Powerful Features
On a Single Platform
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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.
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