CRM & pipeline
Keep every customer and lead in one place, move deals through your own pipeline stages.
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
What you get
Keep every customer and lead in one place, move deals through your own pipeline stages.
Build quotes and invoices with line items, sequential numbering and South Africa-first VAT.
Turn quotes into scheduled jobs so nothing slips between booking and delivery.
Every team member is scoped by role, with row-level security enforced at the database.
Customers, pipeline, leads, quotes, jobs and invoices in a single screen your whole team uses.
Tenant isolation and private-by-default data handling built into the foundation.
Getting started
01
Sign up, confirm your email and set up your organization.
02
Add members and scope each one by role and access.
03
Move from lead to pipeline to quote to job to invoice on one screen.