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What is Quivly?

Quivly is a customer intelligence platform that helps revenue operations and customer success teams gain a complete, 360-degree view of their customers. By connecting your CRM, billing, support, and product usage data, Quivly transforms fragmented data into actionable insights that help you retain and grow customer revenue.
  • Implementation effort: 2-4 hours from your eng team
  • Implementation timeline: 2-3 weeks to go live

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Key Capabilities

Unified Customer Data

Connect all your customer data sources - CRM (Salesforce, HubSpot), billing (Stripe), support (Pylon), call recordings (Fireflies), and data warehouses - into a single platform.

Customer Health Scores

Automatically calculate customer health based on revenue, product usage, engagement, support activity, and market signals. Identify at-risk customers before it’s too late.

Custom Reports & Dashboards

Build custom reports and dashboards to track the metrics that matter most to your business. Monitor trends across your entire customer portfolio.

Real-Time Insights

Get instant visibility into customer trends, renewal risk, expansion opportunities, and product adoption across your entire portfolio.

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Core Use Cases

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For Customer Success Teams

  • Identify at-risk customers using automated health scores and market signals
  • Monitor product adoption to drive feature usage and customer value
  • Prepare for business reviews with complete customer 360 views
  • Track renewals and spot expansion opportunities before they’re missed

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For Revenue Operations

  • Set up and manage customer data integrations across all your systems
  • Configure health scores aligned with your business priorities
  • Ensure data quality with cross-system customer matching and deduplication
  • Monitor platform health with integration sync logs and data governance tools

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For Leadership

  • Forecast revenue based on customer health and usage trends
  • Measure product-market fit through usage metrics and adoption patterns
  • Reduce churn by proactively identifying and addressing customer risk
  • Scale customer success without adding headcount

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How Quivly Works

1

Connect Your Data

Admins connect CRM, billing, support, and usage data sources through pre-built integrations or data warehouse connections.
2

Map Your Fields

Configure how data from external systems maps to Quivly’s customer data model using the visual field mapping editor.
3

Configure Your Platform

Set up customer health scores, create custom dashboards, configure notifications, and customize views to match your team’s workflow.
4

Gain Customer Insights

CSMs and analysts access complete customer profiles with real-time health scores, usage trends, and actionable insights.
5

Take Action

Identify at-risk customers, track renewals, spot expansion opportunities, and drive product adoption - all from one platform.

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What’s Inside

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Getting Started

New to Quivly? Start with the quick start guide for your role:
  • Admin Quick Start - Set up the platform, connect integrations, configure health scores
  • CSM Quick Start - Navigate the platform, understand customer views, take action on insights

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Integrations

Learn how to connect your data sources:
  • CRM: Salesforce, HubSpot
  • Billing: Stripe
  • Support: Pylon
  • Call Recordings: Fireflies
  • Data Warehouses: BigQuery, Snowflake, PostgreSQL
  • Communication: Slack
View all integrations →

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Data Models & Field Mappings

Understand how Quivly organizes customer data:
  • Core objects (customers, contacts, opportunities, tickets, etc.)
  • Custom objects and fields
  • Field mapping workflows
  • Cross-system customer matching
Learn about data models →

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Customer Health Scores

Set up and interpret automated health scoring:
  • 5 health categories (revenue, usage, engagement, support, market signals)
  • Configurable weights and thresholds
  • Score history and version tracking
  • Identifying at-risk customers
Configure health scores →

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Customer Views

Navigate customer profiles and dashboards:
  • Customer list and search
  • Profile tabs (account, revenue, usage, calls, support, market signals, health)
  • Sidebar (overview, tech stack, contacts)
Explore customer views →

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Workflows

End-to-end guides for common tasks:
  • Admin: Platform onboarding, integration management, data governance, health score tuning
  • CSM: Identifying at-risk customers, revenue management, product adoption, customer reviews

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Need Help?

Browse Troubleshooting

Common issues, data quality tips, and frequently asked questions

Book a Demo

Schedule a personalized walkthrough with our team

Documentation Home

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Ready to get started? Choose your quick start guide based on your role: