Verdeshell CRM

Verdeshell

About this app

Verdeshell CRM puts your whole Verdeshell workspace in your pocket. Run your sales pipeline, interior design projects, and nutrition practice from one app — with the same data, roles, and workflows as the Verdeshell web platform.

Verdeshell CRM is built for teams on the Verdeshell platform. Sign in with the work account your organization provides — accounts are created by your organization, not in the app.

SALES CRM
• Contacts and leads with complete activity history
• Deals on a kanban board across multiple, customizable pipelines
• Quotations: review and send documents right from your phone
• Create and edit contacts, deals, and tasks in the field

INTERIOR DESIGN CRM
• Clients and projects with budgets and status at a glance
• Log site visits and consultations as they happen
• Project discussions and documents in one place

NUTRITION CRM
• Client profiles, consultations, and diet plans
• In-app messages and shared recipes
• Capture session notes on the go

TASKS & REMINDERS
• A "My day" view with due, overdue, and upcoming buckets
• Snooze tasks and set follow-ups
• Push notifications for reminders, escalations, and approvals

BILLING
• Quotations and invoices scoped to each module
• Built-in approval workflow before documents go out
• Email documents to clients directly from the app

SECURITY & PRIVACY
• Role-based access with per-user module permissions
• Your organization's data is fully isolated
• All data encrypted in transit

Your modules follow your subscription: the app shows exactly the CRMs your organization has enabled, and switching between them takes two taps.

What’s new

Welcome to Verdeshell CRM
• Sign in with your Verdeshell work account
• Sales: contacts, deals on kanban pipelines, quotations
• Interior Design: clients, projects, site visits
• Nutrition: client profiles, consultations, messages
• Service: contacts, Service plans, Reminders, tasks, quotations
• Tasks with My-day view, snooze, and push reminders
• Billing: review, approve, and send quotations & invoices
• Switch between your organization's CRM modules in two taps