https://qivity.com Articles on CRM software, AI in sales, WhatsApp campaigns and revenue operations from the Qivity team. en Sun, 23 Aug 2026 16:33:24 +0000 https://qivity.com/blog/what-is-qivity-crm https://qivity.com/blog/what-is-qivity-crm Wed, 19 Aug 2026 09:00:00 +0000 Qivity CRM is sales software with a private AI assistant, a real mailbox, native WhatsApp, catalog-priced deals, commissions and AMC contracts. Buying guides https://qivity.com/blog/ai-crm-data-privacy-where-the-model-runs https://qivity.com/blog/ai-crm-data-privacy-where-the-model-runs Wed, 14 Jan 2026 09:00:00 +0000 AI CRM data privacy comes down to one question: whose servers process your pipeline. Here is what to ask your vendor and how local-model AI works instead. AI in CRM https://qivity.com/blog/whatsapp-crm-native-inbox-vs-connector https://qivity.com/blog/whatsapp-crm-native-inbox-vs-connector Thu, 20 Aug 2026 09:00:00 +0000 A WhatsApp CRM connector is a third-party bridge with its own bill. A native inbox puts chats, ticks and the 24-hour window on the deal in the CRM. WhatsApp & channels https://qivity.com/blog/custom-dashboards-and-partner-lead-assignment https://qivity.com/blog/custom-dashboards-and-partner-lead-assignment Thu, 20 Aug 2026 09:00:00 +0000 Qivity dashboards are yours to rearrange and build. Partner collaboration lets you assign a lead to another company on the same CRM. Product updates https://qivity.com/blog/lilly-on-prem-assistant-in-qivity-crm https://qivity.com/blog/lilly-on-prem-assistant-in-qivity-crm Thu, 06 Aug 2026 09:00:00 +0000 Lilly is Qivity’s CRM assistant: pipeline questions, reminders and meetings. On hosted plans she runs on Qivity’s servers; self-host and she runs on yours. Optional add-on on paid plans. Product updates https://qivity.com/blog/crm-for-small-business-what-actually-matters https://qivity.com/blog/crm-for-small-business-what-actually-matters Wed, 29 Jul 2026 09:00:00 +0000 A CRM for small business has to work the same day: mailbox, pipeline, WhatsApp. No admin hire, no six-module rollout. Buying guides https://qivity.com/blog/how-to-migrate-crm-without-losing-history https://qivity.com/blog/how-to-migrate-crm-without-losing-history Wed, 08 Jul 2026 09:00:00 +0000 A CRM migration that keeps leads, deals, activities and owners. What to export, what to map, and what to stop copying. Buying guides https://qivity.com/blog/amc-service-contracts-in-crm https://qivity.com/blog/amc-service-contracts-in-crm Wed, 17 Jun 2026 09:00:00 +0000 AMC management in a CRM means contracts, invoices, visits and expiry reminders live on the same timeline as the deal that created them. Sales operations https://qivity.com/blog/sales-commission-in-crm-not-spreadsheet https://qivity.com/blog/sales-commission-in-crm-not-spreadsheet Wed, 27 May 2026 09:00:00 +0000 Sales commission tracking in a CRM means rates on the product, a freeze at win, a claim by the rep and settlement by accounts — in the same system as the deal. Sales operations https://qivity.com/blog/crm-deal-value-from-product-catalog https://qivity.com/blog/crm-deal-value-from-product-catalog Wed, 06 May 2026 09:00:00 +0000 If reps type the deal amount, the forecast is fiction. A CRM product catalog computes value from what is actually being sold. Sales operations https://qivity.com/blog/self-hosted-crm-when-to-run-it-yourself https://qivity.com/blog/self-hosted-crm-when-to-run-it-yourself Wed, 15 Apr 2026 09:00:00 +0000 Self-hosted CRM means the application, database and AI run in your datacentre or private cloud. When that is worth it, and when it is not. Buying guides https://qivity.com/blog/crm-email-inbox-inside-the-crm https://qivity.com/blog/crm-email-inbox-inside-the-crm Wed, 25 Mar 2026 09:00:00 +0000 A CRM email inbox is not a sync or an Outlook plugin. It is the real mailbox, so the thread on a deal is the actual thread. Buying guides https://qivity.com/blog/what-is-a-private-ai-crm https://qivity.com/blog/what-is-a-private-ai-crm Wed, 04 Mar 2026 09:00:00 +0000 A private AI CRM can run the assistant on your own infrastructure. Qivity hosts Lilly on Qivity servers, or on yours if you self-host. Lilly is an optional AI add-on on paid plans. AI in CRM https://qivity.com/blog/whatsapp-24-hour-rule-crm https://qivity.com/blog/whatsapp-24-hour-rule-crm Wed, 11 Feb 2026 09:00:00 +0000 The WhatsApp 24 hour rule decides when you can send a free-form message and when you need an approved template. How it works, and how a CRM should handle it. WhatsApp & channels https://qivity.com/blog/how-to-choose-a-crm-checklist https://qivity.com/blog/how-to-choose-a-crm-checklist Wed, 28 Jan 2026 09:00:00 +0000 How to choose a CRM without the usual mistake: the questions that predict whether your team will actually use it, what demos hide, and the cost nobody quotes. Buying guides