CRM
BiVelio’s CRM manages all your contact and company information, with a visual commercial pipeline for opportunity tracking. Unlike a standalone CRM, it is deeply integrated with cases, communications and billing.
Contacts
Each contact stores complete information about a person:
| Field | Description |
|---|---|
| Full name | First and last name |
| Primary email address | |
| Phone | Number with international format |
| Company | Organization they belong to |
| Job title | Position within the company |
| Preferred channel | WhatsApp, Email, Telegram |
| Labels | Tags for segmentation (customer, lead, supplier, etc.) |
| Notes | Additional free-form information |
| Custom fields | Fields defined by the workspace as needed |
Contact history
When opening a contact record, a complete timeline is displayed with:
- All conversations in ChannelHub (regardless of channel)
- Associated cases (open and closed)
- Shared documents
- Issued invoices
- Calendar events
- AI agent activity
When a message arrives at ChannelHub from a known number or email, BiVelio automatically associates it with the existing contact. If it is a new sender, you are offered to create the contact with the available data.
Companies
Companies group contacts and centralize corporate information:
- Legal name and trade name
- Tax ID — fiscal identification
- Address — main office and additional addresses
- Industry
- Associated contacts — people linked to the company
- Cases — cases from any contact at that company
- Billing — history of invoices issued to the company
- Total value — sum of historical billing and open opportunities
Sales pipeline
The visual pipeline allows managing business opportunities:
Pipeline stages
Stages are configurable. The default configuration includes:
- Initial contact — first approach
- Qualification — opportunity evaluation
- Proposal — offer sent to the prospect
- Negotiation — terms adjustment
- Closed won — sale completed
- Closed lost — opportunity discarded
Pipeline Kanban view
Visual board with draggable cards between stages. Each card shows:
- Contact and company name
- Estimated opportunity value
- Creation date and time in current stage
- Close probability
- Next scheduled step
Pipeline metrics
- Total value by stage
- Conversion rate between stages
- Average sales cycle speed
- Revenue forecast by period
- Opportunities at risk (no recent activity)
Import and export
- Import contacts and companies from CSV/Excel
- Export data to CSV for external analysis
- Bidirectional sync with CRM integrations (HubSpot, Salesforce via MCP)
Integration with other modules
The CRM is not a silo: every contact and company is connected to the rest of the platform. A change in a contact record is instantly reflected in cases, ChannelHub, calendar and billing.