Overview:
The Vivo Initio CRM keeps you organized with its easy-to-use applications and tools. Vivo Initio solves your organization's problem of limited spreadsheets. It's advanced, innovative, and completely customizable, and its interface is well-designed. The Vivo Initio CRM system offers you features such as contact management, campaign management, marketing automation, list segmentation, customer management, reporting, and more. It is governed by "industry-standard security guidelines," which ensure that all of your organization's and business's data remains completely secure and safe. This application software is quite adaptable and flexible; you can use and run it on your mobile device as well, as it has a user-friendly design. It also offers you a business scanner card. Vivo Initio is the easiest CRM application for small and medium-sized businesses, companies, and organizations. Vivo Initio allows you to utilize all of its applications, marketing automation systems, automated tools, and services at an affordable price. It doesn't have any complex configuration system, and its pricing is based only on the number of contacts you and your business have and want to manage. It's a powerful, flexible, and user-friendly contact management system.
About us:
Vivo Initio CRM application software was founded by Hans, who has a master's degree in Electrical Engineering. He also specializes in VLSI design and later he started his work with plant automation for the petrochemical industry. Vivo Initio is based in the United States and was founded in 2015. It is a software product. Vivo Initio CRM charges around $50 a month for its services. It offers training services via documentation, live online platforms, and webinars, which also include in-person sessions. It is a type of CRM application that offers you tools and features to optimize your business and organization's growth rate. Its features include a calendar, reminder, and notification system; document and file storage; email marketing services; an internal chat integration system; lead scoring; a marketing automation integration system; easy mobile access; segmentation; digital media integration; and task management. It offers complete online support as well as business-hour support to your organization. Talking about deployment requirements, Vivo Initio CRM software is offered as SaaS software. Vivo Initio CRM is the perfect illustration of order of significance, engaging customers, and intact relationships with customers, and this illustration stands out in the market as it drives your businesses and organizations towards success. It not only consolidates your customer's information but also keeps a record of their interactions; you have a client file for every customer. As with this, you can access your customer's contact from a desktop or mobile or even from a tablet you can email or inform your customers regarding your sale with just a click. Also, you won't have to guess what's happening with which customer with Vivo CRM. You can set reminders for future follow-ups, it doesn't matter if the follow-up is for the next day or another month. With this software, you can be confident in handling your clients and can also perform all urgent tasks on time and before deadlines. Vivo Initio CRM enables the integration of reminders with all of your pre-existing calendar applications, like---Google Calendar, Microsoft Outlook, Yahoo, and so on. It also allows you to view and monitor the key performance metrics of the company's dashboards. Additionally, the Vivo Initio CRM application is easily customizable at every step, which makes it very simple and easy to define the company data and its utility.
Company’s Services:
Vivo Initio offers the following services that come with advanced features and tools;
The Vivo Initio CRM marketing automation is completely based upon two tried-and-true marketing best strategies;
- List Segmentation
List segmentation organizes all your business contacts. It narrows down your focus using tailored content and information and by sending messages to the selected targeted groups within your lists. List segmentation can easily be done by anyone, both manually and automatically.
- Automated Email Campaigns
It increases your business and sales reach; it's a complimentary addition to list segmentation. It automates the creation of emails at predetermined intervals based on your preferred contacts and transaction emails. It acts on the recent actions of your contacts.
It keeps tabs on all the prospects and customers. It keeps you organized with all its useful and user-friendly tools.
It helps you visually analyze all your business data. It allows you to customize your company's dashboard using a drag-and-drop interface. With the help of this feature, you can view all the information with dynamic reporting. With its assistance, you can maintain an organized record of all your data, which helps you in times of emergency when you need to contact any preferred client.
- Gain meaningful insights into your data.
- Make key performance metrics
- Customize your report as per your needs and aggregate your data
- Tools like sales, donations, commissions, email open, click-through rates, or web page statistics are there for you.
This service helps you discover the most reliable ways to increase email click-through rates with user-friendly A/B testing.
This application software complies with industry security standards and is supported by AWS, a secure environment that ensures the security of your organization's and business's data.
You can use the Vivo Initio CRM application from any device, including a desktop, mobile phone, and tablet. It allows you to access your client's data effortlessly from anywhere and at any time.
Pros
The Vivo Initio CRM application is perfectly designed to meet your business and organization's needs. It does have some CRM application wow factors that you should be aware of: the tool is incredible; it will do things for you that a traditional and market-driven CRM cannot do without some crazy setup and regular maintenance.
- Automation A/B testing system, monitor and view click tracking, simple product registration—everything is in there in this CRM application. It has a perfectly engineered UI that won't get in your way.
- Their support system is too good, they are responsive and help you with all of your problems whether it's a customization problem or any other problem.
Cons
No doubt, the Vivo Initio CRM application is perfectly engineered for customer evaluation, management, and marketing of your business prospects. However, it has some disadvantages too;
- It is cloud-based application software there you won't have to worry about the installation process, but when it comes to the custom API integration process you will have to first contact them for this process which can be a bit longer if they don't respond immediately.
- Some of its customization and synchronization processes are a bit confusing, you must know all its features and how this application works to get the most out of it.
Conclusion:
Vivo Initio CRM is a complete CRM solution that is designed to serve small and medium-sized businesses, enterprises, and organizations. It is an end-to-end solution for your windows as it offers features like lead scoring, reporting, marketing automation integration system, calendar/reminder system, segmentation, internal chat integration, and email marketing. You can use this application and access all of its featured tools from anywhere on any digital device—laptop, mobile, or tablet. If you are intending to use only limited features, say only 15 features and tools for a CRM application, then Vivo Initio CRM is the perfect choice for you. You can use cloud-based Vivo Initio for free if you manage only 1,000 contacts. Also, it's not overly complex, and it will guide you to become more effective. It will also help you and your team generate more leads. Vivo Initio CRM will ultimately increase your revenue and sales productivity. With this application, you can track invoices and donations, identify which sales trend to follow, see consolidated sales funnel metrics, discover bottlenecks, and also predict your future revenue. Vivo Initio CRM will help you create commission reports. Moreover, you can easily calculate commissions based on your product and employee title and override commissions.