From sign-up to closed deal — in four steps
No long implementation. No consultants. Just turn on your industry platform and work.
Your instance, ready
We provide your own dedicated cloud hosting, storage and automatic backups — your private platform, pre-configured. We set it up for you.
Bring your data
Import clients, products and agents by CSV or Excel — or start fresh. Your team is in within minutes.
Work the pipeline
Calls, offers, proformas and follow-ups — your team runs the whole journey from one screen.
Close & see it all
Deals close, commissions calculate, and BI updates live — your whole business in 360°.
Your instance, ready
We provide your own dedicated cloud hosting, storage and automatic backups — your private platform, pre-configured. We set it up for you.
Bring your data
Import clients, products and agents by CSV or Excel — or start fresh. Your team is in within minutes.
Work the pipeline
Calls, offers, proformas and follow-ups — your team runs the whole journey from one screen.
Close & see it all
Deals close, commissions calculate, and BI updates live — your whole business in 360°.
What each role gets
Built for the way your team actually works
Three views, one system. Everyone sees only what they should — and the owner sees everything.
Owner / Admin
Sees and runs everything
Total control of the platform — finance, BI and the dedicated space.
- ✓Full admin panel
- ✓Finance Engine
- ✓BI cockpit
- ✓Dedicated space + backups
Access scope
100%
Sales Manager
Drives the team
Steers the whole pipeline and the people who close it.
- ✓Team pipeline
- ✓Allocate clients & agencies
- ✓Approve offers
- ✓Per-person performance
Access scope
65%
Salesperson
Focused on closing
Sees only their own projects, pipeline and rewards.
- ✓Only assigned projects
- ✓Personal pipeline + tasks
- ✓AI / manual offers
- ✓Own commissions
Access scope
35%
Why it saves you money
Pay for seats, not people
A seat is a slot — not locked to one person. When someone leaves, reassign the seat. Seats never expire and there are no per-person charges.
Seat allocation
9 / 12 usedPredictable cost
Pay once for the seats you actually need — no per-user surprises.
Reassign seats
When someone leaves, hand the seat to the next person.
One platform replaces several
CRM, ERP, BI, finance and the academy — in one license.
See your whole business
BI dashboards spot the gaps before you do
Live KPIs, a funnel that shows exactly where deals leak, and a trend that compares this year to last.
BI Cockpit
LiveRevenue
$2.4M
+12%
Conversion
29%
+3%
Pipeline
$5.1M
+8%
Where deals leak
funnel- Leads412
- Qual240
- Offer98
- Won31
Revenue trend
this vs last yearClavix360°
LIVERevenue today
$48,260
+9.4%
Week
Pipeline
$5.1M
Top agent
Aylin
New leads
14
Manage from your phone — your whole business in your pocket.
Real-time KPIs on every screen
Drill into a project or salesperson
Funnel shows the stage that bleeds
Compare months, sources and teams
Salesperson superpower
AI Offer Generator
Speak it. The AI drafts a branded offer and delivers it — by WhatsApp, Telegram or email — straight into your client's hands.
You speak
AI thinks
Offer ready
Sent via
Client / Agency
Lead generation · automated 24/7
AI agent on your website
Works around the clock — even on your holidays. Greets visitors, captures leads, and notifies you so you stay in control.
Hi! I'm here to help. What are you looking for today?
We need a quote for 20 units.
New lead captured → your pipeline + phone
Run your CRM + ERP on Clavix360°
We set it up, train you and support you all the way.
No credit card required.