Give sales, finance, and delivery one shared view of every customer relationship.
Verion CRM tracks accounts, contacts, opportunities, and quotes in one place, and connects that pipeline directly to accounting and delivery records. Sales activity, commercial history, and financial status stay in sync instead of living in separate systems.
Sales teams managing active pipeline
Account managers overseeing existing customers
Finance teams needing visibility into commercial commitments
Customer relationships generate financial and operational consequences long after a deal closes. VEDA Workspace treats CRM as part of that continuum, not a separate front-office tool.
Sales, finance, and operations teams often work from different versions of the same customer, leading to quotes that don't match invoices and account histories that don't reflect delivery reality.
A conceptual preview of the Verion workspace experience - not live product data.
CRM
Customers at risk
24
Repeat visit rate
68%
Areas teams can work in - exact scope is confirmed during onboarding.
Pipeline management
Account and contact records
Opportunity tracking
Quotes and proposals
Activity and interaction log
Customer financial history
Pipeline and opportunity tracking
Account and contact management
Quote generation tied to pricing records
Unified customer activity history
Available as part of VEDA Workspace.
Deeper forecasting views built on live pipeline and financial data
Expanded quote-to-invoice automation
Configurable approval flows for commercial terms
VEDA surfaces relevant account history and prior communications when a rep opens an opportunity, and can draft quote and follow-up content for review.
Customer relationships, opportunities, and commercial activity.
Opportunities and quotes link directly to accounts and invoices in Accounting, so commercial activity and financial records reference the same customer data.
Your organization retains full ownership of all account, contact, and opportunity data entered into VEDA Workspace.
Existing account, contact, and opportunity records can be imported as part of setup; your implementation team can advise on the process for your data.
CRM is one module within VEDA Workspace; licensing details are handled as part of your Verion plan.
