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

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.