From Initial Enquiry to Booked Contract on One Clear Board
Eliminate lost quotes and messy spreadsheets. A bespoke sales pipeline designed around your exact business stages, triggering automated follow-ups and keeping your entire team synchronized.
Zero Lost Enquiries
Every website enquiry, social message, and phone call instantly becomes an actionable card with contact details, project scope, and budget logged in one place.
Action-Driven Stage Triggers
Dragging a card automatically initiates the next business task: sending quote follow-ups, locking calendar dates, or notifying your project surveyor.
Instant Commercial Visibility
See your active pipeline valuation at a glance. Know exactly how many proposals are awaiting decision and where cash flow will land over the next quarter.
Why Generic CRM Pipelines Break Down in Service Businesses
Mass-market CRM platforms like HubSpot or Salesforce were designed for software sales reps making hundreds of outbound cold calls. They expect multi-tier approval chains, complex opportunity splits, and endless mandatory dropdown menus.
Independent UK service businesses operate differently. Whether you are a residential builder visiting properties or a luxury wedding planner designing marquee celebrations, your sales pipeline is relationship driven and fast moving.
Research consistently reveals that 78% of buyers purchase from the company that responds first, and prospective leads contacted within five minutes are 21x more likely to qualify. Our visual pipeline ensures that when an enquiry lands, your team can review project specifications, confirm availability, and schedule the next milestone without administrative friction.
Explore Connected CRM Modules
Your visual pipeline links seamlessly with all ten operational modules inside your custom system:
Frequently Asked Questions
Can we configure pipeline columns around our exact company workflow?
Yes. Unlike rigid SaaS platforms that impose generic terminology, your pipeline stages are built specifically for your sector. For builders, this means stages like New Enquiry, Survey Booked, Estimate Delivered, and Won Job. For wedding planners, stages reflect Enquiry Received, Date Checked, Consultation Scheduled, Proposal Sent, and Contract Signed.
What happens when a deal is dragged to a new column?
Moving a deal card triggers automatic background actions. For example, moving a card to 'Estimate Delivered' initiates your Day 3, 7, and 14 follow-up sequences. Moving to 'Survey Booked' triggers calendar reminders and travel buffer reservations.
Is there a limit on how many team members can view the pipeline?
No. Veltris custom CRMs carry zero per-user licensing fees. Your directors, project managers, site managers, and office assistants can all access the board under secure permission controls at no extra cost.
How much does the Custom CRM cost?
The custom CRM pilot costs £300 to start (£150 non refundable plus £150 refundable if not satisfied). The main £2,500 setup fee is charged only at day 30 if you approve and continue. Ongoing maintenance is a flat £300 per month all in.
Test the live pipeline module
Experience drag and drop stage management and automated client workflows on our live demonstration platforms.