VailentAI-Native Infrastructurefor the Chemical Industry
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PIPELINE

The Execution Engine for
Commercial Teams

Pipeline is your AI co-pilot for end-to-end sales execution. It centralizes customer needs, quoting, ordering, and follow-through in a single workspace that increases commercial capacity without increasing headcount.

One Book
Every Deal In One Place
Less Admin
More Selling Time
Same-Day
Quote Turnaround

What it takes off your desk.

The Pipeline customers screen, showing a list of accounts with their order activity, the offer value in play on each, revenue, a health score out of 100 and what needs attention

Your Book01 / 06

Problem

The CRM is only as current as the last person who updated it

The Pipeline solution

Every account, its pipeline and its health, current without anyone maintaining it.

Real screenshots of Pipeline in the product, not mockups. The tenant data is a seeded demo.

A Pipeline customer record showing the account manager, segment and health score, the live ERP credit limit and exposure, and three AI insight cards each with an action attached

Deal Context02 / 06

Problem

Every deal starts by rebuilding the story out of email

The Pipeline solution

The account opens with its credit, its history and what to do next already assembled.

Real screenshots of Pipeline in the product, not mockups. The tenant data is a seeded demo.

A Pipeline offer showing two product lines with their offered price and quantity, the delivery and payment terms, and the total value and total quantity

Quotes03 / 06

Problem

Building a quote is a day of copying between systems

The Pipeline solution

Lines, terms and totals assembled into an offer in minutes rather than a day.

Real screenshots of Pipeline in the product, not mockups. The tenant data is a seeded demo.

A Pipeline offer in approval review mode, with editable prices and quantities, the account's credit limit and what would remain if approved, and the send back and approve actions

Approvals04 / 06

Problem

A discount gets approved in a thread nobody can find later

The Pipeline solution

Routed to whoever owns the decision, with the price and the credit headroom in front of them.

Real screenshots of Pipeline in the product, not mockups. The tenant data is a seeded demo.

A Pipeline sales order showing its lifecycle from draft through submitted, sent to ERP and allocated, a warning that the warehouse could not fill it in full, and the ship-to assigned by territory rule

Orders05 / 06

Problem

Nobody can say where the order actually is

The Pipeline solution

One line from draft to invoiced, carrying the document number from your ERP.

Real screenshots of Pipeline in the product, not mockups. The tenant data is a seeded demo.

The Pipeline analytics screen, showing generated revenue against expected, optimistic and conservative projections, a thirty, sixty and ninety day forecast, and the offers each forecast is built from with their win rates

Performance06 / 06

Problem

The number is a spreadsheet somebody rebuilds every month

The Pipeline solution

Revenue and forecast current every morning, at whatever scope you are responsible for.

Real screenshots of Pipeline in the product, not mockups. The tenant data is a seeded demo.

How Pipeline fits in our
AI-Native Infrastructure

One order. Every layer behind it.See what Pipeline shares with the applications around it.

Pipeline in the platform

Explore a connection

Hover an app to see what connects it to Pipeline. Click an app to explore its connections.

Focus to read the handoff. Press Enter to explore the app.
Pipeline

One order. Every layer behind it.

How Pipeline fits in our AI-Native Infrastructure

PipelineTradePass

Cleared accounts

A counterparty cleared in TradePass opens its first deal here with credit terms on it.

Go to TradePass

Tap an app name to explore its connections.

  • A counterparty cleared in TradePass opens its first deal here with credit terms on it.

    Go to TradePass

  • Grades and documents come from Catalog, so the quote carries the current spec.

    Go to Catalog

  • Quotes draw on live stock and batch margin, so every promise is backed.

    Go to Inventory

  • With forwarding on, a buyer's request for quote lands here as a structured lead.

    Go to Storefronts

  • Open quotes and follow-ups show up in the day's action list.

    Go to Workspace

  • Credit positions and document numbers stay connected to your ERP.

    Go to Nexus

  • Thresholds and territory rules route exceptions to their owner.

    Go to Canopy

  • When enabled, it stages the order from your records and waits for your yes.

    Go to Assistant

One workspace to execute deals, end to end.

CRMs track pipelines. They don't run deals.

Built for Both Sales Motions

Same workspace. Different sales motions. No process breakage.

Spot Purchasing

For fast-moving, high-volume transactions

  • Rapid need capture
  • Faster quote generation
  • Quick conversion from quote → order
  • Clear follow-ups and repeat buying

Project-Based Selling

For complex, multi-stakeholder deals

  • Structured need documentation
  • Collaboration with Technical Product Managers
  • Solution formulation with business + technical context
  • Multi-step quotes and negotiations
  • Ongoing delivery coordination
THE COMMERCIAL LAYER

The complete deal execution platform.

The work that used to sit between a rep and the customer, taken off their desk.

Every Conversation, Captured and Acted On

Place phone calls and send emails directly from inside the deal. Every conversation is auto-transcribed, attached to the customer, and turned into the next action: follow-ups drafted, commitments tracked, status updated.

The Outcome

A commercial team operating at twice the capacity without doubling headcount, and a deal book where every win compounds into the next.

Bell System · 1987
Bell SystemModel 500 · 1987
The way deals closed before.

There's a new way to sell.

Then
a quote meant a call, a callback, and a spreadsheet somebody kept privately.
Now
the quote drafts from your own prices and your own history, and a person approves it.
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