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Everything SaleVali can do

The full feature catalogue — from first contact to a closed deal, for your whole team.

Pipeline & intake

Pipeline tracking

Every lead on one board, from new to won or lost — drag-and-drop stages, a deadline per stage with overdue flags, and a full history of who moved what and when.

Invite links without an email

Invite someone whose address you do not know: leave the field empty and a single-use, 7-day link is minted to hand over in person. Whoever registers with it is connected to the sender straight away, and a private note keeps a wall of links legible.

Invitation board

One screen answers “who has actually joined?”: every invitation with its own status — sent, link opened, registered, verified, expired or revoked — counted per status and filterable by status, role, date and address. Stale invitations can be re-invited in one action (anyone who already registered is skipped, and each row reports what happened to it), a mistake can be revoked so its link stops working, and the filtered list exports as CSV.

Working together

Communication

Meeting invites with RSVP, in-app messaging on every deal, single and bulk emails, announcements, per-category notification preferences, reminders and a weekly digest.

Built-in messaging

A unified inbox with a thread per deal, attachments and email mirroring you can reply to — answer the notification from your mail app and it lands back in the thread. Messages arrive live while the inbox is open, and can notify your device even when the app is closed. A half-written reply is kept per conversation until you send it, and you can see when the other person is writing. The answers you give over and over live in a shared pool of canned responses — written once in English, Turkish and German, inserted in your own language, one click.

Calendar in four views

Meetings, recurring project calls and stage deadlines in one calendar — month, week, day or a plain upcoming list, with the upcoming list as the default on a phone. A recurring project meeting is kept as a rule, so it shows once under its own title, moves when you move it and disappears when you cancel it. Subscribe to the same calendar from your own app with a personal, revocable link — meetings, series occurrences and deadlines all travel with it — and every meeting invitation arrives with a .ics attachment.

Video calls in the app

Start a call with a lead, an account team or a chat in one click and hold it in a side panel next to their record, on our own Jitsi tenant — no accounts, no install, and no time limit. If a call has to fall back to the free public room, the panel says so before anyone joins, with a one-click way to keep talking. The link is emailed to everyone invited and works in any browser.

Guests from outside the platform

A meeting is not always only your own team. Type any email address into the scheduler and that person is invited to the same room with the same Yes/No buttons — no account, no sign-up, and an .ics for their own calendar. You see who accepted, and an invitation sent to the wrong address can be withdrawn, which stops its link working.

For companies

Accounts & contacts

Track the companies you sell to and the people inside them, log what each account needs, and see every open deal against it in one place.

Insights & AI

Analytics & insights

Conversion funnel, time and ageing per stage, deals per rep and their outcomes, six-month trends with a date-range selector.

Privacy & security

Access & privacy

Role-based access, two-factor authentication, email verification, an activity log, and a full GDPR toolkit: consent, retention reminders, erasure and one-click data export.

Two-factor auth & session control

Role-based 2FA enforcement, single-use recovery codes for a lost authenticator, session timeouts and "sign out of all devices".

Granular e-mail opt-out

Twelve kinds of e-mail, each with its own switch, and a one-click unsubscribe link in every message that applies instantly — no login, no Save step. Sign-in and security notices always get through.

Stay signed in, safely

Tick "keep me signed in" and your own devices renew your session for you — each one listed, and revocable, from your account page.

Trust centre

A public page a buyer can read without a call: every third party that can receive data, what protects it, where it is hosted — and, in the same list, what is not true yet.

An accessibility claim you can check

A published WCAG 2.2 AA conformance statement that names its own open defects, backed by an axe-core scan blocking every pull request — plus skip links, a visible focus ring, 44px touch targets, a keyboard route around drag-and-drop, and support for reduced-motion, high-contrast and forced-colours modes.

Enterprise SSO configuration

Store and validate SAML or OIDC settings for an enterprise directory. SAML sign-in via /auth/sso is wired with JIT provisioning when SSO is active for the organisation; OIDC settings are stored but not yet used for sign-in.

Platform

Documents & templates

Versioned uploads on any lead or account, a multilingual template library for proposals and follow-ups with in-app preview and PDF export.

A pleasant place to work

Three languages (EN/TR/DE), dark mode, adjustable font size, global search, installable as an app (PWA) with offline support, and a public “What’s new” page.

Everyone on their own clock

Each person sets their own timezone in settings and changes it whenever they move. When a meeting is scheduled, the picked time is shown on every attendee’s clock before the invite goes out — one line per timezone — so a call across three countries is confirmed at a glance. Every email that names a time says which timezone it is written in, lists the other participants’ times when they differ, and links back to the setting.

Multi-tenant organisations

Keep each organisation’s data, plan and configuration separate in one CRM.

Per-tenant branding settings

Brand name, logo, colours and support contact are stored for each organisation, and tenant branding is applied across the product — the role layouts, every e-mail a member receives including the career newsletter, and generated certificates.

Integrations that say when they break

One admin board shows the state of e-mail delivery, outgoing webhooks, Google Calendar, enterprise SSO and the two inbound receivers — healthy, degraded, failing or simply not set up. Each row is read from what that connector already records, so nothing can silently disagree with reality, and every error line is scrubbed of addresses, tokens and certificate bodies before it is shown.

SaleVali — Marketing CRM