“I wish I had more tools to manage.”
One platform for your entire business.
That's all you need.
Five tools. Three spreadsheets. Zero integration. That's most businesses. Ambivo is different. Sales flows to invoicing. Invoicing flows to cash. Cash flows to your books. Everything is connected because your business actually is.
Featured Products
Seven products. One connected platform.
Explore the Ambivo suite — each module shares the same customer data, so sales, billing, and ops stay in sync.
Leads, pipelines, and deals. Closed.
The sales engine for modern teams. Centralize leads, automate follow-ups, forecast revenue, and calculate commissions — with an AI co-pilot that has context across your entire business.
Ledger, invoices, and reconciliation. Balanced.
Accounting integrated with your sales and cash flow. Real-time trial balance, AI-assisted bank reconciliation, ASC 606 revenue recognition, and QuickBooks migration in one click.
Orders, invoices, and subscriptions. Collected.
B2B billing tied to CRM records, automatic invoicing, recurring billing with smart dunning, and cash flow reporting with MRR and ARR forecasting.
Webforms, booking calendars, and embeds. Embedded.
Embed branded lead capture and calendar booking on any page. Every submission syncs to CRM, routes to the right rep, and triggers follow-up — no third-party form builder required.
Entities, fields, and relationships. Defined.
Model the data your business actually runs on — warranties, projects, licenses, and more. Native to the platform, workflow-ready, and available through apps and API.
Proposals, contracts, and order forms. Signed.
Send and track agreements from deals and orders — multi-party signing, audit trails, and workflows that advance the pipeline the moment ink is dry.
Assets, RFID scans, and audits. Proven.
Know where every asset is, and prove it. RFID walk-and-scan audits, auto-reconciliation, immutable compliance trails, and financial integration — on-premise or cloud.
Customer journey
How Ambivo moves with your business
Pick a product to see the end-to-end flow — from first touch to the outcome that matters.
From new lead to closed deal
See how Ambivo CRM carries a prospect from first touch through pipeline, follow-up, and a won deal — with every step tied to the same customer record.
Lead captured
Webforms, email, or manual entry — every lead lands in one place with source tracking.
Qualified & routed
Rules assign the right rep, score the lead, 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 — no switching tools mid-cycle.
Deal closed
Won deals update forecasts, commissions, and hand off to billing without re-entry.
- 6
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 end-to-end flow — from first touch to the outcome that matters.
From quote to collected cash
Orders, invoices, and subscriptions run on the same customer data your sales team already owns — no duplicate records, no reconciliation lag.
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 in one place.
Payment captured
Stripe, PayPal, or Wise — funds 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, proration, and smart dunning keep revenue predictable.
- 6
Cash in Books
Payments post to the ledger automatically — AR stays current without manual entry.
Customer journey
How Ambivo moves with your business
Pick a product to see the end-to-end flow — from first touch to the outcome that matters.
From invoice to reconciled books
Accounting that reads from live sales and payment data — not spreadsheets someone updates on Fridays.
Customer on file
The same customer record from CRM — no duplicate vendor or buyer master data.
Invoice issued
Generated 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 flow in daily — AI suggests matches before you touch a line.
Reconciled
Bank lines tie to invoices, bills, and journal entries with a full audit trail.
- 6
Reports ready
Trial balance, P&L, and cash flow reflect what actually happened — not last month's export.
Customer journey
How Ambivo moves with your business
Pick a product to see the end-to-end flow — from first touch to the outcome that matters.
From embedded form to booked meeting
Webforms and calendar booking that live on your site but run on Ambivo — every interaction creates CRM context and automated 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 the form or pick a time slot — UTM and referrer data captured automatically.
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.
- 6
Follow-up automated
Confirmations sent, tasks created, and nurture sequences started — sales sees context before the first call.
Customer journey
How Ambivo moves with your business
Pick a product to see the end-to-end flow — from first touch to the outcome that matters.
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 entity with custom fields, picklists, and validation — no database project.
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 enter data through the UI, imports, or API — all on the shared platform.
Workflows triggered
Automations fire on create, update, or field changes — same engine as CRM.
- 6
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 end-to-end flow — from first touch to the outcome that matters.
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
Template merged with deal data — pricing, terms, and customer details filled automatically.
Sent for signature
Buyer and internal approvers receive a secure link — sequential or parallel signing order.
Viewed & reminded
Track opens and sends automatic reminders until every party has signed.
Signed & certified
Tamper-evident PDF stored with timestamp, IP, and completion certificate.
Deal updated
Pipeline stage advances and the signed contract attaches to the customer record.
- 6
Billing triggered
Workflow creates the invoice or order in Commerce — no re-entry after signature.
Customer journey
How Ambivo moves with your business
Pick a product to see the end-to-end flow — from first touch to the outcome that matters.
From registered asset to audit proof
Track physical assets from commissioning through RFID audits — with compliance evidence your auditor can actually use.
Asset registered
Add equipment to the register with hierarchy, cost, and custodian assignment.
Tag commissioned
Print and encode RFID or QR tags — each tied to a unique asset record.
Deployed in field
Location, room, and custodian updates follow the asset through its lifecycle.
Audit scheduled
Plan walk-and-scan sessions — multiple handhelds feed one reconciliation run.
