Every inquiry to the right agent, every viewing on the calendar
Buyer and tenant inquiries from Instagram, WhatsApp and lead forms are gathered in one list and assigned to an agent by the pipeline. Offers, viewings and follow-ups live on the same record.
- Lead forms
- Agent distribution
- Viewing appointments
- Offer links
Inquiries in one inbox
Instagram DMs, Facebook Messenger and WhatsApp messages land in the same inbox, and submissions from Meta lead forms become potentials together with their campaign details.
Automatic assignment to agents
Set up pipelines by language or data source; each inquiry is assigned automatically to an agent in the matching pipeline. Chats from messages go to the next agent in line who hasn't reached their limit.
Sale and rental offers
Send offers as links and see how many times they were opened. Deposits, validity dates and different currencies are all included on the offer.
Viewing appointments
Viewings go into the calendar by location and agent. The location is sent automatically before the appointment, and a feedback message after it.
Agent performance
See a ranking of how many inquiries each agent turned into offers and viewings.
Other industries
Frequently asked questions
What exactly is Docvivo CRM and which industries is it for?
Docvivo CRM is a customer and client management platform built for healthcare institutions, clinics, dental clinics, aesthetic centers and consultancies, with pipeline support and ChatGPT API integration.
Which channels can I manage messages from?
WhatsApp, Instagram DM and Facebook Messenger messages land in one real-time inbox. Submissions from Meta lead forms and from the forms on your website also become potential records automatically.
How do I send offers?
Create multilingual offers from ready-made templates and send them to the customer as a link. You see how many times an offer was opened, and you can download it as a PDF and add a deposit and a validity date. Different currencies are calculated at the current exchange rate.
From first message to sale, start today
Create your free account, connect your channels and greet your first potential. Wherever you get stuck during setup, our team is there to help.
