Services - Covis AI

Lead Generation

Screens that win the work

Covis finds the lead, drafts the conversation, reads buying intent, and wins the deal — in the same portal your team already uses.

Home

Vio

Your all-in-one digital monitoring team

Automation that puts founders in control. Vio watches every project, client, and deadline around the clock, then hands you unbiased data so you can decide on the go.

Works 24/7Your agents never stop

Unbiased by designData, not opinions

Decisions on the goAnswers in seconds

Ask Vio from Home
Open any screen
Help videos on the spot
Schedule meetings

VioAdd your product screenshot here

Knowledge Base

Manage Agents

Stop sending portfolios. Send an agent.

Create and brand the AI Agents clients talk to. One shareable link replaces your pitch — visitors explore your work, and Chatbot Leads captures what they want.

Share one linkYour public AI chatbot, always on

Clients explore by askingNo long pages, just answers

Leads land in the portalChatbot Leads, ready to follow up

AI Agents
Public AI chatbot
Chatbot Leads
Prompts and guardrails

Manage AgentsAdd your product screenshot here

Clients

Client Conversations

Turn every conversation into a closed deal

Log the thread, get a draft, and watch live signals — sentiment, urgency, closing probability, and the next best action — on the Client Conversations screen your team already uses.

Coach drafts the replyIn your voice, ready to send

Live deal signalsSentiment, urgency, and risk

Next best actionCall, follow up, or wait

LinkedIn, Upwork & general threads
BD Profiles for tone
Client Management
Client Funnel

Client ConversationsAdd your product screenshot here

Proposal Studio

Manage Proposals

From job post to winning proposal

Open any job, tap the Covis extension, and Bid Intelligence scores the opportunity, answers the client's questions, attaches matching projects, and drafts the strategy. You review in Manage Proposals and send.

One-tap analysisScore, risks, and highlights

Your proof, attachedMatching projects for every job

Bids built to winStrategy, questions, and the full draft

Bid Intelligence
Proposals Dashboard
BD Profiles
Proposal Requests

Manage ProposalsAdd your product screenshot here

Project Management

Screens that run the work

After the deal is won, Projects, Day Planner, and Team Scheduler keep delivery on time.

Projects

Project Management

Plan the work. Deliver on time.

Run every project in one place — timelines, ownership, and what's delayed — so the team always knows what to ship next.

One view of the workProjects, not scattered lists

Clear ownershipWho owns what, and by when

Catch delays earlySee what is slipping before it slips

Projects
Timelines
Task ownership
What's delayed

Project ManagementAdd your product screenshot here

Planning

Day Planner

Today's work, in one list.

Day Planner and Day Planner Dashboard keep the team's day in view — what to do now, what's delayed, and who's free.

Today firstThe list that matters this morning

Who is freeSee availability before you assign

Close the loopComplete the task, then move on

Day Planner
Day Planner Dashboard
Tomorrow's list
Add and complete tasks

Day PlannerAdd your product screenshot here

Scheduling

Team Scheduler

Who is busy. Who can take the work.

See the team's calendar and capacity together — so you schedule work against real availability, not guesses.

Team in one calendarWho is booked, who is open

Assign with contextDon't overload the person already at capacity

Meetings includedWork sits next to the week's schedule

Team Scheduler
Meeting Scheduler
Availability
Workload at a glance

Team SchedulerAdd your product screenshot here

Main modules

One system. Three modules.

Lead Generation, Project Management, and User Roles & Permissions — the same names as the portal.

Lead Generation

Win the work — Vio, Manage Agents, Client Conversations, and Manage Proposals in one portal.

Project Management

PMS — Projects, Day Planner, and Team Scheduler so the team plans the work and delivers on time.

User Roles & Permissions

Manage Roles and Manage Users — decide who can open which screens, invite the team, and keep permissions aligned.

AI Powered Platform

Put Covis to work

Start with a free account, or talk to us about rolling Covis out across your team.