A pipeline that updates itself from real conversations
Leads, contacts and opportunities that are created from the messages your team is already having — not from someone remembering to fill in a form after the call.
New · 2
Qualified · 2
Proposal sent · 1
Won · 2
Inside Velocity CRM
Leads, contacts, opportunities
The three objects agencies actually use, with configurable pipeline stages and a reason recorded on every stage change.
Created from conversations
A qualified chat becomes a lead with the thread, the scope and the AI’s summary already attached.
Outbound campaigns
Build an audience from pipeline filters, cap sends per account per day, and let the AI draft each message against the recipient’s history.
Suppression that holds
A global suppression list plus a rule that stops anyone already touched by any other campaign from being re-targeted.
Web forms
Embeddable forms on your marketing site drop straight into the pipeline with their source attributed.
Source and win reporting
Which sources convert, which stages leak, and what each lead source is genuinely worth.
Outbound that will not embarrass you
Pick an audience from the pipeline itself — relationship segment, outcome health, source type, client type — then set a daily cap per sending account. Every message is drafted against that recipient’s actual history with you, and anyone already enrolled in any other campaign is excluded by default.
- Audience built from live pipeline filters, not a stale CSV
- Per-account daily caps and send ordering
- Global suppression plus cross-campaign exclusion
New · 2
Qualified · 2
Proposal sent · 1
Won · 2
Every lead carries where it came from
Source profiles, conversion logs and activity logs mean the question “where did this client come from” has an answer six months later. Reviews are matched back to the leads that produced them, so you can see which channel produces clients who are happy at the end.
- Source profiles and conversion logging on every record
- Reviews matched back to the originating lead
- Cross-entity links between leads, projects and conversations
Better together, fine on their own
Each product stands alone. These share the same records, so adding one needs no integration work.
Questions we get asked
Can I use the CRM without the rest of the platform?
Yes. Every Velocity product is sold and used standalone. The CRM gets better when the inbox is connected — leads then create themselves from conversations — but it does not require it.
How is this different from HubSpot?
It is built around client-services work rather than SaaS sales. Opportunities connect to delivery projects, reviews link back to the lead that produced them, and the same record follows a client from first message to final invoice.
Does it stop us emailing the same person twice?
By default an audience excludes anyone already enrolled in any campaign, not just the one you are building, and a global suppression list sits above all of it.
See Velocity CRM on your own work
A 20-minute call on your real workflow — your projects, your pipeline, your numbers. We will tell you plainly if it is not a fit.