要点
- 小团队 CRM 的失败是弃用，而不是缺少企业功能。
- 团队邮箱和客户回复的渠道，胜过一份 400 项功能清单。
- 惩罚邀请技术人员的按席位定价，在五个人时也是亏本买卖。
- Qivity 当天就能用：导入表格、连接邮箱、邀请团队。
A CRM for small business is not a baby enterprise platform. It is software five people will actually open. The failure mode is not “we lacked a sandbox widget.” It is “we went back to WhatsApp and a shared spreadsheet in week six.”
What a five-person team actually does
They sell. They answer mail. They answer WhatsApp. Sometimes they raise an invoice or remember an AMC. They do not staff a Salesforce admin. They do not want a marketplace of 7,000 apps. They want Tuesday morning to work.
That is why mailbox inside the CRM and WhatsApp as a channel outrank almost every other line on a comparison spreadsheet.
What to ignore in the brochure
- AI that writes poems and sends your pipeline to a third party. If you want AI, want private AI.
- Implementation partners. If the vendor’s happy path is a partner, you are the product’s side quest.
- Contact-tier pricing that explodes when the list grows.
What to insist on
Same-day import from Excel. A mailbox you connect, not a plugin you hope survives. Honest pricing for the fifth and fifteenth user. A story for renewals if you have any. Qivity’s small-business page is that list without the theatre.
Starter is pipeline, mailbox, campaigns, five users. WhatsApp is on Business. Lilly is an optional AI add-on on paid plans — not on the Free trial.
A useful test
Give two people the trial on Monday. Do not train them. On Friday ask how many real emails they sent from the CRM. That number is the product. Start that week if you want it to be us; we will also say if a simpler deal board is enough.