The CRM that turns
customer relationships
into revenue.
Whether contacts come from ads, referrals, business cards, or cold outreach — Valerio centralises them instantly and triggers the right first action automatically.
Import and categorize your contacts, manage their information and create long and solid relationships.
Connect to your inbox and track every client stage, follow up on leads, and automate your email marketing in campaigns.
AI groups contacts by interest, potential value, and lifecycle stage — so every outreach feels like a one-to-one conversation at scale.
Automate personalised emails, reminders, lead nurture flows, and follow-ups — your pipeline moves forward even when you don't.
See every lead's position in your pipeline at a glance. Sort by value, track win probability, and spot the deals that need attention before they slip away.
Every call, email, and purchase logged in one place. Walk into every conversation knowing exactly what happened last time.
Trigger reminder emails, task assignments, and stage updates automatically — your team focuses on selling, not administration.
Send automated satisfaction surveys after key touchpoints. Let your clients tell you what's working — before they tell someone else.
Launch a project the moment a deal closes. No handoff documents, no data re-entry — your entire team stays in sync from first contact to delivery.
Send contracts, invoices, and project templates in one click. Onboard new clients in minutes, not days.
Link with DocuSign for a frictionless close.
Sales, finance, and management share the same view. No context lost in every step of the project.
Long-term growth is built on a loyal base. Stay close to every client, follow up with precision, and never miss the moment to re-engage.
One view across emails, calls and sms. Spot what's working and where things are stalling — before your team feels it.
Re-engage contacts who've gone quiet with targeted sequences triggered by time, behaviour, or deal stage — automatically.
Automated satisfaction surveys fire after every sale. Turn client insight into product improvement — and improvement into retention.
Book a personalised demo and we'll show you exactly how Valerio maps to your team's workflow — live, in under 30 minutes.