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Veltrix Automation
Veltrix OS · Business operations workspace

Your whole business on one screen.

Veltrix OS is the operations workspace for a service business — customers, pipeline, leads, quotes, jobs and invoices in a single place, with per-team roles and row-level security out of the box.

CRM & pipeline

Leads to closed

Quotes & invoices

Line items, VAT

Jobs & scheduling

Booking to done

Per-team roles

RLS enforced

CRM & PipelineQuotes & InvoicingJobs & SchedulingPer-team RolesRow-level SecuritySouth Africa-first VATSingle Workspace

What you get

One workspace for the work that keeps your business moving.

CRM & pipeline

Keep every customer and lead in one place, move deals through your own pipeline stages.

Quotes & invoicing

Build quotes and invoices with line items, sequential numbering and South Africa-first VAT.

Jobs & scheduling

Turn quotes into scheduled jobs so nothing slips between booking and delivery.

Per-team roles

Every team member is scoped by role, with row-level security enforced at the database.

One workspace

Customers, pipeline, leads, quotes, jobs and invoices in a single screen your whole team uses.

POPIA-aware by default

Tenant isolation and private-by-default data handling built into the foundation.

Getting started

Live in minutes, not months.

01

Create your workspace

Sign up, confirm your email and set up your organization.

02

Invite your team

Add members and scope each one by role and access.

03

Run your business

Move from lead to pipeline to quote to job to invoice on one screen.