What is Qivity CRM? Private AI, mailbox, WhatsApp and life after Won
Qivity CRM is the sales system for teams who want pipeline, mail, WhatsApp and renewals in one product — with Lilly hosted on Qivity’s servers, or on yours if you self-host.
One platform · seven applications
One platform for the whole business
Qivity brings sales, customer success, accounting, HR and payroll, IT and the warehouse together — seven applications with one sign-in. Start with the one you need and connect the rest when you are ready.
- One sign-in across every product
- Each product works fully on its own
- Optional, read-only connections
- GST, TDS and India payroll built in
- Buy one product or all seven
- Priced per user
- No shared database between products
Your apps
CRMSales pipeline, mailbox and WhatsApp
CSMCustomer success and renewals
AccountsAccounting, GST and banking
HRMSHR, attendance and India payroll
ITAMIT assets and software licences
ITOPSIT service desk and CMDB
WMSWarehouse and inventory operations
Coming soonCommandFounder’s dashboard and AI insights
One sign-in · every product
7business applications on one platform
1sign-in across every product
13built-in connections between products
0shared databases — each product keeps its own
Teams running on Qivity in
The product line
A product for every team
Each application is complete on its own and built the same way, so the second one feels familiar from the first day.
Sales
Qivity CRM
Sales pipeline, mailbox and WhatsApp
Pipeline, mailbox, WhatsApp, incentives and renewals — one product
- Sales pipeline
- Lead scoring
- Escalation matrix
- Team mailbox
- Campaigns
Qivity CSM
Customer success and renewals
Customer success: onboarding, adoption, renewal risk, account health
Explore FinanceQivity Accounts
Accounting, GST and banking
Books, GST, banking, inventory and assets — one posting engine
Explore PeopleQivity HRMS
HR, attendance and India payroll
People, attendance, leave, performance, recruitment and India payroll
Explore ITQivity ITAM
IT assets and software licences
Hardware, software licences, contracts and stock — every IT asset accounted for
Explore ITQivity ITOPS
IT service desk and CMDB
IT service desk and CMDB — incidents, requests, problems and changes
Explore OperationsQivity WMS
Warehouse and inventory operations
Warehouses, bins, lots, serials, picking, packing and dispatch
Explore Coming soonQivity Command
Founder’s dashboard and AI insights
One configurable dashboard of the whole company, with AI that warns you before the numbers turn
- One dashboard for the whole company
- Profit and loss at a glance
- An AI that explains what changed
- Early warnings, before the downturn
- Decide quickly, with the evidence
- Configured to how you run the company
The platform
Built the same way, every product
Learn one Qivity product and you already know how the others behave.
One sign-in
The central Qivity identity service signs people in once, and the app switcher moves them between the products your organization uses.
Every product stands alone
Buy one product or any combination. A connection only ever adds to a product; nothing needs another product to be present.
Roles that follow the job
Every product checks permissions on every request and limits what each person can see to the records their role allows.
An audit log nobody can rewrite
Every product keeps an append-only audit log, enforced by the database rather than by convention.
Built for India, ready for the world
GST, TDS, TCS and India payroll where Indian law needs them, with multi-currency accounting and organization time zones.
Nothing posted behind your back
Connections create drafts, profiles and notifications. Money moves only under rules a person configured, and every link shows whether it is connected, paused or failing.
Integrations
How the products work together
Each product is complete on its own. Connect two and they share exactly what the other needs — customers, people, assets, stock or money — through versioned, read-only APIs, never a shared database.
HRMSCRMCSMAccountsITAMITOPSWMS
One people directory for every product
Departments, locations, managers, joiners and leavers come from HRMS instead of being typed into each product.
CRMCSM
Won deals hand over to customer success
A closed-won deal creates the customer account in CSM, with its contacts and an onboarding plan.
WMSAccounts
Stock movements as draft documents
Receipts, dispatches, transfers and adjustments arrive in Accounts as drafts to post at Accounts’ own cost.
Spotlight
Qivity CRM — the whole revenue motion in one product
Pipeline, mailbox, WhatsApp, incentives and renewals — one product
- Catalog-priced sales pipeline
- Team mailbox — Microsoft 365, Google or IMAP
- Native WhatsApp inbox and campaigns
- Lilly — AI on Qivity servers, or yours if you self-host
Good afternoon, Maya
Thursday, 12 March 2026
Inbox4.2k86 unread
Meetings3today
Users24
Partners6
Today7 days30 daysAll time
Customize
Leads overview
- Converted22
- Open58
- Unqualified6
- Converted %26%
Outreach
Open rate42%
Success rate94%
Sending live38 / 80
Won value
₹2.4 Cr
Pipeline₹3.4 Cr
Won₹2.4 Cr
Campaign status 12 campaigns
- Active5
- Paused1
- Completed4
- Draft2
Leads March 2026
Revenue ₹1.8 Cr · 9 deals
Meetings
Northwind Labs — Q3 renewal
Priya Shah · 14:30–15:00 · online
Join
To-Do
Groups 3 groups
U UK 1
G Gulf
A APAC
Leads by region From phone country code and email domain
- INIndia24
- AEUnited Arab Emirates14
- GBUnited Kingdom11
- DEGermany8
- SASaudi Arabia7
- SGSingapore5
Leaderboard Top performers by leads — March 2026
- 1MCMaya Chen28 leads
- 2PSPriya Shah22 leads
- 3JHJordan Hale18 leads
- 4LMLuca Moretti14 leads
- 5SOSam Okonkwo9 leads
Team members 4 members
This dashboard is dynamic — scroll inside it, open full screen, or click a teammate for their profile.
On-premise client
VoyantixTech chose on-premise, self-hosted Qivity CRM.
Enterprise software for life sciences. They run Qivity CRM on their own servers.
A hosted CRM was not an option — our customer data had to stay on our servers.
Self-hosted Qivity did that. After using it, we would make the same choice again.
VoyantixTech, after using Qivity · voyantixtech.com
From the blog
Written for buyers, not for the algorithm
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WhatsApp & channels
WhatsApp in a CRM: native inbox versus a paid connector
Most CRMs “do WhatsApp” by selling you someone else’s connector. Native means the thread, the template window and the campaign sit on the CRM record — not in another tab.
Questions people actually ask
What is Qivity?
Qivity is a business software company. It makes seven applications on one platform — CRM, customer success, accounting with GST, HR and India payroll, IT asset management, IT service management and warehouse management — with one sign-in and optional connections between them.
Can we buy just one Qivity product?
Yes. Every product works fully on its own, and you can add others later. Each is subscribed to separately, per user.
How do Qivity products connect to each other?
Through versioned, read-only partner APIs secured by the central Qivity identity service. The providing product’s owner turns sharing on, the receiving product connects, and either side can switch it off without losing data.
Do the products share one sign-in?
Yes. One Qivity sign-in covers every product your organization uses, with an app switcher between them. Roles and permissions are set in each product.
Is there a free trial?
Qivity CRM and Qivity CSM have a free 5-day trial. For Accounts, HRMS, ITAM, ITOPS and WMS, book a demo and we will set you up.
Can Qivity CRM be self-hosted?
Yes. Qivity runs on Docker with PostgreSQL and Redis, on your own servers or private cloud — including Lilly, which then runs on your infrastructure. Lilly is an optional AI add-on on paid plans — not on the Free trial.
Where is Qivity based?
In Hyderabad, India. Qivity serves customers in India and worldwide, and this site is available in nine languages.
Start with one product. Add the rest when you are ready.
Twenty minutes on your own processes — not a canned demo. If Qivity is the wrong fit, we will say so on the call.