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Industry Leader 2026

CRM FOR SERVICE-BASED
BUSINESSES AUTOMATE

SALES, CLOSE DEALS FASTER

Enterprise Security 5 Min Setup 50+ Integrations

Revenue Growth

CRM Dashboard

AI Predictive

Analysis Active

CRM for Service Businesses | The Problem
The Problem

CRM for Service-Based Businesses Automate Sales, Close Deals Faster

The current CRM market is heavily tilted towards product-led companies. Traditional CRMs are made for complex, high-velocity, low ticket sales. Service companies need more than a CRM. They need an automated system.

Leads Scatter Everywhere

Traditional lead management doesn't capture leads automatically. So 40–50% disappear.

Manual Work Drains Time

Sales teams waste 30–40% of their time on admin. Data entry and status updates kill productivity.

Zero Client Visibility

Interactions are scattered across platforms. No central inbox or client portal leads to churn.

The Solution | How It Works
The Solution

How Vivacity's Lead Management
System Works

Team Collaboration

Sales Automation Software built for Service Professionals. Implemented in 10 Days.

Vivacity is the best CRM for service businesses because it works the way you work.

Unified Lead
Capture

All leads automatically flow in from web forms, phone calls, SMS, emails, LinkedIn, and API integrations.

Automated Follow-Up
Sequences

Multi-touch sales automation sequences run automatically across email, SMS, and phone.

Branded
Client Portals

Clients log in and see project status, deliverables, timelines, and next steps in real time.

Real-Time
Reporting

Dashboard shows lead sources, conversion rates, deal velocity, and pipeline health.

AI-Powered
Insights

Call recordings, auto-transcripts, female voice tag. Deal health scoring shows which leads are winnable.

Vivacity

Manage Relationships Where
Smart Technology Meets
Seamless Simplicity

How It Works | Vivacity
Simple & Powerful

HOW IT WORKS
(3-Step Implementation)

From Scattered Leads to Organized Sales. Three Steps.

Step 01

Capture Everything

All leads — web forms, calls, LinkedIn, referrals — automatically flow in. Organized. Ready for follow-up. Your team sees the full picture from day one.

Step 02

Automate Your Follow-Up

Preset sequences handle outreach. Email on day 1. SMS on day 3. Phone reminder on day 5. Multi-channel. Behavioral triggers. Your system works while you sleep.

Step 03

Close Deals & Scale

Dashboard shows hot leads and at-risk deals. Client portals keep prospects engaged. Renewal reminders trigger automatically. Revenue grows predictable.

Our success,

WHY SERVICE BUSINESSES CHOOSE
VIVACITY

Used by Consultants, Agencies, Coaches, and Professional Services Firms

#1

Long, complex sales cycles

with multiple decision-makers

#2

Clients demanding transparency

(portals, real-time updates, visibility)

#3

Fast-growing teams

that can't afford 3-month CRM implementations

#4

White-label ambitions

(reselling CRM to clients as new revenue stream)

#5

Relationship-driven growth

where trust and communication matter more than price

KEY FEATURES
(OUTCOME-FOCUSED)

Elite digital infrastructure designed to manage leads, automate workflows, and scale your operations without limits.

Lead Capture & Qualification

  • Automatic capture from web forms, phone, SMS, email, LinkedIn, APIs
  • Lead scoring shows which prospects are sales-ready
  • Intelligent routing sends leads to the right team member
  • Zero manual data entry required

Sales Automation & Follow-Up

  • Multi-touch sequences (email, SMS, phone) run automatically
  • Pipeline moves based on prospect behavior, not hope
  • Deal health scoring highlights winnable opportunities
  • Automated reminders prevent leads from going cold

Unified Communication (One Inbox)

  • Email, SMS, calls, voicemail, chat—all in one place
  • Automatic conversation logging to contact records
  • Call recordings auto-transcribe in real-time
  • Two-way seamless SMS and email engagement

Client Portals & Transparency

  • Branded portals show project status in real-time
  • Automatic progress update emails for transparency
  • Secure file sharing and internal collaboration
  • Transparent billing and automated invoice delivery

