ViablyViably
Contacts and CRM

The event-driven CRM with no manual data entry.

CRM goes stale the moment your team misses data entry. Viably builds a truth-backed customer ledger directly from webhooks and real-world events, reconciling contact forms, enquiry email, the replies your team sends, meetings they book, in-app events, and Stripe checkouts into one unified customer journey.

Start freeSee how it fills
viably.app
POST /relay
Contact
DDwight SchruteNew contact

[email protected], first touch, from the pricing page

Ledger
Work
Follow up with Dunder Mifflin

Jim owns it, Today, 5pm

Then
  1. Reply composed
  2. Sent to Dwight
  3. Written to his timeline

Most tools stop at the new row. Jim answers Dwight from the contact record itself, and the reply adds an entry to the customer timeline.

1,284
kept this month
ViablyViably
A Viably contact record showing one customer's full timeline of payments, forms, notes, and email replies

A holistic customer journey for every contact, from the form they first filled in to the payment that cleared last week.

Live infrastructure

Databases go stale. Live infrastructure does not.

Traditional CRMs stop becoming trustworthy the moment somebody forgot to log a follow-up, or when a refund goes unrecorded. Viably does the opposite by treating customer observability as an extension of our event-driven infrastructure. A contact form submission, an abandoned cart signal, a support ticket, an email reply by CC and a Stripe transaction all populate the same customer journeyautomaticallywithout manual data entry.

Capture surfaceUnified ledger of truth your business relies on
01
One HTTP endpointAnything that can POST
POST hq.viably.app/relayIn-app events, product signups and notifications from external apps.
02
A mail forwardForward enquiries into a minted address
[email protected] → viablyAny incoming email routes to Viably's relay and update the contact record.
03
One shared addressCC Via on any email or calendar invite
[email protected]Filed on the conversation that person already has with you.
04
A Slack reactionFor teams who already live there
🐛 📋 🏅One emoji on the message, or tag @Via in Slack.
Prebuilt on top
Slack
GitHub
Google Calendar
Stripe
Google Search Console
Instagram
Facebook
Threads
Claude
Cursor
Codex
Viably OCR
Webhook Relay
Email

Four doors and a shelf of prebuilt integrations on top of your unified event log, so customer journey is always syncronized with real-world events the customer actually did.

viably.app/contacts
Everything this person did
Unknown visitor[email protected]
Lead
Email

[email protected]

First touch

Paid social, leadership series

Fields typed in by a person0
14 min
Avg. setup time for the full capture path
0
Fields anyone types by hand
Unlimited seats. Bring your whole team.
Capture

Capture from anywhere. Enrich and synchronize automatically.

Viably's observability-principled contact system is built for teams with CRM fatigue. You set it up once, optionally link it to your Slack workspace, and the record fills itself from five directions at once.

The way it works nowA person relays the lead
0steps, and counting
  1. 1Spot the notificationIn an inbox with everything else that arrived this morning
  2. 2Open the CRMA second tab, and whatever it was in the middle of
  3. 3Check whether they already existTwo spellings of the same company is how a record starts rotting
  4. 4Type six fieldsName, email, company, source, landing page, and the date
  5. 5Decide who owns it, and tell themUsually in a message that will scroll away by Thursday
  6. 6Remember to follow upA reminder that lives in one person's head
The way it works with ViablyThe lead relays itself
0steps, all afternoon
leadgenPOST hq.viably.app/relay
  • Kept in the ledger with the payload that proves it
  • Matched to Dwight Schrute on the email address
  • First touch attributed to the pricing page
  • Task raised, owner assigned, due today at 5pm
Viably eliminates manual steps, with the record updating itself to sync with real-world events.
  • Forward an inbox

    Point your sales or support address at a Viably inbox and everyone who writes in becomes a contact, matched to the leads and payments they already have. No code required.

  • Post to one endpoint

    Anything that can send an HTTP request can create a contact: a form, your own app, a payment provider or a partner. Stripe payments land on the same customer journey.

  • Import, or type it in

    Paste in a CSV or add contacts one by one. Then add a second phone or WhatsApp number, set custom fields and keep as many notes as you need.

  • CC it from your own mail client

    Keep emailing from your own inbox and CC the shared address. Viably works out which recipient is the customer and files the email on their timeline. No browser extension needed.

  • Invite Viably to the meeting

    Add the same shared address as a guest on a Google Meet or in-person meeting. Viably files it on the right contact and keeps it in step when you reschedule or cancel.

  • OCR business cards from Slack

    React with the camera emoji to a business card photo in Slack and Viably reads it. New people become contacts, existing ones get filled in, and the scan is pinned to the pinboard.

