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VivelyCRM
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Dashboard
🗺️
Lead → Pitch → Quotation → Invoice → Paid
Your full sales pipeline in one place. New here? See how it works.
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Total Invoices
✅
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Collected
⏳
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Outstanding
📑
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Active Quotations
Recent Invoices
Invoice #ClientAmountStatusDue
Top Clients
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All
Issued
Paid
Overdue
Cancelled
Invoice #ClientDateDue DateAmountStatus
All
Draft
Sent
Accepted
Converted
Quotation #ClientDateValid UntilAmountStatus
All
Draft
Sent
Viewed
Won 🏆
ProductTitleClientStatusViewsRecipientSent
All
New
Contacted
Demo
Proposal
Negotiation
Won 🏆
Lost
LeadStageSourceValueNext Follow-upAssigned
Client NameEmailCityCountryCurrencyZIP / PostalTax ID / GSTIN
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Total Revenue
✅
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Collected
⏳
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Outstanding
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GST Collected
Monthly Revenue
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Top Clients by Revenue
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🚀 Pitch Performance
📤
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Total Sent
👁
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Opened
👁‍🗨
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Total Views
🔗
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Converted
Pitch Funnel
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Top Pitched Products
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Recent Sent Pitches
ProductRecipientReferred ByStatusSentViewedViews
🎯 CRM Pipeline
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Total Leads
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Won
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Pipeline Value
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Win Rate
Pipeline Funnel
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Lead Sources
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Upcoming Follow-ups
LeadStageValueFollow-up Date
TimeEventEntityActorIP
Company Profile
998311 = IT Services (default)
Bank Details
Team Members
NameEmailRoleInvoicesQuotationsStatusJoined
New Invoice
/ INR
Line Items
DescriptionQtyRateAmount
Subtotal0.00
Taxable0.00
GST (0%)0.00
Grand Total0.00
New Quotation
/ INR
Line Items & Timeline
DescriptionQtyRateAmountTimeline
Payment Milestones
Subtotal0.00
Taxable0.00
GST (0%)0.00
Total0.00
New Client
Invoice Actions
Quotation Actions
New Pitch
📎 Click to select file
Pitch Actions
Send Pitch
✅ Brochure attached + view link auto-included in email.
Convert to Invoice

Line items and amounts will be copied from the accepted quotation. Set invoice dates below.

Add Team Member
User will be prompted to change this on first login
Access Permissions
Email Invoice
Pre-filled from client profile — edit if needed
New Lead
Lead
Activity
How VivelyCRM works
Every deal follows the same 4-stage pipeline. Here's exactly what to do at each step.
🎯
Step 1 Add a Lead
Go to CRM / Leads → click + New Lead. Add the prospect's name, company, phone or email, and where they came from (source). Log every call, meeting or follow-up as an activity. Move the stage forward as the deal progresses.
🚀
Step 2 Send a Pitch
Go to Pitches → + New Pitch. Upload your HTML or PDF brochure. Add demo links if any. Click Send — the client gets a branded email with a live view link. You'll see when they opened it and how many times.
📄
Step 3 Send a Quotation
Go to Quotations → + New Quotation. Select the client, add line items, GST and optional milestone payment schedule. Click Send — client gets a view link. They click Accept, enter their name and an OTP sent to their email, and sign digitally. A signed PDF is auto-emailed to them.
🧾
Step 4 Convert to Invoice & Collect Payment
Once the quotation is accepted, click Convert to Invoice. The invoice is pre-filled from the quotation. Send it to the client — they pay via Razorpay inline. Payment confirmation email is auto-sent. Mark the lead as Won in CRM.
Quick Tips
✓ Add clients via the + button in any form
✓ AI suggests line items — click the wand icon
✓ Copy public link from any invoice or quotation
✓ Analytics shows full pipeline + revenue in one view
✓ Audit logs track every action with IP + timestamp
✓ Users can have invoice-only or quotation-only access