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Pivlu for Business Services

The all-in-one platform for outsourcing, staffing, cleaning, security, and facility management companies. Manage clients, contracts, staff scheduling, and service delivery from a single dashboard — no more juggling disconnected tools and costly subscriptions.

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Pivlu for Business Services

One Platform, One Price. Everything You Need.

Most business service companies patch together a web of subscriptions — one for CRM, another for project management, a third for invoicing, separate tools for scheduling and email marketing. Each charges separately, data lives in silos, and integrations constantly break.

Pivlu replaces all of them with a single, unified platform at one predictable price. Every app and module is included — no per-feature add-ons, no surprise charges. Your client data, contracts, staff schedules, invoices, and analytics all live in one place, working together seamlessly.

Pivlu replaces all of these:

Salesforce HubSpot FreshBooks Monday.com WordPress Mailchimp Calendly Deputy Google Analytics
All apps included in every plan

No per-module pricing. One subscription covers CRM, invoicing, scheduling, documents, and every other Pivlu app.

Everything a Business Services Company Needs

All apps included in one price — no add-ons, no per-module fees.

CRM Contacts

Manage clients and vendors in a unified database. Track contact details, contract history, communication logs, and service preferences for every relationship.

Deals Pipeline

Track your contract pipeline from RFP to close. Manage proposals, negotiate terms, and monitor deal stages with a visual kanban board built for service contracts.

Invoicing

Generate professional invoices for service contracts, recurring engagements, and one-time jobs. Set up automated billing cycles with PDF export and email delivery.

Workspaces

Create dedicated workspaces for each client engagement. Keep tasks, documents, schedules, and communications organized per contract or service account.

Tasks & Projects

Plan and track service delivery with kanban boards, task assignments, and SLA deadlines. Monitor progress across multiple client projects simultaneously.

Time Tracking

Log staff hours, track shift attendance, and monitor time spent per client or job site. Generate timesheets for payroll and client billing accuracy.

Booking System

Schedule service appointments, site visits, and inspections. Clients can book available slots online, and your team gets automatic calendar updates.

Website Builder

Build a professional company website with service catalog pages, team bios, case studies, and client testimonials. Drag-and-drop builder with SEO tools.

Email Platform

Send client updates, contract renewal reminders, service reports, and marketing campaigns. All client communication managed from one place.

Forms Builder

Create service request forms, quality inspection reports, incident reports, and client satisfaction surveys with a drag-and-drop builder.

Documents

Store and organize contracts, SOPs, compliance certificates, safety manuals, and training materials. Version control and access permissions built in.

Web Analytics

Track lead generation, website traffic, and inquiry sources. Understand which services attract the most interest and optimize your online presence.

Frequently Asked Questions

Common questions from business service companies considering Pivlu.

Pivlu works for any service-based business that manages clients, contracts, and staff: cleaning companies, security firms, facility management, staffing agencies, outsourcing providers, IT services, and more. The CRM, invoicing, scheduling, and project management tools adapt to how your specific service model operates.

The CRM stores every client and prospect with their full history, communication logs, and contract details. The Deals Pipeline gives you a visual kanban board where you track opportunities from initial inquiry through proposal, negotiation, and signing. When a deal closes, it flows directly into a client workspace with all relevant details already in place.

Yes. The Booking System lets clients schedule site visits, consultations, and inspections online. Staff availability is managed through the same system so there are no double-bookings. The shared calendar gives your operations team a clear view of all scheduled appointments and staff assignments across every client.

Yes. The invoicing app supports recurring billing cycles — weekly, monthly, or custom periods. Set up each service contract once and Pivlu generates and sends invoices automatically on schedule. Payment tracking, reminders, and PDF exports are all included. You can also pull logged time entries directly into invoices for hourly or day-rate billing.

Yes. Pivlu replaces Monday.com with its Workspaces, Tasks, and Kanban features, and replaces HubSpot with its CRM Contacts and Deals Pipeline. The key advantage is that everything is connected in one platform — a deal won in the pipeline instantly becomes a client workspace with a project timeline, and logged hours flow directly into the next invoice.

The Documents module lets you store, version, and manage all your operational documents — contracts, SOPs, safety manuals, compliance certificates, and training guides. You can set access permissions so the right staff see the right documents, and attach specific files directly to client workspaces or individual tasks.

One platform. Built for businesses, teams, and creators.

12 powerful products to build, manage, and grow — all under one roof.

Workspace Commerce Sites Analytics CRM Marketing Booking Forms Desk Consent Vault Studio
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