Marketing Automation & Lead Nurture

  • Email and SMS sequences with behavioral triggers
  • Funnel builder for lead capture and nurturing
  • Designer landing pages (no coding required)
  • A/B testing to optimize conversion rates

Reporting & Analytics

  • Real-time dashboard for lead source and velocity
  • Custom reports built in seconds, not minutes
  • Pipeline forecasting and win/loss analysis
  • One-click snapshot reports for leadership

Integrations (500+ Apps)

  • Native integrations with Stripe, Calendly, Slack, Google
  • Zapier for unlimited third-party connections
  • Full API access for custom enterprise workflows
  • Webhook support for real-time data triggers

Team Collaboration

  • Shared pipelines with role-based access control
  • Collaborative team notes on high-value deals
  • Task assignment and deadline tracking
  • Full activity history and audit logs

CRM BUILT FOR
YOUR INDUSTRY

Specialized infrastructure designed for the unique challenges of your business sector.

Consultants

Consultants & Advisory Firms

Problem Addressed: Multi-stakeholder deals. Long sales cycles. Project tracking complexity.
Solution: Multi-contact tracking per deal. Automated renewal reminders. Transparent project portals.
Real Result:
30% faster deal close. 40% more deals in 6 months.
Agencies

Marketing & Creative Agencies

Problem Addressed: Manual client reporting consumes 30+ hours/week. Can't prove ROI.
Solution: White-label client portal. Automated performance dashboards. Automated renewal sequences.
Real Result:
Retention improved from 68% to 92%. Reporting time cut by 90%.
Coaches

Coaches & Course Creators

Problem Addressed: Funnel fragmented across platforms. Leads scattered.
Solution: Unified lead capture. Automated nurture sequences. Built-in payment processing.
Real Result:
Scaled from 2 founders to 30-person team in 18 months.
Healthcare

Health Insurance Agencies

Problem Addressed: Renewal deadlines slip. Multi-stakeholder deals lost. Compliance missed.
Solution: Automated renewal reminders. SMS alerts for milestones. Compliance automation.
Real Result:
Renewal rate: 78% → 94%. Zero missed compliance deadlines.
SaaS

B2B SaaS & Managed Services

Problem Addressed: Demo scheduling friction. Trial activation delays. Poor onboarding visibility.
Solution: Integrated booking calendar. Trial activation workflows. Customer success dashboards.
Real Result:
Trial activations: 40% → 85%. Integration friction eliminated.
Local Services

Local Service Businesses

Problem Addressed: High-volume leads lost. No-shows kill profitability. Upsell opportunities missed.
Solution: SMS appointment reminders. Online booking. Review request automation.
Real Result:
Lead conversion: 30% → 75%. No-shows cut in half.
Hyper-Aesthetic FAQ | Vivacity

Frequently Asked Questions

Common Questions About Vivacity CRM

How long does implementation actually take?
Most teams are fully up and running in 7-10 days. Leads captured and auto-followed-up by day 5. Full optimization takes 30 days. You see ROI from day one.
Can we white-label and resell to clients?
Yes. That's one of our favorite features. Rebrand it. Sell it. Add $50K-$200K in annual revenue without building new software.
Will our team actually use this, or will it gather dust like the last CRM?
That's fair. Most teams hate their CRM because it wasn't built for their workflow. We build it for YOUR workflow. We train YOUR team. When a tool saves reps 10 hours/week instead of adding work, adoption is automatic.
What about security and compliance?
Data safety is non-negotiable. SOC 2 compliant. SSL encrypted. Regular security audits. GDPR and CCPA compliant. You own your data; we manage it.
Can you integrate with [our current tool]?
Probably. We integrate with 500+ apps through Zapier and have native integrations with Stripe, Calendly, Slack, and major business tools. Drop us a line and we'll confirm.
Can I export my data if I leave?
Yes. Your data is always yours. Export anytime in standard formats (CSV, JSON). No hostage situations.
What if we need custom workflows?
That's exactly why we're here. Advanced customization built-in. For truly unique needs, we have developers on staff.
What's the commitment?
Month-to-month. Cancel anytime. No contracts, no lock-in. Stay because you're getting value, not because you're locked in.
How does this compare to HubSpot/Salesforce/Zoho?
HubSpot and Salesforce are enterprise tools. For service businesses, they're overkill ($500+/month), take 3-6 months to implement, and require customization. Vivacity gives you 90% of the features at 20% of the cost, implemented in 10 days.
Do you offer training and onboarding?
Yes. Training included in your plan. Live onboarding sessions, documentation, ongoing support. Most teams go from zero to productive in 10 days.
What happens if we outgrow the system?
You won't. It scales to thousands of users, unlimited customization, unlimited contacts.
What kind of support do you offer?
Email and phone support on all plans. Response time: 2-4 hours during business hours. Growth and Scale plans get priority support. Enterprise gets a dedicated account manager.
WHY CHOOSE US

