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 LLMs 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

AI built into the selling process, from the chat on your website to the deals in your pipeline.

  • 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

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.

The Difference

Anything Else You Need, Built as a Module.

The 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

Unlimited Users

Add your whole team, your contractors, and your front desk. Headcount never changes the bill.

Flat Monthly License

One predictable cost covering every module on this page — no per-seat maths, no surprise tiers.

You Own Your Data

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.