Question 1

How is this different from a CRM like Salesforce or HubSpot?

Accepted Answer

CRMs are the system of record for sales pipeline. Customer 360 is the system of context for everything that happens after the deal closes — pulling product usage, support, conversations, and billing alongside CRM data, and keeping it all current automatically. Most teams keep their CRM as the contract source of truth and use Quivly as the live working surface for post-sales.

Question 2

How long does it take to stand up?

Accepted Answer

Most teams are looking at a populated Customer 360 within a few hours of connecting their first integrations. Salesforce, Stripe, Gong, Zendesk, and your data warehouse cover ~80% of accounts on day one. Adding more sources only sharpens the picture — it doesn't block you from getting value.

Question 3

How fresh is the data?

Accepted Answer

Most signals (CRM updates, support tickets, calls, product events) refresh within 60 seconds. Heavier sources (data warehouse syncs, billing systems with batch APIs) refresh hourly by default and can be configured for real-time. There is never a stale dashboard problem.

Question 4

Can I customize what shows up on an account view?

Accepted Answer

Yes. Account views are fully configurable per persona — what your CSMs see, what your AEs see, and what your execs see can all be different. Add custom fields, hide noise, surface the metrics that matter to your team.

Question 5

Does Quivly write back to my CRM?

Accepted Answer

Yes. Edits made in Quivly — contact updates, status changes, notes, custom fields — sync bidirectionally to Salesforce, HubSpot, and your other systems. One source of truth, no double-entry, no silos.

Question 6

What if my data is messy across systems?

Accepted Answer

That is the normal starting point. Quivly's identity resolution stitches the same account across CRM IDs, billing IDs, support orgs, and product workspaces — and flags conflicts (e.g. mismatched ARR between Salesforce and Stripe) for your ops team to resolve. The unified profile gets cleaner over time without a migration project.

Question 7

Who can see which data?

Accepted Answer

Quivly supports SSO, role-based access control, and field-level permissions. Teams typically scope sensitive financial data (ARR, contract terms) to GTM leadership and renewal owners, while keeping operational data broadly visible. We are SOC 2 Type II compliant and happy to share documentation under NDA.

Question 8

Do AI agents and health scores use this same data?

Accepted Answer

Yes — Customer 360 is the foundation for everything Quivly does. Agents read context from the unified profile to decide what to do; health scores are computed across the full data set, not just CRM hygiene; renewal forecasts blend usage trends, conversation sentiment, and contract context. The 360 view is what makes the rest of the platform smart.

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Stop guessing. Start knowing.

One Live View for Every Account — Quivly stitches CRM, product usage, support, conversations, billing, and market signals into a single living profile of every customer — so your team walks into every call knowing the full story.