Marvenio is a technology company with a core competency in sales and marketing. The Marvenio platform is the foundation we build on. Our engineers extend it to whatever your business needs, and our sales and marketing team can run the work with you, channel by channel.
Marvenio is a technology company with a core competency in sales and marketing. Choose the competencies you want help with; every one of them works from the same platform and the same record.
Every inquiry answered in seconds, then worked to a decision by your team.
The channels that bring inquiries in, run by whoever you choose and reported on one record.
Custom modules inside the platform, integrations with anything that has an API, and software built beside it.
Journeys, reminders and win-backs that run on the same record as the sale.
When the team running a channel and the workbench measuring it share one record, nothing gets lost between the ad, the conversation and the sale. Keep the agencies and teams you have; Marvenio becomes the record they all report to.
The platform answers every new inquiry in seconds with an automated first reply and starts the right journey. From there the workbench tells each rep the next action. Your team holds the conversations; our sales specialists design the motion and tune it with you.
Calls, voicemail, texts, email and form inquiries arrive together, with sales inquiries separated from service requests.
In the workbench: the queueRules that fit your team decide who owns each lead, by location, product, source or anything else you work by.
In the workbench: owner on every leadScores rank the queue, so the strongest next conversation is always on top.
In the workbench: queue orderEvery outcome a rep logs moves the lead through your own pipeline stages, so the numbers match how you sell.
In the workbench: the stage barNext actions, scripts and follow-up steps shaped to your sales process, so every rep works the same proven motion.
In the workbench: the next actionUntouched leads, follow-up and rep performance, on the same record your reps use.
In the workbench: team viewOur sales specialists work on the motion, never on your phones. Pick any of these, alone or together, and keep the rest in house.
How the platform answers, routes and hands each new inquiry to your team.
The signals that rank your queue, tuned to the leads that become customers.
What your reps say, and how every outcome is recorded.
The touches, timing and channels after the first reply.
Your stages, roles and handoffs, mapped and improved with your leaders.
These are the channels we can run. Choose the ones you want us to run and keep the rest where they are. Every one of them reports into the same record.
Every capability below can be run three ways. Choose one to see what it means.
Run by us. Our marketing team runs the channel day to day, with your approval where it matters, and reports into your record.
Run with you. We share the work. Your team keeps the parts it wants and we handle the rest, on the same platform.
Your team. Your own team or agency runs it on the platform. It still reports into the same record.
Built, migrated and managed. Location and service pages, booking connected to your booking system, hosting, security and monitoring, monthly hero and banner updates, and staging with your approval before anything publishes. Every form fill becomes a lead with its source captured.
500+sites built and managedLocation and service architecture, metadata, structured data, redirects, crawl fixes and answer-friendly content for AI answer engines. The foundation every local level builds on.
Foundation levelProfile management, up to ten profile posts a month, review generation and review responses within 24 to 48 hours.
Typical levelsOne to two blogs a month, linked to your location pages, with monthly local visibility reporting.
Typical levelsFacebook and Instagram campaigns planned, built and run per location, with audience and geographic targeting.
Campaigns per location, with copywriting, testing and monthly reporting.
An early pilot for advertisers who want to test a new channel, reported on the same record as the rest.
Campaigns and automated journeys from segments of your real customer data. Consent, quiet hours and opt-outs enforced on every send; Marven Agents answer texts first and your staff take over.
The quarterly plan, the channel mix, offers and messaging, run as a service when you want it.
Outcomes sync back to the ad platforms so they optimize for buyers, not clicks.
Typical service levels, not promises. Search engines weigh many ranking factors we do not control; we do not guarantee rankings or lead volume.
Automated journeys mix email and text with CRM tasks and call tasks for your team, from awareness and a new inquiry through booking, purchase, retention and win-back. They start from real events, hand off from one stage to the next, and stop the moment a customer replies so your team can take the conversation.
JourneysPick a stage
Start here
Follow Jordan R. from a first email to a repeat purchase, one handoff at a time.
