

You're receiving inquiries but struggle to follow up consistently
Your customer information is scattered across spreadsheets, messages, and different apps.
You're manually reminding customers about appointments.
You don't always know which leads are ready to buy
You're spending more time managing repetitive tasks than growing your business


CRM and contact management
Lead capture forms
Sales pipeline management
Appointment calendars
Core workflow automations
Customer conversation management
Business reporting
Essential plan capabilities
Long-term business system planning
Advanced automation configuration options
Expanded customer journey workflows
Ongoing optimization opportunities
Priority support, if included in the final package
CRM & Contacts
Sales Pipeline
Funnel Builder
Appointment Booking
Automation
Conversations Inbox
Forms & Surveys
Reporting & Analytics
$49 value
$39 value
$79 value
$29 value
$69 value
$39 value
$29 value
$39 value
Corevia is a branded SaaS solution designed to help businesses manage contacts, sales opportunities, appointments, communication, and automation through a connected business platform.
Corevia is designed primarily for service-based business owners who want to organize their customer journey and reduce repetitive administrative work.
You don't need to be a developer to use everyday CRM and booking features. Some integrations and advanced automations may require initial configuration or guided setup.
Yes. Corevia is intended to include calendar booking features so customers can schedule available appointment times.
Yes, supported workflows can automate follow-up steps based on events and conditions. Messaging depends on proper setup, consent, and available communication services.
Essential is planned as a flexible monthly package, while Elevate is a 12-month package aimed at businesses wanting a longer-term setup. Final feature and support differences will be confirmed before launch.
Cancellation, billing, and renewal terms will depend on the final plan agreement. These terms should be displayed clearly before checkout.
Some platform features may incur usage-based charges, including SMS, phone, email, or AI services. The final pricing page will specify which charges are included and which are billed separately.