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InVice and your CRM

Your CRM remembers.
InVice acts.

Keep the system your practice already trusts. InVice carries the follow-ups, documents and coordination across your tools, then brings CRM changes back for approval.

From context to action

Connected, with clear permissions

Read the context you allow. Follow through in your tools. Review the proposed CRM change before it is written.

InViceInteractive example · fictional workspace
Connections · your tools

Context & connections

Your knowledge. Your tools. Your permissions.

Salesforce

Your workspace account
Connected

Keep the client record in step with the work.

Read

Client records, stages, and follow-up history

Prepare

Stage changes and record updates

✓ Allowed
Act

Write to the client record

Connection settings
Account
Your workspace account
Health
Ready in this example
Available to

Only the context and actions you allow.

Explore the controls. Changes stay in this example.Your context · your permissions · a visible record
The difference

A system of action
over the systems of record

A CRM
Records what happened.

The stage, the note, the task somebody logged. It is an accurate account of the past, and it is only ever as current as the last person who typed into it.

InVice
Works out what happens next.

It reads the same file, checks the dates and the facts against your instructions, and does the next thing: the follow-up, the document request, the booking.

Together
The record stays, the work moves.

InVice uses the context you allow from your CRM, follows through across your connected tools, and prepares CRM updates for your approval. Your record stays where it is.

Two ways in

Start with your existing CRM
Grow at your own pace

Above your CRM
Keep the system you already trust.

Salesforce, HubSpot, or the industry tool your whole practice runs on. InVice sits on top through an explicit, revocable connection and leaves the record where it is. This is the default.

Or without one
Let InVice hold the client record.

If your practice needs a home for contacts, pipelines and documents, you can grow into InVice as your primary client-management platform. It is a choice, not a requirement.

The choice stays open
Neither path locks the other out.

Start above a CRM and grow into InVice later, or start in InVice and connect a CRM when your practice needs one. Your data exports at any time.

Fair questions

What buyers ask
when they already have a CRM

Is InVice a CRM?

InVice starts with the tools your practice already trusts. Missions pursue client outcomes and Operations coordinate work across clients. You can keep your CRM or grow into InVice as your primary client-management platform.

Do I have to replace my CRM to use it?

No. Keep the CRM you use today. InVice reads the context you permit and prepares changes for approval before writing to your CRM. Migration remains optional.

How is this different from the AI features my CRM already ships?

Most CRM AI summarises a record or drafts a message when you ask it to. It waits for you. InVice organizes autonomous work around Missions and Operations instead of adding an AI agent to your records: every Mission has its own outcome, context, state, and human owner, and an Operation lets you govern how a whole category of client work runs. It acts in your email and calendar on its own schedule, and comes back only for the decisions that need judgment.

What stops it from doing something I would not have done?

Two things, at opposite ends. Upstream, it follows the rules you set in plain language and is grounded in your own documents rather than a model guess. Downstream, nothing sends unless you opt in: by default it drafts, proposes, and waits, and every action is recorded.

What does it cost next to a CRM seat?

Compare Solo, SMB and Enterprise on the pricing page, with monthly and annual options in CAD. Every plan runs on your own model key.

See what this looks like on your desk: Mortgage brokers · Property managers · all practices.

Your next step

Keep your CRM, move your work forward

Start with one client outcome and the tools you already use. Your team sets the direction and the permissions.