Valivate

Every customer outcome. One operating system.
A multi-outcome operating system that manages the entire customer relationship as one connected economic and operational system. This is a clickable demo of the core screens — start with the role demo to see the whole product through each person's eyes.

INTERACTIVE DEMO · fictional data throughout
Start here — the whole product, one screen
Role demo — switch between CSM, Manager, Director, VP, Admin
The centerpiece. Flip between roles to see the same data through each lens: a CSM's daily worklist, a leader's signal-health dashboard, the velocity and renewal cockpits, the team diagnostic rollup, and the admin's configuration and coaching views. Everything below is reachable from here — this is the product.
Open the role demo →
The account workflow — what a CSM works in
Account
Account view
The consolidated account page: five signals, expansion readiness detail, unified account risk, proof rate, recommended plays, and the action toolbar.
 Action
Prep renewal
A renewal-prep sheet assembled from CRM + activity data, with an AI-drafted summary you review. Industry-standard prep, made specific.
 Action
Log activity
Record work against a signal — or paste meeting notes and have activities drafted for you to confirm (AI for productivity, human-gated).
 Action
Account review
A point-in-time health review with an AI summary and a linked "what to do next."
 Workflow
Manage activities
The phase board — activities move Planned → In Progress → Proof/Learning → Closed. Shows the "what counts" proof rules.
The instruments — how health and maturity get set
Per account
Initial assessment
Set each signal's baseline from its structural sub-signals — guided, but overridable by CSM judgment. Seeds the signal before activity takes over.
 Per team
Team maturity diagnostic
The stepped questionnaire each CSM takes — measures how the CS team operates. Rolls up anonymously (see the rollup in the role demo's leader view).
How to explore: the role demo is the real entry point — open it, then use the role tabs at the top to switch perspectives. The account-workflow and instrument pages above are the individual screens you'd reach by clicking into an account or starting an assessment. Everything uses fictional data, and a few actions show an explanatory popup where the full app would perform them.