AI Call Handling · CRM · Revenue Intelligence

Get more from the business
you already have.

Before spending more on staff, services, or marketing, Zivo helps you increase revenue and save time from the opportunities and processes already inside your business.

AI call handling, CRM, booking and revenue intelligence — built around how your service business already operates.

See everything included ↓
↑ a real Zivo build in action — CRM + AI receptionist for Maya’s lash studio, 24-second tour
Our philosophy

Growth doesn’t always require adding more.

When businesses want to grow, they often start looking outward — more employees, more services, more marketing. But before adding more expenses, it can be easier to look inward first.

“How can I get as much as possible from what I already have?”

Zivo examines your existing calls, customers, tools and processes, then builds one connected system around them — helping you increase revenue while saving time and reducing unnecessary manual work.

Why a receptionist

Do you even need an AI receptionist?

If any of this sounds familiar — probably, yes.

01

After-hours & weekend calls

A client calls at 9pm wanting to book. Right now that’s a missed call. The AI picks up, checks your real availability, and books it — while you’re off the clock.

02

No more voicemail

Voicemail is where bookings go to die. Every single call gets answered, so you stop losing business to a beep.

03

Follow-ups were eating your day

Reminders, review asks, rebooking nudges — sent automatically. You take on more clients instead of more admin.

04

Nothing forgotten, nothing messy

Every call updates the same system your notes and bookings already live in. Nothing to remember, nothing to keep tidy by hand.

05

Never lose a lead to a slow reply

Most people book with whoever answers first. An instant answer — any hour — beats a “I’ll get back to you tomorrow.”

06

Scales without hiring

Busy season, more calls, more leads — handled without training a front desk hire or paying a receptionist’s salary.

Why bundle it with the CRM

A receptionist only works well if it knows your schedule, your clients, and your notes — that’s the CRM. And a CRM only saves you time if someone’s actually answering the phone — that’s the receptionist. Built together, the AI reads your real calendar and client history to book correctly, and every call lands right back in that client’s profile. Two separate tools would mean re-entering everything twice.

What we do

We don’t just build your CRM — we look at your whole business.

Three separate ways we work with service businesses, anywhere — pick one, or all three. Each is its own engagement, not a bundle.

01

Business strategy & audits

We come into your business, review everything — your finances, your operations, your day-to-day — and find where you’re leaking money, what’s not working, and what new strategies could actually move the needle. Custom-priced based on scope.

02

Website design

A custom-designed website for your business — whether or not you want the full CRM system behind it. Built around your brand, your services, your customers.

03

Custom CRM + AI receptionist

Our flagship build — a CRM and an AI receptionist made for your business, working from the same brain, in two packages depending on how much of the business you want it to run.

What Zivo does

Most AI receptionists stop after the call. Zivo follows the opportunity through.

From the first conversation and estimate to the completed job and final profit — connected communication, operations, and revenue intelligence in one customized system.

01

Capture every opportunity

  • Answers calls and website chats 24/7
  • Qualifies customers using your rules
  • Repeats important details back for confirmation
  • Gives owner-approved estimate ranges
  • Books appointments
  • Transfers urgent or complicated calls
  • Records, transcribes and summarizes every call
02

Keep everything connected

  • Calls, texts, chats and customer info in one place
  • Appointments and calendar
  • Estimates and proposals
  • Jobs and projects
  • Follow-ups and reminders
  • Reviews and payments
  • Connections to the tools you already use
03

Make better decisions

  • See which opportunities need attention
  • Track estimate conversion
  • Understand real job profitability
  • Spot unnecessary manual work
  • Ask questions about business performance
  • Get practical, specific recommendations
  • Get more from existing demand before buying more marketing
Most AI receptionists stop after answering the call.
Zivo follows the opportunity through the entire business — from the first conversation and estimate to the completed job and final profit.
How Zivo works

From “it’s all in my head” to one connected system.

01

We understand your business

You show us how calls, customers, appointments, estimates and jobs are currently handled — every app, spreadsheet, sticky note, and thing you keep in your head.

02

We build around your workflow

Zivo is customized around the services, rules and tools you already use — the features you need, and none of the clutter you don’t.

03

Zivo connects the process

Customer conversations, bookings, follow-ups and business information flow into one organized system, instead of five scattered apps.

04

You see what it produces

Track opportunities handled, time saved, appointments booked, and revenue generated — in plain numbers, not vague promises.

You aren’t expected to rebuild your entire business around new software — Zivo is built around the way your business already operates. Some onboarding and adjustment is still part of getting it right.

See everything included

What Zivo actually does.

Everything Zivo includes, organized by what it actually does.

