VeloCRM runs your pipeline beautifully by itself. Connect it to the rest of the Velotech Suite and your CRM, accounting, payroll, and expenses share one data fabric — and one AI layer that works across all of them.
VeloCRM is a full, AI-native CRM the moment you sign in.
Deal scoring, next-best-action, and revenue forecasting from Claude — included, not an add-on.
Autonomous tasks scan your inbox, flag stale deals, draft follow-ups, and score account health — tracked in minutes saved.
Natural-language answers over your pipeline, plus a native MCP server so Claude Desktop can query your data directly.
Multi-tenant, role-based, audited, and priced for teams of 10–200 reps. Live in days, not months.
Velotech builds back-office software for private mid-market companies. Each product is best-in-class alone, and every product is authoritative for its own data — so the suite never fights over the truth.
AI-native CRM for sales teams — pipeline, contacts, forecasting, and agentic automation with Claude built in.
The general ledger at the center of the suite — journals, AR/AP, tax, and period close, with an approval queue where every draft waits for a human to post.
HRIS and payroll — the employee master for the whole suite. Run payroll and the journal entries flow straight to the ledger.
Card transactions, receipts, and expense policies. Approve a report and a clean AP bill draft lands in the ledger, coded and taxed.
No CSV exports, no nightly batch jobs, no copy-paste — just typed, audited handoffs between products.
When a deal hits closed-won, VeloCRM forwards the contract value and terms to VeloLedger as a revenue forecast and deferred-revenue draft — MRR, ARR, and TCV already calculated.
An approved expense report turns into a coded, tax-jurisdiction-aware AP bill draft in the ledger — reimbursement to the employee, ready for a controller to post.
Every completed payroll run drafts the matching journal entries — salaries, CPP, EI, net pay — balanced and dimensioned, straight into the ledger's approval queue.
Every cross-product call rides the same typed MCP surface that powers VeloCRM's own AI agents — so the same Claude that drafts your follow-up email can reason across your ledger, payroll, and expenses too.
Agents prepare journals, bills, and forecasts — but financial entries land in an approval queue. A controller reviews and posts. Nothing money-moving happens unattended.
Each product is the single source of record for its own data class and mirrors the rest. If two products both claimed a fact, one would be wrong — so they never do.
Every cross-product handoff is logged on both sides with the calling system and actor. Idempotency keys mean a replayed event produces the same draft, never a duplicate.
Adopt VeloCRM today and switch on VeloLedger, VeloPulse, and VeloExpense whenever you're ready — the connections light up automatically.