Fivo Crm

Bos Marketing Agency

About this app

FivoCRM is an all-in-one business management platform that helps small teams and agencies run their entire operation from a single app — from the first lead to the paid invoice.

Stop juggling spreadsheets, chat apps, and separate invoicing tools. FivoCRM brings your customers, sales, projects, billing, and team communication together in one clean, fast, and easy-to-use workspace.

WHAT YOU CAN DO WITH FIVOCRM

• CRM & Leads — Track customers and leads through your sales pipeline. Log activities, set follow-ups, and never lose a deal again.

• Invoices & Billing — Create professional invoices in seconds, send them by email, and track what's paid and what's pending.

• Price Quotes (Preventiva) — Build detailed price quotes and send them to clients for approval directly from the app.

• Projects & Tasks — Organize work with projects, assign tasks to your team, set deadlines, and follow progress in real time.

• Team Chat — Communicate with your team through built-in channels and direct messages, with mentions, reactions, and file sharing.

• Client Portal — Give your clients their own secure portal to view invoices, projects, quotes, and chat with you.

• WhatsApp Integration — Message customers directly and keep all conversations in one inbox.

• Goals & Reports — Set team goals, track performance, and get clear reports on your business.

• Expenses & Time Tracking — Record expenses and track time spent on projects to understand your real costs.

BUILT FOR SMALL BUSINESSES & AGENCIES

Whether you run a marketing agency, a real estate office, a beauty salon, a design studio, or any service business, FivoCRM adapts to the way you work. Manage your team with roles and permissions, and keep every part of your business connected.

SECURE & RELIABLE

Your data is protected with secure authentication and encryption in transit. Role-based access makes sure everyone sees only what they need to.

Sign in with your email or with Google, and pick up your work from anywhere — on your phone or in your browser.

Start managing your business the smart way with FivoCRM.

Need help or want your data deleted? Contact us at [e-mail].