All your business tools.
One subscription.

Zero glue.

Cluvik is the operating system small and mid-sized businesses
run on. CRM, eSignatures, docs, tasks, projects, scheduling,
forms, and AI chat — built natively into one platform. One login.
One customer record. No integration sprawl to manage.

Start 14-day trial → See the platform

Small businesses replacing 6–10 SaaS subscriptions with Cluvik

▲ Trinity Labs ⬡ Loopwise ✦ Helio ◯ Parallax ⬢ Mercer&Co ◇ Outset ▰ Tessellate ⬣ Hilltop ○ Bramble ◐ Northwind ▲ Trinity Labs ⬡ Loopwise ✦ Helio ◯ Parallax ⬢ Mercer&Co ◇ Outset ▰ Tessellate ⬣ Hilltop ○ Bramble ◐ Northwind

Eight products. One
customer record.

No integrations to babysit.

Three structural advantages your stitched-together stack will never give
you. Native data, built-in automation, and pricing that doesn’t punish you
for growing.

Every tool writes to the same CRM. Natively.

A form submission opens a deal. A booking creates a contact. A signed contract advances the stage. A project links back to the customer. None of this needs a Zapier account, a mapping config, or a third-party connector — because every Cluvik product reads and writes to one shared database.

✓

Custom objects for your business model

✓

Bidirectional sync across all 8 products

✓

Full audit trail on every record

✓

No Zapier, no add-on connectors

Automation and AI agents — not an enterprise add-on.

Cluvik ships with a drag-and-drop automation builder and AI agents that do real work — qualify leads, summarize calls, draft replies, route conversations. The same capabilities other platforms sell as a separate $800-per-month tier are included on every plan, from your first seat.

✓Visual flow builder, no Zapier required

✓AI agents trained on your business data

✓Triggers across CRM, DocFlow, Forms, Bookings

✓Included from $19 per user

One price per user. Everything included.

No per-envelope caps on signatures. No API surcharges. No “SSO requires an Enterprise tier.” No per-contact pricing that grows faster than your business. Cluvik publishes its prices on the page, in dollars, and the Suite bundle includes all eight products from $59 per user per month.

✓Unlimited eSignatures on every plan

✓API access from Pro — no enterprise upcharge

✓Annual billing saves 20%

✓No add-ons, no surprise line items

Every tool a small
business needs.

Built into one platform.

A typical 10-person services business pays for HubSpot, DocuSign,
Notion, Asana, Calendly, JotForm, and Intercom. Cluvik is one
product that does all of it — and feeds every action back into the
psame CRM.

The platform’s center. Custom objects, flows, AI agents.

A CRM built for small businesses that need real automation without an enterprise tier upgrade. Custom objects to model your business, drag-and-drop flows to automate it, and AI agents that qualify leads, summarize calls, and draft follow-ups. Every other Cluvik product writes back to it.

DEALHelio moved to negotiation · $340,000

AIAgent drafted follow-up for 7 stalled deals

FLOWLead scored ≥ 80 → routed to Priya in 12s

eSignatures. Unlimited sends. Included API.

A DocuSign replacement with no envelope caps and full API access from the Pro tier. Signed contracts advance deal stages automatically. HIPAA-ready on Business.

MSA

NDA

SOW

DPA

+

Documentation that knows your customers.

Wiki-style pages with live references to deals, contacts, projects, and any CRM object. Write once. Reference everywhere. Stays in sync automatically.

Client onboarding · @Trinity Labs

LIVE

Q3 SOPs · services team

8 PAGES

Tasks that know what they’re about.

Keyboard-driven task manager where every task can link to a deal, contract, project, or document. Quick capture from anywhere with ⌘K.

Project management for client work.

Kanban, timeline, milestones, resourcing. Projects start from a deal and lead back to renewal. Built for services businesses, not engineering sprints.

Scheduling that creates CRM contacts.

A Calendly replacement: booking pages, round-robin, embeds, payments. Every booking creates a contact and logs the meeting on the deal timeline.

Forms that feed your CRM, not your inbox.

Drag-and-drop builder with conditional logic, multi-step flows, and direct CRM field mapping. Every submission becomes a contact or updates an existing one — no Zapier glue, no broken integrations.

AI website chat trained on your business.

Sits on your website, answers visitor questions, qualifies leads, books meetings. Trained on your Docs and FAQs. Escalates to a human when needed. Every conversation creates a CRM contact and logs to the timeline.

Up and running in an

afternoon.

Three steps. No consultants on retainer. No six-month implementation. Most small
businesses are sending their first contract or booking their first meeting on day one.

Step 01

Import your existing data

Pull in contacts from HubSpot, Pipedrive, Salesforce, or a CSV. Migrate your DocuSign templates, your Notion pages, your Calendly availability. We’ve built the importers because we expect you to be switching from something.

