One shared place for every Wallen Group relationship.

WallexCRM keeps contacts, accounts, the deal pipeline and follow-ups together, so the whole team works from the same record instead of separate spreadsheets.

Accounts are limited to @thewallengroup.com email addresses.

Contacts

Every person you deal with, with owners, status and full history.

Companies

Accounts, industries and locations linked to their people.

Deal pipeline

Move opportunities through stages and see weighted value.

Tasks & notes

Follow-ups with due dates plus a log of calls and meetings.