Sales teams
That need to organize leads, deals and follow-up in one place.
Valnet CRM: your entire sales process on one platform
Leads, deals, quotes, collections, tasks, internal communication and automations, with enterprise-grade permissions and audit logs.
A guided demo by our team, over video call.
Real Valnet CRM screenshot with fictitious data.
What you can do with Valnet CRM today
A CRM in the style of enterprise CRMs, designed for your team to use every day.
Your whole sales pipeline at a glance
- Leads, contacts, companies and deals in one place.
- Configurable pipelines and stages, with a drag-and-drop Kanban board.
- Convert a lead into a deal in one click.
- Personal and shared saved views, global search and bulk editing.
- CSV export.
One history per customer
- Notes, calls, stage changes, tasks, payments and automated actions on a single timeline.
- Quotes and payment plans visible from the record.
- Internal team chat on every record.
- Owner, stage and key details always at hand.
Rules that work on their own: When → If → Do
- Visual editor and ready-made templates.
- Triggers: created, stage, status or owner changes, inactivity, payment received or overdue installment.
- AND/OR conditions.
- Actions: create a task, notify, assign round-robin or by workload, update a field, move stage, wait or send a signed webhook.
- Run history with retries.
From price to payment
- Product and service catalog.
- Printable quotes.
- Installment plans and numbered receipts.
- Receivables by days overdue and late installments.
- Collection rate per sales rep.
Your team, in sync
- Tasks with reminders and a calendar.
- Internal chat with channels, direct messages, files and mentions.
- Live updates between users: everyone sees the latest information.
Everyone sees only what they should
- Strict data separation between companies.
- Roles and permissions per module, field and scope: own, team, department or all.
- Two-step verification and lockout after failed attempts.
- Protection against cross-site writes.
- Audit log of changes and exports.
How an automation works
This is what a real rule looks like, set up in minutes with the visual editor.
- When
A lead comes in from Instagram
- Do
Assign it round-robin to the team
- Do
Create a call task due in 15 minutes
- If after 24 h
it is still not contacted, notify the team lead
A sales core for different industries
Service companies
That quote, sign and collect in installments.
Retailers
That want to know their customers and stop losing opportunities.
Academies
That manage enrollments, payment plans and receivables.
Education (students, levels, groups and attendance) is being developed as a specialized module; it is not part of the current core.
Transparent: what is here and what is coming
Available in the pilot
- Sales and pipelines
- Customer 360 with internal chat
- Automations with a visual editor
- Quotes, payments and collections
- Tasks, calendar and team chat
- Roles, permissions, two-step verification and audit log
Coming next
- Excel/CSV import with duplicate control
- Custom fields
- Reports and dashboards
- Built-in email
- Telephony
- Web forms
- Education module
- Artificial intelligence
- Corporate single sign-on (SSO)
- Import from Bitrix24
- Mobile app
We support you from day one
Process assessment
We understand how your team sells and collects today.
Setup
Pipelines, permissions and automations tailored to your operation.
Data migration
We move your information into the CRM in an orderly way.
Training and support
Your team learns to use it and we support you through launch.
Frequently asked questions
Is it a ready-to-use CRM or custom-built?
It is a product with configurable modules: pipelines, stages, roles and automations adapt to your company without coding. Our team helps you set it up.
Does it work for my industry?
The sales core works for sales teams in different industries: services, retail, academies and more. Education is being developed as a specialized module.
How does it protect my data?
It strictly separates each company’s data, controls access with roles and permissions per module, field and scope, requires two-step verification, locks out failed attempts, protects against cross-site writes and logs changes and exports in an audit trail.
Can I bring my data from another CRM?
Import is in development. During the pilot we assess each case and support you with the migration.
Does it integrate with WhatsApp and email?
It is coming next. Meanwhile, it can be combined with our automation and AI chatbot services.
When is it available and how much does it cost?
Valnet CRM is in development and offered as an invitation-only pilot. Request a demo and we will share the pilot terms.
See Valnet CRM in a guided demo
We show you the CRM over video call with sample data and check whether it fits your sales process.
No commitmentOver video callYour data protected