VeloCRM puts Claude to work across your entire sales motion — autonomous agents scan your inbox, flag at-risk deals, draft follow-ups, score every opportunity, and write your forecast. The depth of an enterprise CRM, at a fraction of the price of the competition.
Background agents scan your inbox, surface at-risk deals, draft follow-ups, enrich leads, and score account health on a schedule — every action tracked in minutes saved and queued for your one-click approval.
Ask in plain English and let the agent act — create tasks, update deals, draft emails — with your sign-off on every step.
Triage your inbox and send Claude-drafted replies straight from VeloCRM, automatically logged to the right deal.
AI pre-call briefs before every meeting and instant, structured summaries after.
Committed, upside, and best-case forecasts with plain-English narrative and "ask the forecast" what-if analysis.
An OAuth-secured remote MCP server lets Claude and other AI tools work your live CRM data — 70+ tools, fully tenant-isolated.
Visual Kanban, drag-and-drop deals, multi-pipeline support, weighted forecasting, and product line items.
Complete records, company hierarchies, relationship mapping, deduplication, and enrichment data.
Build quotes, share them as a hosted page or PDF, and capture click-to-accept signatures — right inside the deal.
Approval workflows, round-robin lead routing, multi-step email sequences, and automatic stale-deal alerts.
Custom report builder, saved views, dashboards, and committed/upside/best-case revenue forecasting.
RBAC, SSO/SAML, two-factor auth, audit logging, multi-currency, webhooks, and a full REST + GraphQL API.
VeloCRM shares one AI fabric with VeloLedger, VeloPulse, and VeloExpense. Because every product speaks the same MCP language, agents work across your whole back office — closed-won deals draft invoices, payroll posts to the ledger, expenses reconcile themselves. No exports, no glue code.
See why mid-market sales teams are switching to an AI-native CRM.