See the work that needs attention.
My Day separates due-today tasks, overdue follow-ups, upcoming meetings and work needing attention. Open your day with a practical view of your assigned next steps.
Bring customer history, opportunities and follow-ups into one focused CRM. Start with My Day, pick up the conversation with context, and turn the next step into a dated follow-up.
Access by invitation · Your work, saved to your accountEvery conversation has a starting point.
The details matter most when they help you decide what to do next. Qivaro brings customer context and daily work into the same conversation.
My Day separates due-today tasks, overdue follow-ups, upcoming meetings and work needing attention. Open your day with a practical view of your assigned next steps.
Open a customer to review contacts, related opportunities, tasks, scheduled meetings and a chronological record of notes and manually logged activities. Pick up from what is already known.
Record an opportunity's value, stage, close date and next step. Add a dated follow-up from the customer record, assign it to yourself, and find that work in My Day.
Explore a simple Qivaro workflow: understand the customer, record the conversation, set a follow-up, and act on it in My Day.
Review saved contacts and the customer's related opportunities, meetings, tasks and recorded history.
Customer requirements discussed.
Linked opportunityScope review and proposal.
Interactive product illustration · Sample content · No account data is used or changed.
An administrator chooses one business purpose for each user. Local projects adapts to that purpose, while customers, opportunities and follow-ups remain part of the CRM experience.
Review public permit signals, save relevant projects and keep qualification follow-ups visible in My Day.
Construction accounts can use the Vancouver–Surrey public-project pilot. Source signals still need buyer, scope and schedule qualification.
Illustrative construction project
Confirm specifications with the contractor
Explore public Vancouver–Surrey permit signals with their source, scope and matching reason. Approve relevant work to save a private project snapshot and add a qualification task to My Day.
Administrators can also assign a project and follow-up to an approved Construction user. Each recipient keeps their own saved project record.
Public permits identify potential work. Buyer, requirements and timing still need qualification.Scope, source, date and match reason.
Keep a private source snapshot.
An assigned qualification task in My Day.
Qivaro combines approved access, a defined business purpose and account-private records. Save your work, then return to it from another browser or device using the same Qivaro account.
The administrator approves the email, selects the business purpose and sends a private setup invitation. Access can be revoked when it is no longer needed.
Saved CRM records and private projects are available to the same signed-in account. Refresh to load the latest saved work when returning on another device.
Changing a business purpose keeps existing records. Earlier private project lists are retained and available again if the purpose is selected later.
Qivaro connects the customer record with the work that follows. Review recorded history, capture opportunity context, create a dated follow-up and see your assigned next steps in My Day.
Saved notes and manually recorded calls, email activities and meetings, alongside related customer work. These entries provide context; logging an email activity does not send an email or automatically sync an inbox.
Public-project discovery is available only for Construction, through the Vancouver–Surrey permit pilot. Professional Services, Retail & Wholesale, Technology & IT and General Business use private projects entered by the user.
Yes. Sign in with the same approved Qivaro account to access saved records. Refresh the workspace to load the latest changes. Confirmed saves require an internet connection.
CRM and project records are kept per account. Administrators manage approved access and business purpose; a construction project assignment creates a saved project and follow-up in the recipient’s account.
Access is by invitation. Open your Qivaro Team setup email, use your approved email address to choose a password, complete account setup and sign in. The application is separate from this promotional website.
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Share what you're working on and what you'd like to do next. Your message goes directly to the Qivaro Team.
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Already invited? Complete your setup, then open your Qivaro workspace.