For Financial Services Sales Teams

Branded email proposals, sent from your CRM.

Send high-quality, compliance-approved proposals directly from your CRM — without switching tools or losing your brand. Built for financial services sales teams that close on professionalism.

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The Difference

Same message. Completely different impression.

Every company in your industry sends the same plain text email proposal. Validova sends this instead.

close Before Validova
mail.google.com
J
John from Debt Solutions Co. 10:42 AM
to me

Hi,

Just checking in to see if you had a chance to look over our debt relief options. We have some programs that could really help with your situation.

Let me know if you'd like to schedule a call.

Thanks,
John

John Smith
Debt Solutions Co.
555-000-0000
reply Reply
forward Forward

Generic. No branding. Looks like every other email in the inbox.

check_circle With Validova
mail.google.com
J
John — National Credit Group 10:42 AM
to me
NC
National Credit Group
Certified Debt Relief Specialists
PROPOSAL

Hi Sarah,

Following up on your consultation last month — based on your profile, we've put together a personalized relief proposal below.

Your Personalized Proposal
Outstanding Debt
$31,400
Est. Monthly
$389/mo
Program Length
36 months
State
Texas

Reply to this email or call us at 555-000-0000

National Credit Group · Licensed & Certified Unsubscribe
reply Reply
forward Forward

Branded. Personalized. Professional. Stands out immediately.

CRM proposals look like they were written in 30 seconds.

Plain-text CRM emails are functional, but they don't reflect the professionalism of your brand. They look like quick, off-the-cuff messages, not institutional communications.

On the other hand, bulk marketing tools are too complex for individual sales reps. They require marketing approval, separate platforms, and don't integrate seamlessly with your CRM workflow.

Validova bridges this gap, allowing sales teams to send high-fidelity, branded emails directly from their existing CRM, ensuring every touchpoint is polished and compliant.

Features
Branded HTML templates with CRM merge fields

Branded HTML templates with CRM merge fields.

Send high-fidelity proposals without leaving your CRM.

  • check_circle Native merge field support
  • check_circle Financial-grade design templates
  • check_circle Automated brand consistency

AI-generated templates, built for your brand.

Generate polished, on-brand HTML email templates in seconds — then refine and deploy directly from your library.

  • check_circle AI template creation from brand assets
  • check_circle Custom Logo & Brand Asset Upload
  • check_circle Finance-specific design standards
AI-generated email templates built for your brand
Compliance-friendly send infrastructure

Compliance-friendly send infrastructure.

Institutional-grade deliverability and security.

  • check_circle SPF, DKIM, and DMARC ready
  • check_circle Full audit logging
  • check_circle Regulatory-compliant storage
Process

How it Works

1

Connect CRM

Link your Pipedrive or Salesforce account in minutes.

2

Choose Templates

Select from your library of approved branded designs.

3

Send Proposals

Generate and send high-fidelity emails with one click.

Plans

Simple Pricing

Individual

$35 /mo

Billed annually — or $39/mo

  • check 1 user
  • check Unlimited email sends
  • check 5 custom HTML templates
  • check AI template creation
Start free trial
Most popular

Pro

$99 /mo

Billed annually — or $139/mo

  • check 3 users included
  • check Role-based permissions
  • check Full template library access
  • check Dedicated Slack support
Start free trial
See full pricing and feature breakdown
Henry Silva — Founder & CEO, Validova

"We built Validova because we were tired of seeing high-value deals lost simply because proposal communication looked unprofessional. It's time B2B sales had tools that matched the quality of their service."

Founder & CEO, Validova

Works with

Pipedrive
HubSpot
Gmail / Workspace
verified_user SOC 2 Type II
security GDPR Ready
shield CCPA Compliant
lock 256-bit TLS
Support

Frequently Asked Questions

Which CRMs does Validova integrate with? expand_more
Validova natively integrates with Pipedrive and HubSpot via a floating sidebar widget — no tab switching, no copy-pasting. Your rep selects a template, merge fields populate automatically from the deal record, and the proposal sends directly from their connected Gmail or Google Workspace address. Additional CRM integrations — including DebtPayPro, GoHighLevel, and Outlook — are currently on the development roadmap. Teams that need a custom integration today can access it through a premium onboarding engagement.
How does Validova handle email security and deliverability? expand_more
Validova sends through your connected Gmail or Google Workspace account — meaning email lands from your domain, authenticated with your own SPF, DKIM, and DMARC records. We don't operate a shared sending pool or introduce third-party sender domains. Every interaction is fully logged in an immutable audit trail, with timestamped send records stored against the CRM deal. For regulated industries like consumer finance, this documentation chain supports compliance reviews and internal audits without any manual effort from your team.
Can I bring in my own HTML templates? expand_more
Yes — Validova supports full custom HTML import. If your design team or compliance team has already approved a set of email layouts, you can paste raw HTML directly into the template editor. Merge fields follow a simple double-brace syntax ({{first_name}}) that maps to Pipedrive or HubSpot deal fields automatically. You can also use the built-in AI generator to produce a net-new template from scratch, then refine it before publishing to your shared library.
How long does it take to get set up? expand_more
Most Individual users are live within 20 minutes. You connect your CRM, authorize your Google account, and either import an existing HTML template or let the AI generate one from a brief description of your brand and use case. No code, no developer involvement. Pro teams benefit from a custom onboarding session where we configure your shared template library, set merge field mappings for your specific deal schema, and run a test send sequence to verify deliverability before your team goes live.
How does AI template creation work? expand_more
You describe your brand identity, proposal type, and target recipient context — the AI generates a fully structured HTML email template designed to the Validova visual standard. You get a live preview in the editor, where you can adjust copy, swap colors to match your brand palette, and reorder content blocks before saving to your library. The template is then available to your full team instantly from inside the CRM widget. No prompt engineering required — the generation interface is built for operators, not developers.