1-Click
LeadGen and Automate your sales process with AI
Streamline your sales with smart automation and AI. Generate leads, track prospects, manage deals pipeline - close more sales, and grow your business effortlessly—all in one easy-to-use platform.
Trusted by 1,200+ companies
Why Use Velo CRM
Every Sales Team Deserves a CRM That Actually Works
Transform your sales process and empower your team with a CRM solution designed specifically for sales professionals who want to close more deals, faster.
Prospecting & Complete Lead Management
Capture, organize, and nurture leads through every stage of the sales funnel with automated workflows that ensure no opportunity falls through the cracks.
Sales Pipeline Automation
Eliminate manual tasks and focus on selling with customizable automation that moves deals forward while you concentrate on building relationships.
Sales Document Creation & Integration
Create, share, and track sales documents instantly with built-in templates and automatic activity logging to keep your deals moving forward without switching platforms.
Designed for businesses on the rise
Velo CRM empowers sales teams across various sectors to optimize their sales process, build stronger relationships, and drive revenue growth regardless of industry complexity.
Streamline complex sales cycles with tools that track prospect engagement, automate follow-ups, and identify the perfect moment to propose upgrades or cross-sells.
Turn prospects into property owners by organizing leads, automating showing follow-ups, and maintaining consistent communication throughout the buying journey.
Build trust through consistent engagement, scheduled check-ins, and personalized outreach that turns financial prospects into long-term clients.
Convert consultations into contracts by managing your pipeline, scheduling follow-ups, and sending personalized proposals that highlight your expertise.
Convert more policy prospects with automated follow-up sequences, renewal reminders, and cross-selling opportunities identified through smart client profiles.
Coordinate multi-stakeholder sales processes with territory management and prospect tracking that shortens sales cycles and increases order value.
Transform one-time shoppers into repeat customers by tracking purchase history, automating personalized offers, and managing promotional campaigns.
Capture more bookings through organized lead management, targeted promotions, and relationship-building communication that increases customer lifetime value.
Adapt Velo CRM to your unique sales process regardless of industry, with flexible workflows and customizable pipelines that support specialized selling environments or emerging market opportunities.
Few simple steps to finish
Get Up and Running in Minutes
In just a few simple steps, you're ready to streamline your sales process. Automate and manage everything in one place with Velo CRM.
1
Sign up for your Free Trial
Create your account in seconds with no credit card required and instantly access all premium features for 14 days.
2
Import your Contacts & Deals
Seamlessly transfer your existing sales data from spreadsheets or other CRMs with our intuitive import wizard.
3
Customize your Sales Pipeline
Tailor your workflow stages to match your unique sales process with our drag-and-drop pipeline builder.
4
Invite your Team
Add team members with role-based permissions to ensure everyone has access to what they need.
Boost Sales and Increase Productivity
Boost your sales cycle and empower your team to close deals
Track Business Sales Process until its Millisecond
Analyze your business cost easily with group transaction through tagging feature.
Add more than one card for payment. Integrated with more than 50+ payment method and support bulk payment.
Arrange your business expenses by date, name, etc., with just one click.
Success Stories from our clients
See how Velo CRM helps small businesses grow faster.
Here are some testimonials from our user after using Velo CRM to manage their business Sales.
It’s just incredible!
Minim occaecat exercitation aute consectetur nostrud laboris magna sint velit.
Jimmy Bartney
Product Manage at Picko Lab
Satisfied User here!
Ea eu duis voluptate do consequat id duis nulla cupidatat adipisicing exercitation.
Natasha Romanoff
CEO, Black Widow
No doubt, Velo CRM is the best!
Elit amet excepteur officia anim cupidatat duis cillum culpa duis ullamco velit.
Moritika Kazuki
Sales Manager at Mangan
Frequently Asked Questions
Got Questions? We’ve Got Answers!