CRM and ERP Platforms

Unlock Powerful Insights from your CRM and ERP Operations

Unify customer, sales, and marketing data in one platform. With Onvo, build intuitive dashboards that reveal complete visibility into customer engagement, conversion efficiency, campaign ROI, and overall pipeline health helping teams make smarter, faster decisions that drive growth and retention.

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AI-powered insights
Ask customer or sales questions in plain language and get instant visual answers.
Save time & boost revenue
Automate customer reporting and sales analysis with low-code dashboards that deploy fast.
Turn data into your advantage
Gain real time visibility into leads, conversions, and campaign performance for smarter decisions.
Access data anywhere
Easily connect your CRM systems, marketing tools, or sales spreadsheets in one unified view.
Secure & compliant
Protect customer and business data with enterprise-grade encryption and access controls.
Get started in minutes
Build dashboards and reports with zero coding using Onvo’s intuitive interface.

Deliver smarter customer and sales experiences

Onvo helps marketing and CRM teams move beyond manual tracking, turning complex customer data into clear, actionable insights. From identifying high-value leads to optimizing engagement and retention strategies, we empower organizations to make data-driven growth decisions. Strengthen customer relationships, boost sales efficiency, and build a more connected, profitable business.

Connected customer data

Unify interactions, sales, and support data to build a complete view of every customer relationship.

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AI-driven relationship insights

Use AI to identify high-value leads, forecast opportunities, and personalize engagement across every touchpoint.

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Secure and reliable

Protect sensitive customer information with enterprise-grade security and compliance you can trust.

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AI-powered reporting for smarter customer management

AI-driven reporting uses advanced language models to analyze customer, sales, and campaign data automatically. Ask questions like “Which leads converted fastest this month?” or “Compare revenue across regions and segments.” The platform transforms raw CRM data into clear dashboards and downloadable reports, helping teams make faster, insight-led marketing and sales decisions with minimal effort.

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Anticipate issues before they impact your customer pipeline.

Predictive customer insights

Analyze customer behavior, sales activity, and market signals to forecast potential churn, declining engagement, or stalled deals. Get early alerts when account health trends downward or new upsell opportunities emerge. With AI-driven foresight, teams can act proactively to retain customers and sustain long-term growth.

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Unified dashboards for every CRM role

Transform scattered customer data into clear, actionable insights.

Complete view of customer relationships in one place. Sales can visualize deal progress and territory performance in real time, marketing can track campaign engagement and lead flow, and leadership can monitor pipeline health, retention, and revenue trends. With intuitive visuals and predictive insights, turn CRM data into a powerful tool for smarter, faster decisions.

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Join the leaders transforming CRM with Onvo AI

Build an intelligent CRM command center within your platform bringing together customer, sales, and marketing insights for better visibility, faster decision making, and stronger relationship management.

Operational Efficiency

Time Savings

Automate reports to save hours on data prep and get instant insightsso teams spend more time closing deals.

Simplified Workflows

Unify CRM analytics from leads to customer support in one low-code, AI-driven platform.

Automations

Generate recurring dashboards for pipeline reviews, lead updates, or churn reports with smart scheduling.

User Experience

Natural Interaction

Ask, “Which leads are likely to convert?” or “Show retention by region,” and get instant visual answers.

Interactive Visualizations

Explore real-time dashboards for sales, satisfaction, and marketing ROI with clear, actionable visuals.

Personalized Analysis

Each role gets tailored dashboards helping teams focus on the metrics that drive results.

Privacy and Security

Access Controls

Set precise, role-based visibility to keep client and revenue data secure.

Data Export

Share read-only dashboards safely, reducing risks of edits or reporting errors.

Data Encryption

Ensure CRM data privacy with encryption in transit and at rest.

The data first platform

Need a hand? We'll show you how!

Master the art of dashboards and data visualization by leveraging our full suite of powerful tools. Stay in the loop with everything you need to know to start using Onvo AI