ENQUIRIES
Enquiries & Quotes
Bring new enquiries, quotes and follow ups into one clearer process.
Explore enquiries→
Open Crevida and get your bearings.
KNOW WHERE TO LOOK
The goal of the dashboard isn’t to show you everything.
It’s to bring the things that matter into view.
See what’s coming up, what needs action and what’s happening across the business without opening client after client just to work out where to begin.
DASHBOARD & REVI
Open Crevida and get your bearings.
What needs you. What’s coming up. What’s happening with enquiries, bookings and payments.
Then Revi can help you understand what sits underneath it.
Less checking through the business just to work out where to start. A clearer idea of where your attention should go.
Some parts of the client journey can happen automatically.
Others need a reply, a decision or your judgement before anything can move forward.
Those actions come back into Next Steps, giving the things that need you somewhere to reappear.
Next Steps
Client actions
Manual journey steps
Follow ups
Upcoming work
Actions needing attention
You don’t need to keep remembering which client you meant to return to.
When something in the process needs your input, it can come back into view at the right point.
The reminder lives in the process. The decision stays with you.
Manual actions
Client Journey steps
Upcoming tasks
Client context
Completed steps
What comes next
Running the business isn’t just getting through today’s list.
How many enquiries are becoming bookings? How quickly are you responding? What are people booking? What does a typical booking look like? Is something changing?
Crevida is already collecting much of the information behind those questions as you work.
Enquiry activity
Booking activity
Conversion information
Response patterns
Booking values
Business trends
Revi can look at the information already building inside Crevida and bring useful patterns to your attention.
A change in enquiry behaviour. A shift in conversion. Something happening across your bookings that is worth looking at.
Then Revi can help you think about what you might do next.
Revi Insights
Enquiry patterns
Booking patterns
Conversion changes
Business recommendations
Things worth a closer look
Revi sits inside Crevida, alongside the information already there about your clients, bookings and business.
So when you ask for help understanding something, drafting a message or looking at what’s happening, you’re not starting from zero.
You don’t have to explain the whole business before you can ask the question.
Client context
Booking context
Business information
Revi Insights
Email drafting
Help understanding what you’re seeing
REVI WORKS WITH YOU
Automate the admin. Keep the judgement.
Revi can help make sense of something, get you started on communication or bring something worth noticing into view.
But you decide what happens next.
The aim isn’t to hand your business over. It’s to give you more useful context when a decision still needs you.
FROM TODAY TO THE BIGGER PICTURE
From running the bookings to understanding the business.
A Next Step can tell you what needs doing for one client.
The dashboard shows you what’s happening across the business.
Revi helps you look for the patterns underneath it.
That’s where Crevida becomes more than somewhere to keep the bookings. It starts helping you understand the business they’re creating.
Next Steps
See the client actions that need you now.
Business Insights
Step back from individual bookings and see what is happening across the business.
Revi
Bring useful patterns into view and get help thinking about what they might mean.
WHAT THIS MEANS FOR YOU
Less checking. A clearer idea of where to look.
See what needs your attention now.
See what’s coming up.
See what’s happening across the wider business.
And when there’s something in the information worth noticing, Revi can help bring it into view.
You still make the decisions. You just have more context when you make them.
SEE WHAT NEEDS YOUR ATTENTION
Run today’s work without losing sight of the business underneath it.
Keep the next actions visible, understand what’s happening across your bookings and let Revi help surface the things worth looking at more closely.
EXPLORE CREVIDA
Everything around the booking, connected.
Enquiries, clients, payments, appointments and the journey around them. Explore the parts of Crevida that help keep the business moving.