Overview
A full CRM and operations platform — pipeline, invoicing, activity tracking, and AI-powered lead enrichment — that we built, run, and now deploy for clients.
What's included
- Accounts, Contacts, Leads, Opportunities & Contracts pipeline
- Full invoicing — multi-currency, tax engine, PDF export, payment tracking
- Activity tracking — notes, calls, emails, meetings, and tasks per record
- Full audit log & change history on every record
- AI-powered contact & company enrichment
Who it's for
Sales teamsService agenciesB2B founders who need CRM + invoicing in one place
Interested in 8V CRM?
Tell us a bit about your business — we'll get back within one business day.
/// How We Work
From first call to ongoing support.
01
Discovery
We learn your actual workflows and constraints before proposing anything — what's slowing you down, and what "done" looks like for your team.
02
Build & Configure
Custom-built where you need something new, configured on our existing products where that's the faster and more reliable path.
03
Deploy
Launch with your team — data migration, integrations, and training handled as part of the rollout, not left for you to figure out.
04
Support
We stay involved after launch — fixes, updates, and changes as your business changes, not a handoff into silence.