Revenue, service and people in one workspace.

veli(Q CRM is the AI-native CRM that runs sales, customer service and people in one workspace, with team chat and Genie AI built in. Marketing, commerce and reporting share the same record, one permission model and one assistant, so teams stop paying for, stitching together and training people on eight or ten separate tools. See how it compares with spreadsheets and separate tools.

Growing companies, from a handful of people to a few hundred, that run sales, support, billing and people operations and are tired of tool sprawl, scattered customer data and manual administration. It is built and priced for teams that cannot justify a separate stack for CRM, helpdesk, invoicing, HR and reporting.

Within minutes. Sign up with your name, work email and company name and your workspace is created automatically. Then name your deal stages, import your spreadsheets, and invite your colleagues. Most teams are working on real data the same day.

No. Sign up with your name, work email and company name. No card is requested.

The trial has no time limit and no seat limit, so you can invite your whole team from day one and evaluate the product on your own data.

Yes. Speak with our team and we will walk you through the modules that matter most to your business, using your own scenarios where we can.

We would rather say so than let you find out later. Today there is no automatic call recording (you add the transcript), no email sequences or bulk email, no voice or video calls in Inchat, and no native connection to messaging apps such as LINE or WhatsApp. The interface is in English only, payments run through Stripe, the calendar is Google Calendar, and single sign-on and SOC 2 are not available yet. See our security page for the trust picture.

Genie is the AI assistant built into veli(Q CRM. It is not one generic chatbot: there is a dedicated Genie for Reporting, CRM, Marketing, Sales, Service, People, Data, Commerce, Veliq AI and Customer Success, each reading that module's data, plus a general assistant for other pages. Each one can both answer and act, always with the permissions of the person asking. More about Genie.

It can analyze: what changed in the pipeline, which accounts are heating up, which deals are at risk, how a forecast would move in a scenario, what is overdue, and how any metric is calculated. It can act: create contacts, deals, tickets, tasks, quotes, invoices, goals and dashboard widgets, log calls and notes, merge duplicates, bulk reassign owners and build automations. It can also research, searching your records and your knowledge base, and saving the result as a dated report.

Not for anything significant. Merging records, creating invoices, bulk changes, owner changes and large deals always pause for your explicit confirmation and show exactly what will happen. Every action is logged against the record and attributed.

No. Genie acts as the signed-in user. If a person cannot open a deal in the CRM, asking Genie about it will not reveal it either, and leadership-only tools are enforced on the server, not only hidden in the menu.

Genie reads text from emails, form submissions, call transcripts and web pages as data, never as instructions. When it has just read something written by someone outside your company, every change it proposes needs your confirmation.

Every figure Genie quotes is checked against your CRM data, and the records behind an answer are shown beside it. Genie says so when it has low confidence or when information is missing, instead of filling the gap.

Yes. Admins can turn Genie off for the whole workspace or for individual people, and switch Research Mode off separately. Admins can see Genie usage and cost. For the wider thinking behind this, read why autonomy is a dial, not a switch.

A chatbot answers questions about whatever it is shown. Genie lives inside each module, reads that module's live records, acts within the user's permissions and leaves an audit trail. See autonomous AI compared with chatbots and RPA.

Inchat is the team chat built into veli(Q CRM, so conversations sit next to the deals, tickets and people they are about. It has public and private channels, direct and group messages, threads, reactions, polls, canvases, pins, file sharing, scheduled messages, reminders, custom status and do-not-disturb, plus slash commands such as /poll, /remind, /summarize and /genie. More about Inchat.

Every deal, account, contact and ticket can have its own room, opened with a Discuss button. A room follows the record's own permissions: if someone loses access to the deal, they lose the room, its files and its search results immediately. Membership alone is never enough.

Paste a link to a deal, account, contact, ticket, quote or invoice and it appears as a live card that keeps showing the current stage, amount and status. Calls, meetings, notes, stage changes and SLA alerts logged on the record are echoed into the room as timeline posts, and any chat message can be logged back onto the record as a note.

Yes. A rep posts an approve or reject card to a channel they choose, such as a deal desk. An admin other than the requester decides, and the decision is stamped on the quote and logged on the deal. Approvals are advisory today: a pending or rejected request does not block sending the quote.

Ask Genie in any conversation with @Genie or /genie. It answers as you, with the same permissions, and in a deal room it also has the deal as context. It can summarize a channel or thread (visible only to you), translate or explain a message, and brief you on what you missed. In deal rooms it can suggest changes to the amount or close date from the conversation, with the evidence, and a teammate applies each one under their own permissions. Nothing changes silently.

Admins choose who can create channels and who can use @channel and @here, how long messages stay editable, and whether people can delete their own. Channels can be announcement-only. Messages can be scanned for API keys, private keys and card numbers, then redacted or blocked. Retention can be set from 30 days to 7 years. There is an admin audit log (message contents are never recorded in it), chat analytics, flagged-message review and a full export.

Yes. Incoming webhooks post into a channel, public-channel messages can fire an outgoing webhook event, and the API can read and write public channels with scoped keys. Automations can post to a team channel, and can also be triggered by a message with a keyword, a reaction or someone joining a record room. Private channels, direct messages and record rooms never leave the workspace through these routes.

There are no voice or video calls, no external guests or shared channels with other companies, and no native mobile push notifications. Desktop browser notifications are available and opt-in.

No. Build with WHEN, IF and THEN blocks, or describe the outcome you want and Genie drafts the automation for your review. Not sure what to automate first? Read how to choose the first function to automate.

A record is created, a deal or ticket enters a stage, a property changes, a form is submitted, a meeting is booked, a task is completed, a quote is accepted or declined, an invoice is paid, a survey response arrives, a deal is won or lost, a subscription's renewal stage changes, or a record's owner changes. Messages posted in a record's chat room can also trigger a workflow.

