Transform Your Business with Alvyo NEXT

A comprehensive CRM solution designed specifically for insurance and real estate professionals, powered by advanced AI technology.

Alvyo NEXT Dashboard

Sales Features

Empower your sales team with powerful tools designed to close more deals and increase revenue.

Contact Management

Comprehensive contact management system with detailed profiles and interaction history.

  • 360° customer view
  • Custom fields and layouts
  • Activity timeline
  • Contact scoring
  • Relationship mapping

Pipeline Management

Visual sales pipeline with drag-and-drop functionality and real-time updates.

  • Custom pipeline stages
  • Deal tracking
  • Win/loss analysis
  • Revenue forecasting
  • Stage conversion analytics

Quote Management

Create and manage professional quotes and proposals efficiently.

  • Quote templates
  • Product catalog
  • Dynamic pricing
  • E-signature integration
  • Quote tracking

Sales Intelligence

AI-powered insights to help your team sell smarter.

  • Lead scoring
  • Opportunity insights
  • Competitor tracking
  • Sales forecasting
  • Best practice recommendations

Marketing Features

Drive engagement and generate qualified leads with our comprehensive marketing tools.

Campaign Management

Plan, execute, and track marketing campaigns across multiple channels.

  • Multi-channel campaigns
  • Campaign automation
  • A/B testing
  • ROI tracking
  • Performance analytics

Email Marketing

Create and automate personalized email campaigns.

  • Drag-and-drop editor
  • Dynamic content
  • Automated workflows
  • List segmentation
  • Email analytics

Lead Generation

Capture and nurture leads through automated workflows.

  • Web forms & landing pages
  • Lead scoring
  • Lead nurturing
  • Lead assignment rules
  • Conversion tracking

Social Media Marketing

Manage social media presence and campaigns effectively.

  • Social media scheduling
  • Content calendar
  • Engagement tracking
  • Social listening
  • Performance metrics

Customer Service Features

Deliver exceptional customer support with our integrated service tools.

Help Desk

Streamline customer support with an integrated help desk solution.

  • Ticket management
  • SLA management
  • Automated routing
  • Knowledge base
  • Customer portal

Live Chat

Engage with customers in real-time through integrated chat.

  • Real-time messaging
  • Chatbot integration
  • Visitor tracking
  • Chat analytics
  • File sharing

AI & Automation Features

Leverage advanced AI technology to automate tasks and gain intelligent insights.

AI Assistant

Powered by advanced AI to help streamline your workflow.

  • Smart recommendations
  • Predictive analytics
  • Auto-categorization
  • Sentiment analysis
  • Natural language processing

Workflow Automation

Automate repetitive tasks and complex business processes.

  • Custom workflows
  • Process automation
  • Trigger-based actions
  • Approval processes
  • Automated notifications

Intelligent Forecasting

AI-powered predictions for better business decisions.

  • Sales forecasting
  • Revenue predictions
  • Trend analysis
  • Risk assessment
  • Market insights

Smart Data Entry

Automated data capture and enrichment.

  • Auto-fill capabilities
  • Data enrichment
  • Duplicate detection
  • Data validation
  • Batch processing

Analytics & Reporting

Make data-driven decisions with comprehensive analytics and reporting tools.

Custom Reports

Create and customize reports to track key metrics.

  • Report builder
  • Custom dashboards
  • Scheduled reports
  • Export options
  • Data visualization

Real-time Analytics

Monitor business performance in real-time.

  • Live dashboards
  • Performance metrics
  • Activity tracking
  • Goal monitoring
  • Alert systems

Communication Tools

Stay connected with integrated communication features designed for modern business.

Email Integration

Seamless email management within your CRM.

  • Gmail & Outlook integration
  • Email tracking
  • Template library
  • Automated responses
  • Email analytics

Video Conferencing

Built-in video meetings and screen sharing.

  • One-click meetings
  • Screen sharing
  • Recording options
  • Calendar integration
  • Meeting analytics

SMS & Messaging

Direct messaging capabilities for quick communication.

  • Bulk SMS
  • Two-way messaging
  • Message templates
  • Automated responses
  • Message scheduling

Team Collaboration

Tools for effective team communication and coordination.

  • Team chat
  • File sharing
  • Task assignment
  • Project discussions
  • Activity feeds

Document Management

Organize and manage all your business documents efficiently in one place.

Document Storage

Secure cloud storage for all your documents.

  • Cloud storage
  • File organization
  • Version control
  • Search functionality
  • Access controls

Document Creation

Create and edit documents directly in the CRM.

  • Template library
  • Document editor
  • Merge fields
  • Bulk generation
  • E-signature support

Mobile Features

Stay productive on the go with our powerful mobile capabilities.

Mobile App

Native mobile apps for iOS and Android devices.

  • Real-time sync
  • Offline access
  • Push notifications
  • Biometric login
  • Mobile-optimized interface

Mobile Data Capture

Capture and process information on the go.

  • Document scanning
  • Business card reader
  • Voice notes
  • Photo capture
  • QR code scanner

Location Services

Location-based features for field operations.

  • GPS tracking
  • Route optimization
  • Check-in/out
  • Territory mapping
  • Nearby leads

Mobile Security

Enterprise-grade security for mobile access.

  • Remote wipe
  • Data encryption
  • Secure file sharing
  • Device management
  • Access controls

Integration Capabilities

Connect and synchronize with your favorite business tools and platforms.

Third-Party Integrations

Connect with popular business applications.

  • Google Workspace
  • Microsoft 365
  • Accounting software
  • Marketing platforms
  • E-signature services

API & Developer Tools

Build custom integrations and extensions.

  • REST API
  • Webhooks
  • SDK access
  • API documentation
  • Developer support

Security & Compliance

Enterprise-grade security and compliance features to protect your data.

Data Security

Advanced security measures to protect your business data.

  • 256-bit encryption
  • Two-factor authentication
  • IP whitelisting
  • Audit trails
  • Automated backups

Compliance

Meet industry standards and regulatory requirements.

  • GDPR compliance
  • HIPAA compliance
  • SOC 2 Type II
  • ISO 27001
  • Data privacy controls

Project Management

Comprehensive tools for managing projects and team collaboration.

Project Planning

Plan and execute projects efficiently.

  • Task management
  • Timeline planning
  • Resource allocation
  • Project templates
  • Milestone tracking

Team Collaboration

Tools for effective team coordination.

  • Team workspaces
  • File sharing
  • Discussion boards
  • Task assignments
  • Progress tracking

Industry-Specific Features

Specialized tools designed for insurance and real estate professionals.

Insurance Features

Specialized tools for insurance professionals.

  • Policy management
  • Claims tracking
  • Premium calculator
  • Renewal automation
  • Commission management

Real Estate Features

Tools designed for real estate professionals.

  • Property management
  • Listing automation
  • Lead routing
  • Commission tracking
  • Property analytics