Watching Jordan R.Step 1 of 14
Helpful content for subscribers and engaged visitors who have not inquired yet.
About 16 touches over 6 days, answered in seconds. A reply, a booking or an opt-out stops it.
| Channel | Day 15 touches | Day 23 touches | Day 31 touch | Day 42 touches | Day 53 touches | Day 62 touches |
|---|---|---|---|---|---|---|
| Text6 | ||||||
| Email5 | ||||||
| Call task4 | ||||||
| CRM task1 |
Confirmation and reminders, with a reschedule path when someone misses an appointment.
A thank-you, what to expect, a check-in from your team and a review request.
Repeat-purchase reminders, renewals and personal check-ins for top customers.
An offer for customers who have not bought in 90 days, with a call task for top customers.
Day 1, in seconds
Hi {FirstName}, thanks for reaching out to [Your business]. Someone from our team will call you shortly. Prefer to book now? {BookingLink} Reply STOP to opt out.
Merge fields {FirstName}{BookingLink} from the customer record
No change recommended this period.
AI reviews each step’s results and flags changes here.
Replies peak within the first hour.
NextKeep the right-away call task on every new inquiry.
No-shows 539Rebooked 212 39%
No-shows cluster on appointments booked more than seven days out.
NextAdd a reminder text the day before.
No change recommended this period.
AI reviews each step’s results and flags changes here.
No change recommended for this journey.
Related142 May buyers have not bought again and are ready for win-back.
142 May buyers have not bought again.
NextStart the win-back journey for this group.
Call tasks and CRM tasks from every journey land in your Lead Management Workbench queue, with the customer's history on screen. They cancel themselves when a customer books or replies.
| Task | Customer | From | Due | Owner | Status |
|---|---|---|---|---|---|
| Call taskJordan replied: call back now | CustomerJordan R. | FromNew inquiry, after a reply | DueNow | Maya | Due now |
| Call taskDay 2 morning call | CustomerJordan R. | FromNew inquiry, day 2 | DueTomorrow | Maya | Canceled: replied |
| Call taskMissed appointment: offer a new time | CustomerAlex M. | FromBooking, no-show path | DueToday | Chris | Open |
| CRM taskCheck in a week after purchase | CustomerSam T. | FromPurchase, day 7 | DueToday | Maya | Open |
| Call taskTop customer: personal call | CustomerTaylor K. | FromWin-back, day 5 | DueTomorrow | Chris | Open |
| CRM taskReview the inquiry and update the stage | CustomerAlex M. | FromNew inquiry, day 3 | DueDone | Chris | Completed |
A reply or an answered call stops the journey and puts a task at the top of the queue.
Call tasks carry a short talk track. CRM tasks carry a checklist.
It lands in that rep's workbench queue, with the customer's history on screen.
A booking or a reply cancels the tasks still waiting in that journey.
Describe a goal in plain language. AI drafts the audience, steps, timing, messages and exit rules, and nothing goes live until someone on your team or ours approves it.
We saved something for you, {FirstName}. {OfferDetails}
Hi {FirstName}, [Your business] here. Your offer is still open. {BookingLink} Reply STOP to opt out.
Talk track for your team: welcome them back, ask what changed, offer a time.
Dozens of ready-made journeys, labeled by lifecycle stage. Start from one, then tune the steps, timing and messages to your business.
Helpful-content emails, an offer text for opted-in contacts and a CRM task on high intent.
Seasonal content for subscribers, with a CRM task when a visitor shows high intent.
About 16 touches over 6 days. Answered in seconds, and it stops the moment someone replies.
For after-hours inquiries, an instant reply now and a call task first thing in the morning.
Confirmation, reminders and a reschedule path for no-shows, with a call task for your team.
Extra reminders for appointments booked more than a week out.
A thank-you, what to expect, a check-in task for your team and a review request.
Care tips after a purchase, then a reminder when it is time to reorder.
A repeat-purchase reminder around day 60 and a renewal email.
Birthday and anniversary notes, with CRM tasks for top customers.
