Question 1

What is an event-driven CRM?

Accepted Answer

It is a CRM whose records are written by your systems rather than by your team. Every contact form submission, forwarded enquiry, in-app event and payment arrives at one endpoint, is kept in the ledger with the payload that proves it, and is filed against the person it names. Nobody logs a call to keep the record current, because the record is a byproduct of the work rather than a chore beside it.

Question 2

Does Viably replace HubSpot or Salesforce?

Accepted Answer

For a small team that wants an accurate customer record, attribution it can trust, and somewhere to answer people from, yes. Viably deliberately does not ship quote configuration, territory management, forecasting models, or a marketing automation suite. If your sales operation depends on those, Viably is the wrong tool, and if it depends on a record that stays true without anyone maintaining it, this is the trade Viably makes.

Question 3

Where does the contact data come from?

Accepted Answer

From the things your business already does. A contact form submission, a forwarded enquiry email, an in-app event, a Stripe charge, and a business card scanned from Slack all resolve to the same person, so the record fills itself from five directions at once.

Question 4

Can Viably scan business cards into the CRM?

Accepted Answer

Yes. Photograph the cards into a Slack channel and react with the camera. Viably OCR reads every person on the image, posts a formatted contact table and a nine-column CSV back into your own thread, and keeps the scan on the pinboard and in the relay log with the picture attached. Creating the contacts opens a review that reads the CRM live, so people already on file are left alone unless a blank field can be filled from the card, and you can edit anything before confirming.

Question 5

Can Viably log the emails my team sends, without a browser extension?

Accepted Answer

Yes. Your workspace gets one shared address, and copying it onto a reply records that message on the customer's timeline. There is nothing to install, no OAuth grant, and no change to how anyone sends mail, so it works from Gmail, Outlook, Apple Mail and a phone alike. Colleagues on the thread are never captured as contacts, and Viably can only ever see the mail you copy it on, because there is no mailbox scanning behind it.

Question 6

Do meetings and calls show up on the customer record?

Accepted Answer

Yes, in two ways. Add the same shared address as a guest on the invite and the meeting lands on the record with no calendar access at all, moving when you reschedule and disappearing when you cancel. Members can also switch on meeting logging for their own calendar, which covers the calls nobody thought to invite Viably to. That one is per person and off until they turn it on, and either way a meeting only ever attaches to somebody already in your contacts and can never create one.

Question 7

How does Viably know two events are the same person?

Accepted Answer

The email address is the key. Everything that arrives carrying an address is reconciled onto one contact, the timeline holds every event in the order it happened, and records that were captured separately can be merged, with the merge kept on the record so the history stays readable.

Question 8

Does it calculate lifetime value and attribution on its own?

Accepted Answer

Yes, and it derives both from the event log rather than from fields anyone fills in. Lifetime value is summed from the payments and held in the currency of the first transaction. Attribution follows the source that first named the contact, which is what makes revenue by source, conversion by source and lifetime value by source all answerable from the same data.

Question 9

Can I still add or edit a contact by hand?

Accepted Answer

Yes. Add a contact, write a note, correct a field, set an owner, apply a tag, or import a CSV whenever you want to. The point is that the record stays current when nobody does any of that.

Question 10

Do I need Slack to use the CRM?

Accepted Answer

No. The endpoint accepts events, the mail forward captures your inbox, and the whole contacts dashboard runs in a browser. Teams who already live in Slack can additionally triage and reply from the channel through Via.

Question 11

How much does it cost?

Accepted Answer

The Free plan is always available and carries the full feature set. Viably+ is seven dollars a day billed annually with unlimited seats, and it opens with a 14-day free trial that bills nothing until the fortnight is up.

The event-driven CRM with no manual data entry.

Databases go stale. Live infrastructure does not.

Capture from anywhere. Enrich and synchronize automatically.

Zero-config revenue attribution, derived from the events themselves.

Michael Scott

The Slack-native CRM

No seats to buy, and no fields to configure.

Questions about the CRM

Let the record write itself.