Features
The Pilvi™ catalog provides a ready-to-go solution to kickstart your digital sales and empower you to sell more effectively.
It is perfect for showcasing your productized B2B service offerings, facilitating online sales, and enhancing the overall customer experience.
This page details the core components and capabilities of the Pilvi™ product.
Digitalize your offering, start selling more efficiently.
Dashboard
The dashboard serves as the homepage for your catalog’s admin interface, offering a quick snapshot of vital business metrics and recent activity. Stay informed with up-to-date data and growth trends for key indicators of your subscription business, including the number of customer profiles, active services, and your Monthly Recurring Revenue (MRR).
Site
The Site section allows you to customize your catalog’s look and feel. You can define the your site’s elements and layout to align with your company’s branding and color scheme, modify various online pages and their content, and adjust the layouts and colors of your message templates and product listings.
Catalog
Manage your offerings and pricing efficiently through the product catalog. Create your own products, add product features and relationships, and organize products into categories and subcategories. Import product data in bulk using our convenient import tool. Leverage diverse pricing models and tailor the Call-to-Action (CTA) buttons and conversion paths for each product.
Customers
The Customers section is where you manage your customer accounts. Add new profiles, enrich customer data, and make necessary account modifications. As an administrator, you also have the ability to place orders, manage subscriptions and adjust billing on behalf of your customers.
Invoices & Financials
Gain a comprehensive overview of all your orders, quotes, agreements, and invoices within the Financials section. Easily browse and filter information by criteria such as profile, order number, reference number, date, invoice status, or type.
Commmunications
The Communications center houses message templates, automated messaging sequences, and a communication log. Access ready-made message templates and workflows for various scenarios – from customer onboarding to quote requests and orders, as well as customer billing, service management, and usage. Leverage message automation to streamline internal workflows and send SMS reminders.
System settings
The System section contains your catalog’s system settings, configurations related to online visibility, customizations, and integrations. Define your company information and add your terms of service and privacy policy here. Connect your payment gateways and get ready to accept online payments.
Reports
Monitor your online sales performance and results through our pre-built business reports and key metrics. Easily browse and filter data within your desired timeframe, broken down by product, customer, product category, or consumption. You can also import data in .csv format and export it to other business software.
Need to go further and automate your recurring billing?
Discover the Pilvi™ Subscriptions module
Elevate your subscriptions operations and recurring billing.
Cool & Simple
All those Microsoft licenses and price data instantly to a product catalog. What an effortless, simple and beautiful way to engage my customers online!
