The Alvera platform
The operating system behind your field team.
Alvera connects territory work, property history, scheduling, manager visibility, operations, and intelligence into one platform built for field sales organizations.
Field operations
Live overview of your territory and team.
Team activity
View allJordan Miles
12 min ago
On site
Taylor Reed
28 min ago
Follow-up
Chris Bennett
41 min ago
Appointment
Morgan Lee
1 hr ago
Travel
What moved today
Reps active
8 / 12
Appointments
24
Visits
16
Follow-ups
37
Appointments
View all10:00 AM
ScheduledJason Harper
123 Maple St
1:00 PM
ConfirmedSarah Mitchell
456 Oak Dr
3:30 PM
On siteDavid Thompson
789 Pine Ave
Follow-up queue
This weekDue today
18
Due this week
36
Completed
64
Top reps
This month1
Jordan Miles
$128K
+18%
2
Taylor Reed
$97K
+12%
3
Chris Bennett
$88K
+9%
4
Morgan Lee
$72K
+6%
Platform overview
Six connected layers, one command center.
Alvera does not split the territory map, property record, booking path, reporting, and operations into separate systems. They stay close enough to trust.
Field operations
Today views, mobile field workflow, quick capture, QR homeowner cards, and next best action.
Property CRM
Property records, contacts, appointments, notes, files, and relationship intelligence.
Scheduling
Availability, Google Calendar sync, booking requests, round robin, and conflict detection.
Manager visibility
KPIs, goals, coaching views, rep activity, follow-up risk, and team performance.
Operations
Imports, duplicates, roles, permissions, audit logs, and organization settings.
Intelligence
AI summaries, note cleanup, suggested follow-up, territory health, and reporting.
01 Field Operations
Everything your team needs to work the day.
Reps start with a clear next action, work the territory map, capture outcomes fast, and move from first knock to booked appointment without leaving the system.
Field operations
Live overview of your territory and team.
Team activity
View allJordan Miles
12 min ago
On site
Taylor Reed
28 min ago
Follow-up
Chris Bennett
41 min ago
Appointment
Morgan Lee
1 hr ago
Travel
What moved today
Reps active
8 / 12
Appointments
24
Visits
16
Follow-ups
37
Appointments
View all10:00 AM
ScheduledJason Harper
123 Maple St
1:00 PM
ConfirmedSarah Mitchell
456 Oak Dr
3:30 PM
On siteDavid Thompson
789 Pine Ave
Follow-up queue
This weekDue today
18
Due this week
36
Completed
64
Top reps
This month1
Jordan Miles
$128K
+18%
2
Taylor Reed
$97K
+12%
3
Chris Bennett
$88K
+9%
4
Morgan Lee
$72K
+6%
02 Property CRM
Complete property and relationship intelligence.
A property-centered CRM gives every address its own memory so the next rep, setter, or manager can see what happened and what should happen next.
Property CRM
Every address keeps its history.
1234 Oakridge Dr
Sunnyvale, CA 94087
- Homeowner
- Jane Smith
- Phone
- (408) 555-0198
- jane.smith@email.com
- Property type
- Single family
Timeline
May 20
Proposal reviewed with homeowner
1:30 PM
May 15
Follow-up call completed
10:00 AM
May 14
Roofing proposal sent
11:30 AM
May 13
On-site appointment completed
10:00 AM
Appointments
View allMay 20
Jason Harper
Scheduled
May 22
Sarah Mitchell
Confirmed
May 24
David Thompson
On site
Follow-ups
View allInitial contact
Completed
May 12
Contract review
Due today
May 20
Installation follow-up
Open
May 27
Next step
AI property brief
Roof replacement interest noted. Call to answer financing questions and schedule onsite visit.
Relationship intelligence
Contacts and co-contacts
Keep every homeowner relationship tied to the property.
Notes and files
Store notes, documents, and activity without losing context.
Appointments
See every scheduled visit and follow-up around the address.
History
Understand what happened before the next rep arrives.
03 Scheduling
Smarter scheduling that reduces friction.
Calendar context stays tied to the property and the territory so booking feels like part of the workflow instead of a separate admin task.
Scheduling
Keep booking connected to the field.
Booking requests
Johnson Home
Requested May 20
Proposed Wed 1:00 PM
Williams Home
Requested May 20
Proposed Thu 3:00 PM
Thomas Residence
Requested May 20
Needs manager review
Scheduling controls
04 Manager Visibility
See what matters. Coach what drives results.
Managers get live activity, follow-up visibility, goals, and coaching views while there is still time to change the outcome.
Manager visibility
Coach from live activity, not yesterday's report.
Performance snapshot
Property activity
48
+12%
Show rate
67%
+11%
Close rate
24%
+9%
Follow-up risk
23
At risk
Coaching agenda
Jordan Miles
Review follow-up risk
12 appointments
$48,100
Taylor Reed
Improve proposal speed
9 appointments
$38,400
Morgan Lee
Booking conversion
7 appointments
$27,500
Alex Rivera
Territory coverage
6 appointments
$22,900
Follow-up risk
23
At risk
High risk: 7
Medium risk: 12
Low risk: 4
05 Operations
Keep your data clean, secure, and under control.
Ops teams can bring in data, review duplicates, lock down access, and maintain auditability without putting a separate tool between the office and the field.
Operations
Keep data clean, secure, and visible.
06 Intelligence
Turn data into clarity and decisions.
Practical AI and reporting help the team understand what changed, where to focus next, and how the territory is actually moving.
Practical AI
Use AI where it saves time, not where it replaces judgment.
AI summaries
Surface what changed across your territory before the daily huddle.
Note cleanup
Turn field notes into clean timelines and clearer property memory.
Suggested follow-up
Flag the next best action when a property is heating up or slipping.
Territory health
Performance trends
+18%
vs last month
Top opportunities
$143K
Pipeline value
Suggested next actions
19
Ready right now
Next step
See how the platform fits your team.
Start with field operations, property CRM, scheduling, or manager visibility, then expand into the rest of the operating system.