How it works

From sign-up to closed deal — in four steps

No long implementation. No consultants. Just turn it on and work.

STEP01

Choose your industry

Pick Construction, Real Estate, Health Tourism or Trading — Clavix 360° boots up for that world (terms, stages, fields).

STEP02

Onboard your team

Invite people, set roles, assign each person the exact projects and permissions they should see.

STEP03

Run your sales

Work the pipeline, send AI or manual offers, follow up, capture payments — all in one place.

STEP04

Close, track & grow

Watch live reports, finance and KPIs roll up automatically.

What each role gets

Built for the way your team actually works

Three views, one system. Everyone sees only what they should — and the owner sees everything.

01

Company owner / admin

Full control of the whole platform: your own admin panel, the Finance Engine, BI across every project, and your own dedicated space + backups. Everything is controlled by you — we help, guide and support you.

  • Your own admin panel
  • Manage users and data-access policies
  • Finance Engine, BI, full audit trail
  • Your dedicated space + backups
02

Sales Manager / Supervisor

Oversee your team's pipeline, allocate clients and agencies to salespeople, approve offers, and watch team performance live.

  • Team pipeline overview
  • Allocate clients & agencies
  • Approve offers
  • Per-salesperson performance
03

Salesperson

Sees only their assigned projects and their own clients. Works their pipeline, sends offers, books visits and tracks their own tasks and commissions — focused, no clutter.

  • Only assigned projects
  • Personal pipeline + tasks
  • Send AI or manual offers
  • See own commissions
Why it saves you money

Pay for seats, not people

A seat is a slot — not locked to one person. When someone leaves, reassign their seat. Seats never expire and there are no per-person charges.

Why it saves you money

Pay for seats, not people

A seat is a slot — not locked to one person. When someone leaves, reassign their seat. Seats never expire and there are no per-person charges.

See full pricing

Predictable cost

You buy a number of seats and stay there. No surprise per-head bills, no churn penalty.

Reassign seats

Person leaves? Hand the seat to the new hire — same cost, no migration project.

One platform replaces several

Drop the CRM, the spreadsheet, the offer tool and the agency tracker. Pay for one.

See your whole business

BI dashboards spot the gaps before you do

Live KPIs across every project and every salesperson. Understand exactly where deals are won and lost — and where your business is leaking — then act on it.

Live KPI dashboards

BI dashboards spot the gaps before you do

Funnel

Where deals leak

Pipeline

Per-salesperson view

  • Leads, visits, offers, conversions and revenue in real time
  • Drill into a single project or a single salesperson
  • Funnel view shows the exact stage that bleeds
  • Compare months, sources and teams side by side
Two AI advantages

AI that earns its place on every desk

Salesperson superpower

AI Offer Generator

Build offers two ways: manually (pick the unit, plan, prices) or with AI — just describe it ("2+1 sea-view unit at Marina Heights, 30% down, 12 months") and the AI drafts a branded, professional offer in seconds. Send from desktop or mobile.

Lead generation, automated

AI agent on your website

An AI assistant lives on your website, greets visitors 24/7, answers their questions, and captures qualified leads straight into your pipeline — even when your team is offline. Your website stops being a brochure and starts bringing you leads automatically.

Run your CRM + ERP platform on Clavix 360°

Save your time, stay in control, and let our team set it up, train you and support you all the way. Start your 3-day free trial — no credit card.