CRM for sales teams: every lead to the right rep
For every team that tracks potential customers: leads are assigned automatically, every state has a clear next step, and the reports show who sold how much.
- Automatic assignment
- Required flow
- Representative performance
- Roles and permissions
Automatic assignment by pipeline
Set up pipelines by data source, operation type and language. Each new potential is assigned automatically to a representative in the matching pipeline's queue; leads from your web forms go round-robin.
Queues and limits for chats
Meta Pipeline assigns each new chat to the next representative in line who speaks its language and hasn't reached their limit; set a daily, weekly or monthly limit per representative. Pause someone on leave with one click.
States and a required flow
Define your own states, then set the next step and required tasks for each one. A potential moves to the offer state when an offer is created and to the appointment state when an appointment is booked; the full history stays on record.
Representative performance and sales reports
Representative Performance ranks conversion from potential to appointment. Revenue, progress payment and commission reports per participant are generated automatically.
Also included
Role and permission packages
With 765 permissions, everyone sees only what they need to; most lists include an “only their own records” option.
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.
How does pricing work?
Pricing is per user, per month. Longer plans and larger teams get discounts, and modules such as the Turkish Ministry of Health integration are added separately. Current packages are on the Pricing page.
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.
