Platform Features
One Platform. Every Part of Your Business.
CRM, communications, quotes, billing, payments, task management, and the client-facing tools that sit on top of them — built into a single web app that matches how your business actually runs. Flat monthly license, unlimited users.
01 Front Office
Everything you need for your client relationships to thrive. Client records, all communications attached to them, and everything else that follows.
CRM
Every client, contact, and account detail in one record — with the fields your business actually uses, not the ones a generic CRM shipped with.
Custom fields, stages, and record types
Full activity history on every account
Role-based access down to the field
Client Communications
Email, SMS, and phone in one thread against the client record — so the history belongs to your business, not to somebody’s inbox.
Send and receive email + SMS in-platform
Call logging with notes and outcomes
Templates for the messages you send daily
Automations
Task Manager
Work assigned, tracked, and closed out — attached to the client, quote, or job it belongs to instead of a separate to-do app.
Assignment, due dates, and priority
Tasks triggered by record changes
Team, individual, and workload views
02 From Quote to Payment
One continuous process from the work you quoted to the money in your account. No re-keying, no reconciliation by hand.
Quotes
Build a quote in minutes from your own price list, send it, and see when it’s opened. Accepted quotes become invoices without a second entry.
Reusable line items and pricing rules
Internal approvals and version history
Online acceptance with e-signature
Billing
Invoicing that follows your terms — one-off, recurring, milestone, or deposit-and-balance — with reminders that chase overdue accounts for you.
Recurring and milestone schedules
Taxes, discounts, and deposits handled
Automatic dunning and statements
Payments
Card and bank payments taken from the invoice or the portal, reconciled against the record the moment they clear.
Pay online from any invoice link
Stored methods for recurring billing
Automatic reconciliation and receipts
03 AI Tools for superpowers
Integrate AI tools into the software to assist with your workflows.
Aduvio AI
Connect with the LLM’s you already use and know, and use them to propel your business in new ways
Claude or ChatGPT inside Aduvio
Document summarization and audio transcription
AI Powered text fields
Sales IQ
Invoicing that follows your terms — one-off, recurring, milestone, or deposit-and-balance — with reminders that chase overdue accounts for you.
AI-powered chat for your website
Deal Advisor to analyze all open deals and give recommendations
Relationship + deal summaries
And much much more
MCP Server
If your data truly belongs to you, why do most platforms not allow you to interact with it how you want? With the Aduvio MCP server, you can interact with your Aduvio CRM through your favorite LLM and inside of your agentic workflows,
Open and secure data model
Ready for agentic workflows
You have full control
04 Connect with the tools you use and love
Connect with the tools your team wants to hold onto
Quotes
Build a quote in minutes from your own price list, send it, and see when it’s opened. Accepted quotes become invoices without a second entry.
Reusable line items and pricing rules
Internal approvals and version history
Online acceptance with e-signature
Billing
Invoicing that follows your terms — one-off, recurring, milestone, or deposit-and-balance — with reminders that chase overdue accounts for you.
Recurring and milestone schedules
Taxes, discounts, and deposits handled
Automatic dunning and statements
Payments
Card and bank payments taken from the invoice or the portal, reconciled against the record the moment they clear.
Pay online from any invoice link
Stored methods for recurring billing
Automatic reconciliation and receipts
05 Client Experience
The parts your clients see. Same data, same security model — no plugins holding your public face together.
Website
Your website, lightning fast, fully customizable, and linked directly to your CRM.
Forms write straight into the CRM
Fully Customizable
One codebase, one login, one bill
Client Portal
Aduvio can be augmented by giving your clients a branded portal where they can see and do, basically anything you can imagine
Custom fields, stages, and record types
Full activity history on every account
Role-based access down to the field
THE DIFFERENCE
Anything Else You Need, Built as a Module.
The nine features above are just the starting point, not the ceiling. When your operation needs something the standard modules don’t cover, it gets built as a first-class module — with its own fields, logic, and role-based security — inside the same platform.
Add, remove, or modify modules as operations change
Custom business logic, not workarounds
The same role-based security model throughout
One database — you own your data
Add your whole team, your contractors, and your front desk. Headcount never changes the bill.
One predictable cost covering every module on this page — no per-seat maths, no surprise tiers.
Your records live in your database, exportable at any time, under access rules you set.
Ready to become our next success story?
Try Aduvio free, or talk with our team about your custom build.