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Your smartest sales teammate

Finally, a CRM you'll actually use.

Leads, deals, and follow-ups in one calm workspace — with an AI teammate that scores, drafts, and reminds so nothing slips. Built for Indian SME sales teams.

Start free — no card See it in action
🤖

AI-powered selling

Lead scoring, next-action hints and win probability — built in.

🏷️

Name it your way

Rename Lead, Deal or Contact to match your business language.

⚡

Lite or Full — your choice

Start lean, switch on the power features the day you need them.

✦ AI
Lead scored: 94 / 100

High priority · follow up now

📞 Call
Called Amit Kumar

14 min · follow-up set for tomorrow 11am

🏢 Company
Company added

Infosys Partners Ltd · 3 contacts linked

📄 Proposal
Proposal sent · ₹4.2L

Valid 14 days · opened twice

Captures leads from everywhere you already work

Everything you need

One workspace for the whole sales motion

From the first inbound message to a closed-won deal — capture, qualify, sell and follow up without juggling five tools.

01

Capture & organize

🎯

Leads & pipeline

Capture, auto-assign and move leads through a status pipeline — new, contacted, qualified, converted — then turn winners into contacts and deals in a click.

Auto-assignmentStatus flow1-click convert
👥

Contacts & companies

Real relationships, not flat lists. Link contacts to companies, capture designations, influence roles and the org map behind every deal.

Org relationshipsInfluence rolesDesignations
📊

Deals & intelligence

Drag-and-drop pipeline with custom stages, probabilities, currency and line items — plus won/lost reasons, competitor tracking and proposal value.

Custom stagesLine itemsWin/loss reasons
02

Intelligence & AI

✦

AI Sales Agent — powered by Anthropic

Ask your pipeline anything in plain language. "Which deals are slipping this week?" "Summarise the Infosys account." The agent reads your leads, deals, tasks and contacts and answers with the real numbers — then offers to act.

Natural-language queriesAccount summariesTools for leads · deals · tasks · contacts
⚙️

Lead scoring engine

Automatic scoring plus a configurable rules engine — define points by field, operator and value, exactly how your business qualifies.

Auto-scoreCustom rules
🌡️

BANT & temperature

Built-in BANT qualification and hot / warm / cold lead temperature, so you always know who's worth your next hour.

🔍

Smart deduplication

Detects duplicate leads and contacts before they clutter your pipeline, so your data stays clean as you grow.

💡

Next-action hints

Every record suggests the smartest next move and the win probability behind it — no guessing what to do next.

03

Communicate everywhere

💬

Two-way WhatsApp

Chat with leads on WhatsApp right from the record, send approved templates, and auto-log every reply to the timeline.

Templates2-way sync
✉️

Email that's tracked

Send templated email and see delivery and open tracking land back on the contact — powered by Resend webhooks.

DeliveryOpen tracking
📞

Calls & SMS

Click-to-call through Exotel and send SMS via MSG91 — every call and text logged against the right record automatically.

Exotel callingMSG91 SMS
04

Stay on top

✅

Tasks & reminders

Typed tasks — call, email, meeting, follow-up — with due dates, priorities and reminders, linked to any lead, deal or contact.

Typed tasksPrioritiesReminders
🕓

Activity timeline

A complete automatic and manual activity history on every record — every call, message and change in one scrollable story.

Auto-loggedFull history
💭

Notes & discussions

Internal comment threads and notes on any record — keep context, decisions and handoffs attached where they belong.

ThreadedPer-record
See it in action

A workspace that does the thinking with you

Three of the screens you'll live in every day. Drag a deal, ask the AI, watch a lead score itself.

app.zivocrm.in/pipeline · Q2 Pipeline
app.zivocrm.in/agent · Ask Zivo
🧑
Which deals are most likely to close this month?
✦
You have 3 deals with >70% win probability closing in June, worth ₹18.4L combined. Infosys Partners (92%) is your strongest — proposal opened twice, no objections logged.
₹18.4L
Likely to close
3
High-confidence deals
92%
Top win probability
🧑
Draft a follow-up for Infosys.
✦
Done — drafted a warm follow-up referencing their pricing question and set a task to send it at 11am. Want me to send it on WhatsApp or email?
✦ Ask about your pipeline…
app.zivocrm.in/leads · Amit Kumar
94/100
Amit Kumar VP Sales · Infosys Partners Ltd
🔥 Hot lead
Budget
90
Authority
100
Need
85
Timeline
80
Score rules applied
Title contains VP / Director+25
Source is Referral+20
Opened proposal ≥ 2×+18
Replied on WhatsApp+15
No activity > 7 days−10
How it works

From first message to closed-won

Zivo follows the way you already sell — it just removes the busywork at every step.

1

Capture

Leads flow in automatically from Meta, Google, IndiaMART, JustDial, your website and referrals — no copy-paste.

2

Qualify

Auto-scoring, BANT and temperature surface who's hot. The AI flags your best next call before you ask.

3

Engage

WhatsApp, email, SMS and calls — all from the record, all logged to the timeline automatically.

4

Close

Drag deals down the pipeline, send tracked proposals, and let Zivo remind you the moment one goes quiet.

Integrations

Plugged into the tools you already sell with

Token-based webhooks pull leads in the moment they land — and push messages back out where your customers actually are.

Pricing

Simple, per-seat pricing

One honest price per seat. No setup fees, no lock-in. Every plan includes the mobile app and a 14-day free trial.

Starter

For small teams getting their pipeline out of spreadsheets.

₹599/ seat · month
Start free
✓Leads, contacts & deals
✓Drag-drop pipeline & tasks
✓WhatsApp & email
✓Activity timeline & notes
✓Core reports · up to 5 seats
Most popular
Growth

For growing sales teams that want AI and every channel.

₹999/ seat · month
Start 14-day trial
✓Everything in Starter
✓AI Sales Agent (Anthropic-powered)
✓Lead scoring rules engine + BANT
✓All lead-source integrations
✓Custom fields, roles & dashboards
Pro

For larger teams that want every channel and full control.

₹1499/ seat · month
Start free
✓Everything in Growth
✓Calling — SMS & Exotel
✓Custom roles & audit logs
✓Deal intelligence & deduplication
✓Priority support · unlimited seats
FAQ

Questions, answered

Z

Let's close some deals.

Get your whole pipeline into Zivo in under five minutes. Free to start — no credit card, no sales call.

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Set up in under 5 minutes · No credit card required