An offer email, a text three days later and a call task for top customers.
A gentle check-in for customers who have been away the longest.
A few per stage shown here. Dozens more are in the library.
Who runs your journeysWhoever builds them, the conversations stay with your team.
Run by usOur team designs, builds and tunes them, channel by channel.
Run with youWe build them together, and your team approves every change.
Run by your own teamYour team or agency builds on the platform, with the library and the AI Journey Designer.
Most businesses do not need a brand-new platform. They need a solid foundation and an engineering team that can extend it. Marvenio is that foundation. Our engineers build the custom functionality on top, and custom software outside Marvenio, on your own tech stack, when that is what you need.
Tell us what you need built. We start from the platform, not from scratch.
Journeys, reminders and win-backs run on the same record as the sale, so retention is part of the system rather than a separate campaign.
The purchase lands on the record and an automated journey starts: a confirmation, a thank-you and a clear next step.
Consent, quiet hours and opt-outs checked on every send.
Run by us, run with you, or run by your own team or agency on the platform.
Custom dashboards and reports pull data from every connected platform into one view of your funnel, from first inquiry to repeat purchase, by channel and by campaign. AI insights explain what changed and recommend the next move to win more leads and sales.
AnalyticsLeadership dashboardSwitch rolesEach role opens its own dashboard
Leadership
Is the business growing, and where is it leaking? The whole funnel, revenue and retention.
Saved view · 6 widgets
Inquiry to repeat purchase, step rates
Each rate compares a stage with the one before it. Show rate is down 3 points from 75%.
Last 90 days vs the prior 90 days
Share of $1.84M, last 90 days
North and Downtown bring 63% of revenue.
Cumulative repeat rate by month since first purchase
| Buyers from | M1 | M2 | M3 | M4 | M5 | M6 |
|---|---|---|---|---|---|---|
| April | 12% | 19% | 24% | 28% | 31% | 33% |
| May | 11% | 18% | 23% | 27% | 30% | not yet |
| June | 13% | 20% | 26% | 29% | not yet | not yet |
| July | 14% | 21% | 27% | not yet | not yet | not yet |
| August | 15% | 22% | not yet | not yet | not yet | not yet |
| September | 16% | not yet | not yet | not yet | not yet | not yet |
Where the $1.84M came from, last 90 days
Which channels and campaigns bring buyers, not just clicks, and where the budget should go next.
Saved view · 5 widgets
Organic includes Google Business Profile
| Channel | Inquiries | Purchases | Revenue | Cost per purchase |
|---|---|---|---|---|
| Google Ads | 1,240 | 198 | $612K | $168 |
| Meta ads | 1,530 | 142 | $398K | $351 |
| Organic search | 860 | 121 | $366K | No spend |
| Website | 520 | 78 | $241K | No spend |
| 380 | 46 | $142K | No spend | |
| Text | 282 | 27 | $81K | No spend |
| All channels | 4,812 | 612 | $1.84M | $245 paid |
Share of inquiries vs share of purchases
What is working and what is not, with a verdict for each
| Campaign | Spend | Inquiries | Show rate | Purchases | Revenue | Cost per purchase | ROAS | Verdict |
|---|---|---|---|---|---|---|---|---|
| Spring offer, search, Google Ads | $18.4K | 410 | 77% | 74 | $231K | $249 | 12.6x | Scale |
| Brand search, Google Ads | $6.2K | 260 | 79% | 52 | $166K | $119 | 26.8x | Scale |
| Retargeting, Meta ads | $9.1K | 240 | 75% | 33 | $96K | $276 | 10.5x | Keep |
| New customer offer, Meta ads | $26.0K | 690 | 60% | 41 | $112K | $634 | 4.3x | Fix |
| Video awareness, Meta ads | $14.8K | 120 | 67% | 6 | $17K | $2,467 | 1.1x | Pause |
| Win-back, Email and text | No spend | 312 replies | 81% | 58 | $171K | No spend | No spend | Scale |
Cross-channel attribution with position-based credit
Credit for the $2,400 purchase
Purchases, not form fills, train the bidding
340purchases from paid channels sent back this period
Speed, scheduling and shows, rep by rep, on your own pipeline stages.
