Everything a revenue team does, in one product
Prospect, sell, deliver and renew without leaving the CRM — and without stitching six subscriptions together.
private ai crm
AI assistant
Ask about your own numbers
“How many leads do I have in Riyadh?”, “break my pipeline down by stage”, “what’s on my to-do list?” — answered from live records under your own permissions.
Set reminders and book meetings by chat
“Remind me to call Acme next Tuesday at 3”, “schedule a meeting with sam@acme.com about pricing” — drafted on a card you confirm.
Find records by meaning
“What’s happening with the pharmaceutical accounts in the south” finds the right leads without those words appearing in them.
Hosted on Qivity, or self-hosted on yours
On hosted plans Lilly runs on Qivity’s servers. Self-host and she runs on your infrastructure. Lilly is an optional AI add-on on paid plans — not on the Free trial. Ask sales.
sales crm software
Sales pipeline
Leads, prospects and opportunities
A staged pipeline with controlled visibility — private to owner and managers by default, shared deliberately.
Deals priced from your catalog
Pick products; the value is computed. Mandatory from Proposal Sent onward.
Prospect lifecycle on one timeline
See every stage a prospect has been through — first touch, owner, mail, WhatsApp, meetings — then download the same view as a report.
Accounts and contacts as first-class records
Editable company and person records with full drill-down, not a derived view.
Leads are never deleted
The only exit is Return to Prospects, tagged Returned, so a lead one rep gave up on stays available to the next.
Unified activity timeline
Notes, calls, emails, meetings and tasks on any record, with tasks raising deep-linked reminders.
crm with email inbox
Team mailbox
Microsoft 365, Google Workspace, IMAP/SMTP
Connect the mailbox you already use. No passwords stored for federated logins.
Read, reply, file, template
Folders, drafts, attachments, flags, pins, personal and shared signatures.
Threads attached to records
The conversation on a lead is the real thread, not a copy.
Daily send limits
Per-user caps that protect your domain’s sending reputation.
crm with email marketing
Campaigns
Email and WhatsApp campaigns
Choose the channel at creation; audiences, scheduling and pacing work the same way for both.
A/B subject lines and warm-up pacing
Up to three variants rotated across the audience; a gradual ramp that protects a new sending domain.
Audience risk screening
Invalid addresses, dead domains, disposable and role mailboxes and single-company concentration flagged before you send — exportable to Excel.
Reply and bounce detection
Results stay accurate without manual list cleaning.
Suppression list
One org-wide do-not-email list, enforced on every bulk send.
crm with whatsapp integration
Multiple Business numbers
Shared company numbers and per-rep numbers, mixed freely.
Two-way inbox in the CRM
Delivery and read ticks, images, PDFs, voice notes and video, stored in Qivity.
The 24-hour window made visible
Open versus template-only shown before you type, so no message silently fails.
Insights
Messages per day, when customers write, median reply time, replies per teammate.
amc management software
Service contracts (AMC)
Contracts, invoices and payments
The commercial side of service, on the same record as the sale.
Maintenance visits
Log what was done and schedule what is next.
Expiry reminders
Automatic alerts before a contract lapses, deep-linked to the record.
Deal-won automation
Winning an opportunity can notify service staff and raise the contract.
sales commission tracking software
Incentives
Rates on the product, per role and region
Sales, User, Admin and Accounts percentages, with a regional override and a default fallback.
Frozen at the win
The rate card is copied onto the deal when won and reversed if it re-opens.
Claim and settle in-app
Reps claim; accounts approve or reject with a reason; both sides are notified.
crm global search
Search & capture
Global search
One bar across leads, contacts, mail threads, WhatsApp and campaigns — plus Lilly’s meaning-based find.
Web-to-lead forms
Hosted capture forms that create leads directly, with rate limiting and spam traps.
Form integrations
Post from your website or a third-party form into Qivity. The lead lands on the pipeline, not in a spreadsheet.
crm dashboard builder
Dashboards & analytics
Drag, drop, resize, recolour
The dashboard is yours: rearrange widgets, size them, and keep that layout on every device.
Build your own widgets
Pick a source, filter it, choose a measure and a breakdown, and render it as tiles, a chart, a table, rich text — or your own sandboxed HTML/CSS/JS.
Share a dashboard or a single widget
As a code. It fills with the recipient’s own data under their own permissions.
Sales analytics
Funnel, win/loss, sales-cycle time, per-rep revenue leaderboard, region and time trends.
Record journey report
One contact from first prospect touch to their third AMC renewal, on one timeline. Display the whole lifecycle on the record, or download it as a report.
crm user management
Team & governance
Roles and manager hierarchy
Admins, managers, accounts/service staff and users, with rolled-up team views.
Offboarding without data loss
Transfer a leaving person’s leads and prospects — all, or split evenly — tagged Borrowed so reassigned records are never mistaken for sourced ones.
Assign leads to a partner company
Both organisations accept the partnership terms first. Then you hand a lead to the other company. They work it in their own Qivity; you keep the link. The rest of your pipeline stays private.
Audit logging
A tamper-evident record of administrative actions.
Per-user timezones
Everything stored in UTC and shown in each person’s own timezone.
Team leaderboard and tiers
Configurable Gold/Silver/Bronze tiers with targets, seat limits and rewards.
Everything else that ships with it
Meetings with Teams and Google Meet links and minutes recorded against the event. Per-user timezones so a scheduled campaign fires correctly in every region. Web-to-lead capture forms with rate limiting and spam traps. Partner collaboration: assign a lead to another company on Qivity and they work it in their own organisation — not a shared login. In-app notifications with deep links straight to the record. Excel import and export on every list. A searchable dropdown on every field long enough to need one. A dark mode that was designed, not inverted.
And the parts most feature lists never mention, because they are behaviours rather than features: leads that cannot be deleted, activity logs that cannot be rewritten, opportunities that are protected from deletion outright, and a column picker that remembers your choice.
Feature questions
What is included in Qivity CRM?
Sales pipeline, the real team mailbox, email and WhatsApp campaigns, custom dashboards, product-priced deals, and — depending on plan — commission settlement, AMC contracts and partner lead assignment. Lilly is an optional AI add-on on paid plans — not on the Free trial. The rest of the CRM is one product, not a bundle of modules.
Can we customise 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.
Is WhatsApp a native channel or a paid connector?
Native. Connect your own WhatsApp Business numbers for a two-way inbox, campaigns, delivery ticks and analytics, all sitting on the CRM record. Meta bills the WABA; Qivity adds no message markup.
Does the mailbox live inside the CRM?
Yes. Microsoft 365, Google Workspace or IMAP/SMTP — read, reply and file from the CRM. It is the actual thread, not a sync, plugin or BCC dropbox.
Does Qivity include global search and form integrations?
Yes. One search covers leads, contacts, mail, WhatsApp and campaigns. Hosted web-to-lead forms and inbound form posts create records on the pipeline, with rate limiting and spam traps.
Can we assign a lead to another company?
Yes, from the Business plan. They work it in their own Qivity organisation. You keep the link; they never see the rest of your pipeline.
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.