Everything Your Sales Team Needs

A complete CRM platform powered by Claude AI — pipeline management, deal intelligence, and revenue operations in one place.

Core Features

Everything you need to manage, track, and close more deals.

🎯

Pipeline Management

  • Visual Kanban boards
  • Multi-pipeline support
  • Drag-and-drop deal management
  • Stage probability tracking
  • Pipeline summary dashboards
👥

Contact & Company Management

  • Complete contact records
  • Company hierarchies & org charts
  • Relationship role tracking
  • Bulk import & export
  • Smart search & filtering
💡

Deal Intelligence

  • AI deal scoring (Claude)
  • Weighted probability forecasting
  • Deal timeline & activity history
  • Custom fields & tags
  • Win/loss analysis
📊

Activity Tracking

  • Email, call, meeting logging
  • Auto-activity capture
  • Activity timeline per entity
  • Participant tracking
  • Activity-based reports
âš¡

Task & Workflow Automation

  • Task management with priorities
  • Approval workflows
  • Lead routing (round-robin)
  • Event-driven automation
  • Stale deal detection
📈

Reporting & Analytics

  • Cross-object reports
  • Pipeline forecasting
  • Revenue dashboards
  • Custom report builder
  • Data export (CSV/API)

Powered by Claude AI

Advanced AI capabilities built directly into your workflow.

AI Deal Scoring

Claude analyzes deal data, activity patterns, and contact engagement to score likelihood to close (0-100) with confidence levels and risk flags.

Next-Best-Action Engine

Context-aware suggestions for every deal: who to contact, what to send, when to follow up. Driven by deal stage, activity history, and contact roles.

AI Email Drafting

Generate personalized outreach using contact profiles, company data, deal context, and interaction history. Edit and send in seconds.

Revenue Forecasting

AI-analyzed pipeline forecasts with committed/upside/best-case scenarios, gap-to-quota analysis, and natural language commentary.

Auto Activity Summarization

Log a call with rough notes and Claude generates a summary, extracts action items, identifies sentiment, and assesses deal impact.

MCP Server Integration

Industry-first: 18 Model Context Protocol tools let Claude query your CRM data directly with full tenant isolation. Use from Claude Desktop or API.

Connects With Your Tech Stack

VeloCRM integrates seamlessly with the tools you already use.

Slack
Google Workspace
Microsoft 365
QuickBooks
Stripe
Zoom
Mailchimp
HubSpot
Zapier
AWS
Twilio
Tableau

How VeloCRM Compares

See why VeloCRM is the choice for modern sales teams.

Feature VeloCRM Salesforce HubSpot Pipedrive
Starting Price $25/user $165/user $100/user $49/user
AI Included Yes (Claude) $75/user add-on Limited Premium only
MCP Integration Yes (18 tools) No No No
Implementation Days Months Weeks Days
Multi-tenant Yes Yes Yes No
Pipeline Views Unlimited Limited Limited Unlimited
API Access All plans Enterprise only All plans Professional+

See VeloCRM in Action

Book a 15-minute personalized demo to discover how VeloCRM can transform your sales process.

Frequently Asked Questions

Get answers to common questions about VeloCRM.

What makes VeloCRM's AI deal scoring unique? â–¼

VeloCRM uses Claude AI to analyze your deal data, activity patterns, contact engagement, and historical win/loss data to provide a confidence-scored likelihood to close (0-100). Unlike simple rule-based scoring, our AI understands context, identifies risk factors, and explains its reasoning in natural language.

How does the MCP Server Integration work? â–¼

Our MCP Server gives Claude direct access to your CRM data with 18 purpose-built tools. Users can query deals, contacts, activities, and run analysis directly from Claude Desktop or our API—while maintaining complete tenant isolation. No data leaves your CRM for AI processing.

Can I migrate my data from another CRM? â–¼

Yes. We provide data import tools for Salesforce, HubSpot, Pipedrive, and other common CRMs. Our team also offers migration support to ensure a smooth transition. Most migrations complete within days rather than months.

Is there a free trial available? â–¼

Absolutely. Sign up for our free trial at no cost. You get full access to all features including AI capabilities for 30 days. No credit card required to get started.

What security and compliance standards does VeloCRM meet? â–¼

VeloCRM complies with SOC 2 Type II, GDPR, and HIPAA standards. We encrypt data in transit and at rest, maintain regular security audits, and provide granular permission controls and audit logs for enterprise customers.

How much does VeloCRM cost? â–¼

VeloCRM starts at $25 per user per month and includes all AI features. Volume discounts are available for teams of 10+. See our Pricing page for detailed plan information or contact our sales team for a custom quote.