A calmer operating system for firms that sell work

Sell the work.
Plan the revenue.
See what is real.

Veles brings pipeline, delivery, planned invoicing, and actuals into one place. Built for consulting firms and other professional services teams that want more clarity without more overhead. It helps teams move from sell X this year to deliver X this year, with a shared view across sales, delivery, and leadership.

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Built forConsulting firmsSoftware housesAgenciesAdvisory teams
April operating view
A clean month ahead
Plan on track
Pipeline
12 active deals
Qualified4
Proposal5
Verbal commit3
Plan vs actual
Planned invoicing
USD 168k
Forward view
Issued invoices
USD 121k
Booked
Gap to explain
USD 47k
Visible early
Delivery keeps context from the sale
Won work does not disappear into another tool
Account contextMonthly plansActual invoicesOwner & team
How it works

Built around the operating rhythm of service firms

Veles follows the arc from opportunity to delivery to invoice. That means better handoffs, fewer blind spots, and a clearer view of the month before it closes.

01

Win the work

Track opportunities, accounts, and contacts without turning the sales side into a spreadsheet graveyard.

02

Plan the revenue

Turn won work into monthly plan lines so you can see what should land before invoices exist.

03

Compare plan with actuals

See what was planned, what was invoiced, and where the gap is getting wider or tighter.

Why Veles

Not another CRM bolted onto finance by guesswork

Most tools help with one slice of the job. Veles is for teams that sell work, deliver work, and need a better forecast of the business in motion. It turns commercial ambition into a shared operating picture that leadership can trust.

Sales targets stop living only in the sales team
Delivery and leadership get the same operating view of what must be carried through
Veles connects ambition, ownership, and the real shape of the year

One flow from sales to delivery

Most CRMs stop at a won deal. Veles keeps the context alive when work moves into delivery.

A forward-looking revenue view

You are not waiting for invoices to understand the month. Plan and actuals live side by side.

Clean operating context

Accounts, contacts, deals, owners, teams, notes, and money live in one calm workspace instead of five tools.

Serious foundations, simple surface

Role-aware access and secure multi-workspace architecture underneath a UI that stays readable.

What teams get

Clearer decisions without a heavier system

The product should help you see around corners, not add another layer of admin. Veles is structured enough to be reliable and light enough to stay usable.

Accounts, contacts, and deals stay connected in context
Won work moves into delivery instead of vanishing after the pipeline stage ends
Monthly plans and actual invoices give you a more honest revenue view
Custom fields let each team adapt the model without cluttering the core product
Accounts and delivery context
What was sold still makes sense later
Account
Northwind Advisory
2 active deals • 4 contacts • team-owned
Delivery state
Won, in motion
Apr plan USD 42k • Actual USD 28k
Planning
USD 312k
Planned invoicing over the next 90 days
Actuals
USD 227k
Issued invoices already on the books
Shared accountability

Targets are easy. Shared ownership is harder.

It is easy to say sell the business for X this year. It is much harder to run the company so that sales, delivery, the CEO, and the leadership team can all see how X is meant to be carried through.

Veles helps turn a revenue target into a believable operating commitment, with one view of what was sold, what must be delivered, and what is actually materializing.

Pricing

Simple pricing, with room to grow into the product

Try the paid plans free for 14 days. No payment details upfront, no dramatic setup project, no mystery enterprise ritual.

Starter
$14/user/month

For small service teams that need pipeline visibility and a cleaner client operating rhythm.

Start free trial
Up to 5 users
Accounts, contacts and deals
Basic reporting
Structured delivery handoff
Popular
Professional
$27/user/month

For firms that want a real operating view across pipeline, delivery, planned revenue, and actuals.

Start free trial
Up to 15 users
Revenue planning
Actuals tracking
Custom fields and deeper reporting
Enterprise
$42/user/month

For larger teams that need more seats, more control, and more room for process depth.

Start free trial
Unlimited users
Advanced security
Priority support
Custom integrations
Ready to try it

Run the commercial side of your firm with a clearer head

If your team sells work, delivers work, and still wants a real forward view of revenue, Veles is the shape of system worth trying.