Features

Powerful Features
On a Single Platform

All the tools you need to grow your business come together on a single platform.

25+
Powerful Modules
100%
Customizable
24/7
Support

Scroll

Core Features

Core functions that are the heart of your CRM

Customer Management

Gather customer information in a central location, track communication history and provide personalized experiences.

  • 360° customer view
  • Communication history
  • Segmentation

Project Management

Track your projects from start to finish, coordinate your team members and deliver on time.

  • Task assignment
  • Time tracking
  • Milestone management

Invoicing

Create professional invoices, track payments and analyze your financial reports.

  • Automatic invoicing
  • Payment tracking
  • Multi-currency

Advanced Features

Automate your business processes and increase efficiency

Workflow Automation

Automate repetitive tasks, optimize your workflows and enable your team to focus on more strategic work.

Business Intelligence

Turn your data into meaningful insights, measure your performance and make data-driven decisions.

Stripe Integration

Comprehensive Payment System

Full integration with 3 different Stripe usage scenarios

SaaS Subscription Sales

SaaS package sales offered by Talivio platform to vendors

  • Multi-currency plan management
  • Trial period support
  • Automatic invoicing
  • Plan upgrade/downgrade

Vendor Customer Billing

Customer billing for each vendor with their own Stripe account

  • Vendor-specific Stripe accounts
  • Multi-currency support
  • Recurring billing
  • Payment tracking

Stripe Data Migration

Securely migrate existing Stripe data to CRM

  • Customer data migration
  • Invoice history migration
  • Product catalog synchronization
  • Bulk data processing

Technical Features

Security and performance at enterprise level

Secure API

Encrypted API keys

Automatic Sync

Webhook integration

Background Jobs

Queue-based processing

Real-time Tracking

Progress tracking

Discover All Features

Test all features with a free trial