“I wish I had more tools to manage.”
One platform for your entire business.
That's all you need.
Five tools. Three spreadsheets. Nothing that talks to anything else. That is how most businesses run. On Ambivo, sales flows to invoicing, invoicing flows to cash, and cash flows to your books. It is one system.
Featured Products
Seven products. One connected platform.
Explore the Ambivo suite. Every product shares the same customer data, so sales, billing and operations stay in step.
Leads, pipelines and deals, all in one place.
The sales engine for growing teams. Keep leads in one place, automate follow-ups and calculate commissions. Ambivo AI helps, with the context of your CRM.
Ledger, invoices and reconciliation, kept in balance.
Accounting integrated with your sales and cash flow. Real-time trial balance, rule-based bank matching, and a QuickBooks import for your accounts and balances.
Orders, invoices and subscriptions, through to payment.
B2B billing tied to CRM records, automatic invoicing, and recurring billing through Stripe.
Webforms, booking calendars and embeds, on your own site.
Embed branded lead capture and calendar booking on any page. Every submission syncs to CRM, lands with the lead owner and starts the follow-up.
Your own records, fields and relationships, set up by you.
Model the data your business runs on: warranties, projects, licenses and more. It is part of the platform, ready for workflows, and available through apps and the API.
Proposals, contracts and order forms, signed on any device.
Send and track agreements from deals and orders. Several people can sign, every step is logged, and the deal moves on as soon as the last signature lands.
Assets, RFID scans and audits, counted and proven.
Know where every asset is, and prove it. Walk-and-scan RFID audits, one-click reconciliation, and an audit trail you can export. Runs on-premise or in the cloud.
Customer journey
How Ambivo moves with your business
Pick a product to see the whole flow, from first contact to the result.
From new lead to closed deal
See how Ambivo CRM carries a prospect from first contact through the pipeline, follow-up and a won deal. Every step sits on the same customer record.
Lead captured
Webforms, email or typed in by hand. Every lead lands in one place, with its source.
Qualified & routed
Rules assign the rep and trigger the first follow-up automatically.
Pipeline in motion
Deals move through stages with tasks, calls, and emails logged on the timeline.
Proposal sent
Quotes, demos and approvals stay on the deal, in one tool.
Deal closed
Won deals raise a sales order and an invoice without re-entry.
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Invoice triggered
Commerce or Books picks up the closed deal and generates the invoice automatically.
Customer journey
How Ambivo moves with your business
Pick a product to see the whole flow, from first contact to the result.
From quote to collected cash
Orders, invoices and subscriptions run on the same customer data your sales team already owns. One record, always current.
Quote approved
Products, plans, and pricing come from the same records CRM and Books already use.
Order created
Orders tie to the customer profile in CRM. Line items, terms and status sit in one place.
Payment captured
Stripe, PayPal or Wise. Funds are recorded the moment the charge clears.
Order complete
Status updates flow back to CRM so support and sales see the full picture.
Subscription renewed
Recurring billing through Stripe keeps revenue predictable.
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Cash in Books
Payments post to the ledger on their own. What customers owe you stays current.
Customer journey
How Ambivo moves with your business
Pick a product to see the whole flow, from first contact to the result.
From invoice to reconciled books
Accounting that reads live sales and payment data, the moment it happens.
Customer on file
The same customer record from CRM, used by everyone.
Invoice issued
Built from closed deals or Commerce orders. Line items match what was sold.
Payment received
Incoming payments match open invoices and update AR in real time.
Bank feed imported
Transactions arrive daily. AI suggests the matches before you touch a line.
Reconciled
Bank lines tie to invoices, bills, and journal entries with a full audit trail.
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Reports ready
Trial balance and P&L show today's position, and the cash flow statement exports on demand.
Customer journey
How Ambivo moves with your business
Pick a product to see the whole flow, from first contact to the result.
From embedded form to booked meeting
Webforms and calendar booking sit on your site and run on Ambivo. Every response adds CRM context and starts the follow-up.
Widget designed
Build a webform or booking calendar with fields, branding, availability rules, and conditional logic.
Embedded on site
Paste one snippet on a landing page or external marketing site.
Visitor engages
Prospects fill in the form or pick a time slot. UTM and referrer data is captured for you.
Lead in CRM
Submission creates or updates a lead with source, campaign, and custom field data.
Meeting booked
Calendar widgets block rep availability and create the event on the assigned owner's schedule.
