01
Add customers and contacts
Store contact details, companies and relevant customer information centrally.
Product
Veltriax CRM
Veltriax CRM brings customers, opportunities, tasks, appointments and finances together in one clear workspace, helping you stay in control of your sales process without separate tools.
How Veltriax CRM works
Manage customers, opportunities and daily work from one central workspace.
02
Create commercial opportunities
Manage opportunities, deal value, status and next steps.
03
Plan tasks and appointments
Keep follow-up clear with tasks, calendar items and deadlines.
04
Manage invoices and expenses
Work on your commercial and financial administration from one environment.
05
Stay in control from the dashboard
View contacts, opportunities, tasks, appointments and progress from one central dashboard.
Components
- Contact management
- Opportunities
- Tasks
- Calendar
- Invoices
- Expenses
- Profile and language settings
- Integration with Veltriax Assistant
Always paid
Veltriax CRM has no free plan. A general Veltriax account can exist without an active CRM subscription, but CRM access opens only after Stripe confirms a successful payment.