Your relationships deserve an intelligent follow-through.
Dwivo brings contacts, conversations, meetings, commitments, documents and follow-ups into one relationship workspace, helping your team remember context and act at the right moment.
Business card · Expo booth
Interested in multi-location software
Reconnect with proposal and demo
Attached to the relationship timeline
Proposal shared with decision-makers
This relationship has a pending commitment. Review the proposal before the next conversation.
BUILT FOR RELATIONSHIP-DRIVEN WORK
Leads rarely disappear. Context does.
The opportunity is often still there, but the card is misplaced, the note is scattered, the promise is forgotten or the follow-up arrives too late.
Lost contacts
Business cards and introductions remain disconnected from the work that should follow.
Scattered context
Conversation notes, documents and commitments live across different tools.
Missed timing
Teams know they should reconnect, but the right moment passes without action.
Cold opportunities
Promising relationships lose momentum when ownership and next steps are unclear.
You do not need another place to store names. You need a system that helps your team remember, reconnect and move relationships forward.
From first conversation to lasting relationship
Every connection has a way into Dwivo
Use the capture method that fits the moment, then carry the relationship forward in one consistent workflow.
See the story behind every contact.
A relationship is more than a record. Dwivo keeps the people, organizations, conversations, activities and commitments connected, so your next action starts with context.
Card scanned and tagged to the event.
Interested in improving multi-team follow-ups.
Meeting connected to the contact and organization.
Owner and follow-up date recorded.
Intelligence that works inside the relationship
Use focused AI capabilities to reduce manual effort while keeping your team accountable for the human conversation.
AI Card Scanner
Turns business cards into structured contacts and lead records.
AI CRM Assistant
Lets users ask natural-language questions about leads, customers and activity.
AI Follow-Up Assistant
Helps identify pending next steps and prepare a more relevant follow-up.
AI Calling Support
Supports call-led workflows, summaries and customer conversation context.
AI Document Agent
Analyzes business documents such as proposals, quotations and agreements.
Proposal Intelligence
Helps carry known customer context into proposal-oriented workflows.
Your relationship operating system
Capture the lead, connect the organization, schedule the meeting, assign the task and preserve the history without rebuilding context in every tool.
A clear workspace for the next best action
Pipeline
8
12
5
Event introduction
Referral
Proposal requested
Product discussion
Demo completed
Different industries. The same relationship problem.
Event organizers
Keep sponsors, exhibitors, speakers and business follow-ups connected around each event.
Consultants
Preserve context across discovery calls, recommendations, proposals and client commitments.
Agencies
Coordinate prospect conversations, ownership, next steps and proposal movement across the team.
Real estate
Organize enquiries, property conversations, visits and follow-up activity around each buyer.
Insurance advisors
Track relationship history, review discussions and customer follow-up without losing context.
Manufacturers
Connect dealers, prospects, meetings, documents and commercial follow-ups in one view.
Founders
Remember investors, partners, prospects and introductions collected across a growing network.
Professional services
Move from conversation to engagement with clearer accountability for the next action.
Make the cost of weak follow-up visible
This planning estimate does not promise revenue. It simply illustrates the value represented by leads that do not receive timely follow-up.
Potential opportunity value associated with leads that may not receive proper follow-up each month.
Illustrative only. Actual outcomes depend on lead quality, timing, sales process and many other factors.
One continuous thread from hello to outcome
More than a database. More useful than a reminder list.
Traditional contact tools
- Store names without preserving the story
- Depend on repeated manual updates
- Separate conversations from actions
- Show records without explaining priority
- Leave follow-through to memory
Dwivo relationship intelligence
- Connects contacts, context and activity
- Supports faster capture at the point of interaction
- Keeps commitments and follow-ups visible
- Brings focused AI into daily workflows
- Helps teams act with shared context
Proof should come from real work
Use this space for verified video stories from early customers, event teams and relationship-driven businesses. Until approved testimonials are available, the website should not publish invented endorsements.
Event team story
Planned case study: how an event business manages prospects, conversations and follow-up activity.
Sales team story
Planned case study: how a growing team creates accountability around customer next steps.
Founder story
Planned case study: how a founder turns a broad network into organized, actionable relationships.
Start with the relationship system. Add AI as value grows.
Final commercial pricing can be connected here once packaging is approved. The structure below keeps the decision clear without inventing unconfirmed prices.
Free
For individuals starting to organize relationships.
Core entry plan
- Lead and contact management
- Organizations and teams
- Tasks and calendar
- Meetings and follow-ups
- Limited AI trials
Pro
For professionals who want AI-supported daily execution.
Publish the approved monthly or annual amount here
- Everything in Free
- Monthly AI credit allowance
- AI card scanning
- AI assistant and document workflows
- Priority product support
Business
For teams that need rollout, governance and integrations.
Scoped to the organization
- Team onboarding
- Advanced AI usage
- Integration planning
- Security and support review
- Commercial account management
Clear answers before you start
Is Dwivo a CRM?
Dwivo includes CRM foundations such as leads, contacts, organizations, activities and follow-ups. Its broader positioning is relationship intelligence, connecting the record with the context and next action.
Who is Dwivo designed for?
Dwivo is designed for professionals and teams whose growth depends on conversations, introductions, meetings and disciplined follow-up.
Can Dwivo scan business cards?
Yes. Dwivo includes an AI card-scanning capability that converts business card details into structured records.
Does Dwivo support meetings and scheduling?
Dwivo's present product materials include calendar, meetings, tasks, reminders and follow-up workflows.
Can teams use Dwivo together?
Dwivo supports users, teams and organizations. Final plan-specific limits and administrative controls should be published after packaging is approved.
What does the AI assistant do?
The AI assistant is intended to help users ask questions about customers, leads, follow-ups, meetings and related business activity using natural language.
Can Dwivo analyze documents?
The product materials describe document analysis for proposals, quotations, agreements and other business documents.
Does Dwivo integrate with other systems?
Integration packaging should only list systems that are production-ready. Use the contact form for current integration availability.
Every valuable relationship deserves a next step.
Give your team one intelligent place to capture the connection, remember what matters and keep the opportunity moving.