CRM software
CRM Software – every enquiry followed up, every lead tracked
Every enquiry from your website, phone, email and Google Ads lands in one list. Each one has a person and a follow-up date, until it becomes a customer. Part of Vali Business, at one price for the whole company.
What is a CRM?
CRM stands for customer relationship management
It is the place where you keep track of the people who might buy from you: who asked about what, who in your team is talking to them, and what happens next.
Without one, enquiries live in someone's inbox, a notebook or a WhatsApp chat, and the ones nobody follows up are lost. With one, every enquiry is on a list until it is won or closed.
-
An enquiry comes in
From a website form, a phone call, an email or a Google Ads click.
-
Someone owns it
Give it to a person with a follow-up date. They get an alert straight away.
-
You follow up
Calls, notes and a short series of follow-up emails, with reminders for anything left untouched.
-
It becomes a customer
Send a quote from the lead. When it is won, the lead becomes a customer.
One list
Every enquiry lands in the same place
One list of every lead, newest first: what they asked for, where they came from, who is following up and when. Likely spam is hidden for you to review.
One lead on one page: the enquiry, the follow-up emails, notes, and linking them to a customer to send a quote.
Leads and wins per week by channel, so you can see whether Google Ads, the website or the phone brings in the business.
Follow-ups
The phone buzzes when a new lead arrives
- The person you give a lead to gets an alert the moment it comes in.
- Each lead has a follow-up date, so the next step is never a guess.
- Vali reminds your team about leads nobody has touched.
- People who agreed to hear from you get a short series of follow-up emails automatically.
From lead to customer
The same system sends the quote and the invoice
Link a lead to a customer and send a quote from your product list. When the lead is won it becomes a customer, and the quote turns into the sales order and invoice in Vali's accounting. No copying between a CRM and your books.
Email campaigns
Ask for the people you want to reach, in plain English
Type "everyone who asked about CNC routers this year", get a campaign drafted from a short brief, approve it, and it goes out gradually from your own mailbox.
- Drafted by AI, approved by you
- Sent gradually, not as a blast
- Unsubscribe handled for POPIA
- See who opened what
Clean and compliant
Your contact list stays tidy, and legal
Built for how South African businesses have to handle people's details.
POPIA consent recorded
Each person's marketing consent is kept with their contact, and follow-up emails only go to people who agreed.
No duplicate contacts
Possible duplicates are flagged for you to merge, so each person is filed once.
Leads from your inbox
Mail Bridge reads enquiries that arrive by email and creates the contact with what they asked about.
Common questions
What does CRM stand for?
Customer relationship management. It is where a business keeps track of the people who might buy from it: what they asked about, who is following up and what happens next.
Is the CRM included in the Vali Business price?
Yes. Leads, follow-ups and email campaigns are part of Vali Business, with accounting, stock and manufacturing, at one monthly price and no per-user fees. See pricing.
Where do the leads come from?
From the forms on your website, enquiries that arrive by email, phone calls you log, and Google Ads. Each lead shows where it came from.
Can I send quotes to a lead?
Yes. Link the lead to a customer and send a quote from your product list. When it is won, the quote becomes the sales order and invoice in the same system.
Does it handle POPIA?
Each person's marketing consent is recorded with their contact, follow-up emails only go to people who agreed to hear from you, and every campaign carries an unsubscribe link that is honoured automatically.
See your leads in Vali
Click around the demo company yourself right now, or book a guided demo on a video call and we'll walk you through leads, follow-ups and quotes.