One CRM for every kind of team

Run your entire client pipeline in one platform.

Varloom takes any team from first lead to signed proposal to delivered engagement to paid invoice — with company intelligence, security and integrations built in. Especially loved by consulting, professional-services and security firms.

Microsoft 365 SSO Xero Stripe BoldSign e-signature MFA & audit logging
app.varloom.ai/crm/dashboard
Varloom CRM dashboard showing pipeline value, win rate, the sales funnel and upcoming follow-ups

From first signal to signed, delivered and paid

See the platform your team actually works in — every stage, in one place.

Find

Find your next client before they start looking

The Prospecting Tool surfaces high-potential leads across companies, charities and FCA-regulated firms — ranked by live buying signals, so your team reaches out at exactly the right moment.

Sales triggersTiming signalsLead scoringNews intelligence
app.varloom.ai/crm/prospecting
Varloom Prospecting Tool with active sales triggers, timing signals and lead scores
Understand

Walk into every conversation already informed

Enrich any company automatically — financials, directors, tech stack, email & DNS security, news and timing signals — then read the AI sales-intelligence that tells you where you fit and how to open.

Financials & directorsTech stackEmail & DNS securityAI PESTLE & lead score
app.varloom.ai/crm/companies
Varloom company intelligence profile with enrichment, timing signals and tech stack
Engage

Reach the right person, on the right channel

Verified emails, direct dials and mobiles on every contact — plus a one-click WhatsApp lookup that confirms a number is live and pulls the profile before you make contact.

Verified emailsDiscovered phonesWhatsApp lookupAssigned owners
app.varloom.ai/crm/contacts
Varloom contact record with verified email, phone numbers and WhatsApp lookup
Win

Move every deal from interest to signed

A pipeline built for multi-stage deals — qualify, scope, propose and negotiate — then generate the proposal, NDA and engagement pack and send it for e-signature without ever leaving the opportunity.

Multi-stage pipelineProposal & NDABoldSign e-signatureWeighted forecast
app.varloom.ai/crm/pipeline
Varloom sales pipeline with deals across qualifying, scoping, proposing and negotiating
Deliver

Turn won deals into delivered work

Convert an opportunity into an engagement with its scope carried across, assign consultants by proximity and availability, and track delivery, scheduling and utilisation from kick-off to sign-off.

Consultant schedulingStaff utilisationMilestones & healthDocuments
app.varloom.ai/crm/engagements
Varloom engagement with assigned consultants, schedule and delivery tracking
Run

See the whole business — and keep the team pulling together

Set quarterly targets for each salesperson and watch a gamified leaderboard track progress against them — alongside live dashboards for pipeline, revenue and win rate, with commissions and new-client bonuses that keep the whole team pulling in the same direction.

Set team targetsLive dashboardsSales leaderboardCommissions & bonuses
app.varloom.ai/sales/team
Varloom sales team performance leaderboard with targets and commissions

From first contact to paid invoice

One connected workflow instead of five disconnected tools.

1Lead
2Opportunity
3Proposal & NDA
4Engagement
5Invoice

From one-person firms to enterprise

Varloom scales with you — start as a one-person business and grow to a distributed enterprise on the same platform.

Solo

One-person consultancies and independent practitioners — up and running in minutes.

Small team

Growing boutiques that need structure and pipeline without the overhead.

Growing firm

Multiple teams managing many concurrent engagements and deliverables.

Enterprise

Large organisations needing SSO, granular controls, and scale.

Predefined roles, ready on day one

Role-based access you can tailor per team — so everyone sees exactly what they should, from the owner to a read-only stakeholder.

Owner Admin Sales Engineer Read-only

Secure by default, connected by design

Varloom is a multi-tenant platform with strict data isolation between organisations.

  • Mandatory multi-factor authentication for staff, optional org-wide enforcement for your users
  • Microsoft 365 (Entra ID) single sign-on with auto-provisioning
  • Full audit logging with IP & geolocation
  • GDPR-aligned data isolation and retention controls
  • Role-based access control down to the team

Integrations

Microsoft 365
Xero
Stripe
BoldSign

SSO & provisioning via Microsoft, accounting & invoicing via Xero, subscription billing via Stripe, and document e-signature with automated tracking via BoldSign.

Simple, scalable pricing

Start free, grow into the plan that fits your team.

Free

£0/mo
Up to 3 users
  • Core CRM & pipeline
  • Basic company records
Contact us

Starter

£25/mo
£25/user · 1 user · billed monthly
  • Everything in Free
  • Proposals & NDAs
  • Company enrichment
Users
Contact us

Enterprise

Custom
Unlimited users
  • Everything in Professional
  • Dedicated support & SLAs
  • Custom integrations
Contact us

Ready to run a tighter pipeline?

Bring leads, intelligence, proposals, delivery and billing into one platform — built around the way you work.

Contact us