Everything your team needs, nothing it doesn’t.
Each project turns on only the modules it needs. Everything links together, on the web and on your phone.
Plan it, assign it, ship it.
Tasks with statuses, priorities, subtasks and due dates, grouped into milestones that track their own progress.
- Subtasks, comments and attachments
- Milestones that roll up progress automatically
- Repeating tasks on a schedule
- Custom fields per project
A CRM that fits how small teams sell.
Keep people, companies, leads and deals together, move deals through your pipeline, and send quotes without leaving Lyverva.
- Pipelines with stalled-deal alerts
- Quotes and estimates with line items
- Calls, meetings and follow-ups on every record
- Analytics and forecasting
Events and bookings, handled.
Publish events, take bookings with price tiers, run sign-up lists, and move or transfer bookings when plans change.
- Price tiers and capacity limits
- Booking confirmations by email
- Reusable event templates
- Sign-up lists for volunteers and slots
Write it down where the work is.
Rich-text notes with images and tags, and checklists that reset themselves daily, weekly or monthly.
- Rich formatting and inline images
- Tags and search
- Link notes to tasks, deals and people
- Recurring checklists and shopping lists
Grow your audience.
Collect subscribers with embeddable forms on any website, then send branded campaigns to them.
- Embeddable sign-up forms
- Branded email templates
- Campaign sending and history
- Unsubscribe handling built in
A helping hand on the busywork.
Summarise a call into notes, draft a follow-up email, or get a suggested next step for a deal that has gone quiet.
- Call summaries
- Follow-up email drafts
- Next-step suggestions on stalled deals
- You review everything before it’s saved
Your workspace, in your pocket.
Check tasks, update deals, manage bookings and edit notes from your phone, with push notifications for what matters.
- Tasks, lists and milestones
- CRM records and pipelines
- Events and bookings
- Push notifications
The things you’d expect
Roles & permissions
Control who can see and change what, per project.
Notifications
Choose which categories reach you, in the app and by email.
Linked items
Connect any record to any other across modules.
REST API
Build on Lyverva with a documented API.
Ready to give it a try?
Start on the free plan and upgrade when you're ready.