CRM for the Moment
a Customer Says Yes.
Veleyo is a customizable business platform for growing companies — Sales, Service, Field Service, and HRMS today, with Project Operations on the way. Enterprise capabilities at SMB pricing, live in 5 business days.
One Platform. Five Modules.
Start with the module that hurts most — add the others when you're ready. Everything runs on the same platform, the same data, the same login.
Win More, Faster
Everything between the first hello and the signed order — without spreadsheet chaos.
- Lead & opportunity management with pipeline stages and forecasts
- Multi-quote flow with full revision history — built in, not an add-on
- One-click quote email + PDF
- Product-wise tax via Rate Cards; multiple rate cards without duplicating products
- Native billing with payment reminders and automatic price/tax scheduling
- Role-based dashboards, reports, and a mobile-ready app
Keep Every Promise
Enterprise-tier customer service — routing, SLAs, knowledge base — at SMB pricing.
- Case & ticket management — manual, email-to-case, Web API, or 3rd-party intake
- Capacity-based smart routing with manual re-routing for load balance
- Automatic SLA by priority, with alerts before you breach
- Knowledge base & self-service portal, articles linked to cases
- Real-time dashboards with priority alerts and CSAT analytics
- Automatic customer notifications on every case update
Fix It First Time
On-site service, scheduled and dispatched without whiteboards and phone tag.
- Work order management from request to completion
- Scheduling & dispatch matched to skills and availability
- Mobile-ready app for technicians in the field
- Service history, assets & parts tracked per customer
- Customer sign-off and automatic status notifications
- Dashboards for utilisation and first-time-fix rates
Your People, One Place
HR for growing teams — on the same platform as the rest of your business.
- Centralised employee records, documents & org structure
- Attendance & leave management with approval workflows
- Onboarding checklists from offer letter to day one
- Appraisals & performance reviews on your cycle
- Employee self-service for requests and approvals
- HR dashboards — headcount, leave trends, attrition
Deliver on the Plan
Projects, tasks, resource allocation, timesheets and project billing — connect what you sold to what you deliver. In development now.
What Others Gate Behind Enterprise Tiers, We Ship on Day One.
Zoho and HubSpot unlock quotes, SLAs, and smart routing in their Professional and Enterprise plans. Veleyo includes them in every seat.
Quotes Done Right
Multi-quote with revision history and one-click email/PDF — capabilities competitors sell as higher tiers or add-ons.
Billing Built In
Product-wise tax, rate cards, native invoicing and reminders — no bolting on a separate books product.
Service Like the Big Firms
Smart routing, SLA by priority, knowledge base, and agent performance analytics in the standard plan.
Microsoft Under the Hood
Built on Microsoft Power Apps — secure, mobile-ready, and at home in the Microsoft 365 world your team already uses.
Made to Fit Your Business
Every business is different — your CRM should be too. Workflows, fields, and dashboards are tailored to how you sell and serve, and evolve as you grow.
A Partner, Not a Portal
Training, support, and customisation from the team that builds the product — with an optional premier support plan.
A Working CRM in 5 Business Days.
Ready to run and tailored to you during setup — no months-long implementation, no migration project.
Licences
Veleyo + Power Apps licence procurement kicked off.
Environment
Your environment is provisioned and configured.
Your Data
Initial data loaded — accounts, contacts, products.
Training
Hands-on user training for your team.
Go-Live
Final checks, handover — and you're live on Veleyo.
See Veleyo on Your Pipeline.
A 30-minute demo with your use case, not a canned tour. If it fits, you can be live within a week.
Or write to us — veleyo@vnetix.com