A clearer way to manage sales

Turn Every Lead Into an Opportunity

Keep contacts, deals, and follow-ups organized in one clear workspace.

Velto CRM lead list with floating cards for new leads, pipeline, closed deals and a follow-up reminder (sample data)

Features

Everything You Need to Grow Your Sales

Contacts, deals, follow-ups and reporting share one workspace, so every customer conversation has context and a clear next step.

Contact Management illustration (sample data)

01

Contact Management

Organize customer profiles, contact details, and interaction history, so every conversation starts with context.

Contact Management illustration (sample data)

01

Contact Management

Organize customer profiles, contact details, and interaction history, so every conversation starts with context.

Contact Management illustration (sample data)

01

Contact Management

Organize customer profiles, contact details, and interaction history, so every conversation starts with context.

Sales Pipeline illustration (sample data)

02

Sales Pipeline

Track deals across stages with a clear visual Kanban board, and see what needs attention at a glance.

Sales Pipeline illustration (sample data)

02

Sales Pipeline

Track deals across stages with a clear visual Kanban board, and see what needs attention at a glance.

Sales Pipeline illustration (sample data)

02

Sales Pipeline

Track deals across stages with a clear visual Kanban board, and see what needs attention at a glance.

Smart Follow-ups illustration (sample data)

03

Smart Follow-ups

Manage reminders, upcoming tasks, and next steps in one daily list that keeps every lead warm.

Smart Follow-ups illustration (sample data)

03

Smart Follow-ups

Manage reminders, upcoming tasks, and next steps in one daily list that keeps every lead warm.

Smart Follow-ups illustration (sample data)

03

Smart Follow-ups

Manage reminders, upcoming tasks, and next steps in one daily list that keeps every lead warm.

Sales Analytics illustration (sample data)

04

Sales Analytics

Visualize deal progress, conversion rates, and revenue trends without exporting a single spreadsheet.

Sales Analytics illustration (sample data)

04

Sales Analytics

Visualize deal progress, conversion rates, and revenue trends without exporting a single spreadsheet.

Sales Analytics illustration (sample data)

04

Sales Analytics

Visualize deal progress, conversion rates, and revenue trends without exporting a single spreadsheet.

Use cases

Built around how you sell

Whether you work alone or with a team of reps, Velto keeps the same simple loop: capture, move, follow up.

Sales teams

Share one pipeline, assign owners and see how every repโ€™s deals are moving, week by week, without chasing updates.

Team pipeline ยท October

Sample data

AK

Aisha K.

12 deals

JS

Jonas S.

9 deals

LM

Lena M.

7 deals

Client list with follow-ups due today (sample data)

Freelancers

Keep a tidy book of clients, quotes and follow-ups without another spreadsheet.

3 follow-ups today

Shared customer history timeline (sample data)

Small businesses

Bring every customer conversation into one place, so anyone can pick up where the last person left off.

Shared customer history

Stacked client pipelines (sample data)

Agencies

Run a pipeline per client or service line and keep proposals moving without status meetings.

Pipeline per client

How it works

From first contact to closed deal

Three connected steps take a lead from scattered details to a confident close.

01

/01 โ€” Connect

Connect

Connect Your Tools

Connect Your Tools

Bring your sales tools and customer information together, so every contact arrives with context instead of living in another inbox or spreadsheet.

Bring your sales tools and customer information together, so every contact arrives with context instead of living in another inbox or spreadsheet.

Import contacts and companies

Import contacts and companies

Keep notes and history in one record

Keep notes and history in one record

Tools connected around the Velto hub
Velto pipeline board with contact and deal cards (sample data)

02

/02 โ€” Organize

Organize

Organize Your Pipeline

Organize Your Pipeline

Manage contacts and move deals through clear sales stages. Everyone sees whatโ€™s new, whatโ€™s moving and what needs attention.

Manage contacts and move deals through clear sales stages. Everyone sees whatโ€™s new, whatโ€™s moving and what needs attention.

Custom stages for how you sell

Custom stages for how you sell

Owners and values on every deal

Owners and values on every deal

03

/03 โ€” Close

Close

Close with Confidence

Close with Confidence

Stay on top of follow-ups and understand sales progress, so the next step is always clear and no deal goes quiet.

Stay on top of follow-ups and understand sales progress, so the next step is always clear and no deal goes quiet.

Daily follow-up list with reminders

Daily follow-up list with reminders

Conversion and revenue at a glance

Conversion and revenue at a glance

Velto conversion panel with a completed follow-up (sample data)

Testimonials

Designed for growing teams

See how Velto helps teams manage contacts, organize deals, and stay on top of every follow-up

  • Every lead now has an owner, a stage and a next step. Our Monday pipeline review is finally short.

