Velaro captures deals, contacts, and buying signals the moment they happen — without your team switching apps. The full customer record is one panel away, not two tabs over.
Every feature your sales agents need to run a deal from first message to close — without a second tab open.
Kanban board with customizable stages. Drag cards to advance deals. Probability scores per stage. Create a deal from any conversation in one click.
Full contact records with email, phone, and firmographic data. Link contacts to companies. See every deal, activity, and ticket per contact in one place.
Tasks, calls, emails, meetings, and demos. Overdue items surface in red. Check off a task without leaving the conversation. AI logs follow-ups from natural language.
Define any field your business needs on contacts, deals, or companies. Text, Number, Date, Dropdown, Checkbox, or Currency. Auto-saves on blur — no Save button.
0–100 score on every deal computed from activity recency, close date proximity, stage velocity, and buying signals. Color-coded dot on every deal card. Plain-English reason on hover.
AI surfaces budget, timeline, authority, and intent signals as the conversation happens. One click to create a deal directly from a signal. No manual flagging.
When an agent opens a conversation, the CRM panel loads automatically. No searching, no copy-paste. The contact is matched by email or phone and the full record surfaces immediately.
Standard CRM fields rarely match how a business actually sells. A manufacturer needs serial numbers. A financial firm needs AUM range. A SaaS company needs renewal date.
Define any field, attach it to contacts, deals, or companies, and it appears in the detail form automatically. Agents click away and it saves. No Save button. No lost data.
Every deal gets a 0–100 health score based on your actual conversation data — activity recency, stage velocity, buying signals, close date proximity. Updated automatically every night.
A color-coded dot on every deal card. Hover for the plain-English reason: "No activity in 18 days. Past close date. 2 buying signals detected." Scores refresh at 3 AM daily or on demand.
Salesforce charges $50/user/month for Einstein Opportunity Scoring. It doesn't have your conversation data. Ours does.
| Signal | Effect |
|---|---|
| No activity in 7+ days | −10 |
| No activity in 14+ days | −20 additional |
| Past close date | −25 |
| Stuck in stage 30+ days | −15 |
| No linked contacts | −10 |
| Buying signals in last 14 days | +10 |
| Conversation in last 7 days | +5 |
| Positive recent sentiment | +5 |
| Close date & amount set | +10 |
Salesforce and HubSpot build enterprise CRM features as paid add-ons. Velaro ships them in the Enterprise plan because sales agents shouldn't need a third platform to do their job.
| Capability | Velaro Enterprise | Salesforce Professional | HubSpot Sales Hub Pro |
|---|---|---|---|
| CRM inside live chat | Native | Separate app | Separate app |
| AI Deal Health Score | Included | +$50/user/mo (Einstein) | +$50/user/mo (Predictive) |
| Custom Fields | Included | +$25/user/mo | Included |
| Buying Signals (AI, real-time) | Included | ||
| Conversation timeline in CRM | Automatic | Manual log | Manual log |
| Live chat + CRM in one platform | Integration required | Integration required | |
| AI skills (CRM automation) | 27 included | Add-on | Add-on |
| Total enterprise CRM cost | Included in Enterprise | +$75/user/month in add-ons | +$50/user/month in add-ons |
Native CRM, AI deal scoring, custom fields, and buying signals — built into the inbox your agents are already in. No second app. No $75/user/month add-on bill.