Win the work, do the work, bill the work.
For consultancies, agencies and service firms: capture leads, follow up on every channel, send proposals people sign, track time against projects and invoice without retyping a thing.
What you run on Netrivor
Pipelines and deals
Every lead through stages you control, with the next action always visible.
Campaigns on every channel
Email, SMS and voice from one contact record, with sequences that follow up for you.
Forms, booking and websites
Publish a form, a booking page or a whole website in your brand, feeding straight into the pipeline.
Proposals and e-signature
Proposals and contracts from templates, signed electronically and stored against the client.
Projects, time and invoices
Timesheets and expenses against projects, turned into invoices paid by card or mobile money.
Run client accounts
Agencies run each client in its own space under one roof, with their own branding and portal.
Installed with this pack
- Sales CRM
- Campaigns
- Workflows
- Forms & Booking
- Sites
- Projects & Timesheets
- Invoicing
Plus everything every business gets: the Brain, CRM, email, SMS and voice, workflows, documents and the ledger underneath.
Local rules, handled
- Consent and unsubscribe handled on every channel
- VAT per country
- M-Pesa, MTN MoMo, Paystack and cash, with prices in your currency
Live in about six weeks, at a fixed price.
We set up your pack, bring your data across, train your team role by role and stay beside you at go-live. Start with one part of the business and add the rest when you are ready.