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LabValence CRM

Win the work, then run it — on one system.

A full customer-and-sales engine beside the lab — leads and pipeline, accounts and contacts, quotations that reuse the lab's own quoting engine, tenders, field visits, sales orders and targets. Every record is branch-scoped, encrypted and audited — and linked live to the customer's real lab history.

The sales workflow.

From first lead to a signed order.

Capture, qualify, bid, visit and close — every stage on the same record, the same customer and the same permissions the lab already runs on.

app.labvalence.com/crm/pipeline
Sales pipeline
Direct sales · Q1 · 6 open deals
DealStageValueOwner
Gulf Petrochem — water panelProposalOMR 8,400R. Said
Muscat Steel — metals retestQualifyingOMR 3,200M. Khan
Sohar Aluminium — AMC renewalWonOMR 12,600A. Balushi
app.labvalence.com/crm/tenders
Tender register
Sorted by closing date · 4 live bids
TenderBuyerClosesStatus
T-2026-118Haya Water18 MarBidding
T-2026-121Muscat Municipality24 MarDrafting
T-2026-109Petroleum Dev. Oman02 AprSubmitted
app.labvalence.com/crm/tours/mar
Tour plan — March
Rep R. Said · submitted for approval
Planned vs actual
Planned visits — 12
Visited — 9
Coverage — 75% · pending manager sign-off
app.labvalence.com/crm/orders
Sales orders
Order-to-cash · 3 in flight
OrderCustomerTotalStatus
SO-4471Gulf PetrochemOMR 8,400Invoiced
SO-4472Muscat SteelOMR 3,200Approved
SO-4473Sohar AluminiumOMR 12,600Discount hold
One customer record, shared with the lab Configuration-first — no code Every action audited
Leads, accounts & deals.

One pipeline — and never a second customer list.

Capture demand at the top, qualify it, and turn it into a deal against the same customer your lab already invoices and reports against.

Lead capture & qualification

Log inbound leads by source and route them through a qualification stage before any deal or account is created.

Safe one-click conversion

Convert a qualified lead into a customer, a contact and an open deal in one audited action — with duplicate matching so you never fork an existing account.

Accounts on the shared record

A CRM account links to the one shared LIMS customer record — identity is never forked — and is tagged by sector and lifecycle stage.

Direct-sales & tender deals

Move deals through direct-sales and tender pipelines with mandatory loss reasons, and link an existing LIMS quotation straight to a deal.

Activities, field sales & tenders.

Every call, visit and bid, on the record.

The outreach and the fieldwork are logged, scoped and encrypted — so nothing happens off the books and reps see only what's theirs.

Activity timeline

A single timeline of notes, calls, meetings and tasks against every account, contact and deal.

Logged transactional email

Send rate-limited, logged and encrypted email to a contact's on-file address — no unrecorded outreach, no scraped lists.

GPS-tagged field visits

Reps check in and out of visits with GPS and an outcome, and see only their own; tour plans need four-eyes approval, with planned-vs-actual coverage tracked.

Tender & bid register

Register public-sector tenders with buyer, closing date and bid security, track them through stages, and record the award or loss as an approval-gated decision.

app.labvalence.com/crm/visits
Field visits
R. Said · this week · own visits only
CustomerCheck-inOutcome
Gulf PetrochemMon 09:20Order placed
Haya WaterTue 11:05Quote requested
Muscat SteelWed 14:40Follow-up
Orders, targets & the LIMS link.

Close it, hit the number, see the lab.

Orders that recompute themselves, targets you can watch live, and a live window into the customer's real lab history — read straight from the authoritative records.

Resale catalog & pricing

A resale product catalog with per-customer negotiated pricing, so every rep quotes the agreed price — not a guess.

Orders & order-to-cash

Sales orders with server-recomputed totals move through submitted → approved → dispatched → invoiced; a discounted order is held for four-eyes approval.

Targets & attainment

Set monthly per-rep targets for revenue, orders and visits, and watch live attainment against them.

Reports & the live LIMS link

Pipeline, activity and coverage reports auto-scope to the viewer; from a CRM account, read the customer's live sample and issued-CoA history straight from the authoritative lab records — never copied.

app.labvalence.com/crm/accounts/gulf-petrochem
Customer lab history
Gulf Petrochem · read-through from LIMS
Live from the lab — never copied
34 samples this year · last received 12 Mar
CoA LV-24817 issued · 09 Mar
Registration valid · renews 30 Jun
Optional add-on packs.

Extend CRM when your business needs it.

Three licensable packs sit on top of the base CRM — switch on only the ones you actually run.

Distribution

Register overseas principals and suppliers, with their catalog products linked for resale.

Regulatory

Track product registrations and certificates (MoH / Drug Safety Centre) with expiry and renewal states and encrypted certificate storage. A compliance hold warns on selling a lapsed-registration product — cleared only by an audited Compliance-Officer override.

Service

Run annual maintenance contracts (AMCs) and service tickets — install, maintenance and breakdown — with resolution-time tracking and contract-expiry reminders.

Distribution, Regulatory and Service are optional add-on packs, enabled per deployment on top of the base CRM.

The business case.

One pipeline, beside the lab.

1

Shared pipeline in place of scattered spreadsheets and inboxes.

100%

Of quotes reuse the accredited lab's own pricing engine — one price list, not two.

Up to 70%

Less duplicate data entry once CRM and the lab share one customer record.

0

Customer records forked — a CRM account reads live sample & CoA history from the lab.

Figures are illustrative of gains sales teams typically target when scattered spreadsheets, inboxes and a separate quoting tool are unified beside the lab on one CRM; actual results vary by business, scope and starting point.

Controlled by design.

Sales data, held to the same bar as the lab.

Trust controls built into CRM Enforced in software — not left to habit
Branch & division isolationRecords scoped per branch
Encrypted customer PIIContacts & emails protected
Append-only audit trailActor · IP · before/after
Four-eyes on discounts & awardsApprover ≠ author
Right-to-erasure for contactsHonoured & logged
Reads lab data read-throughNever copied out of LIMS
Questions.

LabValence CRM, answered.

Does CRM duplicate our customer list?+

No. A CRM account links to the one shared LIMS customer record — the same identity your lab already invoices and reports against. Nothing is forked or re-keyed, so there is never a second, divergent customer list to reconcile.

Can it produce quotations?+

Yes — by reusing the LIMS quotation engine, not a second quoting tool. A deal links to the same accredited quotation your lab already issues, so pricing stays consistent from first quote to signed report.

Are the distribution, regulatory and service features included?+

Those are optional add-on packs, enabled per deployment. The base CRM covers leads, accounts, deals, activities, field sales, tenders, orders and targets; Distribution, Regulatory and Service switch on only where you need them. See the packs ›

Can reps see each other's locations?+

No. Reps see only their own visits and check-ins; managers see the whole team. Every record stays branch- and division-scoped, and locations are captured for coverage — not surveillance.

Where it fits.

CRM is a LabValence suite app.

CRM runs alongside your LIMS as a separately licensed application in the LabValence suite — switched on beside the lab, sharing the same customer records, security and audit trail.

CRM appLeads & pipeline, accounts & contacts, tenders, field visits, sales orders and targets — licensed per deployment on top of your LIMS plan.— talk to us for a quote
Add-on packsDistribution, Regulatory and Service are optional packs enabled on top of CRM when you need them.— optional, per deployment

CRM and its add-on packs are licensed separately from the LIMS plans — contact us and we'll tailor a quote to your team.

From first lead to signed report.

Win the work — then run it, on one system.

Book a 30-minute demo and we'll walk your real sales workflow — first lead to signed report — through LabValence CRM.