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Enterprise Intelligence

Connect business knowledge to the work that needs it.

Your customer history, operational data and team knowledge live across different systems. Vivly brings that context together so people and agents can understand the situation and move work forward.

Salesforce
HubSpot
Business data
Knowledge graphIdentities + relationships
Agents & MCPQuestions + investigations
WorkflowsTools + human decisions
Access and review defined around your work
The Vivly vision: connected systems, shared business context and AI-powered work.
01

Give the whole business picture to AI.

A CRM record tells part of a story. Payments, conversations and activity explain the rest. Connect those sources around the people and accounts they describe, with relationships that make the information useful.

Connect the systems

Bring applications, databases and your data lake into the same working context.

Understand the relationships

Follow a customer from account and purchase to interaction and outcome.

Put context to work

Ask questions, investigate a situation and prepare the next action.

02

Start with a question. Build toward a workflow.

A team can begin by finding an answer across two systems. The same foundation can support a deeper investigation, a custom pipeline or a workflow that brings together agents, tools and human decisions.

Work to doA question or a task
InvestigateGather context + prepare
ReviewCheck the proposed action
Act & verifyRecord the result
Missing information or an uncertain result → return to the responsible person
03

Fit the way your team works.

Choose the systems, data and tasks that matter to your team. Define who can access them, where a person needs to review the work and what a useful result looks like. Expand from that shared starting point.

Questions, answered.

Does this replace our CRM or data warehouse?

Vivly is designed to work with the systems you already use. Your CRM, warehouse and operational applications remain part of the architecture.

Where should we start?

Choose a question or recurring task that currently requires people to move between systems. We can scope an evaluation around its data, access and expected result.

Planning an evaluation

Agree the scope before you start.

Enterprise Intelligence is available for scoped evaluations. Connected queries and reviewed actions form the current foundation; broader pipelines and automation are part of the product direction. We agree the supported scope before a pilot.

Explore an intelligence pilot