    JE

    Jordan Ellis

  • I know exactly which clients to chase this week. The follow-up list is the first thing I open every morning.

    MO

    Mina Okafor

  • Moving deals between stages is simple enough that the whole team actually keeps the board up to date.

    CL

    Chris Lund

  • Every client conversation lives in one place, so handovers no longer mean digging through old emails.

    SM

    Sofia Marin

  • Seeing deal values by stage helped us plan the quarter without keeping a separate spreadsheet.

    DO

    Daniel Osei

  • Reminders land at the right moment, so warm leads stay warm instead of slipping through the cracks.

    HK

    Hana Kobayashi

  • Every lead now has an owner, a stage and a next step. Our Monday pipeline review is finally short.

    JE

    Jordan Ellis

  • I know exactly which clients to chase this week. The follow-up list is the first thing I open every morning.

    MO

    Mina Okafor

  • Moving deals between stages is simple enough that the whole team actually keeps the board up to date.

    CL

    Chris Lund

  • Every client conversation lives in one place, so handovers no longer mean digging through old emails.

    SM

    Sofia Marin

  • Seeing deal values by stage helped us plan the quarter without keeping a separate spreadsheet.

    DO

    Daniel Osei

  • Reminders land at the right moment, so warm leads stay warm instead of slipping through the cracks.

    HK

    Hana Kobayashi

Velto contact table with a smart filter and a lead score (sample data)

Lead management

Find the right lead in seconds

Every contact lives in one searchable list with tags, owners and lead scores, so your team always knows who to call first.

Search everything

Find any contact by name, company, tag or note.

Filter and segment

Save views like Hot leads or Follow-up due.

Prioritize with scores

Sort by score so warm leads rise to the top.

Share ownership

Give every lead an owner, so nothing gets handled twice.

Pricing

Simple plans that grow with you

Choose the right plan for your business and get started with Velto.

Starter

For freelancers keeping a tidy book of clients.

$12

per user / month

Up to 1,000 contacts

1 sales pipeline

Follow-up reminders

Basic reports

Email support

Starter

For freelancers keeping a tidy book of clients.

$12

per user / month

Up to 1,000 contacts

1 sales pipeline

Follow-up reminders

Basic reports

Email support

Starter

For freelancers keeping a tidy book of clients.

$12

per user / month

Up to 1,000 contacts

1 sales pipeline

Follow-up reminders

Basic reports

Email support

Growth

Recommended

For small businesses building a repeatable sales process.

$29

per user / month

Up to 10,000 contacts

Unlimited pipelines

Smart follow-up lists

Conversion and revenue reports

Priority email support

Growth

Recommended

For small businesses building a repeatable sales process.

$29

per user / month

Up to 10,000 contacts

Unlimited pipelines

Smart follow-up lists

Conversion and revenue reports

Priority email support

Growth

Recommended

For small businesses building a repeatable sales process.

$29

per user / month

Up to 10,000 contacts

Unlimited pipelines

Smart follow-up lists

Conversion and revenue reports

Priority email support

Team

For sales teams that share one pipeline and need visibility.

$59

per user / month

Unlimited contacts

Team pipelines and owners

Shared task views

Advanced reporting

Guided onboarding call

Team

For sales teams that share one pipeline and need visibility.

$59

per user / month

Unlimited contacts

Team pipelines and owners

Shared task views

Advanced reporting

Guided onboarding call

Team

For sales teams that share one pipeline and need visibility.

$59

per user / month

Unlimited contacts

Team pipelines and owners

Shared task views

Advanced reporting

Guided onboarding call

Compare plans

Compare

Starter

Starter

Growth

Growth

Team

Team

Contacts

Contacts

1,000

1,000

10,000

10,000

Unlimited

Unlimited

Sales pipelines

Sales pipelines

1

1

Unlimited

Unlimited

Unlimited

Unlimited

Team members

Team members

Up to 2

Up to 2

Up to 10

Up to 10

Unlimited

Unlimited

Reporting

Reporting

Basic

Basic

Conversion & revenue

Revenue

Advanced

Advanced

Support

Support

Email

Email

Priority email

Priority email

Onboarding call

Guided setup

FAQ

Questions, answered

Find answers about Velto, its features, and customization.

Velto is a fictional sales CRM used to present this Framer template. The page shows how a CRM product could explain contact management, pipelines, follow-ups and reporting.

Start with a clear pipeline

Make Every Customer Connection Count.

Bring your leads, deals and follow-ups into one calm workspace, and always know what to do next.

Velto next-step card for a follow-up and a deal moved to Won (sample data)

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