A CRM that keeps itself up to date.

Build a quote with line items, tax and document numbers on your own letterhead, then send it by email or text. The customer accepts it on a quote page, and the job is created.

• Printable, on your letterhead
• Status for every open quote at a glance

app.velogics.ai

When the work is done, create the invoice from the job and send it to the customer. You record the payment when it arrives, so the status is always current.

• Velogics doesn't process payments; it records paid status

Pick a year or a quarter and download what your bookkeeper asks for: an invoice register, the payments you received, and a summary with totals by month, quarter and tax rate. The same page ages every unpaid balance by due date and prints a statement for any customer.

• Every file downloads as CSV, and statements print
• The income side only: invoices and payments, not expenses or payroll

app.velogics.ai

The CRM & money report shows quotes sent and accepted, invoices sent, paid and overdue, what's outstanding today, and paid revenue by day, for any date range.

app.velogics.ai

Each contact keeps its first-touch source, including UTM tags and ad click IDs, and moves through lifecycle stages from first enquiry to customer.

Set workflow automation rules for the steps you repeat, and send bulk texts and emails to the contacts you choose. Consent and do-not-contact lists still apply.