1. Data in
You connect the systems you already use:- CRM (Salesforce, HubSpot) — customers, contacts, opportunities, owners
- Billing (Stripe) — subscriptions, invoices, MRR
- Support (Pylon) — tickets, response times
- Calls (Fireflies, Fathom, Granola) — transcripts and summaries
- Slack — customer channel conversations
- Product usage — from your warehouse (Snowflake, BigQuery), PostHog, or pushed directly via the Usage API
2. One customer model
Records from different systems are matched to a single customer — a Stripe customer, a HubSpot company, and a Slack channel all land on the same profile. You control how fields map through field mappings, and you can extend the model with custom fields and objects. Think of it like a filing system that files every new document under the right customer automatically.3. AI on top
Every AI feature reads from the same unified model:| Feature | What it does |
|---|---|
| Health scores | Scores each customer across revenue, usage, engagement, support, and market signals |
| Ask Quivly | Answers questions across all connected data, in-app or in Slack |
| Agents | Runs automated workflows on triggers like record changes or health drops |
| Actions | Drafts next steps for you to review and send |
| Notebooks | Writes customer documents (QBR prep, handoffs) from live data |
| AI fields | Computes field values from each customer’s data on a schedule |
| Skills | Your reusable instructions that steer all of the above |
FAQ
Does Quivly modify data in my CRM or billing system?
Does Quivly modify data in my CRM or billing system?
No. Data integrations are read-only. Outbound activity (Slack messages, emails, calendar invites) only happens through agent steps or actions that you configure, and you can require human review before anything sends.
How do records from different systems get matched to one customer?
How do records from different systems get matched to one customer?
Quivly links records across systems using identifiers like domains and external IDs, and you can review and adjust the linking. See cross-system linking.
Do I need every integration for AI features to work?
Do I need every integration for AI features to work?
No. Each feature works with whatever data you’ve connected — more sources just make answers and scores richer. Health score categories with no connected source are simply disabled.