Opportunities coming in from everywhere
The website form, social media messages, referrals on WhatsApp, a forwarded email. Nobody has the full list.
Viliera CRM · Agencies and professional services
The CRM for agencies that tells you where every client comes from
Your agency wins clients for others, but your own opportunities tend to end up in someone’s inbox. Viliera gathers them with their source, tells you which ones deserve a meeting and takes the proposal all the way to signature.
Card required · Set up in minutes · Support in English and Spanish
Today · who to call first
3 pending- Grupo NexoNew, high score · Website
- Clara V.Meeting tomorrow, not confirmed
- Estudio NorteNo reply to proposal: follow up today
Stages for agencies
- New
- Contacted
- Meeting booked
- Meeting held
- Proposal sent
- Customer
The problem
What slips through every week
Meetings with people who aren’t a fit
An hour goes on a call with someone with no budget or urgency while the good opportunity waits.
Proposals sent with no next step
The proposal goes out on Friday and on Monday another emergency lands. If nobody sets a follow-up date, the opportunity goes cold.
How Viliera solves it
Features already in the CRM, applied to your day-to-day
Source and UTM for every opportunity
Your own forms and website chat, Meta Lead Ads, WhatsApp and CSV import. Every lead keeps its campaign, UTM and landing page.
AI scoring before the meeting
The AI reviews what each lead tells you and scores it so you prepare the meetings that fit first. The sales coach gives you tips to improve every week.
Meetings and dated follow-ups
Meetings booked with reminders and confirmation. After the proposal, a dated follow-up that reappears in “Today”.
Signed proposals and contracts
With Viliera Sign (add-on) the client signs the proposal or contract from their phone and it is saved on their record.
Your AI, your choice
Use Viliera’s AI with your plan’s AI tokens or connect your own OpenAI, Claude or Gemini key.
Clients by channel, not just clicks
Reports by channel, stage and sales rep: you know which campaigns bring clients who sign and which only fill in the form.
An example, step by step
One opportunity, from the form to the signed proposal
An illustrative case with fictitious names: this is how Viliera is used on a normal day.
Tuesday, 10:12
A form from a campaign
A chain of shops fills in the form on your website. It comes in with its source UTM and its answer to “what monthly budget do you work with?”.
Tuesday, 10:13
The AI’s analysis
The AI reads the request and scores it highly: a clear budget and a start date within a month.
Tuesday, 12:00
Call and meeting
The opportunity appears at the top of “Today”. You call them from the CRM, book Thursday’s discovery meeting and the call summary is saved on the record.
Thursday
Proposal sent
After the meeting, the stage moves to “Proposal sent”, you send the proposal for signature and set a follow-up for four days later.
Monday
Signed
The signed proposal comes back to the record and it becomes a customer. The monthly report shows that campaign brought in a client, not just a form.
Frequently asked questions
Yes. Every lead keeps its source, UTM and landing page, and the reports show performance by channel and stage, so you see how many leads from each source become customers.
More industries
Viliera CRM for other industries
- CRM for clinicsFirst visits, WhatsApp confirmations and follow-up on every treatment quote.See page
- CRM for real estateBuyers and tenants with their source, viewings per agent and a portfolio that belongs to the agency.See page
- CRM for law firmsQualified enquiries, a first consultation in the calendar and a signed engagement letter.See page
- CRM for academiesInformation requests, open sessions and enrolments during peak season.See page
We’ll show you with a case like yours
Tell us how you work and we’ll show you Viliera set up for your industry. Or get started on your own: 14 days free, card required.