Create tasks, notes, quotes, invoices, deals, tickets, meetings and recurring subscriptions, update properties, add tags, notify people, post to a team channel, send to Slack, Discord or any webhook, set a deal outcome, close or reopen a ticket, wait, branch on a condition, or ask Veliq AI a yes or no question to decide the path.

Yes. Each automation keeps a run history, and reliability reporting shows how often runs succeed. Changes are saved as versions, so you can draft an edit and publish it when it is ready.

Accounts and contacts with computed health and lead scores, inbound leads from web forms, pipelines with a win probability on every stage, deals, a meeting scheduler with personal booking links, quotations built from your product catalog, invoices customers can pay online, payments, recurring subscriptions with MRR and renewals, and forecasting.

Yes. Quotes, invoices and subscriptions can be issued in 12 currencies, including the Thai baht, Singapore dollar, Malaysian ringgit, Indonesian rupiah, Vietnamese dong, Indian rupee and US dollar, so you can bill in the customer's own currency.

Tickets with their own pipelines, response and resolution SLA timers with performance reporting, a public Help Centre of articles, and NPS and CSAT surveys with public response links. All of it sits on the same account record your sales team sees, so everyone has the full history before they reply.

For day-to-day people management, yes. The People module covers the employee directory and org chart, time off with your own leave types and live balances, attendance, timesheets, onboarding and offboarding templates that create real tasks, performance review cycles with self and manager halves, goals and OKRs, 1-on-1s, feedback, company assets and competencies.

Yes. Inchat is built in and on by default for every plan. See the Inchat topic for record rooms, approvals, Genie in chat and the admin controls.

Campaigns that group sends and forms, embeddable web forms that create contacts, a landing page builder and a blog, campaign attribution, and Meta and Google ad spend imports so real advertising numbers sit beside pipeline.

Yes. Custom objects let you define your own record types with their own fields and pages, and custom fields extend contacts, companies, deals and tickets.

Yes. Each company or branch gets its own workspace, kept separate at the database level, and you can switch between them from the top bar.

A premium add-on that packages Genie's revenue analysis into five pages, each answering one question. Today tells a rep what to do now. Pipeline shows which deals are in trouble and why. Forecast shows whether you will hit the number, including a what-if simulator. Conversations analyses calls and rep coaching. Brief tells leadership what changed this week. More about Revenue Intelligence.

Every open deal gets a score from 100 down, with points removed for each problem found: no contact logged recently, a single contact, a close date that has passed or been pushed out repeatedly, no follow-up task, missing information the stage requires. A score of 70 or more is On track, 40 to 69 is Watch, and below 40 is At risk. The rules are transparent, and a nightly check compares past ratings with what actually happened, so you can see whether the score is earning its place.

Not automatically today. You add the transcript, and Genie then summarizes the call and extracts objections, commitments and competitor mentions, and can draft a follow-up or score the call. Drafts are copy only and are never sent for you.

Reports and dashboards with live KPI and chart widgets, goals that show how likely each one is to be reached, and a leadership-only Boardroom with the state of the business, an exception brief and board-update data on demand. You can also ask Genie a question in plain English and have it build the chart.

Yes. Every table is isolated per organization with row-level security enforced by the database itself, so one workspace cannot read another's records even if the application layer were bypassed. The isolation rules are tested automatically on every change.

Admins set, per person and per type of record, whether someone sees everything, their team's records or only their own. These rules are enforced on the server. Two-factor sign-in is available to everyone and can be required for the whole workspace, admins can restrict sign-in to approved IP addresses and set login hours, and sessions end after seven days.

In the Asia-Pacific region (Singapore) on our cloud infrastructure provider. Connections are encrypted, and stored data is encrypted at rest by our infrastructure provider. We never sell customer data or use it to advertise.

Only what a request needs is sent: your question and the records the answer depends on, not your database. Recognisable secrets such as keys, tokens and card numbers are masked first, requests are labeled with an anonymous identifier, and your data is never used to train AI models. The provider may keep request data for a limited period, up to 30 days, solely to detect abuse.

Not yet to either. We would rather say so plainly. Today we provide a security overview, a data processing agreement and a completed security questionnaire on request, and an independent penetration test is planned. Single sign-on is on the roadmap. The full picture is on our security page, and we will tell you plainly whether a control you need exists, can be built, or is a gap.

Every record has an activity timeline, and Genie's actions are logged and attributed. Administrative and permission changes are written to an audit log, currently retained for seven days, with longer retention planned. Deleted records go to a recycle bin before they are removed, and admins can export a complete copy of the workspace at any time.

Export your workspace whenever you like. When a customer leaves, its workspace is permanently deleted through a deliberate two-step process with a waiting period, on written request under the data processing agreement.

Starter is free, with no credit card. Growth and Business are priced per user per month, and Enterprise has custom pricing. Revenue Intelligence is a premium add-on. How pricing works.

The trial has no time limit, so there is no deadline forcing a decision. When your team is ready for the features of a paid plan, you choose the one that fits.

Yes. Import contacts and companies from CSV with automatic header mapping, then let duplicate rules and data-quality checks clean the records up before your team starts working. Genie can also merge duplicate contacts, companies and deals and carry their history across.

Stripe for online payments, Google Calendar, and Gmail and Outlook for email, plus Slack, Discord and any webhook from automations, and an API with OAuth apps and signed webhooks for everything else. If you rely on a specific tool, ask us and we will confirm how it connects before you commit.

Every plan includes support, with priority support on Business and a dedicated account manager, SLA and onboarding on Enterprise. For anything specific, talk to our team.