 365, Google or IMAP — not a copy of it.
AI in CRM
What is a private AI CRM? Local models, not someone else’s API
A private AI CRM can run the assistant on your infrastructure. On hosted Qivity, Lilly 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.
WhatsApp & channels
The WhatsApp 24 hour rule, and why your CRM should own the channel
A customer who ignores three emails answers a WhatsApp in four minutes. So why does the conversation live on a rep’s personal phone — and why does half of it fail to send?
Buying guides
How to choose a CRM: a buyer’s checklist that survives the demo
Most CRM evaluations compare feature lists and then fail on adoption. Here is what to check instead.
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.