01
Purpose-Built for
Service Professionals
Most CRMs are one-size-fits-all. Vivacity was designed specifically for service-based businesses.
Industry Leader 2026
VivacitySolutions
SALES, CLOSE DEALS FASTER
Get Started Free
60 days Free Trial
No Credit Card Required
Most affordable Pricing
Revenue Growth
AI Predictive
Analysis Active
The Problem
CRM for Service-Based Businesses Automate Sales, Close Deals Faster
Vivacity offers a comprehensive CRM solution built for consultants, agencies, coaches, and professional services firms. With our CRM platform, capture every lead, automate follow-ups with CRM with automation, and close deals up to 30% faster, all in one intuitive CRM system
Leads Scatter Everywhere
Leads come from web forms, LinkedIn, cold calls, referrals, and webinars. Generic lead tracking software and traditional CRM for sales teams can’t capture them all automatically. Up to 50% of leads disappear before you even engage.
Manual Work Drains Time
Manual entry into CRM systems, updating pipelines by hand, and logging emails slows your team. Without deal tracking software and sales automation software, reps spend more time managing data than closing deals.
Zero Client Visibility
Emails, calls, SMS, and LinkedIn messages scatter across tools. Without CRM with client portal or CRM with reporting dashboard, clients lack visibility, renewals are delayed, and churn rises. .
The Solution
How Vivacity's Lead Management
System Works
Vivacity is the best CRM software for service businesses because it works the way you work.
Unified Lead
Capture
All leads from web forms, phone, SMS, emails, LinkedIn, and APIs enter one CRM platform inbox. Track every opportunity with prospect management system and CRM for lead nurturing tools.
Automated Follow-Up
Sequences
Multi-touch CRM with email marketing and CRM with SMS marketing sequences run automatically. Day 1 email, Day 3 SMS, Day 5 call reminder. Reps focus on selling, not sending repetitive messages
Branded
Client Portals
Clients access CRM with client portal, see project status, deliverables, and timelines. Fewer "Where are we?" questions. Higher satisfaction. More renewals.
AI-Powered Insights
Auto-transcribed calls, auto-logged emails, and CRM with analytics highlight winnable deals. Reps close faster using CRM with workflow automation insights.
Real-Time
Reporting
Dashboards provide lead sources, conversion rates, sales pipeline management, and ROI. CRM with reporting dashboard helps you forecast and make data-driven decisions.
Manage Relationships Where
Smart Technology Meets
Seamless Simplicity
Simple & Powerful
HOW IT WORKS
HOW IT WORKS
(3-Step Implementation)
From Scattered Leads to Organized Sales. Three Steps.
Step 01
Capture Everything
All leads flow in automatically using lead tracking software.
Step 02
Automate Your Follow-Up
Multi-channel CRM with automation sequences run while you sleep.
Step 03
Close Deals & Scale
Dashboards, portals, renewal triggers; CRM for sales teams ensures predictable growth.
Our success,
WHY SERVICE BUSINESSES CHOOSE
WHY SERVICE BUSINESSES CHOOSE
VIVACITY
Used by Consultants, Agencies, Coaches, and Professional Services Firms
#1
Long, complex sales cycles
Purpose-built business CRM for service professionals
#2
Clients demanding transparency
Lightning-fast implementation
#3
Fast-growing teams
Proprietary architecture, not rebranded software
#4
White-label ambitions
White-label for new revenue streams
#5
Relationship-driven growth
Unified communication hub
#6
Let Your Clients See Everything That Matters
Client transparency with CRM with client portal
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 & 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.
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 & 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.
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.
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 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.
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.
Purpose-Built for
02
Lightning-Fast
Implementation
Generic CRMs take 3–6 months. Vivacity takes 10 days. Your team is productive from day one.
03
Proprietary
Architecture
Built from the ground up—not a rebranded platform. Advanced customization built-in. No licensing bloat.
04
White-Label
Capability
Rebrand as your own CRM. Sell to clients. Add $50K–$200K in annual revenue effortlessly.
05
Expert Implementation
Support
Vivacity handles implementation, training, and ongoing support for your entire team.
06
Unified Hub
Communication
Email, SMS, phone, chat—all in one inbox. Your team sees every message. Clients feel heard.
07
Client Portals
Drive Retention
Branded portals give clients real-time visibility. Higher satisfaction and more referrals.
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
Most Popular
Most Popular
Pro Plan
$
80
/month
Built for real flow + automation.
- Advanced automations
- 3 sub-accounts / workflows
- Import 5,000 leads
- Complete funnel setup
1 team lead capture
Migration onboarding
Scale More
Master Plan
$
160
/month
Complete growth stack.
- Advanced pipelines
- Custom workflows
- 10k+ leads
- Automation + analytics
Dedicated onboarding
Priority onboarding
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 →
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.
Get Weekly CRM
Growth Tips
Stay updated with the latest CRM insights, product updates, and business growth tips delivered straight to your inbox.