Manage your leads, quotes, invoicing, tasks and bookings on anything, anywhere.
Our lead management tool makes it easy to manage your leads and sales pipeline. Create your own sales stages, lead sources and types to easily segment and target them. Create notes, tasks and activities against a task so you never forget what you have to do.
- Internal tasks and activities
- Lead Management
- Allocate leads between team members
Quotes & Contracts
Save time creating quotes by just selecting your function space, menus, packages and accommodation options. The quote document is created with your branding into a Microsoft Word document, or pdf that you can forward to your prospects.
- Automatically creates Microsoft Word Quotes
- Quotes can include Accommodation, Venue Space, Food and Beverages
- Price based on services selected or on packages
Accommodation Integration With Your Channel Manager
iVvy’s API has the ability to integrate your accommodation’s availabilities and pricing by pulling it from your existing accommodation management software using the iVvy API. Or you can add and manage it directly from within iVvy.
Get a quick glimpse of all confirmed, and tentative bookings across your function space from the iVvy function diary. View by day, or week and get a clear understanding of your space from both sales and management perspectives.
- Weekly, daily and monthly views.
- Create quotes or bookings directly from the diary.
- View multiple properties.
Easily Manage your Menus
Set and manage your menus and beverage packages. Menus can be setup with options to allow you to add or remove items from the menu based on the client’s requirements which can modify the quoted price if required.