VIV-Z · CRM · automation

Business Management SaaS

The VIV-Z stack — shaped around your brand and how you operate

We deploy and configure the unified suite your teams actually work in: CRM, pipelines, campaigns, conversations, scheduling, funnels, and reporting — delivered so your clients experience your brand front and centre. Menus and labels vary by release — the playbook below is how we typically design, build, and train.

CRM & sales

✓Contacts, companies & account hierarchy
✓Opportunities, pipelines & deal stages
✓Custom fields, tags & smart lists
✓Tasks, notes & activity timelines

Marketing & campaigns

✓Email marketing — broadcasts, sequences & templates
✓SMS marketing & compliance-aware messaging
✓Workflows, triggers & campaign automation
✓Forms, surveys & capture widgets

Conversations & telephony

✓Unified inbox — email, SMS & linked channels
✓Call tracking & phone system integrations (where available)
✓Conversation routing, snippets & templates

Scheduling

✓Calendars, appointment types & booking links
✓Team, round-robin & collective scheduling
✓Reminders, confirmations & no-show reduction flows

Funnels, sites & content

✓Landing pages & multi-step funnels
✓Websites, domains & rollout from proven templates
✓Blogs & content structures (where enabled)
✓Trigger links & attribution helpers

Reputation & social

✓Review requests, monitoring & response playbooks
✓Social planner — scheduling & publishing

Payments & monetisation

✓Invoices, subscriptions & payment links
✓Order forms tied to CRM records

Education & community

✓Courses, memberships & gated content
✓Communities & member onboarding journeys

Reporting & admin

✓Dashboards & reporting views
✓User roles, permissions & audit-friendly setups
✓Agency hierarchies, environment cloning & reusable templates
✓Multi-brand & reseller portal setup / SaaS mode for agencies
✓API usage & integrations with external tools

Custom automation & internal tools

Beyond the core suite — low-code apps, AI workflows, and integrations

Explore Ops & AI →