Saved view · 6 widgets
Worked to purchased, on your own stages
| Rep | Worked | Scheduled | Show rate | Purchased |
|---|---|---|---|---|
| Jordan | 1,210 | 548 45% | 74% | 186 |
| Alex | 1,160 | 502 43% | 73% | 162 |
| Sam | 1,105 | 451 41% | 71% | 138 |
| Taylor | 1,045 | 425 41% | 69% | 126 |
| Team | 4,520 | 1,926 43% | 72% | 612 |
Shaded cells sit above or below the team show rate of 72%.
What 3 points cost on 1,926 appointments
58more appointments would have shown at last period's rate
No-shows rose most on appointments booked more than seven days out.
612 this period, up 11%
Automated first reply on every source
21 smedian time to the first reply, sent automatically on every source
Showed as a share of scheduled; the dashed mark is the 72% average
The same funnel for North, Downtown, Westside and Lakeview, side by side.
Saved view · 4 widgets
Every stage, side by side; bars compare locations within each column
| Location | Inquiries | Worked | Scheduled | Showed | Purchased | Revenue |
|---|---|---|---|---|---|---|
| North | 1,452 | 1,370 | 604 | 447 | 201 | $596K |
| Downtown | 1,388 | 1,306 | 571 | 418 | 186 | $562K |
| Westside | 1,104 | 1,034 | 423 | 296 | 128 | $384K |
| Lakeview | 868 | 810 | 328 | 226 | 97 | $298K |
| All locations | 4,812 | 4,520 | 1,926 | 1,387 | 612 | $1.84M |
Shaded where a location beats or trails all locations
| Location | Worked | Scheduled | Showed | Bought | Repeat |
|---|---|---|---|---|---|
| North | 94% | 44% | 74% | 45% | 32% |
| Downtown | 94% | 44% | 73% | 44% | 31% |
| Westside | 94% | 41% | 70% | 43% | 30% |
| Lakeview | 93% | 40% | 69% | 43% | 30% |
| All | 94% | 43% | 72% | 44% | 31% |
Worked is a share of inquiries, scheduled of worked, showed of scheduled, bought of showed, repeat of buyers.
Points above or below 72% across locations
Westside and Lakeview trail the average; the 24-hour reminder text targets the gap.
Share of $1.84M, last 90 days
North and Downtown bring 63% of revenue.
The custom report your leadership reads, with an AI executive summary and the moves that follow.
Every month · PDF and link
Delivered before your leadership meeting. Opens with the AI executive summary.
AI executive summary
Inquiries rose 14% to 4,812 and revenue rose 16% to $1.84M. Faster first replies, now 21 seconds at the median, lifted scheduling to 43% of worked inquiries, up from 39%.
The biggest leak is show rate, down from 75% to 72%. A reminder text 24 hours before each appointment is projected to add about 30 shows a quarter. Paid search returned 18.4x at $168 per purchase; Video awareness returned 1.1x and should be paused.
Repeat customers rose 4 points to 31%, and 142 May buyers are ready for a win-back journey.
Recommended moves this month
Built for your leadership meeting
Saved views
Every number comes from the same record as the dashboards
Your saved layout for this visit.
Saved view
Pick a widget. It lands near the top of this dashboard with live sample data.
Connected platforms8
All 8 sources current
Leadership dashboardLast 90 days
+30 more shows a quarter, projected with the reminder step
AI insightsNew
Overall · Biggest leak
Show rate slipped from 75% to 72%.
At last period's rate, about 58 more appointments would have shown.
NextAdd a reminder text 24 hours before each appointment.
Your workbenchAutomated journey
An automated journey after each booking
Added from the AI insight, ready for your approval
Sources and last sync
Data health good, all 8 sources current
340 purchases sent back to Google Ads and Meta
Each level sits on the one below it. You climb only as far as you want, and you can choose a different height for each location.
