Every part of Corvin, in detail.
One core that is always on, and five parts you switch on when you need them. This page walks through what each one actually does.
Always included
The core. One page per customer, and everything writes to it.
One page per customer
Companies and individuals, with contacts, files, history and stages that actually control what can happen next.
Work that happens on its own
"When this happens, do that" across the platform, tried on a practice run before it goes live.
Reports you build yourself
Any question, answered without an export and without asking a technical person.
Permissions and an audit trail
Who sees what, approval limits with stand-ins, and a record of every change nobody can edit. EU data rules included.
Finding customers
New customers, found before you call them.
Tell Corvin what a good customer looks like: sector, country, size, revenue, keywords. It finds companies that match and puts the promising ones in front of you.
- Two scores: does this company fit us, and is something happening there right now
- Add a company to your customer list with one click, with an owner assigned
- If the company is already yours, Corvin links to it instead of making a copy
- A large search creates follow-up tasks, so new names do not go cold
Instead of: the prospecting subscription each salesperson pays for.
Deals and proposals
The proposal belongs to the deal, not to a separate document.
Customer, deal, proposal: one flow and one page. Nothing to copy between a CRM and a Word file that disagree by Friday.
- Your own pipeline stages, and a reason is required whenever a deal is lost
- Proposals priced from your catalogue, with discounts, tax and other currencies
- Every version kept, one of them active, so nobody sends the wrong one
- Deals above a limit you set go for approval automatically
Instead of: your sales CRM and the quoting tool bolted onto it.
Campaigns and forms
Permission is checked before every send, not after.
Campaigns, follow-up sequences and forms that run on your real customer list, with the legal part inside the send rather than beside it.
- Before you send, see who can actually be contacted: has an email, has permission, not unsubscribed
- You send to lists, never to hand-picked people, which is what prevents the "just this once" send
- A sequence can also give a reward, move a customer forward or create a task for a colleague
- Forms create real customers, with the source and the permission attached
Instead of: your email marketing tool, and the connector keeping it in step with your CRM.
Rewards
Rewards on the customer page, and in your accounts.
Points, vouchers, discounts, credit and free items, for companies as well as individuals, recorded properly rather than tracked in a spreadsheet.
- A wallet per customer: give, use, expire and cancel, with the full history kept
- Business customers get vouchers, credit and free items; individuals can also have membership levels
- Every movement is recorded against an accounting code you choose
- You can see and export what your programme currently owes customers
Instead of: the loyalty app built for online shops, which never sees the customer.
Bookings
A booking arrives as a customer, not as a calendar entry.
A booking page anyone can use without an account, and availability that follows how your team actually works.
- Working hours, breaks, days off, service length and existing bookings, all respected
- The slot is held for five minutes so two people cannot take it
- Every booking finds the existing customer or creates a new one
- Customers cancel themselves with a secure link, and no-shows are recorded
Instead of: your booking link, which stops at the appointment.
Every feature, every plan
Turn a part on and it appears everywhere at once.
You pay for your team size and the parts you turned on. Nothing is charged per person, and nothing is held back for a higher plan.