AI TOOL PROFILE
Ambivo: Agentic CRM and Business Platform
- Sales
- CRM
- Small business owners
- Real estate professionals
- Financial advisors
- Tradespeople
- Service companies
Pricing
Ambivo offers a Free Forever plan for one user with 500 contacts. The Business plan is $29.99 per user per month, which provides 2,000 contacts per user and unlimited marketing campaigns.
At a glance
- Best for
- Small business owners, Real estate professionals, Financial advisors, Tradespeople, Service companies
- Key use cases
- Lead and Pipeline Management, Client Communication, Automated Invoicing, Marketing Automation
- Integrations
- QuickBooks, Google Workspace, Microsoft Office, Stripe, Zapier
- Official website
- Visit Ambivo official website
How AI is used
Ambivo is a business platform designed to consolidate operational tools into a single system. It combines customer relationship management (CRM) with marketing and communication tools, using AI agents to support business processes and insights.
The software is designed for service-based businesses, such as real estate agencies, financial advisors, and tradespeople. It provides a hub for tracking leads and managing the sales pipeline from initial contact to invoicing.
Beyond CRM, the platform includes built-in telephony for calls and SMS, as well as a custom app builder for creating internal tools. It also supports automatic invoice generation through an integration with QuickBooks.
Buyers should confirm that the free version's contact limits and the AI token system meet their specific data needs, as advanced features require a paid subscription.
Key Features
Contact and Lead Management
Centralized system to track leads, contacts, and company interactions.
Integrated Telephony
Built-in tools for making calls and sending SMS messages, which are logged to customer profiles.
Email Marketing
A drag-and-drop builder for creating and automating email campaigns to nurture leads.
Pipeline Tracking
Visual tools to track deal stages and forecast potential revenue.
QuickBooks Integration
Supports the automatic generation of invoices in QuickBooks when a deal is closed in Ambivo.
Custom App Builder
Supports the creation of custom objects, internal tools, and workflows.
Appointment Booking
Includes calendar booking links and webforms to capture leads directly into the system.
Use Cases
Lead and Pipeline Management
Tracking a lead from a webform submission through various sales stages to closing.
Client Communication
Managing phone calls, SMS, and email follow-ups from a single customer record.
Automated Invoicing
Linking sales closures in the CRM to the automatic creation of invoices in QuickBooks.
Marketing Automation
Setting up email campaigns to keep contacts engaged and nurture prospects.
Integrations
- QuickBooks
- Google Workspace
- Microsoft Office
- Stripe
- Zapier
FAQ
Is there a free version of Ambivo?
- Yes, Ambivo offers a Free Forever plan for one user that includes up to 500 leads/contacts and core tools.
How does Ambivo handle invoicing?
- Ambivo integrates with QuickBooks, which may allow users to automatically generate invoices in QuickBooks when a sales deal is closed within the platform.
What industries is Ambivo designed for?
- It is designed for service businesses, including real estate, financial advisors, technology companies, and tradespeople.
Does Ambivo include communication tools?
- Yes, it features built-in telephony for calls and SMS, and it integrates with Gmail and Outlook to sync emails and calendars.
Source category: Sales
Source subcategory: CRM
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