Eight autonomous agents scan your inbox, score deals, forecast pipeline, and draft follow-ups — then hand you a review queue. The depth of an enterprise CRM, the leverage of Claude, in one platform.
Eight autonomous agents run in the background, every suggestion routed to a review queue you approve or reject — with the minutes each one saves you tracked automatically.
Eight agents work on their own: inbox scanning, pipeline forecasting, stale-deal detection, deal scoring, daily digest, follow-up drafting, lead enrichment, and account-health monitoring. Each surfaces suggestions to a review queue and reports the time it saved.
Ask in plain English and Claude works agentically across your data — running a tool loop over deals, contacts, and activities to answer. Actions that change data wait for your approval before they run.
Claude triages your inbox, flags what matters, and drafts replies in context. Approve a draft and it sends straight through Gmail — inbound and outbound, handled in one place.
Walk into every call prepared with an AI pre-call brief, then get an automatic post-call summary with action items and deal impact — no manual note-taking.
Committed, upside, and best-case scenarios with a plain-English narrative of what's moving and why. Then ask the forecast follow-up questions grounded in your pipeline.
Claude scores likelihood to close (0–100) with confidence and risk flags, monitors account health, and raises deal-risk alerts before deals slip.
One of the first CRMs with an OAuth-secured remote MCP server: external AI clients like Claude connect to your live CRM data securely and tenant-isolated.
Nothing happens behind your back. Every agent recommendation lands in one queue to approve or reject, with the minutes saved tallied so you see exactly what the AI is doing.
Underneath the AI is a full enterprise CRM — pipeline, quoting, goals, sequences, reporting, and a developer API.
VeloCRM integrates seamlessly with the tools you already use.
| Feature | VeloCRM | Salesforce | HubSpot | Pipedrive |
|---|---|---|---|---|
| Starting price | $19/user | $165/user (Sales Cloud Ent.) | $100/user | $49/user |
| AI included | Yes (Claude) | $75/user add-on | Limited | Premium only |
| AI-native (MCP) | Yes — 70+ tools, remote MCP | No | No | No |
| Implementation | Days | Months | Weeks | Days |
| Multi-tenant | Yes | Yes | Yes | No |
| Pipeline views | Unlimited | Limited | Limited | Unlimited |
| API access | REST + GraphQL, all plans | Enterprise only | All plans | Professional+ |
VeloCRM runs eight autonomous Claude-powered agents in the background — scanning your inbox, forecasting pipeline, detecting stale deals, scoring opportunities, drafting follow-ups, enriching leads, monitoring account health, and sending a daily digest. Every suggestion goes to a review queue you approve or reject, and each agent reports the time it saved. On top of that you get "Ask your CRM," two-way AI email, AI meeting briefs and summaries, and forecast intelligence.
VeloCRM ships an OAuth-secured remote MCP server exposing 70+ tenant-isolated tools, so Claude and other AI clients can securely query and act on your live CRM data — no custom integration code required.
Yes. We provide guided migration with data mapping, CSV export/import, and API-based transfer. Most migrations complete in 2–5 business days.
Book a demo and our team provisions a sales-assisted 14-day trial on the plan that fits you — no credit card required. Full AI features are included during the trial.
Row-level multi-tenant isolation, RBAC, SSO/SAML and 2FA, an append-only audit log with export, and GDPR-aligned data controls.