#sales — Slack
Create new Contacts
Pam BeeslyNew
[email protected]Not on file. Comes in as a contact.
Dwight SchruteNew
[email protected]Not on file. Comes in as a contact.
Bob VanceOn file
[email protected]Already a customer. Only the missing phone number is offered.
Adds 2 contacts and fills 1 blank field. Skipped 13 as they were already on file.Create Contacts
Record & Attribution

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

Most CRMs promise attribution only if you fill up the dozen fields: wiring deal stages, pipelines and amounts by hand so the report at the end is derived from shaky, error-prone entries. Viably ties each contact to the funnel, the on-page events they generated and every payment they made, and every number is verifiably derived from the ledger of truth.

ViablyViably
The Viably contacts dashboard, showing the acquisition funnel, revenue by source, a capture trend, and the contact table
  • Lifetime Value with Multi-Currency Support

    Summed from the payments themselves and kept in the currency of the customer's first charge. Payments in other currencies are converted for you.

  • Customer Acquisition Attribution

    See which channels and campaigns bring in your most valuable customers, traced through every event and payment that follows.

  • Cohort Reports and Comparisons

    Group revenue and conversion by acquisition source or any custom attribute, then compare cohorts side by side to see where growth comes from.

  • Urgency, Responsiveness and Actionability

    Viably scores contacts for urgency, tracks how quickly your team replies, and sends anyone who needs attention to the Team Inbox for follow-up.

  • Strong Ownership Features

    A sales lead is won or lost, a support request is resolved, a job applicant gets an offer or a pass. Each stream has its own stages and a named owner.

  • Integrates with Tasks and Kanban

    Set follow-up reminders through @Via, turn a contact into a task on the board, and the contact owner gets a ping whenever a new event is logged.

Contacts — command center

Michael Scott

[email protected]
Sign-up
ClaimWorkingFollow up

Owned by jim

What happened when you reached out?

Record paymentAdd note

  • Note by jim

    6d ago

    Called after the pricing guide download. Evaluating for twelve seats, decision by end of month.

  • Signed up

    9d ago

    via app-signups

  • Lead captured

    12d ago

    Pricing guide download

    via webflow-forms

  • Referred by Jim Halpert

    12d ago

    code CALVIN20

  • Acquired via spring-launch · facebook · paid

    12d ago

Cadence
Events
3
Replies
—
Last touch
6d ago
First reply
—
To convert
—
Two relayed signals and a call somebody wrote down.

Every captured signal files itself under the person it named, so the stage, the outcome, the lifetime value and the responsiveness figures are always verifiably derived from the source.

The Slack-native CRM

Most CRMs ask you to remember another login and to copy answers between tabs. Viably relays the customer's enquiry into the right Slack channel through your AI co-worker @Via and lets them reply from there. The record and Slack thread is always kept in sync.

  • Triage from the chat

    Each enquiry arrives in the channel as a card. Reply by email straight from the card, sent from your workspace address, and you become the contact owner.

  • In-thread replies and correspondence

    When the customer writes back, @Via posts the reply in the Slack thread and logs it on the contact record, keeping both up to date.

  • Reminders and follow-ups

    Tell @Via to remind you in three days and it pings you in the channel and by DM. Snooze it, reschedule it or mark it done without leaving Slack.

Meet @Via, your Slack-native co-worker
#sales — Slack

Unlimited seats on every plan.

Viably+ is billed per workspace rather than per seat, so putting the whole team on the same customer record costs nothing extra. The Free plan includes the full CRM, observability suite and all Slack automations.

With teams spread across Singapore and Indonesia, we rely on Viably to keep the full team moving forward. Viably's automation-by-default ethos is central to how we work.

MuliaCEO, Algoritma Enterprise AI Educationalgorit.ma
14 days
Viably+ trial.
Seats on every plan
$7
per day, billed annually
3,000
Events each month
FAQ

Questions about the CRM

What is an event-driven CRM?
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.
Does Viably replace HubSpot or Salesforce?
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.
Where does the contact data come from?
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.
Can Viably scan business cards into the CRM?
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.
Can Viably log the emails my team sends, without a browser extension?
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.
Do meetings and calls show up on the customer record?
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.
How does Viably know two events are the same person?
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.
Does it calculate lifetime value and attribution on its own?
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.
Can I still add or edit a contact by hand?
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.
Do I need Slack to use the CRM?
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.
How much does it cost?
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.
From the blog

Read how we use it

How to forward email to Slack and reply from the channel

Slack's built-in ways to forward email to a channel, where they stop, and how we route our support inbox into Slack and answer customers from the card.

Read the full guideLightweight CRM for Small Teams
Ready when you are

Let the record write itself.

Start free, point one source at the endpoint, and watch the first contacts appear without anybody typing them.

Start freeSee pricing
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