CRM & Marketing

Track every contact, close more deals, and grow your customer relationships from one dashboard.

CRM Dashboard Total Contacts 1,284 Open Deals 47 Revenue $128K Win Rate 68% Sales Pipeline Lead (12) Qualified (8) Proposal (5) Won (22) Recent Activity A Deal B Email

Apps in This Group

Four powerful apps that work together to manage your entire sales cycle from first contact to closed deal.

Why CRM & Marketing?

Everything your team needs to build lasting customer relationships and drive revenue growth — connected across every touchpoint.

  • Contact-centric: every email, deal, activity, and note linked to one profile
  • Visual pipelines: drag-and-drop deals across stages, track revenue at a glance
  • Connected to everything: contacts link to orders, bookings, form submissions, and website interactions
  • Activity tracking: calls, emails, meetings, and tasks — never miss a follow-up

Unified Profiles

Every interaction, deal, and note consolidated into a single 360-degree contact view your whole team can access.

Pipeline Visibility

See every deal stage at a glance with kanban boards, revenue totals, and probability-weighted forecasting.

Cross-App Links

Contacts automatically connect to orders, bookings, form submissions, and website visits across every Pivlu app.

Activity Streams

Log calls, emails, meetings, and tasks against any contact or deal so your team never misses a critical follow-up.

Start Growing Your Sales

Bring contacts, deals, pipelines, and live chat together in one place and turn every conversation into a closed deal.

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