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Follow-up automated
Confirmations go out, tasks are created and the nurture sequence starts. Sales has the context before the first call.
Customer journey
How Ambivo moves with your business
Pick a product to see the whole flow, from first contact to the result.
From schema to live business data
Define the record types your business needs, connect them to customers and deals, and put them to work in workflows and apps.
Object defined
Create a new record type with your own fields, picklists and validation, in minutes.
Relationships linked
Connect to customers, deals, orders, or other custom objects with native lookups.
Forms generated
List views and data entry forms appear automatically from your schema.
Records captured
Teams add data on screen, by import or through the API. It all lands in the same place.
Workflows triggered
Automations fire when a record is created, updated or changed. Same engine as CRM.
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Apps & reports
Use in workflows, reports, and dashboards alongside standard business data.
Customer journey
How Ambivo moves with your business
Pick a product to see the whole flow, from first contact to the result.
From proposal to signed agreement
Send contracts from the deal record, track every signature, and let workflows take over the moment the document is complete.
Document prepared
The template merges with the deal. Pricing, terms and customer details fill themselves in.
Sent for signature
The buyer and your approvers get a secure link. Sign in order, or all at once.
Viewed & reminded
Track opens, and resend the invitation until every party has signed.
Signed & certified
The signed PDF is stored with its SHA-256 hash, signing time, signer IP and a completion certificate.
Deal updated
Pipeline stage advances and the signed contract attaches to the customer record.
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Billing triggered
The workflow creates the invoice or order in Commerce as soon as it is signed.
Customer journey
How Ambivo moves with your business
Pick a product to see the whole flow, from first contact to the result.
From registered asset to audit proof
Track physical assets from the day you tag them through every RFID audit. The evidence is ready for your auditor.
Asset registered
Add equipment to the register with hierarchy, cost, and custodian assignment.
Tag commissioned
Print and encode RFID or QR tags. Each one ties to a single asset record.
Deployed in field
Location, room, and custodian updates follow the asset through its lifecycle.
Audit scheduled
Plan walk-and-scan sessions. Several handhelds feed one reconciliation run.
Scan & reconcile
RFID reads match, flag missing assets, and de-duplicate across scanners.
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Compliance report
Export the audit trail. Matched, missing and exception lists are ready for review.
Custom workflows
Automate the work your team keeps doing by hand
Ambivo workflows handle real business logic. Set triggers on leads, deals, orders or payments, then add conditions and approvals. The platform runs the handoffs your team used to do in Slack and spreadsheets.
Most teams have their first workflow live in under ten minutes. The builder is visual. Start from a template, change the steps and turn it on yourself.
Visual, no-code builder
Drag triggers, conditions and actions into place. You build it yourself, in the browser.
Works across every module
Route leads, generate invoices, send reminders, and update records in one workflow that spans CRM, Commerce, and Books.
Robust when things get complex
Branch on field values, wait for approvals, loop through records and retry failed steps. Powerful logic, set up in an afternoon.
Less admin
Fewer tools to update, and fewer things to chase.
Less copy-paste between tools and fewer follow-ups falling through the cracks.
68%
fewer manual handoffs
Deals, orders, and payments move forward automatically instead of waiting on someone to click.
Lower spend
typical annual savings
Fewer subscriptions, less rework, and one bill instead of five.
Integrations
Your inbox, schedule and CRM, finally in sync.
Bring email and calendar together inside Ambivo to track conversations, schedule events, automate follow-ups, and keep every interaction tied to the right contact and deal.
Start for free- 2m ago
Email logged to Acme Corp deal
via Gmail
- 14m ago
Demo meeting synced to the contact
via Calendar
- 1h ago
Follow-up task created for Sarah
via Outlook
Everything Google, fully connected
Connect Gmail and Google Calendar to log conversations, manage meetings and start workflows from your inbox. Everything records itself.
- Gmail sync
- Google Calendar
Outlook, meet Ambivo
Connect Microsoft Outlook and Calendar to send mail and book meetings from Ambivo. Your team keeps working the way it already does.
- Outlook sync
- Microsoft Calendar
Ambivo
Connected via Zapier
Example automation
New Ambivo lead → add row in Google Sheets → notify team in Slack → create task in Trello
Integrations
Connect Ambivo to 2,000+ apps with Zapier
Ambivo connects to your email, calendar and Stripe directly. Zapier covers everything else. Link the tools your team already uses and let the handoffs run themselves.
