Use cases
CRM Automation
Automate lead routing, follow-up, and pipeline progression without losing human judgment.
The snag
Deals stall when follow-ups, ownership updates, and qualification steps rely on manual execution.
How Zivvy helps
Zivvy CRM automation keeps your pipeline moving through rule-based actions and visibility.
What you get
- Improve lead response consistency
- Reduce pipeline leakage from missed follow-ups
- Increase conversion through faster handoffs
Workflow stream
Auto-route inbound leads by segment
Common uses
01
Auto-route inbound leads by segment
02
Escalate aging opportunities automatically
03
Sync pipeline activity with billing readiness
0
free seats forever
0
card required to start
1
workspace for the workflow
Questions
Ready to try it?
Free plan. Two seats. No card.