For small businesses

Dovio creates your contacts, summarizes your meetings, suggests your tasks and drafts your follow-up emails.

Prep my meetings for tomorrow

Ask Dovio

Businesses that run on Dovio

C DigitalTodoloAlchemyBlinkers BrandsAMANNTegl
C DigitalTodoloAlchemyBlinkers BrandsAMANNTegl
C DigitalTodoloAlchemyBlinkers BrandsAMANNTegl
C DigitalTodoloAlchemyBlinkers BrandsAMANNTegl

Why Dovio

Connect your email and calendar. Dovio picks up the work you’d otherwise do by hand.

Creates your contacts

People you email and meet become contacts and companies, without typing them in.

Sarah Chen

Summarizes your meetings

Dovio joins the call and writes up what was said.

Suggests your tasks

Action items from the conversation, ready to accept.

Drafts your follow-ups

An email draft that picks up where the meeting left off.

Send

Prep

Walk into every meeting prepared

Ask Dovio before a call and the answer comes straight from your data.

Ask Dovio
Which deals are at risk?
Two deals stand out right now:

Northwind Health

No activity in 3 weeks

Brightline Dental

Renews in 10 days, no meeting booked

Capture

Dovio joins your meetings

It captures every detail and writes the summary when the call ends.

Meetings

Discovery call with Alex

Mar 15 45 min
SummaryAI generated
  • Alex confirmed $50k budget for Q2
  • Needs SSO and audit log features
  • Decision maker is VP of Engineering
  • Next step: send pricing proposal by Friday

Follow up

Handles the admin after every meeting

A summary, suggested tasks, and a draft email ready to send.

After your meeting
Trigger: meeting ended
  • Meeting transcribed

    Discovery call with Alex, 45 min

    Queued
  • Summary written

    Budget, needs, decision maker, next step

    Queued
  • Action items extracted

    3 suggested tasks

    Queued
  • Email draft prepared

    Proposal follow-up to Alex

    Queued
Ready for your reviewOpen recap

Organize

Tailored for any business

Track the CRM essentials from day one, plus whatever's specific to your business.

Objects

Standard

  • Companies
  • Contacts
  • Deals

Custom objects

  • Properties
  • Listings
  • Define a custom objectNew object

Close

Close the deal in the same place

Native e-signatures, so deals close where the rest of your work happens.

Contracts

Service Agreement

Adam Caesar

Adam Caesar

Sender

Alex Johnson

Alex Johnson

Client

Signed

The product

MCP

Claude, ChatGPT, Claude Code and Codex can read and change what you have access to in your workspace. You pick the workspace when you sign in.

Dovio
Claude
Prep me for my call with Northwind Health

In Claude, with Dovio connected

I needed something one step past a spreadsheet. What I didn’t expect is that Dovio would join my calls, summarize them, draft the follow-up emails, and suggest tasks for me. It’s a game changer for my business.

ARAaron RemkesDovio customer

Pricing

Starter

The CRM essentials.

$19

/ month / seat, billed monthly

Start Free Trial

5 h

Meeting hours per seat

500

AI credits per seat

  • Companies, contacts, deals, tasks
  • Email & calendar sync
  • Automatic contact and company creation
  • 5 meeting hours per seat a month
  • Onboarding and data migration included

Pro

Most popular

AI does the work.

$49

/ month / seat, billed monthly

Start Free Trial

30 h

Meeting hours per seat

2,500

AI credits per seat

  • Everything in Starter, plus
  • 30 meeting hours per seat a month
  • Five times the AI credits
  • Unlimited custom objects and saved views
  • Priority support
GDPR

GDPR compliant

Your data is stored and encrypted in the EU.

CASA

CASA Tier 2

Google's security standard for apps that read Gmail.

Your data stays yours

We don't train AI models on your data.

Our team sets up your CRM and moves your data over, on every plan. Try Dovio free for 14 days.