How Anivo works: from company research to the next conversation.
Describe your target, approve the research plan and continue with suitable businesses. Anivo connects company research, prospect management and email work in one Windows workspace. This page explains the workflow, data storage model and working conditions.
Anivo is a research and CRM application for people selling to other businesses. Describe the firms you want to find to the Agent, review and approve its plan, then assess the results. Move suitable firms into the CRM, add notes and tasks, prepare email drafts and follow replies in a connected mailbox. Core workspace records are stored on your computer. Research, AI, account and connected communication features use online services.
Carry what you learn in research into the conversation.
After finding new businesses, you need to decide which ones to pursue. Then you need to record what you learned, what you wrote and what happens next. Anivo helps you do these jobs in the same application.
The CRM is where you organise prospect relationships and sales follow-up. In Anivo, research results, company review and follow-up records stay connected. Company information can also support message preparation.
Work takes place on a Windows computer with one user and one local workspace. The interface is available in English and Turkish. If you run your own B2B research and conversations, try this workflow with your offer.
Explain the target. Review and approve the plan.
Write your research request.
State what you sell, the company type, region and important conditions. For example, you might research packaged food manufacturers in an area you can serve.
Review the research plan.
The Agent turns your request into a plan. Check the target and scope, then start research with the plan you approve.
Inspect the company results.
Available information may include company name, activity, location, website and contact fields. The same information will not necessarily be available for every firm.
Reopen earlier research.
Use research history to review previous requests and results. If you change your target, explain the new scope clearly.
Research coverage depends on available company information and your request. Anivo does not guarantee a phone number or email for every firm. Check information before using it. Keep missing details as questions to verify.
If you have not decided whom to research, the ideal customer profile guide can help you clarify your request.
Review the indicators. Make the company decision yourself.
- Company information
- Compare activity, location and product information with your offer. Finding information alone does not establish that the business is suitable.
- Fit and quality indicators
- Scores and assessment notes can help you prioritise review. They are not purchase intent or a confirmed need.
- Opportunity note
- Inspect an observation that may provide a reason to contact the firm. Separate the observation from your interpretation. Learn the actual need in conversation.
- Contact fields
- Use credits to unlock contact fields for a selected firm. Available information varies by company. A company you have already unlocked does not incur another unlock charge.
Continue research when a firm appears suitable. Add a question when an important condition is unclear. Do not pursue this offer when the required scope is outside your capabilities. Carry the reason for your decision into a CRM note.
Keep the company record, notes and next task together.
Move suitable reviewed firms into the CRM. Add notes, set a follow-up task and update the sales stage as conversations progress. Company details and filters help you return to a record you want to review.
| View | Use |
|---|---|
| Board | See firms by sales stage and move records between stages. |
| List | Review and filter company records in rows. |
| Calendar | See dated follow-up tasks and planned activity. |
| Analytics | Assess work using CRM records and sales stages. |
For example, record label material and print quantity when you learn them in a conversation. Add preparing the quote as a task. Review that information from the same company record before the next conversation.
Draft with company information. Follow the replies.
Connect your mailbox.
Email and inbox features depend on connecting the relevant account and the availability of the connected services.
Prepare the message draft.
Use writing assistance informed by available company details. Check the activity, reason for contact and your offer in the draft.
Choose recipients and sending preferences.
You control message content, recipients, campaign settings and sending preferences. Review and edit the draft. Check applicable contact conditions before sending.
Record the reply and next task.
Connected mailbox synchronisation supports tracking incoming replies. Review a conversation matched to a company record, then update the note and next task based on what you learned.
An AI operation may send the research request, company information or email conversation selected for a reply to an online service. Local storage does not mean this content stays on your computer in every situation.
AI assists research and content preparation. Company selection, message accuracy and the next conversation depend on your review and decisions.
Connect a label manufacturer’s research to a follow-up record.
The company, announcement and message below are entirely fictional. They explain the product workflow, not a customer case or sales result.
Market brief
“We manufacture printed product labels. I want to research packaged food manufacturers in the two regions we serve. I will review their activity and products. I will verify material, print quantity and project timing in conversation.”
First message draft
Hello, I noticed New Harvest Foods’ announcement of a new product variety. We work on printed product labels for food manufacturers. Are you preparing labels for these products with your current supplier? If a new project is planned, we could assess the scope based on material and print quantity.
