Know what’s next.
Keep the whole job moving.
Bring relationships, follow-up, quotes, and team tasks into one workspace—from the first conversation through delivery.
Up next
Replies to review. Promises to keep. Work to move forward.
Review the revised scope
Riverside upgrade · Opportunity
Follow up on the proposal
Northstar team · Quote
Confirm the delivery plan
Riverside upgrade · Project
Every next step.
One connected place.
Know the people. Keep the promises. Give your team the tools to move the work forward without rebuilding the background at every turn.
Know what needs your attention.
Bring tasks, appointments, cadence steps, unanswered replies, and deal flags together in Up next.
Explore RelationshipsRemember the whole relationship.
Connect leads, people, organizations, and stakeholders without scattering their history across duplicate records.
Explore Sales engagementMake follow-through a process.
Coordinate email, call, and task cadences, maintain account contact, and prioritize with explainable scoring.
Explore Communication & appointmentsKeep the conversation with the work.
Bring communication history and appointments into the context of the people and records they concern.
Explore Products & quotingTurn the solution into a clear offer.
Build multi-supplier quotes from your product catalog, organize product groups, and keep revisions together.
Explore Tasks & team coordinationMake ownership and progress visible.
Manage tasks in Board, List, Overview, and planning views, with individual and team assignments.
Explore Projects & ordersCarry the agreement into delivery.
Connect opportunities, quotes, projects, and orders within a shared Job as the work changes hands.
Explore Automation & insightBuild consistency into your process.
Use workflows, dashboards, and reports to coordinate repeatable work and understand where the process needs attention.
ExploreFeatures and limits vary by plan and workspace configuration. Compare plans →
Winning the work is
part of the story.
A Job connects the opportunity, quote, project, and order. When the work is awarded, the delivery team can carry forward the agreement and the context behind it.
- Keep accepted scope and pricing close at hand.
- Connect the people, files, decisions, and activity.
- Give open commitments a clear next owner.
Complex quotes.
A clearer daily process.
Bring products from multiple suppliers into one proposal. Keep product groups, pricing rules, and revisions organized as the solution takes shape.
- Build from your product catalog.
- Apply supplier and customer pricing rules.
- Hand accepted work into a project and order.
Make Valira fit your process.
Configure fields, stages, documents, and workflows around the way your team operates. Start independently or get help with setup and migration.
- 01Understand your flowMap how you sell, follow up, and deliver.
- 02Configure ValiraFields, stages, team work, and workflows.
- 03Bring your team inGuided setup, import, and training.
Let’s talk.
Ask a question, request a demo, or tell us what your team needs.