About Xovivo
Xovivo was set up in Liverpool in 2012 to help local businesses get more use out of the software they already had, or help them choose the right one from scratch. The starting point was simple: most small and mid-sized firms bought a CRM system, then never finished setting it up. Pipelines stayed empty, fields were left blank, and staff went back to spreadsheets within a month. We started fixing that, one company at a time.
How it started
The company began as a two-person consultancy working out of a small office near Lark Lane, taking on bookkeeping and sales-tracking jobs for shops and trades firms around the city. Over time the work shifted almost entirely to CRM setup and support: migrating contact lists, building sales pipelines, connecting email and phone systems, and training staff to actually use what had been installed. Fourteen years on, the team has grown to six people, all working from the same Liverpool base and serving clients across the city.
Mission and approach
Our aim is straightforward: a CRM system should save time, not create extra work. That means fewer manual entries, clear reporting, and workflows that match how a business actually operates rather than how the software was built by default. We do not sell one platform over another. Instead we look at team size, sales process, and existing tools, then configure or migrate a system that fits, and document the setup so the client is not dependent on us for every small change afterwards.
Core values
Clear process
Every project follows the same steps: audit, data cleanup, configuration, staff handover. Clients know at each stage what has been done and what comes next.
Working documentation
Each setup comes with written notes on field structures, automations and permissions, so an internal team member can maintain the system later without guesswork.
Realistic timelines
We quote based on the size of the data and the number of users, not on guesswork. Typical replies to a new enquiry go out within about an hour.
Experience in numbers
Questions we get asked
Do you only work with one CRM platform?
No. We set up and adjust a range of systems, choosing the one that fits the client's sales process, team size and existing tools rather than pushing a single product.
Can you take over a CRM someone else set up?
Yes. A large part of our work is auditing existing setups, cleaning up duplicate or missing data, and reconfiguring pipelines that were never finished properly the first time.
Do you only work in Liverpool?
Our office and all our client work are based in Liverpool. This keeps response times short and lets us meet clients in person when a project needs it.
How long does a typical setup take?
It depends on the amount of existing data and the number of users, but most projects move from audit to a working system within a few weeks. Timelines are confirmed after the initial review.
Talk to us about your CRM setup
Get in touch and describe what you are working with now. We usually reply within an hour during business hours.
Contact Xovivo