HS

DS

NT

CL

JF

Step 02

Turn on the products you need

You don’t have to adopt all eight at once. Most teams land on one product — DocFlow, CRM, or Bookings — then expand to the others over the next three months as they see the platform working.

Step 03

Let the flows run

A form submission opens a deal. A booking schedules a meeting and creates a contact. A signed contract moves the deal stage. Your AI agents draft the next email. You stop being the integration glue between your own tools.

Live

14 flows · 312 actions today

Up and running in an

90 seconds.

A focused walkthrough of the CRM, DocFlow, Bookings, and how a single customer
record moves through all of them.

What the typical SMB
pays to keep eight
vendors talking.

$2,000/mo

What a 10-person business typically pays across 6–10 SaaS subscriptions — not counting the Zapier bill.

7 tools

Average number of separate apps an SMB uses to manage one customer’s information.

2.3h

Time the typical employee spends every week searching for information across disconnected tools.

55%

Typical saving when SMBs consolidate to the Cluvik Suite versus their previous best-of-breed stack.

Six things you'll notice in

week one.

One login replaces seven

Your team stops switching between HubSpot, DocuSign, Notion, Asana, Calendly, JotForm, and Intercom. Same browser tab from morning to night.

Customer data stops drifting

A contact’s email lives in one place. So does their last meeting, their signed contract, their open task. No reconciling four versions of the truth.

Your monthly bill drops

The Suite bundle includes all eight products and typically saves teams 40–55% versus their previous mix of point tools. One invoice, one renewal date.

Automation finally works

Flows fire between products because they share a database, not a webhook. No more debugging why the Zap broke or which mapping is off this week.

Reports look at the whole business

Pull a dashboard that joins deals, contracts, projects, and bookings in one view — because they all sit in the same database, not five different ones.

The team adopts it

Familiar patterns. No “new tool” fatigue. Most teams have the first product in daily use within an hour and the second within a week.

Before and after,

plainly stated.

The fragmented stack

Seven separate vendors, seven invoices, seven contracts
Customer data lives in four different shapes
Zapier is the load-bearing tool nobody owns
“SSO requires Enterprise” surcharge on every product
A new hire needs seven onboarding emails
Forecasts assembled in a spreadsheet on Fridays
$400–$2,000 a month, growing every quarter

With Cluvik

One vendor, one invoice, one renewal date
One customer record across every product
Flows fire natively — no middleware needed
SSO, API, audit log on the published price
A new hire gets one workspace and one login
Reports pull from the same database, automatically
Suite bundle from $59 per user, all eight tools

From teams that consolidated their stack onto Cluvik.

We were paying for HubSpot, DocuSign, Notion, Calendly, and JotForm. We’re paying for Cluvik. Same outcomes, one bill, half the cost — and our customer data finally lives in one place.

Priya Kothari

Founder · Northwind Studio

The thing I underestimated is how much time my team spent on integration glue. After Cluvik, that work just disappeared. Forms hit the CRM directly. Bookings create contacts. Nothing breaks.

Marcus Liang

Ops Lead · Trinity Labs

I run a clinic. We chose Cluvik because intake forms, signatures, scheduling, and patient records sit in one HIPAA-ready place. Switching from five tools to one cut our admin hours by a third.

Ayana Reyes

Practice Manager · Vesper Clinic

Setup took an afternoon. I imported my DocuSign templates and my Pipedrive contacts before lunch, and by the end of the day I had a flow that sent contracts the moment a deal hit “won.” That was supposed to take a quarter.

David Okafor

Director · Helio Consulting

What sold us was the pricing page. Everyone else hides the real number behind a sales call. Cluvik publishes it and includes what other vendors charge extra for. That’s the kind of company I want to give money to.

Sarah Park

COO · Mercer&Co

The whole platform. One price per user.

The Suite bundle includes all eight products. Three tiers. Published prices. No add-ons, no per-envelope surcharges, no "call us for SSO."

Suite Starter

All eight products at their Starter tier. The full platform for small teams getting off their fragmented stack.

$74 /month /user

✓All 8 products included
✓Up to 25 users
✓Unlimited eSignatures
✓Native CRM sync everywhere
·API access
·HIPAA compliance
·SSO + audit log

Start 14-day trial

Most popular

Suite Pro

All eight products at Pro. Where most growing small businesses land. API, AI, HIPAA, and the full automation layer.

$124 /month /user

✓Everything in Starter
✓Up to 100 users
✓API + webhooks across all products
✓AI agents on every plan seat
✓HIPAA on DocFlow + Forms + Chat
✓Custom objects in CRM
✓Priority support

Start 14-day trial

Suite Business

For larger teams with procurement, SSO, and a CFO with strong opinions about audit trails.

