Valinor documentation
Valinor is a modular CRM: the CRM is the core, with contacts, deals and tasks, Automation makes the system act on its own, and each business turns on the modules it needs — multichannel support, finance and hospitality.
This documentation is for people who use Valinor every day and for anyone who wants to connect Valinor to an AI assistant such as Claude.
To open the platform, go to valinorcrm.com/app.
Where to start
Section titled “Where to start”- Get started — sign in, accept your invitation and pick a workspace.
- Workspace and team — members, roles, groups and invitations.
- CRM and Automation.
- Modules: Omnichannel, Hospitality and Finance.
- Connect Valinor to Claude — ask an AI assistant about your workspace data.