- Trigger workflows when leads, deals, or orders change in Ambivo
- A workflow step can send your data to any tool that accepts a web request
- Connect the rest of your apps in a few clicks
- Build multi-step automations across your entire business stack
Connected platform
Ambivo One
CRM → Commerce → Books → AssetBase. Sales data flows into invoicing, and payments post to your ledger. You enter it once and it stays current.
Pricing
Start free. Scale when you're ready.
Month to month, at the price you see. CRM, Books, Commerce, Widgets, Custom Objects and E-Sign on every plan.
Basic
Everything you need to get started: the core tools, free to use.
- 1 user
- 500 leads & contacts
- 1 GB storage
- 2 widgets
Business
Designed to scale with your business as you grow.
- Unlimited users
- 2,000 leads & contacts per user
- 5 GB storage per user
- 30 widgets
Enterprise
Volume pricing and tailored deployments for larger teams and complex requirements.
- 25+ users
- Custom limits & volume pricing
- Multi-entity setups
- On-premise & dedicated database options
Why Ambivo
Built for how modern businesses actually work
Connected by default
CRM, Commerce, Books, and platform features like Custom Objects, E-Sign, and Widgets share one data platform. Your sales data reaches your ledger without re-keying.
AI co-pilot built in
Ambivo AI drafts emails, routes leads, matches bank transactions and builds apps. It reads context from your whole business.
Auditable and compliant
A locked audit trail, access by role and exports your auditor will accept. Your data stays yours, and we keep it private.
Flexible workflows
Deal stages, approval flows, commission rules and custom apps follow the way you already work.
Offline-ready
Capture deals on your phone and run RFID audits offline. Scans reach the cloud as soon as the handheld gets a signal. Built for teams in the field.
Deploy in minutes
Sign up, then build a live pipeline, reconcile your books or ship a website. Most teams are working within minutes.
FAQ
Frequently asked questions
Everything you need to know about getting started with Ambivo.
Ambivo is built for growing businesses that need CRM, accounting, commerce and custom apps in one place. That includes B2B SaaS, professional services, manufacturing, healthcare and wholesale sales.
Ambivo is built for growing businesses that need CRM, accounting, commerce and custom apps in one place. That includes B2B SaaS, professional services, manufacturing, healthcare and wholesale sales.
Yes. Sign up for the free Basic plan. We ask for a card only when you upgrade. Use the core features free, and move to Business when you need more users, storage and higher limits.
Yes. Sign up for the free Basic plan. We ask for a card only when you upgrade. Use the core features free, and move to Business when you need more users, storage and higher limits.
CRM, Commerce, Books and AssetBase share one data platform. Orders create invoices, and closed deals raise a sales order. You enter it once.
CRM, Commerce, Books and AssetBase share one data platform. Orders create invoices, and closed deals raise a sales order. You enter it once.
Ambivo connects with Google Workspace, Microsoft 365, Stripe, PayPal, Wise, QuickBooks and more. The tools you already use keep working.
Ambivo connects with Google Workspace, Microsoft 365, Stripe, PayPal, Wise, QuickBooks and more. The tools you already use keep working.
Yes. Ambivo AI works across the whole platform. It drafts emails, suggests next steps, matches bank transactions, builds apps from plain English and flags deals at risk.
Yes. Ambivo AI works across the whole platform. It drafts emails, suggests next steps, matches bank transactions, builds apps from plain English and flags deals at risk.
Absolutely. Book a free 20-minute walkthrough and our team will show you how Ambivo fits your workflow before you get started.
Absolutely. Book a free 20-minute walkthrough and our team will show you how Ambivo fits your workflow before you get started.
Most teams are up and running in minutes. Sign up, connect your tools and import your data from QuickBooks or a CSV file.
Most teams are up and running in minutes. Sign up, connect your tools and import your data from QuickBooks or a CSV file.
Your data belongs to you. Ambivo gives you access by role, a locked audit trail and exports your auditor will accept. We keep your customer data private.
Your data belongs to you. Ambivo gives you access by role, a locked audit trail and exports your auditor will accept. We keep your customer data private.
Yes. Custom Objects model the data your business runs on. Widgets put lead capture and booking on any site. Both are part of the platform.
Yes. Custom Objects model the data your business runs on. Widgets put lead capture and booking on any site. Both are part of the platform.
Upgrade to Business at any time from your account settings. Your data and settings carry over.
Upgrade to Business at any time from your account settings. Your data and settings carry over.
Run your entire operation on Ambivo
Free plan available. No credit card required.