Inside your CRM

Inside your CRM, in four steps.

Validova lives inside the CRM your team already uses. Open a deal, pick a template, send, all without switching tabs or copying anything over.

Step 01

Build your template library

Templates are centralized and synced across workflows. Maintain absolute consistency in your communications without manual oversight.

Validova template library dashboard showing template cards
New template dialog with options to generate with AI or import an existing design
Step 02

Create with AI or import what you already have

Generate a template with AI, or bring in a design you already have. Both end up in the same library.

Step 03

Trigger from inside your CRM

Validova reads deal context automatically. Seamless integration ensures operations flow without interruption.

Pipedrive CRM with Validova widget showing deal context and template selection
Proposal preview in Pipedrive showing the finished email before sending
Step 04 · What the client receives

Preview, personalize, send

Every send is human-approved and logged to CRM. Maintain control while scaling output.

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Deliverability

Native Gmail & Workspace integration ensures maximum inbox placement.

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Audit Trail

Fully searchable, immutable logs of every interaction and revision.

sync

CRM Sync

Automatic writeback to your system of record. Zero manual data entry.

Built to fit how your team already works

Seamless compatibility with Pipedrive, HubSpot, and upcoming native integrations for DebtPayPro and GoHighLevel. Outlook support arriving shortly. Setup requires less than 30 minutes.

hub Pipedrive
api HubSpot
pending DebtPayPro
pending GoHighLevel
Get Started

See it in your own CRM

Connect your CRM and send yourself a test proposal. 14-day free trial, no card needed.