Manage your leads, quotes, invoicing, tasks and bookings on anything, anywhere.

Lead Management

Our lead management tool makes it easy to manage your leads and sales pipeline. Create your own sales stages, lead sources and types to easily segment and target them. Create notes, tasks and activities against a task so you never forget what you have to do.

  • Internal tasks and activities
  • Lead Management
  • Allocate leads between team members

Quotes & Contracts

Save time creating quotes by just selecting your function space, menus, packages and accommodation options. The quote document is created with your branding into a Microsoft Word document, or pdf that you can forward to your prospects.

  • Automatically creates Microsoft Word Quotes
  • Quotes can include Accommodation, Venue Space, Food and Beverages
  • Price based on services selected or on packages

Accommodation Integration With Your Channel Manager

iVvy’s API has the ability to integrate your accommodation’s availabilities and pricing by pulling it from your existing accommodation management software using the iVvy API. Or you can add and manage it directly from within iVvy.

Function Diary

Get a quick glimpse of all confirmed, and tentative bookings across your function space from the iVvy function diary. View by day, or week and get a clear understanding of your space from both sales and management perspectives.

  • Weekly, daily and monthly views.
  • Create quotes or bookings directly from the diary.
  • View multiple properties.

Easily Manage your Menus

Set and manage your menus and beverage packages. Menus can be setup with options to allow you to add or remove items from the menu based on the client’s requirements which can modify the quoted price if required.

AV & Theming

Add your your AV and Theming resources into iVvy so that you can manage their availability, and allow them to be easily added to quotes and Bookings.

Tasks & Activities

Manage your tasks and personal calendar within iVvy so that you can share your work with others, and keep a centralised record.

Accommodation Release & Payment Schedules

Manage your release & payment schedules directly in iVvy and have them added to your quotes and contracts.