See every lead on a board as it moves from inquiry to won — and let automations handle the handoffs, agent assignments, and CRM triggers without anyone on your team remembering to do it.
Every missed handoff and lead stuck in limbo is a system problem, not a people problem. Pipelines and automations fix it at scale.
Your entire pipeline on a visual board — Inquiry, Qualified, Estimate Scheduled, Won, Lost. No spreadsheets, no digging through texts.
When a lead books, stop the drip and move the stage. When a job closes in your CRM, assign Jenna for reviews. Set it once — done.
Every branch follows the same playbook. The process doesn't depend on who's in the office or how thorough last week's training was.
Pipelines give you visibility. Automations give you leverage. Together, they run the handoffs your team is too busy to manage manually.
Every company's sales process is different. Pipelines in Alivo are fully customizable — you define the stages, the order, and the terminal states. Run multiple pipelines side-by-side for different workflows.
Automations are simple rules: a trigger fires and actions run instantly. No delays, no manual steps, no one having to remember. Built for how roofing businesses operate.
When something happens in your CRM — a job closes, an estimate is created, a payment is received — Alivo receives that webhook and runs the automation you've configured.
These are the exact automations Alivo customers use every day to move leads forward without lifting a finger.
Sales, rehash, commercial, post-install — run separate pipelines with their own stages and automations, all in one place without workflows bleeding into each other.
The moment a trigger fires — a booking, a reply, a CRM event — your actions run immediately. No delays, no polling, no lag between what happened and what happens next.
Automations notify the right person on your team, create internal tasks, and flag high-priority contacts — so reps stay focused without watching the pipeline themselves.
Your CRM is the source of truth for what's happening on the job. Alivo listens for those events and responds automatically — field data and outreach always in sync.
"It's been a huge game changer. I can jump on a call and not worry, because I know Lilly is backing me up."
"The AI is very real and able. I love not having to do personal responses to each and every customer."
Get a personalized demo and see exactly how Alivo will map your sales process, configure your automations, and connect your CRM — before your first lead comes through.
Go live with your custom-configured pipeline and automations within days, not weeks.