Software
CRM software built by a business owner, for business owners
CRM by Mavid Business Solutions keeps every customer, conversation, estimate and payment in one place. We built it to run our own companies, and we sell it directly to the businesses that use it.
Software
CRM software
Most small businesses end up paying for five or six apps that don’t talk to each other: one for texting, one for the phone, one for invoices, one for signatures and a spreadsheet holding it all together. CRM by Mavid Business Solutions replaces that stack with one workspace.
Everything we sell was built to run our own construction companies first. If it didn’t hold up on a busy week of estimates, site visits and missed calls, it didn’t make it into the product.
- Contacts
- One record per person with phones, emails, addresses, tags, owners, custom fields and the full history of every text, call, email, document and payment. CSV import and export, and duplicate merging.
- One inbox for texts, email and calls
- SMS, MMS, email and calls land in a single conversation per contact. Anyone on your team can pick up where the last person left off, with internal comments and @mentions.
- Browser phone and Android app
- Make and take calls in your web browser, with call routing, business hours, phone menus and voicemail. An Android app puts your inbox, contacts and calls on your phone.
- Pipelines, tasks and calendars
- Drag-and-drop pipelines with your own stages, follow-up tasks with due dates, and calendars that respect your business hours and holidays.
- Documents, e-signatures and invoices
- Proposals and contracts from templates, sent for e-signature with an audit trail. Estimates, invoices and payment links paid by card through Stripe, with reminders.
- Automations, API and webhooks
- A visual workflow builder triggered by new contacts, stage changes, texts, calls, payments, signatures or webhooks, plus a REST API and outbound webhooks.
- Your data, your storage
- Photos, attachments and signed documents go to your own Google Drive, OneDrive or Nextcloud. You can export your data at any time.
- Pricing
- By written quote. Software is billed as a subscription; your quote shows the plan, price, billing period and what is included before you sign up.
Common questions
Who is CRM by Mavid Business Solutions for?
Who sells and supports the CRM?
Do I need to install anything?
Can I bring my existing contacts?
Have an idea? Let’s talk about what comes next.
Book a free consultation. We’ll listen, ask the right questions and send you a written quote for the work.