Sivoro Systems

Six Systems. One Connected Revenue Engine.

Sivoro connects the key points where service businesses commonly lose opportunities - from the first enquiry through to quote follow-up, payment, reviews, recovery and operational visibility.

Each system has a specific role, but the strongest setup comes from connecting the right systems around the way the business already operates.

Connected System Overview

Sivoro workflow hub

Six systems

LeadFlow

Capture & Respond

QuoteFlow

Follow Up & Convert

PayFlow

Track & Collect

ReviewFlow

Request & Build Trust

RecoveryFlow

Recover & Re-Engage

OpsReport

Monitor & Improve

The Sivoro System

One System for Every Critical Revenue Touchpoint.

Each Sivoro system focuses on a different operational gap. The exact combination depends on how the business currently handles enquiries, quotes, payments, reviews and missed opportunities.

Capture & Respond

LeadFlow

Capture enquiries from calls, forms and messages, organise new opportunities and create a clearer first-response process.

New Leads

Demo Data

128

Incoming enquiriesUpward demo trend
Explore system
Follow Up & Convert

QuoteFlow

Keep sent quotes visible, create consistent follow-up and reduce the number of warm opportunities that quietly go cold.

Quotes Sent

Demo Data

64

Pending follow-upFollow-up queue
Explore system
Track & Collect

PayFlow

Track outstanding payments and support a more consistent, professional reminder process for unpaid invoices.

Payments Collected

Demo Data

£24,680

Reminder workflowPayment status
Explore system
Request & Build Trust

ReviewFlow

Request reviews at the right stage and turn completed work into visible proof that supports future customer decisions.

Reviews Requested

Demo Data

52

Review follow-upRequest activity
Explore system
Recover & Re-Engage

RecoveryFlow

Identify quiet leads, forgotten opportunities or unresolved customer journeys and bring them back into a clear follow-up process.

At-Risk Opportunities

Demo Data

8

Re-engagementRecovery queue
Explore system
Monitor & Improve

OpsReport

Bring key activity and follow-up signals into one clearer operational view so the business can see where attention is needed.

Operational Overview

Illustrative Activity Mix

Activity mix

Enquiries
Quotes
Payments
Reviews
Recovery
Activity visibility
Explore system

01 - LeadFlow

Capture & Respond

Capture New Enquiries Before They Disappear.

LeadFlow focuses on what happens when a potential customer first contacts the business. It helps create a clearer path from incoming call, form or message to an organised enquiry that can be followed up.

Common Gaps

Missed calls receive no immediate response
Form enquiries sit unnoticed
Messages arrive across multiple channels
New leads are not recorded consistently
Response speed depends on who is available

What LeadFlow May Support

Missed-call text-back workflows
Form and message enquiry capture
Contact creation and organisation
New-enquiry notifications
Initial response workflows
Clear lead-status stages

The exact enquiry sources and response workflow depend on the tools already used by the business.

LeadFlow process
1

Incoming Call / Form / Message

2

Enquiry Captured

3

Contact Organised

4

Team Notified

5

Follow-Up Started

LeadFlow creates the first organised handoff into quote follow-up, recovery activity and reporting.

02 - QuoteFlow

Follow Up & Convert

Keep Warm Quotes From Going Cold.

QuoteFlow focuses on the period after a quote has been sent. It helps outstanding quotes remain visible and supports a more consistent follow-up process.

Common Gaps

Quotes are sent but not tracked clearly
Follow-up depends on memory
Warm customers receive no reminder
Quote status is difficult to see
Opportunities disappear without a clear outcome

What QuoteFlow May Support

Quote-status tracking
Follow-up reminders
Timed customer messages
Internal follow-up notifications
Accepted, declined and pending stages
Visibility across outstanding quotes

Message timing and quote stages should be configured around the business's sales process.

QuoteFlow process
1

Quote Sent

2

Follow-Up Scheduled

3

Customer Reminder

4

Response Recorded

5

Next Action Clear

QuoteFlow often works with LeadFlow, PayFlow and RecoveryFlow to keep opportunities moving.

03 - PayFlow

Track & Collect

Create a Clearer Payment Follow-Up Process.

PayFlow focuses on outstanding invoices and payment reminders. It supports a more organised process for following up revenue that has already been earned.

Common Gaps

Unpaid invoices are tracked manually
Payment chasing is inconsistent
Reminders are delayed
Staff are unsure which invoices need attention
Cash collection depends heavily on memory

What PayFlow May Support

Outstanding-payment tracking
Friendly reminder workflows
Timed follow-up stages
Internal payment notifications
Paid and unpaid status visibility
Clearer escalation points

PayFlow does not replace accounting software. It supports the operational follow-up process around outstanding payments.

PayFlow process
1

Invoice Due

2

Reminder Triggered

3

Customer Contacted

4

Payment Status Updated

5

Next Action Clear

PayFlow helps payment activity sit beside quote, review and reporting activity in the wider system.

