We are not going to claim we are better at everything. We are going to be specific about the eight things we do that they don’t.
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.
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.
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.
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.
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.
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.
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.
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.
Side by side
“Available” in most vendor tables means available on the top tier, as a paid add-on, or through a marketplace connector. Here it means it is in the product.
| Capability | Qivity CRM | Typical CRM |
|---|---|---|
| Where the AI runs | Qivity servers, or yours if you self-host | Third-party model provider |
| Full mailbox inside the CRM | Yes — M365, Google, IMAP/SMTP | Sync, plugin or BCC dropbox |
| WhatsApp inbox and campaigns | Native, your own WABA | Marketplace connector, metered |
| Email campaigns with warm-up and A/B | Included | Separate marketing product |
| Pre-send audience risk screening | Included | Rare |
| Deal value computed from a product catalog | Enforced from Proposal Sent | Free-text amount field |
| Sales commission calculated and settled in-app | Native, per product/role/region | Third-party or spreadsheet |
| AMC / service contracts, invoices, visits | Native | Separate field-service product |
| Record journey: prospect → AMC on one timeline | Native | Cross-object reporting build |
| Custom dashboards you build and share | Yes — widgets and sandboxed code | Fixed widget set |
| Global search across records, mail and WhatsApp | Yes | Often a plugin |
| Web-to-lead and form integrations | Yes | Marketing add-on |
| Assign a lead to another company | Yes — after both accept, their org, your link | Shared login or a CSV |
| Leads protected from deletion | Return to Prospects only | Delete |
| Self-hosted deployment option | Yes — Lilly then runs on your infrastructure | No |
Where they beat us
The enterprise platforms have thousands of apps and every consultancy on earth already knows them. If you need an integration for something obscure, they will have one and we may not.
The dedicated marketing suites have content, landing page and nurture tooling that is genuinely best in class. We do outbound campaigns well; we are not a CMS.
A pipeline-only CRM does less and is simpler for it. If a pure deal board is all you will ever need, that is a perfectly good answer.
We would rather lose the sale than lose the renewal. If the honest answer in your case is one of the above, we will say so on the call.
If your AI leaves the building, email is bolted on, WhatsApp is a connector, or nothing happens after Won, Qivity was built for those gaps. If you only need a deal board, a pipeline-only CRM may still be the better fit — we will say so.
Enterprise platforms have a larger app marketplace. Inbound marketing suites are stronger at content and landing pages. A pipeline-only CRM is simpler if a deal board is all you will ever need.
Both run the same product. A five-person team can start the same day. Larger teams get SSO, audit, self-hosting and partner assignment without a year-long rollout.
No. Connect a mailbox, import a spreadsheet and invite people. Most teams are working in Qivity the same day.
Twenty minutes, on your data — not a canned demo. If we are the wrong fit, we will say so on the call.