Veyra · BDE CRM
SaaS / Sales ManagementA purpose-built sales workspace that helps business development teams manage the complete client acquisition journey, from discovering a potential company to closing the first deal.
Product Strategy · UI/UX Design · SaaS Development · CRM · Sales Automation
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02 / The Challenge
Prospects in spreadsheets. Contact research in separate tools. LinkedIn conversations outside the CRM. Follow-ups in calendars, meeting notes in documents, and opportunities in another tracker.
That fragmentation makes communication difficult to trace. Follow-ups can be missed, leads duplicated, and valuable client knowledge lost when a team member leaves. Managers struggle to see how the pipeline is progressing.
Our Goal
We designed around the person doing the work every day: the Business Development Executive. At every stage, the product needs to answer:
03 / Understanding the Journey
Before designing screens, we mapped the complete business development lifecycle. Every feature supports a stage of that journey, keeping the experience centered on actual sales work.
Discover company
Find decision maker
Qualify lead
Start outreach
Follow up
Receive response
Schedule discovery
Create opportunity
Send proposal
Negotiate
Win / lose
04 / The Daily Workspace
Each company creates its own workspace and defines its sales environment. Team members are invited with roles appropriate to their responsibilities, creating an isolated workspace tailored to the organization.
The dashboard brings the work directly to the BDE, surfacing what needs attention as soon as their day begins.
05 / Relationship Management
A company becomes the central relationship record, connecting contacts, leads, activities, meetings, opportunities, and communication history. Multiple decision-makers belong to the same company, keeping stakeholder context together without duplicating the organization.
Qualification helps BDEs decide which prospects deserve attention before investing time in outreach. Teams can evaluate fit, buying signals, and potential requirements to prioritize meaningful conversations.
Every meaningful interaction becomes part of the relationship history. A chronological timeline gives the next team member the context needed to take over an account and understand what happened.
Follow-ups are scheduled directly against a prospect. Completing one encourages the BDE to record the outcome and define the next action, creating continuity throughout the sales relationship.
06 / Opportunity Management
A lead becomes an opportunity when genuine interest or a requirement is identified. This separates prospecting activity from potential revenue and gives the deal a structured pipeline.
Discovery meetings produce structured information that stays connected to the opportunity. Those records support proposal preparation and later project handover.
BDEs can request support from proposal and technical teams and follow the proposal's progress. Client feedback and revisions remain attached to the opportunity, preserving context through review and negotiation.
Every opportunity receives an outcome. Won deals capture commercial information; lost deals capture the reasons, giving the organization a record it can learn from over time.
Discovery
Requirements received
Solution preparation
Proposal sent
Negotiation
Won / lost
Requested
In preparation
Ready for review
Approved
Sent
Revision requested
Accepted / rejected
07 / Role-Based by Design
Veyra is designed as a multi-user SaaS product. Each role works with the same underlying sales relationships through an experience appropriate to its responsibilities.
Prospects, outreach, follow-ups, meetings, and opportunities form the daily workspace.
Team visibility, assignment controls, pipeline oversight, and performance management support sales leadership.
Organization settings, roles, permissions, workflows, and business-level insights support platform administration.
Supporting teams participate in the sales process with access appropriate to their responsibilities.
08 / Product Philosophy & Scale
What should the salesperson do next?
That question shapes dashboards, follow-ups, qualification, and opportunity management. Connected modules create a single source of truth for the organization's sales relationships.
The architecture is being designed around independent organization workspaces, teams, roles, permissions, pipelines, and sales data. This foundation leaves room to extend the platform while preserving the core sales journey.
Future Capabilities
The foundation leaves room for the following future capabilities:
09 / The Outcome
Veyra brings a fragmented business development process into one structured workflow, connecting prospects, conversations, reminders, meetings, opportunities, and outcomes in a shared workspace.
A daily view of what needs attention and what comes next.
A connected view of team activity and pipeline progression.
A durable record of prospects, conversations, opportunities, and outcomes.
10 / From Prospect to Partnership
From discovering the right company to closing the deal, Veyra is designed to help teams build stronger, more organized, and more scalable business development operations.
Designed & Engineered by Probity IT Services.