A new product announcement does not prove a label need or interest in changing suppliers. For a real firm, verify the observation and adapt the draft to your offer.
- Research: Explain the request to the Agent, then review and approve the plan.
- Company review: Check manufacturing activity and service area. Record unknown material, quantity and timing as questions.
- CRM record: Move the suitable firm into the CRM. Add a note to learn how labels are supplied and a follow-up task.
- Communication: Review the draft. If a reply arrives, add what you learn to the record and decide the next task.
Workspace records are local. Connected operations use the internet.
| Information or operation | Working model |
|---|---|
| Company and CRM records | Core records, notes and follow-up information are stored in the local workspace on your Windows computer. |
| Email and attachment records | Local email data is kept in the workspace. Synchronisation and sending use the connected mail service. |
| Account, authentication and credits | Account, access and related usage records are managed through online services. |
| Agent and AI operations | The research request and selected content needed for the operation are sent to the relevant online service. |
| Optional usage data | You can turn sharing off in Settings → App → Privacy. This does not remove the data use required by online features. |
Read the Anivo Privacy Policy for data-use details. Protect your local workspace and backups. Mailbox synchronisation is not a system for sharing CRM records across team devices.
Screens, application services and local records work together.
- User interface
- Screens built with React and TypeScript present research, company records, CRM and communication work.
- Application services
- Python services manage research operations, data processing and communication with connected services.
- Local data layer
- Workspace records are held in a SQLite database. This supports continuing from research to a company record and follow-up work.
Company data can be exported to Excel through the relevant export options. CRM analytics provides XLSX and PDF exports. Available formats depend on the export screen you are using.
Exporting a file does not establish a live, two-way connection with another CRM. Check the fields and information before sharing the output.
Try the first company research with your own offer.
| Need | Assessment |
|---|---|
| Running your own B2B research and follow-up on Windows | Try the research plan, company review, CRM record and draft with the same target. |
| Tracking a few known firms with only notes and dates | A spreadsheet may be enough. Without recurring research work, the requirement is different. |
| Shared team records, user roles or live enterprise integration | Evaluate a system that meets these essential requirements. Anivo plans provide one user and one local workspace. |
Every Anivo plan provides the same product. Plans differ in credits and support priority. Actions use credits. See current plans in pricing and details in the subscription and credit terms.
Choose an offer, company type and region. Approve the first plan, review a suitable firm and prepare a draft. The welcome gift is 1,000 credits and seven days of full access, once per device. Actions use credits. No credit card is required to start.
Questions about how Anivo works
Short explanations of research, records, AI and connected communication.
What is Anivo and what does it do?
Anivo is a B2B company research and CRM application for Windows. It connects research planning, company assessment, sales follow-up, email preparation and inbox work in one workspace.
How does the Anivo Agent start research?
Describe what you sell, the company type, region and important conditions. The Agent prepares a research plan. Review and approve the plan, then start the research.
Will every firm have a phone number and email?
This is not guaranteed. Fields reflect available information. Check that information is current and suitable for your work before using it.
Do company scores show purchase intent?
No. Scores and opportunity notes assist assessment. Actual needs, priorities and buying decisions are learned in conversation.
Can I follow research results in the CRM?
Move suitable firms into the CRM, add notes and tasks, and update sales stages. Board, list, calendar and analytics views are available.
Does Anivo work entirely offline?
No. Core workspace records are stored locally. Research, account verification, AI and connected email operations require access to the relevant online services.
Can local records be used in an AI operation?
The research request, company information or email conversation needed for your selected operation may be sent to an online AI service. Local storage does not mean used content never leaves the computer.
Can I turn off usage data sharing?
Turn optional usage data sharing off in Settings → App → Privacy. This is separate from the data required for account, credit and selected online features.
Which languages and export formats does Anivo support?
The interface supports English and Turkish. Company data has Excel export options; CRM analytics provides XLSX and PDF. Formats vary by the relevant export screen.
Is Anivo a shared team CRM?
Every plan provides one user and one local workspace. If shared team records, user roles and live integrations are essential, evaluate a system that meets those requirements.
Product details and related documents
This page is based on Anivo’s product overview and current application workflow. The research example is fictional. Read the relevant product documents for data use and commercial terms.
- Anivo Privacy Policy
Local workspace, online features and data-use explanations.
- Anivo subscription and credit terms
Plan, usage and credit conditions.
- Anivo support
Support information for Windows app, account and product questions.