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One record behind every channel

Run your whole customer journey from one intelligent platform.

Marvenio is one coordinated marketing and consultative sales platform, custom-fit to how your business actually runs. It unifies your CRM, lead management, channels, data, and analytics into a single source of truth, then automates the repetitive busy work so your team moves faster.

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  • One platform
  • One expert team
Why one platform

Six tools, six almost-copies. Or one source of truth.

Your stack today

Select a tool
Reporting that never agrees.And follow-up that depends on who had a disciplined day.

Marvenio

One source of truth
  • Connect

    Two-way sync with the tools you keep, including other CRMs.

  • Automate

    Journeys follow up on schedule, on the channel the lead used.

  • See

    One set of numbers across the full funnel, with advanced cross-channel attribution.

  • Hand off

    A person steps in the moment judgment is needed.

Every touch logged to the record.

Keep the tools that earn their keep. Replace the ones you are tired of paying for.

The whole journey

One platform across every phase

From the first inquiry to the next purchase, one record carries the customer through all three phases.

01 Capture · Before the conversation

Every inquiry lands in one queue.

Web forms, calls, texts, ads and booking requests arrive in one queue with the source and the full history attached.

New inquiries answered in seconds

02 Work · During the conversation

Answered in seconds, worked by a person.

Speed-to-lead answers on the channel the lead used. Marven Agents draft the reply. A rep takes over from the workbench the moment judgment is needed.

About 16 touches over 6 days if a lead goes quiet

03 Keep · After the sale

Journeys keep customers coming back.

Confirmations, reminders, review requests and win-backs run on schedule, and every touch is attributed.

Advanced cross-channel attribution, built in

Under the hood

Your custom CRM is the data layer

Every Marvenio account starts with a CRM built around how your business works. It syncs two ways with the platforms you already run, including other CRMs, and that unified data powers your lead management, journeys, and reporting.

Three ways to start

Run it alongside your current system. Your other CRM stays in place and both stay in sync.

Diagram: three stacked layers. The bottom layer holds the six sources, the middle layer is your custom CRM, and the top layer holds the four outputs. Sync lines run both ways between the sources and the CRM, and up from the CRM to the outputs.

The platform

Everything the customer journey runs on.

Eight capabilities, one product. Point at any of them to see where it lives and what it looks like on a normal working day.

Workspace / Custom CRM
  • Configured by our experts at onboarding.
  • Changes never wait on an outside consultant.
  • One queue with full history attached.
  • Lead scoring puts high-intent leads first.
  • Consolidates programs you pay for separately.
  • Campaigns share the CRM's data.
  • Adapts to what each customer does.
  • Retention becomes automatic.
  • Every booking creates the follow-up.
  • No-shows drop with journey reminders.
  • Credits every touch, not the last click.
  • Dashboards tuned to your numbers.
  • Your data, your rules.
  • Hands off to people at the right moment.
  • Campaigns measurable end to end.
  • Built and maintained by our team.
Professional services

Every channel, one workbench. Run by whoever you choose.

Website, search, ads, email and text, journeys and custom software are capabilities our team can run for you, with you, or alongside the team and agencies you already have. Every result lands on the same record your sales team works from.

  • Pick the channels we run and keep the ones you have.
  • Our engineers extend the platform when you need something custom.
  • One report, whoever runs the channel.
See services and features
Who runs each channelTap an owner to change it
Your workbench

Every lead, every channel, one record

Answered in seconds Your team holds the conversations.

Website

Built and managed

Run by

Search and listings

Pages, posts, reviews

Run by

Paid media

Paid social and paid search

Run by

Strategy

The plan and the channel mix

Run by

Email and text

Campaigns and journeys

Run by

Custom software

Built by our engineers

Run by

Analytics

One report, every channel

Run by

Lifecycle

Reminders, win-backs

Run by
  • Marvenio
  • Your team
  • Your agency

Integrations

It works with what you already run

Two-way sync across your stack, including other CRMs. Every category plugs into the same record, so every system sees the same customer.

Your custom CRM, one source of truth

Every category around it syncs both ways, so your team works from one record instead of six almost-copies.

In sync with every category
Two-way

CRM

Keep your current CRM in sync, or migrate in phases.

Two-way

Booking and scheduling

Bookings land on the record and start their own reminders.

Two-way

Email

One thread with SMS and voice, on the same customer data.

Two-way

SMS

A first text back in seconds, on the same thread.

Two-way

Voice and telephony

Calls log to the record with the full history attached.

Two-way

Ads

Leads arrive with their campaign attached.

Two-way

Website and forms

Every form fill lands in one queue with its source.

Two-way

Payments

Revenue lands on the record, so every touch ties to it.

Two-way

Analytics

Cross-channel attribution credits every touch, not the last click.

Two-way

Support

Conversations join the same customer history.