04 - ReviewFlow

Request & Build Trust

Turn Completed Work Into Visible Trust.

ReviewFlow focuses on what happens after a job is completed. It helps create a consistent process for requesting feedback from satisfied customers.

Common Gaps

Happy customers are never asked for a review
Review requests happen inconsistently
Requests are sent too late
Staff forget after the job is completed
Strong work produces little visible proof

What ReviewFlow May Support

Post-job review requests
Timed review messages
Review-status tracking
Internal follow-up reminders
Customer-feedback routing
Consistent review-request stages

Review requests should remain honest, appropriate and compliant with the policies of the review platform being used.

ReviewFlow process
1

Job Completed

2

Customer Follow-Up

3

Review Requested

4

Feedback Received

5

Reputation Activity Recorded

ReviewFlow is usually strongest when completion signals and follow-up activity are clearly connected.

05 - RecoveryFlow

Recover & Re-Engage

Bring Quiet Opportunities Back Into View.

RecoveryFlow focuses on opportunities that have gone quiet, been forgotten or stopped moving. It creates a clearer process for identifying and revisiting them.

Common Gaps

Leads stop replying and disappear
Old quotes are never revisited
Missed opportunities remain buried
Customer issues are not followed up
No process exists for re-engagement

What RecoveryFlow May Support

Quiet-lead identification
Re-engagement workflows
Old-quote follow-up
Missed-opportunity lists
Customer-recovery touchpoints
Clear recovery stages

Recovery communication should be relevant, respectful and appropriate to the customer relationship.

RecoveryFlow process
1

Opportunity Goes Quiet

2

Recovery Trigger

3

Re-Engagement Message

4

Response Recorded

5

Opportunity Reopened or Closed

RecoveryFlow can reconnect old leads, quiet quotes and unresolved activity with the wider workflow.

06 - OpsReport

Monitor & Improve

See Where Follow-Up Needs Attention.

OpsReport focuses on operational visibility. It helps bring important follow-up activity into a clearer view so the business can identify what needs attention.

Common Gaps

Enquiries, quotes and payments sit in different places
Business owners lack a clear operational overview
Follow-up activity is difficult to monitor
Bottlenecks remain hidden
Staff rely on manual updates

What OpsReport May Support

Enquiry activity overview
Outstanding quote visibility
Payment follow-up status
Review-request activity
Recovery opportunity visibility
Operational attention indicators

The information available in OpsReport depends on the systems, integrations and data sources included in the implementation.

OpsReport process
1

LeadFlow

2

QuoteFlow

3

PayFlow

4

ReviewFlow

5

RecoveryFlow

6

OpsReport Overview

OpsReport acts as the visibility layer across the selected systems and implementation scope.

Connected by Design

Different Systems. One Operational View.

Each system solves a different problem, but the strongest value comes from connecting the right touchpoints around the customer journey.

1

Enquiry

2

LeadFlow

3

QuoteFlow

4

PayFlow

5

ReviewFlow

Recovery and visibility layer

Quiet leads
Old quotes
Missed opportunities
RecoveryFlow
OpsReport receives selected activity signals

The final workflow depends on the business, the tools already in use and the systems selected during implementation.

Start With the Biggest Gap

You May Not Need Every System at Once.

The right starting point depends on where the business is currently losing the most opportunities or creating the most manual work.

Enquiry Problems

LeadFlow

Useful when missed calls, slow responses or scattered enquiries are the main concern.

Follow-Up and Cash Problems

QuoteFlow and PayFlow

Useful when quotes are going cold or outstanding payments require too much manual chasing.

Reputation and Recovery Problems

ReviewFlow and RecoveryFlow

Useful when completed work is not producing reviews or quiet opportunities are being forgotten.

OpsReport becomes most useful when there is enough connected activity to monitor across the selected systems.

Built Around the Business

The System Should Fit the Workflow - Not Fight It.

01

Use What Already Works

Keep useful existing tools and improve the process around them where practical.

02

Fix Priority Gaps First

Start with the areas where opportunities are most likely to be lost or delayed.

03

Keep People in Control

Automation supports the team, while customer relationships and business decisions remain human-led.

Systems FAQ

Clear Answers Before You Choose a Starting Point.

No. The right setup depends on the business, its current tools and where the biggest operational gaps are. Some businesses may begin with one or two priority systems and expand later.

Not necessarily. Where practical, Sivoro should work around useful existing tools and improve how information and follow-up move through the business.

Yes. A phased approach may be appropriate when the business wants to focus on the highest-priority gaps first.

No. The customer journey, communication style, timing and internal process vary between businesses. The final configuration should reflect those differences.

The Free Money Leak Audit is designed to identify which areas of the current process may deserve attention first.

Find Your Starting Point

See Which Sivoro System Your Business Needs First.

Start with a Free Money Leak Audit and get a clearer view of where enquiries, quotes, payments, reviews or missed opportunities may be slipping through your current process.