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IVT CRM

CRM with lead management

Capture leads, track every follow-up, and move deals through a clear pipeline — with reminders, activity history and team reporting.

A product by Ivory Technologies

IVT CRM

  • Lead capture from web forms, email and manual entry
  • Visual sales pipeline with drag-and-drop stages
  • Follow-up reminders and task assignment
  • Full contact and activity history

Key features

Lead capture from web forms, email and manual entry

Visual sales pipeline with drag-and-drop stages

Follow-up reminders and task assignment

Full contact and activity history

Quotations and deal value tracking

Team performance and conversion reports

IVT CRM helps sales teams stop losing leads. Every enquiry is captured in one place, every follow-up is scheduled, and every deal moves through a pipeline the whole team can see.

What IVT CRM does

  • Capture leads from website forms, email and manual entry, with source tracking
  • Work deals through a visual, drag-and-drop sales pipeline
  • Set follow-up reminders and assign tasks so nothing is forgotten
  • Keep a full history of calls, emails, notes and meetings per contact
  • Create quotations and track expected deal value and close dates
  • Report on team activity, conversion rates and revenue forecast

Who it is for

Sales and business-development teams that are managing leads in spreadsheets or inboxes and need structure, accountability and visibility.

See IVT CRM in action.

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