Try before you buy

You need to know you and your team are getting the best possible solution before making an investment in a CRM. Booking a demo allows you to fully test our system, show your team/staff, and crucially make sure it fits your business requirements. Remember though, our CRM is bespoke and can be tailored to meet your exact needs.

Inspire your own CRM

Visualising how a CRM would fit with your business is no easy task. We know it can be an entirely new concept for some. Booking a demo allows you to experience and familiarise yourself with the CRM system, and give you some ideas of your own. Of course, we are here to advise you on how a CRM will work with your business.

Ask us anything

We want to make sure you are in absolutely no doubt before making the investment in a bespoke ValeCRM. Throughout the demo process, we are always on hand to answer any questions you have. We are available by phone or you have multiple questions then send us an email. We want you to be as confident in our CRM systems as we are!

Leads & Enquiries

Organised

We hate missing leads as much as you do. Never miss a potential customer again, as ValeCRM will store all leads and enquiries in one database and organise them for you. ValeCRM quite literally pays for itself.

Accounts & Customers

All-In-One

Using ValeCRM allows you to manage your customers & accounts all in one place. You can store documents, and create groups and audiences. Now you can throw out that old filing cabinet.

Create Quotations

Automatically

Based on parameters you set, ValeCRM can automatically quote your customers. Using our CRM software means you can inspire impulse buys and build urgency while you sleep. Perfection.

Sales & Invoicing

Digitally

Send professional looking Quotes and Invoices to your customers, tracking of customer pricing history and sending recurring invoices. Can be integrated into 3rd party accounts package if needed

Purchasing Stock

Automated

ValeCRM can automate purchasing, before organising and storing all the paperwork for you and stopping any breaks in your supply chain. So when your stock gets low, rest assured, more is on the way.

Websites & CMS

Connectivity

Your website is the core selling point of your business. Syncing your site with the ValeCRM will mean customers data remains secure, and you can run your website content from your CRM.

E-Commerce

Synchronised

Your personal digital salesperson, ValeCRM will automatically run your backend sales for you, with receipts of purchase, recurring invoices, reminders and past due notifications at the touch of a button.

Project Management

Fluidity

Team work makes the dream work. Using ValeCRM, you can effectively co-ordinate between team members. Assign clients and tasks on the calendar. Make sure everyone is aware of company updates and messages.

Inventory & Products

Managed

Manage your extensive inventory with ValeCRM, and put your store to work. Find older products you forgot you had for upsells, cross-sells, point of sale promotions and sales.