Alva isn’t just a customer CRM — it supports four relationship modules, each tailored to a different type of business relationship. The module switcher lets you move between them instantly.Documentation Index
Fetch the complete documentation index at: https://docs.alvahq.com/llms.txt
Use this file to discover all available pages before exploring further.
The four modules
| Module | Full name | What it manages |
|---|---|---|
| CRM | Customer Relationship Management | Your customers — companies you sell to |
| PRM | Partner Relationship Management | Partners — companies you collaborate with |
| VRM | Vendor Relationship Management | Vendors — companies that sell or distribute your products |
| SRM | Supplier Relationship Management | Suppliers — companies that supply to you |
Switching modules
The module switcher is in the top-left area of the sidebar. Click it to see all four modules and select the one you want. When you switch modules:- The sidebar navigation updates to show module-specific pages
- The companies list filters to show only companies with the matching relationship type
- The contacts list filters accordingly
- A relationship pipeline appears (for PRM, VRM, and SRM)
CRM module
The default module. Shows your customer pipeline with:- Companies, Contacts, Deals
- Contracts
- Analytics and Reports
- Full sidebar with all features
Relationship modules (PRM, VRM, SRM)
Each relationship module shows:- Companies — filtered to the relevant relationship type
- Contacts — filtered to contacts at those companies
- Pipeline — a Kanban board with lifecycle stages specific to that relationship type
Lifecycle stages by module
Each module has its own pipeline stages:| Module | Stages |
|---|---|
| CRM (Customers) | Target → Prospect → Lead → Customer |
| PRM (Partners) | Target → Engaging → Negotiating → Partner |
| VRM (Vendors) | Target → Evaluating → Negotiating → Vendor |
| SRM (Suppliers) | Target → Evaluating → Negotiating → Supplier |
How companies get their relationship type
Companies are assigned a relationship type in several ways:- Discovery profiles — when you create an ICP, IVP, IPP, ISP, or CP profile, companies found and imported are automatically tagged with the corresponding relationship type
- Manual assignment — you can set or change a company’s relationship type from its detail page
- CSV import — you can map a relationship type column during import
Cross-module features
Some features work across all modules:- Alva chat — works in any module, with full context
- Email — email analysis applies to all relationship types
- Discovery — different profile types feed into different modules
- BDR agents — can target any profile type (except competitors)