If it has an API, Marvenio can sync with it.

Our team connects your tools during onboarding.

Integrations

It works with what you already run

Your custom CRM, one source of truth

Two-way sync across your stack, including other CRMs.

CRM

Keep your current CRM in sync, or migrate in phases.

  • HubSpot
  • Salesforce
  • GoHighLevel

Email

One thread with SMS and voice, on the same customer data.

  • Mailchimp
  • Mandrill
  • SendGrid
  • Amazon SES

Ads and social

Leads arrive with their campaign attached.

  • Google Ads
  • Meta Ads
  • Instagram

Search and analytics

Cross-channel attribution credits every touch, not the last click.

  • Google Analytics
  • Google Search Console
  • Google Tag Manager
  • Google Business Profile

Payments and banking

Revenue lands on the record, so every touch ties to it.

  • Stripe
  • Dwolla
  • Plaid

Phone and meetings

Calls log to the record with the full history attached.

  • Dialpad
  • Zoom

SMS

A first text back in seconds, on the same thread.

  • Twilio

Booking and scheduling

Bookings land on the record and start their own reminders.

  • Zenoti

Documents and e-signature

  • DocuSign

Ecommerce

  • Shopify

Workplace

  • Google WorkspaceIncludes Gmail
  • Microsoft 365Includes Outlook

Cloud

  • AWS
  • Google Cloud

If it has an API, Marvenio can sync with it.

Our team connects your tools during onboarding.

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Trust and enterprise

Built like the system of record it becomes

What you can count on from kickoff onward, including the day you decide to leave.

  1. From kickoff

    Set up by our team

    A working platform, configured around your business.

    1. Connect
    2. Configure
    3. Launch
    4. Evolve
  2. Every day

    Security and compliance

    Layered controls around every customer record.

    • Role-based access
    • Least-privilege permissions
    • Encryption
    • Audit logging
  3. As you grow

    Built to scale

    Enterprise-grade software on AWS-native, secure cloud hosting, built to scale to millions of operations a day and millions of leads and customers.

  4. Whenever you choose

    Your data, your exit

    Client-owned data with full portability, any time.

    No lock-in

Compliance status

  • SOC 1 and SOC 2 examinations in progress (Type I and Type II)
  • HIPAA-aligned controls, certification in progress

Questions from your security team? Contact us

Asked every week

Frequently asked questions

Pick a topic. Every answer comes with its facts at a glance.

Question 1 of 6

How is pricing quoted?

After a thirty-minute fit call. Every Marvenio account includes a custom-built CRM and hands-on onboarding, so the quote reflects your integrations, channels, team size, and any services you add, not a per-seat sticker.

How a quote is builtAt a glance
Starts with
A thirty-minute fit call
Always included
Custom-built CRM and hands-on onboarding
Shaped by
Integrations, channels, team size
Not shaped by
A per-seat sticker

Question 2 of 6

Can we keep the tools we already use?

Yes. Marvenio syncs two ways with your existing stack, including other CRMs. Keep what earns its keep, replace what does not. Consolidating channels usually offsets much of the platform cost.

Two-way syncAt a glance
Your stack
Marvenio
Includes
Other CRMs
Keep
What earns its keep
Replace
What does not

Question 3 of 6

How long does onboarding take?

Set up by our team, done by our team: CRM configuration, integrations, website, dashboards, and your first journeys. Your team starts on a working platform, not an empty one.

Done by our teamSet up by our team
  • CRM configuration
  • Integrations
  • Website
  • Dashboards
  • Your first journeys

Your team starts onA working platform

Question 4 of 6

Who owns our data?

You do. Client-owned data with full portability, any time. No lock-in is a design decision, not a discount lever.

Your dataAt a glance
Owner
You
Portability
Full, any time
Lock-in
None, by design
Client-owned data

Question 5 of 6

Is there a minimum contract?

Platform plans are annual by default because the software compounds: journeys, attribution, and Marven Agents get better with history. Shorter terms are part of the fit conversation.

TermsAt a glance
Platform term
Annual
Gets better with history
JourneysAttributionMarven Agents
Shorter terms
Part of the fit conversation

Question 6 of 6

Where are your security certifications?

Our status today: SOC 1 and SOC 2 examinations in progress (Type I and Type II), and HIPAA-aligned controls, certification in progress.

Compliance statusAt a glance
  • SOC 1 and SOC 2 examinations in progress (Type I and Type II)
  • HIPAA-aligned controls, certification in progress

Something else? Contact us

Thirty minutes to a straight answer.

Your stack on the screen, a quote that covers the team too, no pressure after.

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  • Thirty minutes, not a canned slideshow
  • Your tools, mapped to one platform
  • A straight answer. If we are not a fit, we say so
  • No pressure after the call

Contact us

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