Sales · Spec-aware CRM
Keep the next deal moving.
Leads, clients, and a focused pipeline beside your product spec. Keep every conversation in context.
Plan and usage limits apply. View pricing
Product walkthrough
Sales, in context.
Demo project data shown for illustration.
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Lead pipeline
Veloway pilots move from new to won across custom sub-status lanes.
A closer look
The details,
when you need them.
Explore the workflow, what it produces, and how access works.
How Sales works
Sales is a compact project CRM: leads, clients, an inbound email review queue, a history of saved sales approaches, lead forms, and a Training tab, all living beside the specification, the tasks, and the team that delivers what was promised.
- Create a lead for a reusable client with a deal size, priority, labels, notes, checklists, files, and custom fields, or convert a lead-form submission into a client and deal.
- Move leads across New, Active, and Closed with your own sub-status lanes in List or Board view, grouped by status or owner, with the same filters the team uses for tasks.
- Assign an owner, set reminders, and let assignment notices land in the owner's Inbox with the editable lead beside them.
A practical example
A founder running early pilots wants one place to track which fleet operators are in play, who owns each deal, what was agreed, and which inbound emails still wait for a person.
What you get
A pipeline that shares the product's context
- Leads and clients with typed custom fields and a default deal currency
- Inbound client email in a review queue, where known senders link to their client and everything else waits for a person
- Deals that Shop orders, lead forms, and project chat can propose, so a person approves before they exist
Using Sales
Sales is deliberately lightweight: a project pipeline beside the spec, not a marketing-automation suite. It receives email and captures leads; it does not run outbound sequences.
Keep exploring