Sales software made refreshingly simple

Your whole sales process, happily together.

From the first customer conversation to the final project handoff, Valira keeps work organized and easy to move forward—no CRM expertise required.

Try Valira free for 21 days See how it works ↓
No credit card Friendly guided setup Easy to make your own
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AC
MONDAY, AUG 16

Good morning, Alex

Open pipeline$313,700
↑ 14.2% this quarter
Quotes awaiting action12
5Need follow-up
7With customer
Sales pipelineView all opportunities →
Discovery
$148k
Quoted
$94k
Review
$71k
Quote VL-1048$42,680.00
Ready
LeadJobOpportunityQuoteOrderProject

Made to feel right at every stage

Just getting startedFinding your rhythmReady to scale
More than a CRM

A CRM remembers the customer.
An SMP moves the whole sale.

A Customer Relationship Management system is a useful starting point. A Sales Management Platform gives your team what comes next: one place to manage the relationship, the work, and the path from interest to delivery.

CRMA good starting point

Know who you are selling to.

  • Store companies and contacts
  • Track leads and opportunities
  • Log calls, notes, and email
  • See the sales pipeline
Most CRMs stop at Closed won.
SMPThe complete sales story

Know what it takes to win—and deliver.

  • Everything in a CRM, plus:
  • Build and revise multi-supplier quotes
  • Keep jobs, people, products, and files together
  • Turn accepted work into orders and projects
  • Automate follow-ups and team handoffs
Valira keeps going after the win.
CRM is built into Valira.It just isn’t the finish line.Explore the platform
The sales reality

Less software to manage.
More work getting done.

Your customers, quotes, and projects are all connected. Valira keeps them that way, so a small team can stay organized today and a growing team can keep moving tomorrow.

Without Valira

The context disappears.

Products in one sheet. Supplier pricing in another. Quote history buried in email. Project teams reconstruct the deal after the handoff.

CRMQUOTE_v7.xlsxInboxDrive
With Valira

One record tells the story.

Every relationship, revision, decision, file, and next step stays attached to the job—before and after the win.

PeopleQuotesOrdersFiles
Powerful can still feel friendly

Everything you need.
Nothing in the way.

Valira gives startups, small businesses, and midsize teams room to grow without making everyday work feel complicated.

01

A simple home for every job.

Keep people, files, opportunities, quotes, orders, and project progress together, right where your team expects them.

02

Create polished quotes with confidence.

Build clear multi-supplier quotes, keep every revision, and move accepted work into an order and project without typing it twice.

03

Always know what comes next.

Friendly stages, practical follow-ups, and one shared view help everyone focus on the right conversation at the right time.

04

Let routine work handle itself.

Set up simple automations for tasks, reminders, email, updates, and handoffs—then give your team more time to sell.

05

See how business is going.

Understand pipeline, quotes, activity, and performance with clear dashboards built from the work your team is already doing.

06

Make it yours—without calling IT.

Choose the fields, forms, lists, dashboards, and steps that fit your business. Valira adapts as your team finds its rhythm.

Quoting belongs in the story

Build the quote.
Keep the context.

Create a polished quote without bouncing between spreadsheets and email. Group products by supplier, keep revisions visible, and turn accepted work into an order and project with a few simple steps.

  • Multi-supplier product groups
  • Clear, easy-to-follow revision history
  • Quote-to-order and project conversion
  • Branded document generation
Start quoting with Valira
QUOTE
Prepared forNorthline DevelopmentArbor Place — Phase II
Quote no.VL-1048Aug 16, 2026
Lighting packageAllied Supply Co.
LP-400Linear pendant, matte white12$18,240
CN-120Control node6$4,560
Controls packageMeridian Systems
CS-800Scene controller4$12,880
Total$42,680.00
READY TO SEND
21days to explore
Professional
1connected record
from lead to project
3clear plans
that grow with you
$10per user/month
to get started
Simple, honest pricing

Start small. Grow
without starting over.

Every plan includes the sales essentials and Valira’s full multi-supplier quoting. Pick what fits now; move up when you are ready.

Starter

For small teams ready to quote smarter.

$10/ user / month
Billed annually
Choose Starter
  • Full multi-supplier quoting
  • Leads, jobs & opportunities
  • Prebuilt dashboards
  • Email templates
  • 5 workflows
  • Up to 5 users
Most popular

Professional

For growing teams that need the full flow.

$20/ user / month
Billed annually
Start 21-day trial
  • Everything in Starter
  • Orders & project handoff
  • Custom reports
  • Document template builder
  • Data quality tools
  • Branches & 25 workflows

Enterprise

For organizations that need control at scale.

$35/ user / month
Billed annually
Choose Enterprise
  • Everything in Professional
  • Territory management
  • Audit log & SSO
  • API access
  • External file storage
  • Sandbox & 50 workflows

All prices are USD per user, per month, billed annually. Need help choosing? We’re happy to help.

Questions, answered

Good software should be easy to understand.

Still deciding if Valira fits the way your team sells?

Ask us anything
Is Valira a CRM?+

Yes—and more. Valira covers the core CRM flow for leads, people, organizations, activities, and opportunities, then carries the work through quoting, orders, and projects in the same system.

What makes Valira different from a traditional CRM?+

Valira is job-centered. The job stays the permanent home for the work while opportunities, quotes, orders, project items, files, and activity stay connected around it. That keeps the story intact after a deal leaves the pipeline.

Can we create quotes in the Starter plan?+

Yes. Full multi-supplier quoting is included in every Valira plan. Starter also includes your sales foundation, prebuilt dashboards, email templates, scoring, and five workflows.

How does the free trial work?+

The trial gives your team 21 days of Valira Professional with no card required. Your data remains intact if the trial ends, and you can continue by selecting Starter or Professional.

Can Valira adapt to our process?+

Yes. You can configure pipelines, stages, fields, forms, lists, dashboards, document templates, workflows, and more. Professional and Enterprise add deeper configuration and scale.

Is our data separated from other customers?+

Yes. Valira is built as a tenant-isolated platform with role-based permissions, field-level security, and server-enforced product and plan access. Enterprise adds audit logging and single sign-on.

Ready when you are

A simpler sales day
starts here.

Try Valira Professional free for 21 days. No card. No intimidating setup maze. Just your process, finally in one friendly place.

Start your free trial