CRMPublic beta
Every signal,
in oneplace
Contacts, companies, email, files and tasks on one record. Add other Valgrind apps when you need them.
ValgrindManagement
Support
Marketing
Finance
Sales
Product
DirectoryInboxTasks
MeetingsFile sharing and control
One record.Directory, inbox, and work.
Contacts and companies sit side by side. Mail, tasks, meetings, and files stay on that record. Share chosen fields and keep the audit log.
Contacts and companies, side by side
All, My, and Shared views. Lists your team creates. Pick the columns you need. Import a spreadsheet, edit in the table, or add someone to a list.
- Contacts and companies in one place
- Lists, filters, and columns you choose
- Import, clone, or update many at once
- Link a person to more than one company
Included
What is in the workspace
Contacts, companies, inbox, files, tasks, meetings, notes, and sharing. Each one is a page you already have when you start.
Companies
Lists
Custom fields
Notes
Activities
Relationships
Inbox
Tasks
Meetings
Files
SecureShare
Audit trail
Lock screen
Everyone you work with, in one place.
Add your first contact or import a file. From there, contacts, companies, email, files, and tasks stay in the same workspace. Verify can run KYC, KYB, and AML on those same people and companies.
See features02 · CRM MCP
Your agent, on the CRM.
The MCP server is coming soon. When it is live, an approved agent can look up contacts and companies as you, and create or update them when you allow writes.
Coming soon03 · How a team starts
Up and running in minutes.
Type the first person, or bring in a spreadsheet. Lists and columns are ready. Notes, related companies, files, tasks, meetings, email, and activity sit on that contact. Verify runs KYC, KYB, and AML on the same contacts. You sign in once.
04 · The record
One record. Every relationship.
Contacts and companies first. Everything else files onto them. In the EU today.
Free
Start with three seats. No card.
Add contacts and companies today. Email, files, tasks, and sharing are already in the workspace. Verify can run KYC, KYB, and AML on those records.