Task management
Assign work, track types and statuses, and keep actions and replies in one board.
Built for teams that hand follow-up and delivery work to several people and need to see who is working on what.
CRM software features for customers, tasks and invoices
CRMiva is a cloud CRM that puts what your team needs every day in one place: from capturing and following up a lead, to tasks, invoices, renewals, shipping, and maintenance. Every feature below works on the same customer data, so information never has to move between separate tools.
Every CRMiva feature
Leads
Turn inquiries into opportunities and link each lead to a follow-up task without duplicate records.
Helps make sure no inquiry is lost because nobody followed up, and ties each lead to a task its owner can see.
Customer database
Keep contacts, types, and files organized so the team can find and follow up quickly.
Everything about a customer in one record the whole team can see, instead of spreadsheets and scattered chats.
Calendar
See execution times and meetings on a clear calendar so nothing slips.
Shows appointments in one place so each person knows their day and two appointments do not clash.
Sales invoices
Create invoices and track collections and items from the same workspace.
The invoice is linked to the customer and the task, so you know what you sold and to whom without searching several files.
Subscriptions and renewals
Track recurring services and renew before they lapse for the customer.
Useful for companies that sell recurring services and need a reminder before each renewal date.
Software licenses
Manage license contracts, serials, device counts, and support periods in one clear record.
Useful for software companies that sell licenses and track serials, device counts, and support periods per customer.
Periodic maintenance
Plan water-treatment station visits, contracts, stages, and execution follow-up.
Designed for companies that run recurring visits to water treatment sites; a customer is added automatically after a sales invoice when the module is enabled.
Shipping management
Create shipments manually or via Excel import, and track status and COD with carriers like Bosta.
Brings shipped orders into one screen, and lets you import Excel files from shipping companies instead of typing them in.
API integration
Connect CRMiva to accounting tools and sync customers, items, and invoices automatically.
For teams that use accounting software and want customers, items, and invoices to move between both systems without double entry.
Chat and notifications
Talk with the team inside the app and get alerts the moment a task or message changes.
Cuts down on outside messaging apps for work matters, with alerts on web and mobile.
Landing pages
Build a service page and a lead form without leaving CRMiva.
Collects leads from your page straight into the Leads section of the system.
Workspaces and permissions
Separate companies or branches, then assign roles and modules for each team.
Useful for anyone running more than one company or branch from a single login, with each workspace keeping its own data.
Why CRMiva
- A full Arabic right-to-left interface, with a one-click switch to English.
- A cloud system that runs in the browser, with an Android app, and no installation or private server.
- Multiple workspaces with separate permissions for each team or branch.
- A free plan to start, and paid plans when you need invoices, subscriptions, licenses, shipping, and maintenance.
If you are new to this kind of software, start with What is CRM , and to see what each plan includes, check Plans and pricing.
Try CRMiva with your team today
Create a free account and start adding customers and tasks from your browser or the Android app, with no installation or technical setup.
Start free