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
- ✓Automated review collection — SMS & email sequences post-appointment
- ✓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
AI-powered
Works while you sleep.
Powered by AI.
Every touchpoint — from the first website chat to the post-appointment review request — handled automatically so you focus on delivering the work.
AI Receptionist
Answers calls, qualifies leads, books appointments, and handles FAQs 24/7 — exactly like a human receptionist, without the salary.
AI Web Chat
Engages every website visitor instantly. Answers questions, captures contact details, and books calls — even at 2am.
Automated Review Collection
Sends personalised SMS or email review requests after every appointment. More 5-star reviews on Google, hands-free.
WhatsApp Automation
Send confirmations, reminders, follow-ups, and campaigns via WhatsApp. Higher open rates than email, fully automated.
AI Outreach
Automated multi-channel outreach sequences — email, SMS, and social DMs — that nurture cold leads into paying clients.
Missed Call Text-Back
Every missed call triggers an instant personalised SMS. Recover leads that would have gone straight to a competitor.
All AI features are included in your VIV-Z setup
Configured, trained on your business, and live within days — not months.
Custom automation & internal tools
Beyond the core suite — low-code apps, AI workflows, and integrations
Explore Ops & AI →