Multi-Location & Multi-Brand Support — Alivo
Platform Feature

One Platform.
Every Brand.
Every Market.

Whether you run multiple locations under one brand or manage several brands under one roof, Alivo gives leadership complete visibility across every account — while each team operates independently.

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Multi-Location Multi-Brand Roll-Up Reporting Role-Based Access Per-Account Isolation
Organization Dashboard
Org View
2,641
Total Leads
91%
Contact Rate
718
Appts Set
Accounts — All Brands & Locations
🔑
Leadership view — full visibility across all accounts
Multi-Entity
Support for locations, brands, or both under one org
1 Login
Roll-up dashboard for all accounts from a single view
100%
Per-account isolation of pipelines, agents & numbers
Real-Time
Aggregate stats across calls, texts, emails & appointments
Built for Both

Running Multiple Locations
or Multiple Brands?

Alivo is purpose-built for operators who scale — whether that means opening new service areas or launching new brand identities in different markets.

📍

Multiple Locations, One Brand

You have the same name and reputation in every city, but each office has its own team, leads, and calendar. Alivo keeps them fully separated while giving you one place to see it all.

Each location has its own AI agents and dedicated phone numbers
Leads never cross between markets or teams
Leadership compares locations side-by-side in real time
Scheduling rules and service areas configured per office
🏷️

Multiple Brands, One Operator

You own separate brands — maybe roofing and solar, or a regional franchise group. Each brand needs its own identity, pipeline, and AI personality without any overlap.

Each brand gets a fully isolated account with its own voice
Separate pipelines, scripts, and integrations per brand
Brand-specific AI agents trained on each company's offerings
One org-level dashboard to govern them all
🏢
Your Organization
Parent Entity · Leadership Access
📍
N. Virginia
Location account
Acct Admin
🏷️
Storm Shield
Brand account
Acct Admin
📍
Dallas / FW
Location account
Acct Admin
Leadership sees all accounts
Location accounts
Brand accounts
How It Works in Alivo

Structured for Scale

Accounts belong to an organization. Alivo's role structure gives leaders at the organization level a layer of visibility and governance that sits above every individual account — without disrupting how each team or brand operates day to day.

1

Create an Organization & Add Accounts

Group your locations, brands, or a mix of both under one parent organization. Each account keeps its own dedicated phone numbers, AI agents, integrations, pipelines, and team members.

2

Leadership Gets a Dedicated Layer of Access

Alivo's role structure gives leaders full visibility across every account from a single login. Account-level users only see their own location or brand — keeping each team focused on their market.

3

View the Organization-Level Dashboard

Access a comprehensive roll-up of calls, texts, emails, appointments, source performance, and agent stats aggregated across every account — updated in real time, no account-hopping required.

4

Configure Each Account Independently

Scheduling rules, service areas, AI scripts, and routing forms are all set per account. Each location or brand operates exactly as it should — no shared calendars, no crossed wires.

Org-Level Intelligence

The Numbers That
Actually Matter to Leadership

Stop chasing managers for weekly reports. The organization dashboard surfaces everything you need — aggregated across all accounts, updated in real time, and broken down by the metrics that drive decisions.

📞

Call Outcomes Across All Accounts

See exactly how calls resolve across every location and brand: booked, transferred, message left, or resolved — without logging into each account separately.

🎯

Source Performance by Account

Identify which lead sources drive the most appointments at the org level — and spot which are underperforming in specific markets or brands.

👤

Agent Performance Across Every Account

Track how each AI agent performs across every location and brand — response times, contact rates, and appointments set, all in one place.

What are your call outcomes?
Booked
75%
Transfer
45%
Message Left
3%
Resolved
22%
Unresolved
5%
Filtered Calls · All Accounts · Last 30 Days View Detail →
Business Impact

Grow Faster. Operate Smarter.

Multi-entity support isn't just an organizational feature — it's a growth multiplier for operators managing more than one market or brand.

🎯

Standardize Without a Shared Inbox

Set the same lead follow-up playbook across every account without forcing teams to share one inbox or step on each other's leads. Each location or brand stays independent while leadership governs from the top.

⚖️

Compare Fairly Across Markets & Brands

When every account runs on the same platform with the same metrics, you're comparing apples to apples. Identify what's working — whether it's a market, a brand, or a specific AI agent — and replicate it everywhere.

📋

Roll Out Your Best Playbook Instantly

Found a winning sequence in one location or brand? Deploy the same scripts, pipeline stages, and routing logic to your other accounts — and start seeing results faster without rebuilding from scratch.

What Contractors Say

Real Results from Real Teams

★★★★★
"We were paying an answering service and they were not taking very good notes. Alivo was able to answer much faster, text back, follow up, and set appointments much easier."
Jonathon Y.The Roofing Dudes
★★★★★
"The AI is very real and able. I love not having to do personal responses to each and every customer."
Val S.CS Roofing Company
★★★★★
"Alivo has been a huge game changer. I can jump on a call and not worry, because I know Lilly is backing me up."
Sawyer G.Roofing and More
Frequently Asked Questions

Got Questions? We've Got Answers.

Yes — both. An organization in Alivo can contain any combination of location-based accounts and brand-based accounts. Whether you have three offices under one name or four separate brands operating in different markets, the structure is the same: each is its own fully isolated account under your organization, and leadership gets one view across all of them.
An account is a single location or brand — with its own phone numbers, agents, integrations, pipelines, and team. An organization is the parent entity that groups multiple accounts together. Alivo's role structure gives leadership full visibility across all accounts under that organization from a single login.
Yes — completely. Each account has fully isolated AI agents, dedicated phone numbers, and its own integrations. No two accounts share an inbox or interfere with each other's lead pipelines, even when they're part of the same organization. Brand-specific agents can be trained on that brand's exact offerings, tone, and service area.
Leadership can view a comprehensive roll-up of calls, texts, emails, appointments, lead source performance, and agent stats across every account in the organization. It updates in real time so your team always has a current picture of how every market and brand is performing — without chasing down individual reports or logging into each account.
Yes. Scheduling rules, service areas, and routing forms are all configured at the account level. Each location or brand books the right reps for its own market — no shared calendar conflicts, no leads going to the wrong team.
Alivo has multiple role levels built in. Leaders at the organization level have a layer of visibility and governance across all accounts. Account-level users only see their own location or brand's data — contacts, conversations, pipelines, and reports — keeping each entity's data clean and your reporting trustworthy.
There's no hard limit on the number of accounts in an organization. Alivo is built to scale with your business, whether you're managing two brands and a handful of offices today or expanding into dozens of new markets over the next few years.

One Platform for Every
Brand & Market You Run.

See how Alivo gives leadership the visibility they need across every account — without disrupting how each location or brand operates. Book a personalized demo today.

Book a Demo

Go live with your custom trained AI agents within days, not weeks.