What a screen of Valere CRM shows when it is not simply full: each state with its picture, its words, its one action, drawn where it appears in the product for Valere Group.
Empty
Nothing yet, and nothing matching a search or a filter.
Leads · South & West, no Leads yet
No Leads in South & West yet
Accepted candidates and the Leads you create appear here, newest first.
Nothing yet: say what will appear and how it gets there; one main action.
Church Farm, Rugby · Buyers · Recommended buyers
No buyer scores 50 or more
Two buyers scored under 50 and are not shown. The list stays honest: low matches are counted and can be shown, never padded.
Nothing matching: say why, and offer the way to widen it (Design Foundations, p. 19).
An empty state is a sentence, not an apology: what is not here yet, and how it gets here.
One main action; a second only when there is a real alternative.
A filtered list that matches nothing names the filter and offers to clear it.
Loading
Skeletons, spinners and when to use which.
Sites list, loading
Loading the Sites…
A skeleton when the layout is known: the rows, the columns, the chips stand where they will be.
Hatch Farm, Sindlesham · reading a planning document
Reading the decision notice
This can take a minute. You can leave this page; the values will wait for your approval.
A loader with words when the wait has no shape and may be long; shown only after 400 ms.
Skeleton when the layout is known; a loader of the mark when it is not; a button keeps its width and shows “Saving…”.
Nothing flashes: no loader before 400 ms.
What was already on screen stays; only the part that is coming is replaced.
Error
A page that did not load; a form that did not save.
The Offers register did not load
The register did not load
The server did not answer in time. Nothing was changed. Try again; if it fails again, the team has been told.
A page that did not load: what happened, that nothing was lost, the one thing to do.
Heron Fields, Colchester · Record an offer
The offer was not savedCheck the amount below and save again. What you typed is kept.
Enter an amount in pounds, digits only — the letter O is not a zero.
A form that did not save: the alert at the top, the field marked, the entry kept.
Say what failed and what to do next, in the product’s words — never a code alone.
Never lose what the user typed.
Red is for what failed; the rest of the page stays calm.
Access
A door closed to a role; a session that ended.
Church Farm, Rugby · Buyers, seen by Land
Buyers are owned by Partnerships. Ask Dana Whitfield to add a buyer or record an offer.
Viewing as Land
Closed to a role: the owner named, the action shown and locked — never hidden (Design Foundations, p. 19).
The private Land log, opened by Construction
This log is Land’s own
Land’s private Sites log is visible to Land and to the Partners only. Ask Jamie Morgan if a Site should move to the shared Leads.
A door closed to a role: what it is, who sees it, whom to ask.
Any page, the session has ended
Your session has endedSign in again with your Valere Microsoft 365 account. Your place on this page is kept.
A session ended: sign in again through Microsoft 365 (D-014) and come back to the same place.
Show what is closed, and why, with the owner named — a hidden button teaches nothing.
The private Land log and the Land performance are never shown to staff, not even as a locked row.
Sign-in is Microsoft 365 with MFA: there is no password screen to return to.
Offline
The connection lost: the product needs one; what was typed is kept on the page.
The top of every page
You are offlineValere CRM needs a connection. What you typed is kept on this page and is saved when the connection is back.
Waiting for the connection…
The product works online only (no offline mode in V1): say so, keep the entry, retry by itself.
The connection is back
You are back onlineThe offer you recorded on Heron Fields was saved.
Back online: confirm what was saved, then step aside.
Locked
A closed Site, a locked week, a closed month: read only, and who may reopen.
Mill Croft, Banbury · Closed
Closed as Dead on 28 Sep 2026 by Jamie Morgan: no acceptable offer. This Site and all its tabs are read only. Only a Partner / MD can reopen it, with a logged reason.
Rhys Calloway, Partner / MD
A closed Site: read only, the reason and the person who may reopen named (D-008).
Weekly Regional Review · South & West
Week of 2 November is locked
Locked by Jamie Morgan after the review. A correction is recorded as an adjustment beside the frozen value.
A locked week or a closed month: history never overwritten (N-06, D-034).
Awaiting approval
What the AI layer or another person proposed, waiting for a named person.
Heron Fields, Colchester · from an email
A proposed update waits for you
Board approval date 18 Nov, read from Calder Valley Homes’ email of 6 Nov (high confidence). Nothing changes until you accept it.
Every AI output takes effect only when a named person approves it (N-08).
Home · Pending proposals
5 proposals wait for you
3 proposed updates, 1 exception request, 1 held stage move. The oldest is 2 days old.
Waiting for a person is a state of its own, listed in one place (D-033).
Done
A thing completed.
My actions · today
Every action for today is done
Next up: “Confirm the exchange date with Calder Valley Homes”, due Fri 13 Nov.
Done: say so, and what comes next.
Hatch Farm, Sindlesham · Instruction Approval
Instruction recorded
Every gate item is complete. Dana Whitfield and Partnerships have been told; the Site moves to Acceptable Offer.
A step complete: the handoff named — who was told, what happens next (D-021).