Know where every relationship stands and what should happen next.
Bring contacts, companies, opportunities, and relationship context into one organized place, then move opportunities through a sales process your team can actually follow.
AvariHQ CRM & Pipeline gives service businesses a clearer way to manage the people behind the work and the opportunities that may become clients.
30 days free. No credit card required.
One place for the relationship
Client information shouldn't be scattered between inboxes, spreadsheets, notes, forms, and disconnected systems. Keep the information surrounding a relationship accessible as that relationship develops.
Give opportunities a defined path
A pipeline makes the sales process visible. Instead of relying on memory to determine which opportunities need attention, organize opportunities around defined stages and move them forward as the relationship progresses.
- CaptureContacts, companies and inquiries
- Follow upNotes, follow-ups and next steps
- AdvanceDeals move through defined stages
Keep companies, contacts and opportunities connected
A service relationship is rarely with one person. It is with a company, several people inside it and, over time, more than one opportunity. AvariHQ links companies and their contacts, so the context around a relationship stays together as it grows.
When a new opportunity appears, it starts from what you already know instead of a blank record, and anyone picking up the account can see who is involved.
- Companies and contacts linked to each other
- Custom fields for the details your business tracks
- Import and export for existing records
Move deals through defined stages
Pipelines turn a loose list of prospects into a sales process with named stages. Each deal sits in one stage at a time, carries its expected value and moves forward as the conversation progresses.
Because the stages are defined once, everyone reads the pipeline the same way. Deal Generators start new deals from a consistent structure, so each opportunity is set up the same way without rebuilding it by hand.
- Pipelines with the stages you define
- Deals with expected values
- Deal Generators for consistent setup
Deals and pipelines: Available on Professional and Business.
Follow up without losing context
Many opportunities are won or lost in the follow-up. Scheduling follow-ups against the contact or deal keeps the next step attached to the relationship it belongs to, rather than in a separate reminder app.
Tags group contacts and companies by what matters to your business, such as source, service interest or region. Shared groups bring related contacts together, so information can be shared with the right people at once.
- Follow-ups on contacts and deals
- Tags for organizing records
- Shared groups for related contacts
Connect sales to what happens next
Winning the client isn't the end of the process. It's a handoff. A connected client operation makes it easier for information established during the sales process to support proposals, onboarding, delivery, billing, and the ongoing client relationship.
- ACQUIRE (this capability)
- CONVERT (this capability)
- ONBOARD
- DELIVER
- BILL
- SUPPORT
- GROW
What this looks like in AvariHQ
The verified features behind CRM & Pipeline, with the plans they are included in. Add-Ons are optional and purchased separately.
View Pricing- Core CRM & client managementAll plans
- Contact captureAll plans
- Lead managementAll plans
- Deals & pipelinesProfessional and Business
Start with a more connected client record.
Explore AvariHQ free for 30 days. No credit card required.