adlyvo
CRM & Workflows

CRM & Business Workflow Automation

A complete CRM and workflow system to capture leads, manage your pipeline, automate follow-up and deliver a smooth client experience, all in one place.

See How It Works
  • Organised pipeline
  • Automated workflows
  • Connected tools
Complete CRM solution

Everything You Need to Manage Customers and Automate Your Business

From capturing leads to closing deals, Adlyvo helps you set up, automate and grow your CRM and workflows.

  • CRM Automation

    Pipeline stages, owners, tasks and notifications update from real events.

  • AI CRM Data Entry

    Details from calls, forms and messages are summarised and filed into the right fields.

  • Client Onboarding

    New clients receive the forms, steps and reminders they need automatically.

  • Task Assignment

    Work is created and assigned to the right person when something happens.

  • Workflow Integration

    Business tools exchange data through workflow platforms and APIs where supported.

  • Proposal Automation

    Proposals and quotes are drafted from the information already collected.

  • Document Processing

    Incoming documents are sorted and key details extracted for review.

  • Custom Workflows

    Workflows built around how your team actually works.

  • Connected Apps

    Keep the tools you use in sync, within what their integrations allow.

How it works

From Lead to Loyal Customer, Automated

A simple, end-to-end process to set up your CRM and workflows.

  1. 01

    Capture Leads

    Collect leads from multiple channels.

  2. 02

    Manage Pipeline

    Track and move opportunities forward.

  3. 03

    Automate Workflows

    Trigger tasks, emails and updates.

  4. 04

    Onboard Clients

    Deliver a smooth client experience.

Which systems can be connected depends on the tools involved and what their APIs or integrations support.

Pricing

CRM Setup and Ongoing Management

Starting prices. Final scope depends on your tools, channels and how complex the workflow is.

One-Time Setup

CRM Foundation

Starting at$750

Best for businesses that need a clean CRM pipeline, lead ownership and basic routing before adding deeper automation. CRM and platform subscription costs are separate.

  • Pipeline design
  • Lead stages and statuses
  • Lead assignment and routing
  • Source visibility
  • Ownership rules
Request CRM Foundation
One-Time Setup

CRM + Workflow Automation

Starting at$1,250

Best for businesses that need the CRM foundation plus connected follow-up and workflow automation. CRM and platform subscription costs are separate. A free CRM & Workflow Audit is available first if you are not sure where the gaps are.

  • Everything in CRM Foundation
  • Workflow automation
  • Email and SMS workflows where applicable
  • Internal notifications
  • Follow-up logic
Request CRM + Workflow
Ongoing Management

Ongoing Management

$297/month

Adlyvo's ongoing management fee for keeping your workflows accurate and improving them. It is not a software subscription. CRM and platform subscriptions, SMS, email, AI and other third-party usage or software costs are separate.

  • Workflow monitoring
  • Small workflow adjustments
  • Routing and stage maintenance
  • Follow-up logic adjustments
  • Integration troubleshooting
Request Ongoing Management

Ongoing Management is Adlyvo's fee for monitoring, maintaining, adjusting and supporting the workflows. It is not a software or platform subscription. Third-party platform, CRM, messaging and usage costs are separate where applicable.

Ready to streamline?

Turn Your CRM Into a Growth Engine With Adlyvo.

  • Organise your pipeline
  • Connect your favourite tools
  • Save time and reduce manual work
  • Give your team time for what matters
No commitment. Just a conversation about your goals.
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