“I just needed something one step past a spreadsheet. Somewhere to track my companies, keep notes on conversations, and send emails — without the complexity of HubSpot. Dovio does exactly that.”
Oded Menuhin
See your pipeline at a glance
Move deals through your pipeline, track values, and know exactly what's closing this month.
Deals Pipeline
Drag deals between stages
Enterprise Deal
- Visual pipeline stages from Lead to Closed Won
- Track deal value and expected close date
- Add notes to capture key details
Alex Thompson
Budget approved for Q2. Decision maker is the VP of Engineering.
Initial discovery call. Pain points: manual reporting, no pipeline visibility.
All your notes in one place
Add rich notes to any contact or deal. Your whole team sees the full history, so nothing falls through the cracks.
- Capture key details from every conversation
- See the full timeline of interactions
- Keep your team aligned with shared notes
Never miss a follow-up
Create tasks, set deadlines, and assign them to your team. Everything stays tied to the deal or contact it belongs to.
Tasks
4 tasks, 2 due today
Send proposal to Acme Corp
Follow up with Globex pricing
Prepare Q2 pipeline review
Onboard new team member
- Assign tasks to team members with deadlines
- Link tasks to deals, contacts, or companies
- See overdue, today, and upcoming at a glance
Let us do the work for you
Don't have time to set everything up? Our team will configure your CRM, import your contacts, and get you ready to close deals — so you can focus on selling from day one.
The results speak for themselves
One plan. No surprises.
Try Dovio free for 14 days. Every feature included.