Control your revenue.
Not just your pipeline.
Your CRM stops at “won”. Veles turns won deals into a monthly revenue plan and lines it up against your invoices — you see the gap during the month, not from your accountant after it closes.
The same deal: won above, broken into months and matched against invoices below.
Veles won’t sell for you. It shows what your sales add up to.
It won’t plan or deliver the project for you either. It shows what your sales and delivery today will do to your revenue three months from now — before the invoice tells you.
End of the month. Less than planned. Again.
Your sales process is under control — it's what happens next that isn't. Client agreements stay in email threads, the revenue plan lives in the owner's spreadsheet, and invoices sit in the accounting system. Nobody puts it together, so the gap between plan and cash only shows up after the month closes.
The revenue plan lives in a spreadsheet
Signed deals should tell you what you'll invoice this month. Instead, someone hand-builds a sheet that's outdated the day it's sent.
Agreements scattered across tools
The proposal in email, the scope on Slack, the deadlines in someone's head. When a project moves to delivery, the sales context stays behind.
You see the gap only on the invoices
You learn the month fell short from accounting — when it's too late to react. Nobody looks at plan and actuals side by side.
Veles is built for exactly this moment: between the won deal and the paid invoice.
From won deal to invoiced revenue — in four steps
No magic. Veles runs the same process you glue together from several tools today — in one place, with no data retyping.
Run your sales in the pipeline
Deals, accounts and contacts in a kanban view. Adjust the stages to your own process — no consultant, no helper spreadsheets.
A win becomes a plan
A signed deal turns into an invoicing plan spread across months. You immediately see how much revenue should land, and when.
Invoices complete the picture
Issued invoices show up next to the plan. Plan vs actuals in one table — the gap is visible from day one of the month, not after it closes.
Team and owners look at the same thing
The salesperson, the delivery owner and the founder see one picture: what's sold, what's in delivery, what's invoiced. No more reporting on demand.
This is the path from deal to revenue
Click through the four steps — this is exactly how Veles runs your team's work.
A deal moves through the stages to won.
Real product screens
Is Veles for you?
We're not building a tool for everyone. Veles is for companies that have outgrown spreadsheets but don't want to roll out an enterprise suite — and where there's real work to deliver between signing the contract and sending the invoice.
Veles makes sense if:
Look elsewhere if:
Not sure? Write to us — we'll tell you straight whether Veles fits your process.
Ask usNot every absence is a gap.
Veles replaces your CRM, but it does not copy its feature list. A few things are missing on purpose — in most companies they cost attention and pay off for very few.
What Veles does not have:
A calendar and a separate task list
Dates in Veles belong to sales and delivery: expected close, delivery start and end. Checklists are attached to a deal's stage — not to a separate task manager nobody keeps current anyway.
An AI chat of our own
We don't introduce a model you have no control over. Through MCP it is your agent that gets access to your workspace — on your keys, in a scope you set yourself.
Mailbox integration
A management inbox usually holds far more confidential material than should ever land in a shared system. Veles does not sync your mailbox — nothing ends up here by accident.
This is not a shorter list to save effort. In exchange, Veles does one thing a classic CRM does not do at all: it shows what your won deals will turn into on invoices.
Not mockups. Everyday work.
- Who they are
- POFA Design is a small, boutique design studio. The quality they deliver comes from relationships, commitment and understanding the client — not just craft.
- Before Veles
- Before, Greg ran the studio on gut feel: a margin on every billed hour, projects going fine, so it all felt under control. What was missing was the whole picture — sales, cash flow, and how the future was shaping up.
- What changed
- Veles surfaced the gaps in sales, cash flow and pipeline. Greg turned it into his own operating view for checking the health of the firm and its projects — for optimizing, rebalancing and renegotiating — and stopped looking at one project at a time, watching the regularity of future income instead.
Veles let me step up a level in how I think about the business. I stopped looking at a single project and a single client — I started seeing the bigger picture, and above all how the future is shaping up. Honestly, I feel like I'm running a business, not just delivering projects.
Three ways in. Pick yours.
Not everyone starts from the same place. Veles supports the three most common scenarios:
Starting from scratch
Create an account and run through a short setup that sets up your pipeline. You can generate sample data to see how the work looks before you bring in your own.
Moving off spreadsheets
Import accounts, contacts and deals from CSV files — map your columns and run a dry run before anything is written. Usually it's enough to start with the active deals, no history retyping.
Migrating from another system
Export your data to CSV and load it into Veles. If you get stuck — write to us and we'll help you plan the move.
You test the full product for 30 days. Everything you set up and enter stays on your account.
Start your own wayWalk out of a meeting, save the context in one sentence
“You just got off a call with a client. Instead of opening Veles, finding the right record, and typing a note — you tell your AI: 'Save a meeting note for Northwind Advisory, Maria — discussed Q3 timeline, they need a revised proposal by Friday.' Veles resolves the account and contact, writes the note to the right place, and your team sees the context before the next meeting.”
One price. Full access.
One price, full access from day one. No tiers, no feature limits, no fine print.
Sales pipeline, delivery context, revenue planning, actual revenue, reporting, and custom fields in one plan.
No implementation fees, no hidden tiers.
Billed monthly. 30-day free trial. No card required.
How long is it, and what's included?
30 days of the full version — every feature, no credit card.
What happens after 30 days?
You get a 7-day grace period with full access — nothing is deleted. Pick a plan and keep working on your data, or ask us to remove it.
Do I have to buy access for everyone?
No. You pay for the people who actually work in Veles. Add or disable users anytime — billing follows your team.
Questions everyone asks before rolling out
Let's talk before you hit "Sign up"
Got a question about features, importing data, or want to see the product live? Write to us — a real person answers, not a bot, usually within one business day.
See your future revenue before your accountant does
Create an account and enter your first deal. After 30 days you decide if Veles stays — no card, no commitment, and you keep everything you entered.