SALES
Built for field sales and technician professionals
Start your route, find new leads
& manage territory
Manage leads & Deals
Import leads and deals with ease and prioritize them within your pipeline.
PIPELINE
Keep track of your leads and their progress through the sales cycle with custom deal stages, advanced search & account history, notes & follow up reminders.
multi-source home & consumer data
Tap on a home or business to see detailed information to help you as you service or close opportunities. Filter by data to find a specific customer profile.
see the full story
Paiv is a cross-team suite and it empowers teams to see the full story on every account. Track visits, work orders, scheduled appointments, note and deal stages on every opportunity.
schedule appointments
Setters, closers, technicians/installers (you name it) can set appointments across the org. Take advantage of multiple scheduling types like round-robin, auto-scheduling, sending to the back office and more!
CRM SYNC
Sync all of your data with other software like proposal, marketing or CRM tools.
Increase Performance by 40% and Save up to 50% on Inefficient Processes
Transform Customer Management
Imagine managing your leads and customer follow-ups effortlessly. With Paiv, customize your sales stages, access any account history instantly, and never miss a follow-up with timely reminders. Best of all, sync once with your existing CRM and other tools, and never enter data twice.
EASY INTEGRATION
MOST POPULAR
INTEGRATION APPS
IT'S TIME TO REPLACE YOUR CLUNKY LEGACY SOFTWARE.
ALL IN ONE performance suite for FIELD SALES TEAMS.