Valion OSWin more work
Pipeline, proposals, and client communication in one place
Lead management, sales pipeline, quotes, proposals, contracts, invoices, and client communication, without hopping between tools.
The problem
Agencies lose deals when leads live in spreadsheets, proposals in Docs, and follow-ups in inboxes.
Lead Management
Capture, score, and route inbound leads from forms, ads, and referrals.
Sales Pipeline
Visual stages, owners, and forecasts your founders can trust.
Quotes & Proposals
Branded quotations with line items, retainers, and e-sign ready handoff.
Contracts & Invoices
Move won deals into LegalOS contracts and FinanceOS invoices.
Client Communication
Keep conversations and context attached to the account.
Why it works