01
A contact record with context
Keep contact details, notes, custom fields and tasks together. Advisors can understand customer needs and previous follow-up before a call, even when ownership changes.
SOLVAREX PLATFORM
CRM and Sales Pipeline Management
Solvarex CRM brings contacts, companies, conversations and opportunities into one working view. Configure your sales pipeline around the way deals actually progress, assign owners and define next actions so your team can move beyond disconnected spreadsheets and messages.
Configured for your customer journeyDefined scope before launch
Sales pipeline
Drag a card or choose its stage below
New inquiry1
Khalid AlsalemQualified1
Sara AlahmadDemo1
Noura AlotaibiProposal1
Ahmad AlharbiNoura Alotaibi: Demo
Try the controls. Illustrative interfaces and data.
CAPABILITIES WITH PURPOSE
Each capability solves part of the challenge.
Keep contacts, conversations, and opportunities connected to an owner and a next step.
02
A pipeline that reflects your sales cycle
Use stages such as new inquiry, qualified, proposal and negotiation. Track opportunity value, owner and status to identify stalled deals and make sales meetings actionable.
03
Segments your team can use
Use fields, tags and filtered lists to distinguish industry, location, interest and source. Follow-up can reflect the segment’s needs instead of treating every contact alike.
04
Follow-up beyond memory
Connect stage changes to configured tasks, alerts and workflows. Notify owners about stale opportunities and define stop conditions when a customer replies or the deal changes.
FROM PROBLEM TO APPLICATION
A B2B team with multiple salespeople
An inquiry enters from a website form, is assigned to an owner and progresses through qualification, proposal and negotiation. The manager can see blockers and next actions without collecting updates across chats.
An illustrative use case, not a measured customer outcome.
CRM & Pipeline ManagementA clear next action
FROM IDEA TO OPERATION
This is how the steps connect.
Select a step to explore its role in the workflow.
01
A CLEAR NEXT STEPCollect context
Bring together company details, contacts, and conversations.
Customer contextDefined action
02
A CLEAR NEXT STEPShape the pipeline
Match stages to your qualification, proposal, and negotiation process.
Customer contextDefined action
03
A CLEAR NEXT STEPAssign the next step
Give every opportunity an owner and follow-up task.
Customer contextDefined action
YOUR QUESTIONS ABOUT
CRM & Pipeline Management
Fields, permissions, and pipelines are agreed during setup. Data import scope is reviewed before migration.
Book a demoWhat is the difference between CRM and a pipeline?
CRM manages customer records, interactions and tasks. A pipeline organizes opportunities by sales stage. A single customer may have several opportunities, so the customer’s identity and each deal’s progress are managed separately.
Can we migrate Excel or an existing CRM?
Structured data can be imported after mapping columns and reviewing duplicates. We test a sample and define which contacts and opportunities will move. Attachments, conversation history and integrations require a separate source-system review.
Do we need one pipeline for the whole company?
Not necessarily. Different products or teams may need separate sales cycles. Keep stages clear and define entry and exit criteria so reporting remains useful and comparable.
How do we identify opportunities needing attention?
Review stage, owner, last activity and the next task. Stale-opportunity alerts can reflect your sales cycle. Reliable decisions depend on consistent record updates, not just a visual board.
Does access include data cleanup and pipeline design?
CRM access and implementation are separate scopes. The proposal specifies data cleanup, import, stage design, training and integrations, making delivery responsibilities clear.
LET’S TALK ABOUT YOUR NEEDS