CRM Implementation
CRM setup, pipelines, customer records, lead tracking, forms, calendars and sales workflow configuration.
- CRM setup and pipelines
- Customer records and lead tracking
- Forms and calendars
- Sales workflow configuration
Services
CRM, automation and software operations.
Hivium configures, operates and maintains the systems your team uses to win and keep customers — delivered as a managed service.
Marketing Automation
Email, SMS, WhatsApp and campaign workflows configured for business use, based on client instructions and applicable consent requirements.
- Email, SMS and WhatsApp workflows
- Campaign configuration
- Based on client instructions
- Applicable consent requirements
Workflow Automation
Operational workflows for lead routing, follow-ups, task creation, notifications, internal approvals and customer lifecycle processes.
- Lead routing and follow-ups
- Task creation and notifications
- Internal approvals
- Customer lifecycle processes
Integrations
Connection and configuration of business tools, forms, calendars, CRMs, communication systems and reporting tools.
- Business tool connections
- CRM and form integrations
- Communication systems
- Reporting tools
Platform Operation
Ongoing management, maintenance, optimization and technical support for client software environments.
- Ongoing management
- Maintenance and optimization
- Technical support
- Client software environments
Professional Services
Project-based implementation, configuration, documentation, training and technical support.
- Project-based implementation
- Configuration and documentation
- Training
- Technical support
How we deliver
Set up once, supported continuously.
- 01
We configure your systems
We set up your CRM, pipeline and business workflows around how your team already works.
- 02
Your team operates from one place
Your team centralizes leads, conversations and follow-ups across channels.
- 03
We support and optimize
Hivium provides ongoing automation, maintenance, optimization and technical support.