⚡ AI-Native Professional Services Platform

Win work. Deliver it. Get paid.

AI finds leads, drafts proposals, manages campaigns, sends invoices, and follows up — while you focus on client relationships. Deals pipeline, marketing, WhatsApp, invoicing, and an AI assistant that does real work. One platform.

▶ See All Features
Sales Pipeline — ₹24.5L in pipeline
18
Active Deals
62%
Win Rate
₹8.2L
Closed This Month
RECENT ACTIVITY
🔍 Lead Finder: 8 new IT companies in HyderabadImport
📄 AI drafted proposal for Acme Corp — ₹3.5LReview
👀 TechVision viewed your proposal (4 min on pricing)Follow up
✅ GlobalTech signed — ₹5L deal won!Won
✍️ Client portal link sent to Sharma IndustriesSent
Campaign & Content Studio
AI Assistant: "Create a Diwali sale campaign for Spice Kitchen — email + Instagram + WhatsApp"
GENERATING CONTENT...
✉️ Email: "Diwali Feast — 20% off family platters"Ready
📸 Instagram: Festive carousel with 4 slidesReady
💬 WhatsApp: Broadcast to 847 contactsScheduled
📱 SMS: "Order now at spicekitchen.in"Scheduled
AI generated all content in client's brand voice • multi-channel, one click
Invoicing & Payments
₹12.4L
Collected (90d)
₹3.2L
Pending
₹1.1L
Overdue
RECENT
✅ Phase 1 complete → Invoice #INV-047 auto-generated₹1.5L
💬 Invoice sent to Acme Corp via WhatsAppDelivered
💳 TechVision paid via Razorpay₹2L
⚠️ Sharma Industries — 15 days overdueRemind
📈 Retainer MRR: ₹2.8L/month from 6 clientsStable
AI Assistant — ⌘K Command Bar
🔍 show overdue invoices and send reminders
✓ Found 3 overdue invoices totaling ₹1.1L • Reminders sent via WhatsApp
AI ACTIONS — SUGGESTED FOR YOU
💡 3 proposals not viewed in 5 days — send follow-up?Approve
💡 2 deals stale for 2 weeks — schedule check-in?Approve
💡 WhatsApp: 5 unread client messagesView
AI monitors your business 24/7 • suggests actions • you just approve
THE PROBLEM

Professional services firms juggle too many tools

🔧
6-8 tools
CRM, proposals, invoicing, email, social, ads, WhatsApp, analytics — separate logins, no data flow between them. Your client lifecycle is fragmented.
💸
Leaky revenue
Proposals go stale. Invoices aren't followed up. Milestones aren't tracked. You delivered the work — but the money takes months to come in.
⏰
Manual everything
Writing proposals from scratch. Creating content word by word. Chasing payments on WhatsApp. Your billable hours go to admin instead of client work.
THE COMPLETE PLATFORM

Win work. Deliver it. Get paid. Repeat.

Every tool a professional services firm needs — from finding leads to collecting payments. AI does the grunt work, you build relationships.

🔍
AI Lead Finder
Search "IT companies in Hyderabad" — AI discovers prospects with enriched profiles, scoring, contact details. One-click import to your deal pipeline. Auto-outreach sequences.
📄
AI Proposals
AI drafts branded proposals with scope, pricing table, terms — in minutes. Send via WhatsApp. Track views (who read which section, how long). E-signature built in.
📊
Deal Pipeline
Visual Kanban board with drag-and-drop stages. Pipeline value, win rate, probability forecasting. AI flags stale deals and suggests follow-ups. Team assignment per deal.
🎨
AI Content Studio
Generate social posts, email campaigns, ad copy, blog content — in each client's brand voice. Multi-platform scheduling. 28 languages. Multi-client content in one session.
📢
Campaign Management
Email, SMS, WhatsApp, social — all from one place. Automation workflows with triggers. A/B testing. Performance tracking. Cross-channel attribution.
📅
Appointments
Client meeting scheduling with availability sync. Google Calendar integration. Automated reminders via WhatsApp/SMS. No-show tracking.
🧾
Invoices + Milestones
Mark milestone complete → invoice auto-generated with your letterhead. Send via WhatsApp. Razorpay/Stripe payment links. Partial payments tracked. PDF export.
💰
Retainers & MRR
Track monthly recurring revenue from retainer clients. Auto-invoice on cycle. See MRR growth, churn risk, expiring retainers. Revenue dashboard per client.
💸
Expenses & Profitability
Log expenses per deal or client. AI scans receipts. P&L reports. See true margin: revenue minus costs per client. Know which clients are profitable.
🤖
AI Assistant + ⌘K
"Show overdue invoices" — instant. "Create proposal for Acme" — drafted. Upload contracts for AI analysis. Web search for latest regulations. Natural language, real actions.
💡
AI Actions
AI monitors your business 24/7 — suggests follow-ups for stale deals, reminders for overdue invoices, win-back campaigns for inactive clients. You just approve.
💬
WhatsApp Chat
All client WhatsApp conversations in one inbox. AI chatbot handles FAQs, appointment booking, status updates. You step in only when needed. No personal phone mixing.
🔀
Multi-Client Workspaces
Manage 50 clients from one login. Switch workspaces in one click. Each auto-configures based on industry. Cross-client dashboard for portfolio health.
🏷️
Client Portal
Share a portal link — clients see their proposals, invoices, milestones, project status. Self-serve, no phone calls. Professional client experience.
👥
Team & Roles
Assign team members to deals and clients. Role-based access (marketer, sales, support). Workload dashboard shows who's overloaded. Full audit trail.
THE REAL MATH

Replace your entire agency tool stack

📱 Social media management₹5-10K/mo
✉️ Email marketing platform₹3-8K/mo
👥 CRM + contact management₹5-15K/mo
📊 SEO + analytics tools₹5-10K/mo
🎨 Design tools (per seat)₹1-3K/mo
💬 WhatsApp Business API₹1-2K/mo
🤖 AI content + analytics assistant₹5-50K/mo
Total separately₹23-53K/mo
⚡
All of the above with Velox
₹9,999
/month (Pro plan)
✓ 50 client workspaces
✓ AI content for all clients
✓ Cross-client analytics
✓ White-label option
✓ Commission tracking
Save ₹13-43K/month
vs buying tools separately
"We used to juggle 5 different tools for our 12 clients — one for social, one for email, one for analytics. Now everything is in Velox — social, email, SMS, WhatsApp, analytics. The AI content studio alone saves our team 15 hours a week. And the commission tracking means we finally know exactly what we're earning."
Priya Desai
Founder, Brandcraft Digital — Mumbai

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