A CRM shaped like your sales process
Contacts, deals, and a pipeline stored in your own database, with the stages your team actually uses instead of the ones a template chose.
The pipeline lives in the head of whoever owns it.
Deals sit in a personal spreadsheet, a notebook, and the memory of a phone call last Tuesday. When that person is away, nobody can say where a deal stands. The CRM you tried was built for a sales motion that is not yours, so half the team stopped updating it inside a month. An unmaintained pipeline is worse than none, because people trust it for a while.
Describe your pipeline. Use it the same day.
Appvise builds contacts, companies, and deals as tables, with the stages your team names. Drag a deal along the board and the stage on the row changes. Notes and next steps attach to the contact, so the history travels with the relationship rather than with the rep. Roles keep a rep on their own accounts while a manager sees the whole board.
What gets built
Perguntas
How quickly can the team be using it?
Name your stages and you have a working pipeline the same day. Publish it on your own domain, have the team sign in, and adjust the fields once real deals are moving across the board.
Can it email a contact?
Yes, through an email service you connect. A deal moving to won can send the message at the moment it moves, so the follow-up leaves without anyone remembering to send it.
Can I connect the Postgres we already run?
Yes. Connect it once and the app queries it, so the records you already manage and back up stay where they are.
