Management CRM
Close Leads Faster
Boost Sales with Self Hosted CRM: Grow Your Business
Intuitive
Customizable
Sure
Integrated
Efficient
Effortlessly Manage Your Sales Pipelines with Expertise.
* You can try our CRM system within 7 days.
Features You And Your Team Will Love.
Adapt forms, table columns, and set custom default sorting with ease. Our efforts drive efficiency, saving you time and boosting productivity, all for a one-time fee.
Contact & Company Management
Contact management software with unlimited number of companies and contacts. Create notes, documents, record calls and have a clear overview of all the deals, past communication, and notes. Save time by starting managing your contacts and companies with Clyvion CRM.
Documents
Document management software with built-in documents editor, create and send documents such as proposals, agreements, quotes with optional digital signature. Multiple signers can sign the document, tracking when the document was sent, opened or signed is available.
Calling
You can log and associate calls with records, for example, you can log calls on deals, contacts, and companies. Use our Twilio integration to make calls via Clyvion CRM, it's that simple, just a click to make a call and take notes directly on the contact profile while talking on the phone.
Email Client
Clyvion CRM has a built-in email client with support for multiple email accounts that you can use to communicate with your clients directly from the dashboard or the contact profile. Stop going forward and backward to your existing CRM and email client. Emails can be associated with contacts, companies, and deals and be available directly in their profiles.
Import Data
Our intuitive import functionality with fields mapping allows you to bulk import data such as deals, contacts, companies, products via CSV file. In case of any validation errors, Concord CRM will create a skip file with reasons why the spreasheet row failed so you can examine it and re-upload to continue the import process.
Leads Management
Lead management software helps you manage deals and pipelines with intuitive drag and drop kan ban CRM, custom card color and advanced filters that will help you to focus on what matters next. CRM with embedable web forms for auto importing deals from any website and ability to create multiple pipelines in CRM.
Products
Clyvion is a CRM with a products management feature, create products that your company is selling to potential clients and insert the predefined products in deals so you and your sales reps can have a clear overview of what products the deal is related to and auto-update the deal total amount based on the added products.
Activities & Reminders
Our activities feature is crafted for your workflow and will help to increase company productivity, create follow-up activities, add custom reminder dates for you or your team members, add comments, and never forget to call the client again.
Zapier Integration
The Zapier integrations allows you to automatically create or update data such as deals, contacts and companies based on actions that occurs in other apps you use every day. Specific Concord CRM actions can be used as triggers to update data in other apps.
Export Data
Need to export data such as deals, contacts, companies, products out from your self hosted CRM? No problem, we've got you covered, the data can be exported in bulk via CSV, XLS or XLSX file including any custom fields.
Maximize the Potential of Your Calendar
Navigating through multiple calendars can become a cumbersome task that risks oversight of crucial appointments. Clyvion CRM two-way calendar synchronization with Outlook and Google helps avoiding these potential pitfalls.
Two-Way Sync with Google or Outlook Calendar
Clyvion CRM seamlessly integrates your activities with Google and Outlook Calendar through automatic synchronization. Eliminate the need for manual updates and enjoy a hassle-free experience while saving valuable time with this feature.
CRM Tools Crafted With Care.
Boost your sales team's productivity and speed up deal closures with the help of Clyvion CRM's handy productivity tools.
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Workflows
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Localized CRM
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CRM API
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Web Forms
Built-in 2-Way Sync Email Client.
Clyvion CRM streamlines email communication for sales agents, thanks to our integrated 2-way sync email client. Sales agents can now centralize all their email conversations effortlessly within a single platform
Send emails from your self hosted CRM.
Manage your emails conversions in unified self hosted CRM software where the received emails are automatically linked to the contact.
Simple, fixed and affordable pricing.
Affordable deal management software with everything a company needs to start closing deals, includes contact management software, deal and pipeline management and many other features.
No commitment, really.
Clyvion CRM has dead simple pricing. Our pricing model is fixed with one time fee, includes 6 months of support, access to new releases, auto-updates, unlimited number of users and let's not forget, it's self-hosted CRM.
- Free support
- Flexible pricing
- Encrypted data
- Quick and easy
Best CRM Software for small and medium businesses.
Clyvion CRM streamlines email communication for sales agents, thanks to our integrated 2-way sync email client. Sales agents can now centralize all their email conversations effortlessly within a single platform
Explore Clyvion CRM demo and see why it's the best CRM for small business.
Connects with your favorite apps.
With various tools and integrations like Zapier, you can connect your favorite apps to help manage your sales process even more easily. You can automate all the tedious manual tasks, and the possibilities are endless.
Questions? Check our FAQ below.
With various tools and integrations like Zapier, you can connect your favorite apps to help manage your sales process even more easily. You can automate all the tedious manual tasks, and the possibilities are endless.
Can’t find answer? Let's not be strangers, email us at hello@clyvion.com
Clyvion CRM is an advanced customer relationship management platform designed to help businesses optimize their customer interactions, improve operational efficiency, and increase customer satisfaction.
Clyvion CRM offers contact management, sales tracking, marketing automation, detailed analytics and reporting, integration with various applications, and a robust customer support system.
Clyvion CRM is adaptable for companies of all sizes and sectors. Our platform is highly customizable, allowing it to be adjusted to the specific needs of your business.
Clyvion CRM is adaptable for At Clyvion CRM, we implement enterprise-grade security protocols, including data encryption, two-factor authentication, and regular backups to protect your information.
Yes, Clyvion CRM offers integrations with a wide variety of popular tools and applications, such as email, calendars, accounting software, and marketing platforms.
Yes, our support team is available 24/7 to help you with any issues or queries you may have. We offer support via email, phone and live chat.
No, we have simplified the migration process to make it as easy as possible. Our support team will guide you through every step to ensure a smooth transition.
Yes, we offer a 7-day free trial so you can experience all the features and benefits of Clyvion CRM before you commit.
Clyvion CRM provides you with tools to manage and analyze customer interactions, automate repetitive tasks, and personalize marketing campaigns, all of which can lead to a significant increase in sales.
We offer several pricing plans to suit different needs and budgets. You can visit our pricing page for details on each plan and find the one that best suits your business.
