The Proactive CRM Stack

Record-Level AI

Auto-generated Deal Summary, Next Best Action, and contextual AI Draft on every lead and opportunity — grounded in your knowledge base.

Pipeline Health

Aggregate AI health check across your pipeline — surfaces at-risk opportunities so they don't go cold.

Engage Hub

Unified inbox ties every inbound and outbound message back to the right lead, contact, or deal — automatically.

Email + GA4

Built-in marketing email, recipient segmentation, and live GA4 funnel visibility from website-visitor to lead.

Custom Branding

Per-customer subdomain, branding, OAuth (Microsoft 365 / Entra), and custom fields — ship as your own.

Salesforce Sync

Two-way sync keeps leads, contacts, and deals aligned — import existing pipelines and push updates back automatically.

Capture to Close, Inside xVio CRM Hub

Capture

Capture

Leads land in your pipeline from website forms, Engage Hub inbox, xVio Agent chats, and Salesforce imports.

01

Suggest

AI Draft, Next Best Action, and Deal Summary appear inline on every record — grounded in your knowledge base, not generic templates.

Suggest
02
Engage

Engage

Run email campaigns with built-in deliverability rigor, segment recipients, and watch the GA4 funnel light up in real time.

03

Close

Pipeline health scoring flags at-risk deals before they go cold. AI-suggested next steps keep deals moving without nagging.

Close
04

Find the plan that fits

Talk to our team for pricing and onboarding tailored to xVio CRM Hub for your workflow. We'll map the right plan to your team size, volume, and integrations to get you live fast.