Not another CRM. Velkro is a unified business platform — People, Proposals, Invoicing & Xero, and Marketing Studio running on one record, with CRM and project delivery built in. From first lead to final invoice, nothing leaves the platform.
People, Marketing Studio, and project delivery all live in the same native app, reachable from the core bottom-tab navigation. The vertically integrated platform travels with you, from lead to invoice.
Most platforms stop at contacts and deals. Velkro carries the whole business: send and track proposals, invoice and sync to Xero, run marketing campaigns, and manage your workforce — all on the same record.
Proposal, people, delivery, invoicing with Xero, and marketing all run on the same record. CRM and projects are pillars inside the platform — not the whole story.
Build proposals as their own entity — a true ring-fence before the deal is won. Send a branded, approvable proposal, track it to acceptance, and have it flow straight into delivery and billing.
The CRM is one pillar of the platform — not the whole story. Pipelines, contacts, and deal management are all here, with enforced stage decay windows of 5, 7, 10, or 14 days so opportunities never go quiet unnoticed.
If your team misses the decay window, Velkro flags the opportunity on the board header, pulses the deal card in amber or red, and notifies managers. A recorded call, email, or meeting note clears the alert and resets the timer — then the won work flows into proposals, delivery, and invoicing without leaving the platform.
Seamless flow from user, employee, and team directory management to complete organizational hierarchy and automated payroll integration.
Throw some challenges and data our way and we’ll do a customised 15-minute live demonstration of Velkro for you and your team.