Add as you grow
Everything in Foundation, plus the growth services you pick for each location.
Typical service levels: one to two blogs a month, up to ten profile posts a month, review responses within 24 to 48 hours. Search engines weigh many ranking factors we do not control; we do not guarantee rankings or lead volume.
Everything in Growth by location, plus programs that run across your whole group.
Run by us, run with you, or run by your own team or agency on the platform. Every level is a set of capabilities you choose, channel by channel.
After launch, we keep building and running it with you, on the channels you choose.
Your Fit Assessment
FreeWe look at
Across sales, marketing and IT.
You get
How inquiries, follow-up and reporting move through your business today.
Where automation would help your team first, in order of value.
What to do first and what can follow, laid out in phases.
If we are not a fit, we say so.
Set up by our team
Your website, forms, calls, texts, email and ads flow into one record. Your current CRM and booking system stay connected, get replaced, or migrate in phases.
Your custom CRM configuration: pipeline stages, routing and ownership, lead scoring, cadences, dashboards and your first automated journeys.
Your team starts on a working platform, not an empty one, with hands-on onboarding. The platform answers every new inquiry in seconds; your team holds the conversations.
Then, ongoing
Each channel is run by us, run with you, or run by your own team or agency on the platform. A monthly report prepared by our team, continuous tuning, and new custom modules when you need them.
Pick a topic. Every answer in it is open, with the key facts at a glance.
Who runs what
Sample setupEvery channel is your choice, and every one reports into the same record.
No. Every service is a capability you choose, channel by channel and location by location. Each channel can be run by us, run with you, or run by your own team or agency on the platform.
Yes. They keep running the channels they run today, and Marvenio becomes the record they all report to, so every channel is measured the same way.
No. The platform answers every new inquiry in seconds and follows up automatically. Your team holds the conversations. Our team designs the sales motion, configures it on the platform and tunes it with you. If you need people to work your leads, we can help you find them.
Yes, inside the platform or outside it. Our engineers build custom modules and workflows in Marvenio, integrations with any system that has an API, and custom software outside Marvenio, on your own tech stack, when that is what you need.
Who owns what
At a glanceYou do. Your website, listings and data stay yours.
Not for growth services. They run month-to-month, and you can opt out of any channel. Platform plans are annual by default, and shorter terms are part of the fit conversation.
No. Search engines weigh many ranking factors we do not control, so we do not guarantee rankings or lead volume. We do give you one report, with every channel measured against the same record from first click to revenue.
The five steps
At a glanceSet up by our team
It is free. We look at your operations, workflows, stack and pain points across sales, marketing and IT. You get a workflow map, the highest-value automation opportunities and a phased plan. If we are not a fit, we say so.
It depends on your stack and scope, and your Fit Assessment plan sets the timeline. Our team connects your systems and configures the platform, so your team starts on a working platform, not an empty one.
Yes. Connect them, replace them, or migrate in phases. Marvenio syncs two ways with the systems you keep.
Compliance status
At a glanceHosting, security and monitoring are built into the platform. Our current status: SOC 1 and SOC 2 examinations in progress (Type I and Type II), and HIPAA-aligned controls, certification in progress. The details are on our trust page.
Yes. Marvenio is enterprise-grade software on AWS-native, secure cloud hosting, built to scale to millions of operations a day and millions of leads and customers, with role-based access, audit logging and two-way sync with the systems you already run.
The platform enforces consent, quiet hours and opt-outs on every send. Carrier registration and deliverability are handled as part of setting up email and text.
Something else? Contact us
We look at your channels, your pipeline, your stack and what you want built, and tell you plainly where Marvenio would help first.
Tell us where you want helpFive short fields. Phone is optional.
Pick a timeWe email you to set a time that works for you.
Get a straight answerA workflow map, the highest-value automation opportunities and a phased plan.
If we are not a fit, we say so.
Rather see the platform first? Book a demo
