Fields
Discuss industry terminology, customer details or qualification information your current process needs to record.
← Qivaro CRMYOUR BUSINESS · CUSTOMIZATION INCLUDEDYour way of working.
Your way of working.
Built into Qivaro.
Your CRM should reflect the details you need and the steps you actually take. The Qivaro Team will tailor your fields, workflows, dashboards and branding at no extra cost within an agreed scope.
01
Make the everyday work fit.
Start with the part of your process that feels awkward or repetitive. We can discuss an adjustment to the existing CRM and agree on what will change. These are examples of requests, not a catalogue of changes already installed in every account.
Workflows
Discuss how you organize existing opportunity stages, quote review and customer follow-up steps.
Dashboards
Discuss which existing customer, sales and task information should be easier to find in your working view.
Branding
Discuss the business identity and presentation you want reflected in agreed parts of your workspace.
02
A clear conversation before a change.
Show us your current process
Explain the customer task, the information involved and what a useful result would look like. A sample with fictional data is enough to start.
Agree on scope and timing
We confirm what can be adjusted within Qivaro’s existing capabilities and agree on the work and delivery timing.
Review the result together
Check the change against the agreed need, then refine the configuration where required.
03
Included adjustments. Clearly scoped additions.
Customization of fields, workflows, dashboards and branding is included at no extra cost. Entirely new features and third-party integrations are scoped separately. We discuss those requirements with you before committing to them.
An included customization request does not promise unlimited development, immediate delivery, external calendar sync or a shared team CRM. Tell us what you need so we can establish the right scope.
04
Explore the core CRM →The same core, different working contexts.
Each user is assigned one business purpose: Construction, Professional Services, Retail & Wholesale, Technology & IT, or General Business. The core customer and follow-up tools remain available; the project area reflects the purpose. Public-project discovery is restricted to Construction.
What to know before you start.
Will I pay extra for field or dashboard customization?
Adjustments to fields, workflows, dashboards and branding are included at no extra cost within the scope agreed with the Qivaro Team.
Can I request an integration with another system?
Yes, you can discuss it with us. Third-party integrations are scoped separately and are not part of the included customization promise.
How quickly can a change be delivered?
Timing depends on the agreed request. The Qivaro Team will discuss scope and delivery timing with you; no fixed turnaround is promised on this page.
Do I need to share live customer data to start?
No. Describe the process using fictional examples or a blank template. Do not put passwords or sensitive customer records into the website enquiry form.
Tell us what your CRM needs.
Request information or a demoAccess by invitation. Already invited? Open Qivaro.