Create different workflows to drive end-to-end processes and a role-based organizational hierarchy to manage data and security.
Stay connected with current & potential clients using the in-app email services (integrate with Outlook, Gmail, Yahoo etc.) and customizable templates for events.
Make use of the in-built calendar tool to plan out your activities, update your clients, schedule your appointments & receive notifications for events.
You can tailor smart reports to suit your business and export reports as a PDF, or export data to a spreadsheet. Keep track of anything and everything.
Have all your monitoring in a single console. Create customized dashboards to monitor key performance indicators of your business on-the-go
Built on the Salesforce platform, Sivio connects seamlessly with multiple third-party applications. So that you have everything in one place.
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