The CRM that grows revenue, not busywork
Manage customers, deals, and pipeline in one fast, beautiful workspace — with built-in AI that drafts emails, summarizes accounts, and forecasts your sales.
Revenue
$248K
+12%
Active deals
34
+8%
Win rate
61%
+4pp
Open tasks
12
+3%
Everything your team needs to sell, with AI
From first touch to paid invoice, Valtriq brings your whole sales process into one fast, AI-powered workspace.
Manage every relationship in one place
Customers, contacts, deals, and pipeline — connected in real time, with a live dashboard you can act on.
- Unified contacts
- Deals & pipeline
- Tasks & calendar
- Files & attachments
Revenue
$248K
Win rate
61%
Open
34
Quote, invoice, and get paid — in any currency
Build line-item quotes, convert accepted ones to invoices, and let live FX roll every deal up into your base currency.
- Quotes & invoices
- Multi-currency
- Email & drafting
- Analytics & reports
Quote Q-1042
Acme Corp · USD
≈ ₱104,720 in PHP
Never miss a beat, with full accountability
Realtime alerts keep your team moving the moment a deal closes, while audit logs and granular roles keep every action tracked and secure.
- Smart notifications
- Meetings & activity
- Audit log
- Roles & security
Deal “Q3 Renewal” won 🎉
just now
Quote Q-1042 accepted
2m ago
Invoice INV-1042 paid
1h ago
An AI sales assistant on every record
Stop switching tabs to write, summarize, and analyze. Your CRM does it for you — grounded in each record's real data, deals, quotes, and activity.
- Summarize any customer, deal, or lead in one click
- Get concrete next steps — with risks and blockers flagged
- Draft follow-up emails grounded in the record's data
- Ask anything about a record in plain language
- Chat with your whole CRM and act on its answers
Next steps
- Confirm agreement with John Doe before sending the invoice
- Finalize invoice INV-1001 and send it
- Update the expected close date to the payment date
Ready to close more deals?
Get your team on a CRM they'll actually enjoy using. Set up in minutes — no credit card required.