What it is
The product in one paragraph: what it does, for whom, the problem it solves.
Valere CRM replaces about a dozen Excel trackers with one record per Site, kept from the first approach to a landowner to Completed or Dead. Back Office, Land, Partnerships, Construction and the Partners work the same record; the Morning Meeting, the Weekly Regional Review, the registers and the dashboards are live views of it, so nothing is typed twice and history is never overwritten. Four automations — lead generation, financial appraisals, outreach from the user's own mailbox and build-cost benchmarking — sit behind one AI layer: every value it reads shows its source and confidence, and nothing takes effect until a named person approves it.
One record, no trackers
Every tracker the team keeps today becomes a view of the Site records; at cut-over the spreadsheets are read-only (G-01).
Nothing stalls unseen
Each function works inside its deal clock, and a stalled Site shows on the day it stalls, with the rule that fired (G-02).
Every fee captured
No instructed Site without a signed fee agreement, no buyer past Coverage without one, no triggered fee left uninvoiced (G-03).
AI proposes, a person decides
Sourcing, appraisal data entry, pitch writing and quote comparison are drafted by the AI layer; a named person approves every effect (G-06).