One client view across sales and delivery.
Firms sell relationships and deliver projects — usually in different tools. A Vaylo system gives partners and delivery teams the same client record, from first inquiry through renewal.
Example workflow
Inquiry
Referrals and inbound leads with conflict-check and source data.
Discovery
Needs, stakeholders, and scope captured before the proposal.
Proposal
Proposals tracked with follow-up owners and close plans.
Engagement
Won work transitions to delivery without re-entering context.
Delivery
Milestones and communication visible alongside the relationship.
Renewal
Renewals and expansions planned from real delivery history.
Common automations
- Proposal follow-up cadences
- Engagement kickoff checklists
- Relationship touch reminders
- Renewal planning flags
Example dashboards
- Pipeline by service line
- Proposal win rate
- Client health
- Renewal outlook
Map your professional services workflow
The CRM Blueprint takes about three minutes and recommends a starting path — configure, customize, automate, or combine.