Product · Sales

From first lead to closed deal, in one system.

Veltics CRM helps your sales team manage leads, the pipeline, quotations, and customer history in one place, so no opportunity slips through.

Seen from above, a woman in a navy hijab types on a laptop beside handwritten notes, a notebook, and a smartphone.
Built for
  • B2B sales teams
  • Multi-stage sales cycles
  • Distributors & traders
  • Many customers and frequent quotes
  • Services & projects
  • Scheduled client follow-ups
A pipeline
you can see
Customer history
in one place
Real-time
sales reports
Tailored to
your sales process
The challenge

Sales opportunities lost because nobody recorded them.

Without a CRM, sales information is scattered across personal notes and WhatsApp chats.

Leads
Leads from different channels are recorded separately, and some are never followed up.
Pipeline
Managers struggle to see where each deal stands and what revenue to expect.
History
Customer history disappears when a salesperson leaves.
Quotations
Quotes are built by hand, with inconsistent formats and prices.
Features

Key CRM features.

01

Lead management

Leads from every channel gathered in one place and assigned to salespeople.

02

Sales pipeline

Clear sales stages, from lead to closed deal.

03

Quotations

Quotes with standard formats and prices, created straight from the system.

04

Customer history

Every interaction, deal, and note kept in order.

05

Activities & reminders

Follow-up schedules and reminders so nothing slips.

06

Sales reports

Team performance, conversion, and revenue forecasts in real time.

Implementation

How the CRM is implemented.

Full details
01

Sales process mapping

We study your sales flow and the stages your team uses.

02

Configuration

The pipeline, quote templates, and access rights are set up for your team.

03

Data migration

Customer and lead data from Excel or an old system is moved over.

04

Training & launch

The sales team is trained and supported during the first weeks.

Results

What the CRM does for your sales team.

01

No missed opportunities

Every lead is recorded and has a follow-up scheduled.

02

A transparent pipeline

Managers can see where every deal stands at any time.

03

Customer data retained

Customer history stays put even when the team changes.

Commitments

Your customer data is protected.

Ownership
Customer data belongs entirely to your company. Exportable at any time.
Access rights
Salespeople see only the customers assigned to them, as configured.
Audit trail
Changes to customer data and quotes are logged.
Hosting & backup
A cloud we manage, your company's own cloud account, or your own server. For systems we manage, backups run automatically every day, are encrypted, and are kept for 30 days, with restores tested regularly.
Questions

Questions about the CRM.

Yes. Approved quotes can flow on as sales orders in VelticsERP or Odoo.

Yes. We clean up and move customer and lead data from Excel or an old system during implementation.

It works in a phone's browser, so salespeople can update records from the field.

CRM implementation starts from Rp15 million, or it can be bundled with an ERP implementation. No per-user licence fees. Prices exclude tax (where applicable).

Bring order to your sales process.

See how the CRM supports the way your sales team works.

Studio
Ruko Botania 2 Blok B25 No. 10A, Batam Centre
Response
Within 4 business hours