Vesena CRMPilot
The CRM that fills itself in.
Vesena CRM reads along with your inbox and calendar. Every email lands with the right person or company, attachments included.
Vesena CRM currently runs in our own operation in Germany.
BBeispiel GmbH
- Account
- Calendar
- Drive
- Docs
- Sheet
- CRM
- Stage
- AI
- ID
CRM
- Pipeline
- Companies
- People
- Tasks
- Workflows
Enquiry3 deals
Maintenance, hall 2
Müller GmbH
€4,800today
Warehouse consulting
Nordlicht KG
€2,100Tue
Trade fair booth 2027
Seidel & Co.
€9,400Wed
Quote2 deals
Website relaunch
Wolff Architekten
€6,200Fri
Maintenance contract
Richter Bau
€3,600Oct 30
Negotiation2 deals
Team training
Neumann Logistik
€1,900Thu
Software licences
Hansen IT
€5,250Mon
Won2 won
March training
Lindner Handel
€1,900Oct 1
Server move
Vogt Medien
€7,800Oct 12
Lena WolffOwner · Wolff Architekten
- Email: Re: Workshop planning meetingtoday 08:47
- Event: Workshop planningWed 11:00
- Task: send website relaunch quote, due Oct 30from an email
- File: Workshop-Floor-Plans.pdftoday
Matched automatically via lena.wolff@wolff-architekten.de
Matched, or not at all.
Known address: the right record. Known company: matched by domain. Several possible matches: the email stays open. No guessing.
Tasks only with a deadline.
If an email names a date or a deadline, it becomes a task. Otherwise it does not.
- Email“Please send the quote by Friday, 30 October.”
- TaskSend quote · due 30 Oct
Your pipeline at a glance.
Move deals from stage to stage. You see where everyone stands straight away.
Fits the way you work.
Create your own objects, fields and views. Build workflows for everything that happens regularly.