WHY VIVACITY

Built for Service Businesses. Implemented in 10 Days. Not 90.

01

Purpose-Built for
Service Professionals

Most CRMs are one-size-fits-all. Vivacity was designed specifically for service-based businesses. Your workflow matches the system—not the other way around.

02

Lightning-Fast
Implementation

Generic CRMs take 3–6 months. Vivacity takes 10 days. Your team is productive from day one with training and expert support included.

03

Proprietary
Architecture

Built from the ground up—not a rebranded platform. Advanced customization built-in. No licensing bloat. No surprise tier jumps.

04

White-Label
Capability

Rebrand as your own CRM. Sell to clients. Add $50K–$200K in annual revenue without building new software.

05

Expert Implementation
Support

You're not left alone. Vivacity handles implementation, training, and ongoing support. 95% of customers productive within 10 days.

06

Unified
Communication Hub

Email, SMS, phone, chat—all in one inbox. No more context switching. Your team sees every message. Clients feel heard.

07

Client Transparency
Drives Retention

Branded portals give clients real-time visibility. Fewer questions. Higher satisfaction. Easier renewals. More referrals.

Vivacity CRM Plans — Premium Pricing
Transparent Pricing

CRM Plans

Every plan includes done-for-you onboarding in the first. After setup, you keep full control — manage your CRM independently anytime.

Starter Best
Basic Plan
Free
— for 30 days · then $40 /month

A ready-to-use CRM foundation — fast, clean, and built for action.

  • Done-for-you setup
  • Pipeline stages aligned to your process
  • Lead routing + onboarding
  • 1 automation + Booking Page
  • Import up to 1,000 leads
1 team based / lead capture

Includes min. onboarding

Scale More
Master Plan
$ 160 /month

Complete growth stack.

  • Advanced pipelines
  • Custom workflows
  • 10k+ leads
  • Automation + analytics
Dedicated onboarding

Priority onboarding

Vivacity Support Plans — Premium Pricing
Ongoing Support

Support Plans

Want us to run your system always? Choose a support tier for ongoing customisation, fixes, and performance improvements.

Monthly
Basic Support

Need a safety net — quick help when you need it most.

  • Support desk (email / ticket)
  • Bug fixes + troubleshooting (small fixes)
  • Minor workflow edits (small logic changes)
  • Monthly CRM health check (mini-report)
Reach us quickly on your hours (in your zone)
Request Pricing  →

For lite support

Professional
Professional
Pro Support

For CRM systems getting an extended long-term build.

  • Priority support + faster response times
  • Workflow optimisations (refine ops, resize, re-routes)
  • Funnel performance support (ensure flow)
  • Bi-weekly system + improvements + model refine
  • Deliverability checks (email/SMS health +...)
Pipeline + standing improvements for clarity &...
Request Pricing  →
White Glove
Master Support

We run CRM, manage the as-is in-house operations.

  • Dedicated specialist (ongoing management)
  • Advanced automations, upgrades + new builds
  • Performance monitoring + ongoing
  • Quarterly strategy sessions (scaling roadmap)
Full ops CRM management
Request Pricing  →
Elite CRM Support | Vivacity
Support Center

We're Here to Support Your CRM Journey

Premium Care

Support Team

God-tier assistance available around the clock to ensure your business scaling is seamless.

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