Scan & reconcile
RFID reads match, flag missing assets, and de-duplicate across scanners.
- 6
Compliance report
Export immutable audit trails — matched, missing, and exception lists ready for review.
Custom workflows
Automate the work your team keeps doing by hand
Ambivo workflows are built for real business logic — not simple if-this-then-that chains. Set triggers on leads, deals, orders, or payments, add conditions and approvals, and let the platform run 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 and forgiving — start from a template, tweak the steps, and turn it on without writing code or opening a ticket.
Visual, no-code builder
Drag triggers, conditions, and actions into place — no scripts, no Zapier chains, no developer ticket.
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 — enterprise-grade logic without enterprise-grade setup.
12+ hrs
saved per rep, per week
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.
$42K+
typical annual savings
For a 20-person team — time reclaimed, errors avoided, and tools you no longer need to pay for.
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 pipeline
via Calendar
- 1h ago
Follow-up task created for Sarah
via Outlook
Everything Google, fully connected
Integrate Gmail and Google Calendar to log conversations, manage meetings, and trigger workflows directly from your inbox — no manual data entry.
- Gmail sync
- Google Calendar
Outlook, meet Ambivo
Connect Microsoft Outlook and Calendar to sync emails, meetings, and events automatically — full visibility without changing how your team works.
- 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
Native sync covers email, calendar, and payments — Zapier handles everything else. Link Ambivo to the tools your team already uses and automate handoffs without custom development.
- Trigger workflows when leads, deals, or orders change in Ambivo
- Push data to spreadsheets, chat tools, and accounting apps automatically
- Connect apps Ambivo doesn't natively integrate — without writing code
- Build multi-step automations across your entire business stack
Connected platform
Ambivo One
CRM → Commerce → Books → AssetBase. Sales data flows into invoicing, payments post to your ledger, and assets sync with your books — no duplicate entry, no reconciliation delays.
Pricing
Start free. Scale when you're ready.
No contracts, no surprise fees — the full Ambivo platform on every plan.
Basic
Everything you need to get started — core tools, no credit card, no pressure.
- 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. No re-keying, no manual syncs, no reconciliation friction between tools.
AI co-pilot built in
Ambivo AI drafts emails, routes leads, matches bank transactions, and generates apps — with context across your entire business, not just one module.
Auditable and compliant
Immutable audit trails, role-based access, and compliance-ready exports. Your data stays yours — we never sell customer information.
Flexible workflows
Deal stages, approval flows, commission rules, and custom apps adapt to your process — not the other way around.
Offline-ready
Capture deals on mobile, run RFID audits without internet, and sync when connected — built for teams in the field.
Deploy in minutes
From sign-up to live pipeline, reconciled books, or a custom app — most teams are operational in minutes, not months.
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 connected platform — from B2B SaaS and professional services to manufacturing, healthcare, and wholesale sales.
Ambivo is built for growing businesses that need CRM, accounting, commerce, and custom apps in one connected platform — from B2B SaaS and professional services to manufacturing, healthcare, and wholesale sales.
Yes. Sign up for our free Basic plan — no credit card required. Use core platform features at no cost, and upgrade to Business when you need more users, storage, and limits.
Yes. Sign up for our free Basic plan — no credit card required. Use core platform features at no cost, and upgrade to Business when you need more users, storage, and limits.
CRM, Commerce, Books, and AssetBase share one data platform. Orders create invoices, deals trigger commissions, and assets sync depreciation — no re-keying or manual reconciliation.
CRM, Commerce, Books, and AssetBase share one data platform. Orders create invoices, deals trigger commissions, and assets sync depreciation — no re-keying or manual reconciliation.
Ambivo connects with Google Workspace, Microsoft 365, Stripe, PayPal, Wise, QuickBooks, and more — so your existing stack keeps working alongside the platform.
Ambivo connects with Google Workspace, Microsoft 365, Stripe, PayPal, Wise, QuickBooks, and more — so your existing stack keeps working alongside the platform.
Yes. Ambivo AI acts as a co-pilot across the platform — drafting emails, suggesting next steps, matching bank transactions, generating apps from plain English, and flagging deal risk patterns.
Yes. Ambivo AI acts as a co-pilot across the platform — drafting emails, suggesting next steps, matching bank transactions, generating apps from plain English, and flagging deal risk patterns.
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 existing data from QuickBooks or CSV — no lengthy onboarding required.
Most teams are up and running in minutes. Sign up, connect your tools, and import existing data from QuickBooks or CSV — no lengthy onboarding required.
Your data belongs to you. Ambivo provides role-based access, immutable audit trails, and compliance-ready exports — we never sell customer data.
Your data belongs to you. Ambivo provides role-based access, immutable audit trails, and compliance-ready exports — we never sell customer data.
Yes. Custom Objects let you model the data your business runs on, and Widgets embed lead capture and booking on any site — both native to the platform.
Yes. Custom Objects let you model the data your business runs on, and Widgets embed lead capture and booking on any site — both native to the platform.
Upgrade to Business anytime from your account settings. Your data and settings carry over seamlessly — no need to start over.
Upgrade to Business anytime from your account settings. Your data and settings carry over seamlessly — no need to start over.
Run your entire operation on Ambivo
Free plan available. No credit card required.