> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Welcome to Quivly

> The complete customer intelligence platform for revenue and CS teams

## 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

***

## Key Capabilities

<CardGroup cols={2}>
  <Card title="Unified Customer Data" icon="database">
    Connect all your customer data sources - CRM (Salesforce, HubSpot), billing (Stripe), support (Pylon), call recordings (Fireflies), and data warehouses - into a single platform.
  </Card>

  <Card title="Customer Health Scores" icon="heart-pulse">
    Automatically calculate customer health based on revenue, product usage, engagement, support activity, and market signals. Identify at-risk customers before it's too late.
  </Card>

  <Card title="Custom Reports & Dashboards" icon="chart-mixed">
    Build custom reports and dashboards to track the metrics that matter most to your business. Monitor trends across your entire customer portfolio.
  </Card>

  <Card title="Real-Time Insights" icon="lightbulb">
    Get instant visibility into customer trends, renewal risk, expansion opportunities, and product adoption across your entire portfolio.
  </Card>
</CardGroup>

***

## Core Use Cases

### 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

### 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

### 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

***

## How Quivly Works

<Steps>
  <Step title="Connect Your Data">
    Admins connect CRM, billing, support, and usage data sources through pre-built integrations or data warehouse connections.
  </Step>

  <Step title="Map Your Fields">
    Configure how data from external systems maps to Quivly's customer data model using the visual field mapping editor.
  </Step>

  <Step title="Configure Your Platform">
    Set up customer health scores, create custom dashboards, configure notifications, and customize views to match your team's workflow.
  </Step>

  <Step title="Gain Customer Insights">
    CSMs and analysts access complete customer profiles with real-time health scores, usage trends, and actionable insights.
  </Step>

  <Step title="Take Action">
    Identify at-risk customers, track renewals, spot expansion opportunities, and drive product adoption - all from one platform.
  </Step>
</Steps>

***

## What's Inside

### Getting Started

New to Quivly? Start with the quick start guide:

* **[Admin Quick Start](/quickstart-admin)** - Set up the platform, connect integrations, configure health scores

### 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 →](/integrations/introduction)

### 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 →](/data-models/introduction)

### 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 →](/health-scores/introduction)

### 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 →](/customer-views/customer-list)

### 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

***

## Need Help?

<CardGroup cols={2}>
  <Card title="Contact Support" icon="envelope" href="mailto:support@quivly.ai">
    Reach out to our team at [support@quivly.ai](mailto:support@quivly.ai)
  </Card>

  <Card title="Book a Demo" icon="calendar" href="https://cal.com/chandrika">
    Schedule a personalized walkthrough with our team
  </Card>

  <Card title="Documentation Home" icon="book-open" href="https://docs.quivly.ai">
    Return to the documentation homepage
  </Card>
</CardGroup>

***

<Info>
  **Ready to get started?**

  * **Admins & RevOps:** [Platform Setup Guide →](/quickstart-admin)
</Info>