The Prival Platform
Every tool your business needs, working as one
Prival is not a bundle of disconnected apps. It is a single, unified platform where your CRM, marketing, scheduling, documents, and AI agents share the same data, the same contacts, and the same logic. When something happens in one module, everything else knows about it.
Every relationship, one living view
Track contacts, deals, and conversations across every channel in a single pipeline. Custom stages, automated follow-ups, and real-time forecasting that updates as deals move.
- Unlimited contacts and custom fields
- Visual drag-and-drop pipeline
- Automated lead scoring and routing
- Activity timeline across email, SMS, and calls
- Revenue forecasting and pipeline reports
- Smart lists and segmentation
CRM & Pipeline
Campaigns that build themselves
Design multi-step workflows that trigger on behavior, not guesswork. Email sequences, SMS drips, social scheduling, and ad retargeting all run from the same builder.
- Visual workflow builder with branching logic
- Email campaigns with dynamic content
- SMS and WhatsApp messaging
- Social media scheduling
- A/B testing on emails and pages
- Trigger automations on any event
Marketing Automation
Books itself, reminds everyone
Shareable booking links, round-robin assignment, calendar sync, and automated reminders that cut no-shows in half.
- Booking pages with custom availability
- Google and Outlook calendar sync
- Automated email and SMS reminders
- Round-robin and team scheduling
- Embeddable booking widgets
Scheduling
Send, sign, done
Create proposals, contracts, and agreements. Send for e-signature and track status — all within the same platform where your deals live.
- Document templates with merge fields
- Legally binding electronic signatures
- Signature tracking and reminders
- Document library and version history
Documents & E-Sign
Five stars, earned and managed
Request reviews after every win, monitor what people say, and respond from one dashboard. Your online reputation grows on autopilot.
- Automated review request campaigns
- Google and Facebook review monitoring
- Review response from one inbox
- Review widget for your website
Reputation
Numbers that answer questions
Dashboards that show what is working and what is not. Attribution, pipeline velocity, campaign ROI, and team performance in views you can actually read.
- Pre-built and custom dashboards
- Attribution and source tracking
- Campaign performance reports
- Team activity and productivity metrics
- Scheduled report delivery
Reporting
Assistants that never clock out
Deploy AI agents that handle intake calls, qualify leads, answer FAQs, book appointments, and follow up — trained on your business, available around the clock.
- AI chat widget for your website
- Voice AI for phone intake
- Lead qualification and routing
- Appointment booking via conversation
- Custom training on your knowledge base
- Workflow triggers from AI interactions
AI Agents
Features you will not find in the alternatives
These are the capabilities that move the needle for businesses who have already tried the standard toolkit and found it lacking.
Projects & Delivery Hub
An integrated project management and client delivery module that keeps every task, deliverable, and deadline visible to your team and your clients.
Live Contact Map
See every contact and lead plotted on a real-time map. Spot geographic clusters, plan territory coverage, and understand where your business is growing.
Anonymous Visitor Intelligence
Identify companies visiting your website before they fill out a form. Turn anonymous traffic into qualified outreach with firmographic data and visit behavior.
LinkedIn Capture Extension
A browser extension that pulls LinkedIn profile data directly into your CRM with one click. No manual entry, no copy-paste, no lost connections.
AI Brand Playbook
An AI engine that learns your brand voice, writes content in it, and schedules posts across channels. Thirty approved-ready pieces per month, not generic filler.
Custom Lead Magnet Builds
We design and build lead magnets — calculators, assessments, guides — tailored to your audience. Not templates, fully custom tools that capture and qualify.
See it all working together
A 30-minute demo shows you the platform live, configured for a business like yours. No slides. No canned script.
Book a demo