Work / Nvalue
A CRM built aroundhow the desk works.
A custom CRM based on ReachOut empowers a team of 50+ users with local AI and deterministic search, following a migration of 100k+ items from Salesforce.
The company
Nvalue has been active in environmental markets since 2008, offering liquidity, risk management and strategic solutions for the energy transition: carbon and EU ETS, CBAM, guarantees of origin, biomethane and biofuels. It has offices in Lucerne, Amsterdam, Milan, Varna and New York.
The project
We built a custom CRM based on ReachOut for Nvalue, migrating more than 100,000 items from Salesforce. The platform empowers a team of more than 50 users to combine AI-assisted research with deterministic search in their daily work. Alongside the CRM and connected workflows, we provide marketing planning and execution, data management and migration consultancy, and business strategy support.
What we did
A CRM built for the team
A custom-made CRM based on ReachOut brings customer relationships, sales activity and campaign work together around the way Nvalue’s team operates.
Salesforce migration
We moved more than 100,000 items from Salesforce into the custom CRM, bringing the team’s existing information into its new working environment.
Local AI and deterministic search
The platform combines local AI with deterministic search, giving the team AI-assisted ways to explore information alongside searches based on explicit criteria.
Marketing planning and campaign execution
We plan and execute marketing campaigns, from landing pages on the multilingual Engage website to mass email campaigns through ReachOut, connecting Nvalue’s market topics and offers with the right audiences.
Live events and webinar marketing
We plan and deliver marketing for Nvalue’s live events and webinars, connecting event communications with the wider marketing programme.
Data management and migration consultancy
We advise on data management and migration, helping Nvalue organise its information and plan how it moves between systems to support the team’s work.
Business strategy
We provide business strategy consultancy, connecting Nvalue’s commercial priorities with its marketing, data and digital product decisions.
Connected workflows
Email and trading-system integrations bring relevant information into the CRM, helping the team keep customer relationships and daily activity connected.
Pulse at the centre
ReachOut Pulse provides the foundation for Nvalue’s custom CRM and content hub. It connects customer relationships, sales activity, campaign content and communications in one working environment tailored to the team.
ReachOut Pulse is the central data platform we build and run for our clients: first-party web analytics, contacts and segments, email campaigns, automations, assets and content in one organisation-scoped place. People use it in the Studio, systems use it through a REST API, and AI agents use it through an MCP server, with people approving the calls that matter.
AI in the workflow
Local AI is integrated into the CRM to support the team’s research and discovery. More than 50 users can combine AI-assisted exploration with deterministic search based on explicit criteria, bringing both approaches into their everyday work.
Outcomes
What changed,in numbers.
Team size and migration figures supplied by Reach Out Labs, October 2026.
- 50+
- users empowered by the custom CRM
- 100k+
- items migrated from Salesforce
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