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
Suggest
AI Draft, Next Best Action, and Deal Summary appear inline on every record — grounded in your knowledge base, not generic templates.
Close
Pipeline health scoring flags at-risk deals before they go cold. AI-suggested next steps keep deals moving without nagging.




Capture
Leads land in your pipeline from website forms, Engage Hub inbox, xVio Agent chats, and Salesforce imports.
Engage
Run email campaigns with built-in deliverability rigor, segment recipients, and watch the GA4 funnel light up in real time.

Capture
Leads land in your pipeline from website forms, Engage Hub inbox, xVio Agent chats, and Salesforce imports.
Suggest
AI Draft, Next Best Action, and Deal Summary appear inline on every record — grounded in your knowledge base, not generic templates.


Engage
Run email campaigns with built-in deliverability rigor, segment recipients, and watch the GA4 funnel light up in real time.
Close
Pipeline health scoring flags at-risk deals before they go cold. AI-suggested next steps keep deals moving without nagging.

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.

xVio CRM Hub