AI Customer Representative
  • Answers every call, 24/7 — qualifies the customer using your rules
  • Repeats important details back for confirmation
  • Gives owner-approved estimate ranges, never invented on the spot
  • Books appointments directly against your real calendar
  • Transfers urgent or complicated calls to a human, with full context
  • Records, transcribes, and summarizes every call automatically
CRM and Communication
  • Customer and lead records, tagged the way you think
  • Lead pipeline — who inquired but hasn’t booked yet
  • Full service history per customer — what, when, and how much
  • Add notes to any customer, timestamped, visible to your whole team
  • Follow-up tracking, with a draft-and-send message the moment one’s due
  • Review request tracking — one tap to send from your phone
Scheduling and Jobs
  • Calendar with jobs and appointments
  • Assign a technician or crew to each job
  • Job status, from scheduled through complete
  • Job and project tracking for multi-day work
  • Reschedule a job or reassign the technician in a click
  • Customer notification drafts — “tech on the way,” reminders, job complete — ready with one tap
Estimates, Proposals and Payments
  • AI-drafted proposals, priced from your own rate catalog — never guessed
  • Estimate tracking and automatic follow-up reminders
  • Change orders on active jobs — priced the moment extra work is called in
  • Payment links and payment-status tracking, via Stripe
Revenue Intelligence
  • Job costing and real profit margin — computed from labour, materials and subs, not estimated
  • Call-conversion tracking — which calls turn into bookings, and why the rest don’t
  • Lost-job analysis with a real reason attached to each one, not a guess
  • Underpriced-job and over-estimate detection
  • Ask Zivo — one chat that answers questions about your business, computed from your real numbers, never guessed
  • Proactive opportunity alerts — e.g. “$4,800 revenue opportunity detected: an estimate hasn’t had a follow-up”
Integrations
  • Google Calendar sync
  • QuickBooks Online — sync customers, invoices and payments
  • Stripe payment links
  • Square — payments and POS sync
  • Google & Yelp reviews — pull ratings in, push review requests out
  • Mailchimp — sync your list for email marketing
  • Zapier — connect anything else you already use
  • Import from Housecall Pro, ServiceTitan, or a spreadsheet — switching over, not starting from zero

Don’t see a tool you use? — if it has an API, we can probably connect it.

Setup and Support
  • Custom onboarding around your actual services and rules
  • Concierge support for fixes and tweaks as your business changes
  • A spending dashboard for call, text and AI usage, with an optional cap
Don’t see what you need? If you can describe it, I can build it in. Every system is made to order in Toronto, ON.
Why Zivo

Not the longest feature list. The one built around you.

Built around your business

Your services, rules, workflows and existing tools shape the system — not the other way around.

One connected process

Customer information doesn’t disappear between calls, calendars, notes and separate applications.

Human control where it matters

Zivo can escalate uncertainty and keep owners in control of pricing, proposals, and important decisions.

Proven before commitment

Test Zivo using real business activity before deciding whether to continue.

Business strategy & audits

Most owners are too close to their own business to see the leaks.

You know something’s off — a slow month, a service that never quite pays for itself, a process that eats hours every week — but you’re too deep in the day-to-day to diagnose it yourself. We come in from the outside, look at everything, and tell you exactly what we find.

01

We review everything

Your finances, your pricing, your operations, your marketing, your day-to-day workflow — nothing’s off limits. We ask the questions you don’t have time to ask yourself.

02

We find where money’s leaking

Underpriced services, wasted ad spend, a bottleneck costing you jobs, a process that’s quietly bleeding hours — the stuff that’s easy to miss from inside your own business.

03

You get a real, prioritized plan

Not generic advice — specific strategies for your business, ranked by impact, so you know exactly what to fix first and what it’s worth doing at all.

Why get an outside review

Every business owner has blind spots — it’s the nature of being inside your own business every day. An outside audit isn’t about judgment, it’s about a second set of eyes that isn’t used to the way things have always been done. Most owners are surprised by at least one thing we find.

Custom-priced based on scope — every business is different. (437) 440-5408 or to talk through yours.
Optional add-on

Turn your website into another part of your business system.

Keep your current website and connect Zivo’s booking and enquiry tools to it — or let us rebuild it into a faster, more modern site connected directly to your CRM. This is an optional add-on, not a third software plan and not mandatory.

Five-page scope, built around Zivo
Zivo Website
$700 setup
+ $100 / month Website Care

Founding Client pricing, five-page scope.

Talk through yours
  • Mobile-friendly website
  • Booking integration, connected to Zivo
  • Estimate/contact forms connected to Zivo
  • Google review display
  • Basic technical and on-page SEO
  • Hosting and monitoring
  • Business-hours updates
  • Seasonal promotion changes
  • Small text and photo updates
  • Limited monthly maintenance
Already have a website you like?

Keep it. We can add a Zivo booking link and estimate form to your existing site without touching its code. Want to see what a Zivo-built site looks like? Check out .

Optional add-on

Ask your business anything.

A chat assistant inside your CRM — trained on your client history, services, and notes, so you (or your team) can just ask instead of digging.

  • Answers from your real data — clients, bookings, money, notes
  • Drafts follow-ups and review requests in your voice
  • Available right inside your system, no extra app
Billed by usage — a per-use fee, not a flat monthly add-on. You only pay for what you actually ask.
Ask Zivo
Maya’s Studio
Pricing

Two packages. Same underlying system.

