Professional CRM for Nordic B2B Teams
Dataveli CRM 2.0 is the professional CRM for Nordic B2B teams, delivering role-based access control, advanced reporting, and intelligent email queuing for organisations that value reliability and data governance.
99.98%
uptime9
Modules in production2
Languages supported
Enterprise-Grade Features
Built on CodeIgniter 4 with professional development practices and comprehensive data management
Client & Contact Management
Centralized company profiles with contact hierarchies, file attachments, product relationships, and complete audit trails. Each client receives a unique sequential number (CL000001) with soft-delete protection.
Sales Pipeline & Forecasting
Track opportunities through customizable stages (lead to closed-won) with automatic probability calculations, revenue forecasting, detailed comments, and product line items—all with UUID-based referential integrity.
Task Management & Scheduling
Create action items with priorities, due dates, reminders, and parent-child relationships. Tasks link to clients, contacts, and opportunities while maintaining full activity history and comment threads.
Advanced Analytics Dashboard
Interactive Chart.js visualizations covering pipeline health, revenue trends, win/loss analysis, task completion rates, and top client performance—all filterable by date range and user assignment.
Professional Email Queue System
Intelligent email delivery with PHPMailer integration, rate throttling, batch processing, attachment support, and CLI-based queue management. Track delivery status with comprehensive error logging.
Integrated Calendar System
FullCalendar-powered scheduling combining native events, opportunity close dates, and task deadlines. Supports recurring patterns (daily, weekly, monthly) with seamless linking to all CRM entities.
Why Leading Nordic Teams Choose Dataveli
Enterprise-grade architecture built with professional development standards and Nordic business requirements in mind
True Bilingual Platform
Complete English and Finnish language support maintained in parallel across all 16 translation files. Language preferences persist per user with automatic locale detection and seamless switching—no features lost in translation.
Professional Development Standards
Built on CodeIgniter 4.4+ MVC architecture with soft-delete protection, UUID primary identifiers, comprehensive PHPUnit test coverage, database migrations, seeders, and CLI command tools for automation.
Enterprise Security & Compliance
Role-based access control (admin/user), complete audit trails with created_by/updated_by tracking, CSRF protection, password hashing with bcrypt, session security, and account lockout after failed login attempts. EU data residency ready.
Complete Business Solutions
Modular architecture designed for scalability—implement what you need today, expand as you grow
Sales Pipeline Mastery
Visualize weighted pipeline value, track probability-adjusted forecasts, monitor expected close dates, and analyze win/loss patterns. Role-based access ensures sales reps see their deals while managers get full visibility.
Client Relationship Intelligence
Maintain comprehensive client portfolios with contact hierarchies, interaction history, document management, and product associations. Main contact designation, rating systems (hot/warm/cold), and do-not-email flags ensure professional communication.
Workflow Automation & Coordination
Streamline daily operations with task hierarchies, automated reminders, calendar synchronization, and cross-module activity tracking. Coordinate team efforts with assignment rules and priority-based workflows.
Data Governance & Analytics
Comprehensive audit trails track every change with created_by and updated_by fields. Soft-delete architecture enables data recovery. Export capabilities, Chart.js visualizations, and DataTables integration provide actionable insights.
Early Access Packages
Pricing for teams joining our 2025 rollout.
Pilot
- Full clients, contacts, and opportunities modules
- Guided onboarding and bilingual support
- Maximum 5 users
Team
- Full clients, contacts, and opportunities modules
- Task scheduling, reminders, and calendar views
- Reporting dashboards and CSV exports
- Unlimited users
- Guided onboarding and bilingual support
- Email system for mass email sending
Enterprise
- Full clients, contacts, and opportunities modules
- Task scheduling, reminders, and calendar views
- Reporting dashboards and CSV exports
- Guided onboarding and bilingual support
- Email system for mass email sending
Try Dataveli CRM 2.0 Risk-Free
Request a free test account and explore the complete platform hands-on before making any commitment
Executive Dashboard
Real-time visibility into pipeline health, task workload distribution, email queue status, and key performance metrics. Chart.js visualizations provide actionable insights for management decisions. Test it yourself with sample data.
Analytics & Reporting Suite
Interactive reports covering weighted revenue forecasts, win/loss analysis by stage, sales cycle duration, task completion rates, and top client performance. Export to CSV, Excel, or PDF for executive presentations. Full access in your trial account.
Calendar & Activity Management
FullCalendar integration combines opportunities, tasks, and events in one unified view. Support for recurring patterns, multi-user coordination, and mobile-responsive interface ensures team alignment on any device. Try all features risk-free.
Frequently Asked Questions
Technical details and implementation information about Dataveli CRM 2.0
Ready to Transform Your Customer Operations?
Let us demonstrate how Dataveli CRM 2.0 can streamline your sales pipeline, improve data governance, and empower your team with professional-grade tools.
Get Started with Dataveli CRM 2.0
Tell us about your business requirements and we'll arrange a personalized demonstration tailored to your industry and team size.