$186 /month /user

✓Everything in Pro
✓Unlimited users
✓SSO (SAML) + SCIM
✓Full audit log retention
✓Dedicated success contact
✓Volume discount over 50 users
✓Signed DPA + security review

Talk to sales

Only need one or two products? Buy products individually →

Writing on how small businesses actually run.

All articles →

Blog 1

Point of view · Jun 25, 2026

The SaaS bill nobody audits: what eight disconnected tools actually cost a 10-person business

Blog 2

Comparison · May 06, 2026

Cluvik vs. HubSpot Suite: an honest, line-by-line comparison

Blog 3

Playbook · Apr 29, 2026

How a 12-person agency replaced seven tools in a weekend

Everything teams ask before signing up.

Cluvik is an all-in-one business operating system for small and mid-sized companies. One subscription gives you a CRM, an eSignature platform (DocFlow), documentation (Docs), task management (Tasks), project management (Projects), meeting scheduling (Bookings), a form builder (Forms), and an AI website chat (Chat). Every product reads and writes to the same customer record, so a booking creates a CRM contact, a form submission opens a deal, and a signed contract advances the stage — without Zapier or third-party integrations.

Eight products, all included in the Cluvik Suite: Cluvik CRM, Cluvik DocFlow (eSignatures), Cluvik Docs (documentation/wiki), Cluvik Tasks, Cluvik Projects, Cluvik Bookings (scheduling), Cluvik Forms, and Cluvik Chat (AI website chat). You can also buy any single product on its own if you only need one tool.

Cluvik is designed for small and mid-sized businesses with 5–100 employees. The strongest fits are service businesses (agencies, consultancies, professional services), healthcare practices (clinics, dental, therapy, vet), real estate brokerages, and contractors or field-service teams. It is not built for enterprises with more than 500 employees or for businesses needing deep verticalization in a single niche.

HubSpot and Zoho are the closest comparable suites. The differences come down to three things. First, Cluvik includes automation flows and AI agents on every plan from $59 per user — capabilities HubSpot sells as a separate enterprise-tier upgrade. Second, Cluvik prices each plan flatly per user, with unlimited eSignatures, included API, and SSO on the published tier — no per-envelope caps, no "call sales for SSO," no per-contact pricing. Third, the platform was designed from day one around one shared customer record, so flows between products are native rather than configured.

The Cluvik Suite starts at $59 per user per month on annual billing. Suite Pro is $99 per user per month and includes API access, AI agents, and HIPAA compliance. Suite Business is $149 per user per month and adds SSO, SCIM provisioning, and a signed DPA. Individual products start at $5 per user per month (Tasks Starter) and go up to $79 per user per month (Chat Business). Monthly billing is 20% higher than annual. Every plan includes a 14-day free trial — no credit card required.

No. Most teams land on one or two products and add the rest over the following 3–12 months. A common path: start with DocFlow because the eSignature pain is sharp, then add the CRM to track who signed, then add Bookings and Forms to capture leads, then consolidate documentation and tasks. Pricing scales with what you turn on — single-product plans are listed on the pricing page.

Cluvik replaces the typical small-business stack of 6–10 SaaS subscriptions. Common replacements: HubSpot or Pipedrive (CRM), DocuSign or PandaDoc (signatures), Notion or Confluence (docs), Todoist or Things (tasks), Asana or Monday (projects), Calendly (scheduling), JotForm or Typeform (forms), and Tawk.to or Intercom (chat). Teams that consolidate typically save 40–55% on their monthly software bill.

Most teams have their first product live the same afternoon. Import contacts from HubSpot, Pipedrive, Salesforce, or CSV. Migrate DocuSign templates. Connect calendars in Bookings. There are no services hours to buy and no implementation consultants required — the importers are part of the product, and support is included on every plan.

Yes. Every plan includes a 14-day free trial of the full feature set, with no credit card required at signup. You can use every product during the trial. There is no permanent free tier — the lowest paid plan starts at $5 per user per month for an individual product, or $59 per user per month for the full Suite.

HIPAA-ready workflows for DocFlow, Forms, and Chat are included on the Pro and Business plans, with signed BAAs available for healthcare customers. We use enterprise-grade encryption in transit and at rest, role-based access controls, and a full audit trail across every product.

Yes. API access and webhooks are included from the Pro plan across every product — there is no separate "developer tier" or per-call billing. Full reference documentation, authentication, and code examples are on the Docs page.

Yes. Every product exports to CSV, with API access for programmatic export on Pro and above. Cluvik does not lock customer data — you can export everything you put in at any time, including after cancellation. We do not auto-renew annual contracts without a 30-day reminder email.

Run your whole business on one platform.

Start the 14-day trial. Bring your existing data. Pick the products you actually need. Cancel without speaking to a salesperson.

Start 14-day trial → Book a demo