Core captures and organizes your opportunities. Revenue OS operates, analyzes, and improves the whole business. Call, text and AI usage are billed separately in both — a spending dashboard with an optional cap lives right inside Zivo, so you never get surprised.

Capture and organize opportunities
Zivo Core
$350 / month + usage

For businesses primarily losing leads and wasting time on admin. Covered by our 30-Day Guarantee.

Book a Demo
Capture
  • AI receptionist for calls and website chat
  • Lead qualification
  • Rough estimate ranges using owner-approved rules
  • Appointment booking
  • Call transfer and escalation
  • Call recordings, transcripts and summaries
Organize
  • Customer and lead CRM
  • Shared call/text conversation history
  • Automated confirmations and reminders
  • Follow-up tasks & review requests
  • Basic pipeline and reporting
  • Custom onboarding and business setup
See it in action
Call, text and AI usage are billed separately — view usage and set a spending limit right inside Zivo. Something to fix or add? Just call or text (437) 440-5408 or email . Based in Toronto, ON.
Operate and improve the whole business
Zivo Revenue OS
$500 / month + usage

Best for businesses that want more than call handling. Everything in Core, plus the operational and revenue layer.
Founding Client Price — early access, before this becomes a bigger product.

Book a Demo
Operations
  • Job & multi-day project scheduling, technician assignment
  • Proposals & estimates, priced from your own rate catalog
  • Job & multi-day project tracking
  • Change orders — price extra work called in from site, one click
  • Unified inbox — every call, text and job update in one place
Profit & Insight
  • Job profitability — real margin per job
  • Call-conversion & lost-job analysis
  • Proactive revenue-opportunity alerts
  • Ask Zivo — ask what happened, get a specific next step
See it in action
Everything above is priced and computed from your own numbers — Zivo never invents a dollar figure. Call, text and AI usage billed separately, same as Core. Covered by our .
Proof, not promises

“Once it’s live, if it receives real customer calls for 30 days and doesn’t successfully capture even one opportunity that would’ve otherwise been missed, I’ll refund your first month.”

30-Day Captured Opportunity Guarantee

If Zivo is properly connected for 30 days, receives eligible inbound calls, and fails to successfully handle at least one call that otherwise would have gone unanswered, we’ll refund your first month’s fee.

“Successfully handle” means it did at least one of these
  • Answers and captures the customer’s information
  • Books an appointment
  • Transfers the caller correctly
  • Creates a callback request
  • Records the inquiry in the CRM
Book a Demo
Instant estimate

Get a real price range in 10 seconds.

Pick a service, tell us the size of the job, and see a range instantly — the same instant-quote flow your AI receptionist can run on the phone.

Loading services…
Book a slot

Pick a day and time — I’ll confirm personally.

Your request lands straight in my dashboard the moment you send it. Pick what works, add any notes, and I’ll follow up to lock it in.

S
M
T
W
T
F
S
12:00 AM
1:00 AM
2:00 AM
3:00 AM
4:00 AM
5:00 AM
6:00 AM
7:00 AM
8:00 AM
9:00 AM
10:00 AM
11:00 AM
12:00 PM
1:00 PM
2:00 PM
3:00 PM
4:00 PM
5:00 PM
6:00 PM
7:00 PM
8:00 PM
9:00 PM
10:00 PM
11:00 PM
No date or time selected yet.
✓ Request sent — I’ll text or email to confirm.
FAQ

Fair questions.

Why a monthly fee instead of one-time?

Because a custom system needs a real person behind it. Your plan covers hosting, fast bug fixes, and tweaks or new features as your business changes — you’re hiring an ongoing partner, not just buying code once. Covered by our 30-Day Guarantee. Cancel anytime, and your data exports with you.

I already use other apps — booking, payments, notes. What happens to those?

That’s exactly what we fix. We fold the jobs of those scattered apps into one system built around your workflow, so you stop shuffling between five tabs to answer one client question.

How long does a build take?

Most Essentials builds are delivered within two weeks of the discovery call. Signature builds typically take three to four.

Can I add features after launch?

Yes — that’s the point of custom. Start with what you need now, add a gallery, pipeline, or booking form whenever you’re ready.

Do you only build CRMs?

No — the CRM + AI receptionist bundle is our flagship product, but we also run standalone business strategy audits (we come in, review your operations and finances, and find where you’re leaking money) and website design projects, with or without the CRM attached. Tell us what you need on the call.

Who owns my client data?

You do. It’s your business’s data and you can export it anytime — even if you cancel. With concierge I can hop in to fix or add things when you ask, but it always stays yours.

Before adding more, see what your business can get from what it already has.

Let’s look at how you currently handle customers, tools and follow-ups, then identify what Zivo could simplify or improve.

Book a Demo Call Zivo’s AI
Call or text Vera at (437) 440-5408 · · Toronto, ON