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Customer Growth

Deploy the revenue stack.

Convert more, retain longer.

A production CRM, lead engine, and customer portals — branded, configured, and live in days, then tailored to your sales motion.

  • Production ready
  • Fully customizable
  • Enterprise ready
5 Day deploy
50+ Integrations
30% More pipeline
customer-growth.hivi.app 4 products
Customer Growth Production stack · deployed
Live
  • CRM Platform 3-day
  • Lead Management 3-day
  • Customer Portal 5-day
  • Partner Portal 5-day

Business problems solved

What Customer Growth fixes.

  • Leads slip through the cracks

    Capture, route, and score every lead automatically — no more deals lost to a slow or manual follow-up.

  • No single view of revenue

    One pipeline, one dashboard. Contacts, deals, and forecasts your whole team trusts — live from day one.

  • Customers churn in silence

    Portals and success workflows keep customers engaged and surface risk before it turns into a cancellation.

What you get

Built to move the metrics that matter.

Capture and convert every lead

Every inbound lands in one place, gets routed to the right rep, and is scored so your team works the hottest deals first.

  • Multi-source capture forms & APIs
  • Rule-based routing & instant assignment
  • Lead scoring that flags the hottest deals

One pipeline your whole team trusts

Contacts, deals, and forecasts live in a single view — so reps update it and managers can finally trust the number.

  • Drag-and-drop deal stages
  • Real-time forecasts & revenue dashboards
  • Full activity timeline on every contact

Keep customers past the first sale

Branded portals and success workflows keep customers engaged and surface churn risk long before renewal.

  • Branded customer & partner portals
  • Success playbooks & health scores
  • Churn-risk alerts before renewal

Deployable products

Deploy what already exists.

Production-ready platforms you can launch in days, then customize around your business.

Ready in 3 Days

CRM Platform

Pipeline, contacts, and revenue operations out of the box.

A production CRM with contacts, deals, pipelines, activity tracking, and reporting — deployed and branded for your team in days.

View details
Ready in 3 Days

Lead Management

Capture, route, and convert leads automatically.

Capture leads from every source, route them with rules, and track conversion — wired into your CRM from day one.

View details
Ready in 5 Days

Customer Portal

A branded self-service portal for your customers.

Give customers a secure portal for accounts, documents, requests, and support — branded and deployed for you.

View details
Ready in 5 Days

Partner Portal

Onboard, enable, and manage partners in one branded portal.

A branded partner portal for onboarding, deal registration, content, and payouts — deployed and configured for your channel.

View details

Who it’s for

Made for teams like yours.

  • B2B sales teams

    A pipeline reps will actually update and a forecast managers can trust.

  • Agencies & service firms

    Track every engagement, renewal, and upsell from one shared workspace.

  • Multi-location businesses

    Roll up leads and revenue across branches without spreadsheets.

  • Fast-scaling startups

    Stand up a real revenue system now instead of outgrowing a starter CRM later.

The growth loop

Capture, convert, retain, expand.

One connected motion from first touch to renewal — no handoffs lost between tools.

  1. Capture

    Every lead — forms, chat, ads, imports — lands in one place, enriched and deduped automatically.

  2. Convert

    Rules route each lead, scoring surfaces the hottest, and reminders keep follow-up on time.

  3. Retain

    Portals, onboarding flows, and health scores keep customers active long after the deal closes.

  4. Expand

    Renewal and upsell signals turn your base into your most predictable growth channel.

Everything included

The full Customer Growth stack.

  • CRM
  • Sales CRM
  • Lead Management
  • Pipeline Management
  • Opportunity Management
  • Customer Portal
  • Partner Portal
  • Customer Success
  • Revenue Dashboard
  • Analytics

Integrations

Plays nicely with your stack.

Wired into the tools your revenue team already runs on.

  • Gmail & Outlook
  • Google Calendar
  • Stripe
  • QuickBooks
  • Slack
  • Zapier
  • Twilio
  • Segment
  • Zoom
  • LinkedIn

Need something specific? Custom integrations are wired in during deployment.

Questions

Customer Growth, answered.

How is this different from Salesforce or HubSpot?

You get a production CRM deployed and branded in days, then own and customize the code instead of paying per seat forever — no implementation partner, no six-month rollout.

Can we migrate our existing contacts and deals?

Yes. We import your contacts, companies, deals, and history during deployment and map them to your pipeline stages so nothing is lost.

Will it fit our sales process?

Pipelines, stages, fields, and automations are all configurable. We start from your motion in the strategy session and tailor the system around it.

How fast can we be selling on it?

A branded CRM is typically live in 3 days; deeper customizations and integrations layer in over the following days without downtime.

Do we own the system?

Yes — run it on your own infrastructure with full source-code ownership, or have HiVi host and keep extending it.

Ready?

Ready to stop
rebuilding?

Let's identify what should be deployed, customized and automated inside your business. No sales pitch. No generic discovery call. Just a practical roadmap for getting to production faster.

  • Free session
  • No commitment
  • 10-day deploy
10 Day median deploy
120+ Systems shipped
4.8★ Avg. client rating
strategy-session.book 30 min · free

Prefer email? hello@hivi.ai

Traditional teams build software. HiVi deploys outcomes.