Ralivi

What is Ralivi?

Ralivi is an innovative email-based CRM designed specifically for small teams that dislike the complexities of traditional CRM systems. This tool automates the tracking of deals and interactions directly from your inbox, allowing users to focus on selling rather than administrative tasks. By monitoring email conversations and calendar events, Ralivi provides actionable insights and reminders on who to follow up with, ensuring that no opportunities are missed. With a user-friendly interface and the promise of minimal manual data entry, Ralivi stands out as a solution that simplifies customer relationship management for teams looking to enhance their productivity.

How to use Ralivi?

1. Connect your inbox: Start by linking your email account (Gmail or Outlook) to Ralivi using a secure one-click OAuth process.
2. Allow Ralivi to monitor: Once connected, Ralivi will automatically track your email conversations and calendar events to identify sales signals and follow-ups.
3. Receive your action list: Each morning, Ralivi generates a prioritized action list detailing who requires your attention and what tasks need to be completed, enabling you to manage your day effectively.

What are the main features of Ralivi?

• Email-Based CRM: Automatically builds your CRM from email conversations, eliminating the need for manual data entry.
• Smart Follow-Ups: Never miss a follow-up again with automated reminders for cold leads and pending responses.
• Daily Action List: Start each day with a clear, prioritized list of tasks and contacts needing attention.
• Integration with Gmail and Outlook: Seamlessly connects with your existing email and calendar tools for easy access.
• Mobile App: Access your CRM on the go with iOS and Android applications, allowing you to manage tasks anywhere.

Who is Ralivi for?

Ralivi is tailored for small teams, freelancers, and startups who seek a straightforward and efficient CRM solution without the burden of complex administrative tasks. It is particularly beneficial for sales professionals and small business owners who rely heavily on email communications and need a system that minimizes manual data entry while maximizing productivity. Teams looking to streamline their sales processes and improve follow-up efficiency will find Ralivi an ideal fit.

What are the use cases of Ralivi?

1. Sales Follow-Up Management: Use Ralivi to automatically track and manage follow-ups with potential leads, ensuring timely responses.
2. Deal Tracking: Monitor the status of deals directly from your inbox, allowing for quick adjustments based on engagement signals.
3. Team Collaboration: Facilitate communication among team members by sharing action lists and updates, ensuring everyone is aligned on priorities.