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VelaCRM Review

Product Snapshot

Product Pricing

Pricing starts at £25 per user/month.

Technology

Platform is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with small to mid-sized businesses in the events, tuition, sales and marketing industries.

Select Customers

Red Group, Lionheart Tuition, WeTrack

 

About VelaCRM

VelaCRM VelaCRM is CRM software that lets multiple teams manage their individual sales pipeline and resourcing with customized workflows. The platform allows users to track all leads on the workflow, automate tasks for employees and schedule and manage all events on a calendar.

The software provides businesses with tools to track commercial data in real-time, on-board and allocate new staff to specific jobs and use custom skill sets to match staff to clients through profiles. Additionally, the platform allows companies to generate invoices automatically, track outstanding billing and push invoices into other systems such as Sage or Xero.

About the Company

VelaCRM was founded in 2014 and is headquartered in London.

 

VelaCRM Key Features

  • Dashboard with KPI overviews
  • Custom tasks
  • Probability percentages for leadds/li>
  • Reports
  • Billing and invoicing
  • Sales targets and pipeline
  • Modules that can be turned on and off
  • Compatible across all devices, tablets and platforms

 

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