Everything Your Business Needs
Explore every feature across Sales, Interior Design, Nutrition and Service CRM — plus the enterprise backbone shared across all of them.
Close Deals. Hit Targets. Grow Revenue.
A full-cycle sales pipeline built for modern B2B teams — from first contact to signed quotation.
Pipeline & Kanban
Drag-and-drop deal cards across custom stages. Full history and probability tracking.
Contact Management
Unified contact records with activity timeline, notes, and follow-up scheduling.
Quotation Builder
Create, send and manage quotations with line items, taxes, and approval workflows.
Targets & Forecasts
Set sales targets per rep or team. Forecast revenue with pipeline scenario analysis.
Sales Reports
Win/loss analysis, deal velocity, rep leaderboards and revenue attribution.
Document Management
Attach proposals, contracts and signed docs directly to contacts and deals.
Task Management
Assign and track sales tasks with due dates, priorities and deal linkage.
Deal Detail
Full deal record: competitors, notes, probability history, activities and documents.
Projects. Materials. Milestones — Delivered on Time.
End-to-end project management for interior design studios handling multiple client sites simultaneously.
Project Lifecycle
Track projects from initial consultation through design, execution and handover.
Material Tracker
Log materials with vendor, quantity, cost and delivery status per project.
Payment Milestones
Define milestone-based payment schedules and record client payments against them.
Site Progress Tracker
Create activity checklists for each site phase and mark completion in real time.
Client Management
Full client profiles with project history, contact details and communication log.
CTA Management
Manage calls-to-action for follow-ups, site visits and client decision checkpoints.
Document & Media
Attach site photos, mood boards, AutoCAD files and contracts per project.
Project Reports
Budget vs. actual, material cost breakdown and project status overview.
Clients. Plans. Progress — All in One Practice.
A complete practice management suite for dietitians, nutritionists and fitness coaches.
Client Management
Detailed client profiles with health history, measurements, goals and BMI tracking.
Diet Plan Builder
Create personalized meal plans with macro tracking, meal schedules and nutritional targets.
Workout Programs
Build workout plans with exercises, sets, reps and progressive overload tracking.
Progress Tracking
Log weight, body measurements, diet compliance and progress photos over time.
Consultations
Schedule and document consultations with notes, health assessments and follow-up plans.
Subscriptions & Billing
Manage client subscription plans, track renewals and record payments.
Client Messaging
Send messages and updates to clients directly from within the platform.
Reminders
Set automated reminders for check-ins, plan renewals and consultation follow-ups.
Contracts. Work Orders. Renewals — On Schedule.
Run recurring service operations — from AMC contracts and scheduled visits to renewals — for any service business.
Customer Management
B2C & B2B customer profiles with residential/commercial segmentation, status and staff assignment.
Service Catalog
Define reusable service types and products with frequency, charge type (per-visit/monthly/flat) and pricing.
Service Plans
Recurring service contracts per customer with billing cycle, contract dates and total contract value.
Field-Service Tasks
Schedule recurring and ad-hoc work orders with priority, status and a Kanban board (open / completed / cancelled).
Service Calendar
Visualize scheduled visits and tasks by date — regular, postponed and ad-hoc — with priority at a glance.
Subscriptions & Renewals
Track plans as active, expiring (≤90 days) or expired, with multi-currency renewal workflows.
Billing & Invoicing
Generate quotations and invoices for service plans and visits through the shared billing engine.
Reports & MRR
Customer counts, active plans, MRR by currency, contract value by status and an upcoming-renewals pipeline.
Enterprise Features, Built In
These capabilities come with every Verdeshell CRM module — no separate subscription required.
Multi-Tenant RBAC
Owner, manager, executive, staff and viewer roles — per organization, per module.
Universal Invoicing
One invoicing engine across every module — create, customize and send invoices.
Document Management
Secure file storage with preview, download and delete — per record, cross-module.
Task Tracking
Unified task management across all modules — assign, prioritize and complete.
Analytics Dashboards
KPI cards, trend charts and exportable reports — tailored per module.
Activity Timelines
Every interaction, note and status change logged automatically against each record.
Want to See These in Action?
Book a 30-minute demo and we'll walk you through the modules that matter most to your business.