Service Management
The platform that adapts to your services, not the other way around
CRM, bookings, quotes, accounting and communications in one modular platform. For any service business that wants to grow without added complexity.
Problems VELOGEST solves for you
Five different software tools
CRM here, calendar there, invoices somewhere else. VELOGEST unifies everything in a platform where every module talks to the others.
Clients slipping away
Leads nobody calls back, forgotten follow-ups. The CRM with configurable pipeline and automatic reminders never lets anyone slip away.
Slow quoting
Every quote starts from scratch. Customizable templates and configurable rates to generate professional quotes in seconds.
Zero visibility
You don't know your revenue, best clients or most profitable services. Analytics dashboard with the KPIs that matter.
The software, in this sector
Preventivi, incassi e conti che tornano
La parte amministrativa e operativa che serve a qualunque attività di servizi, in quattro schermate.
La panoramica contabile
Ricavi e costi dell'anno, margine, crediti e debiti ancora aperti, scritture in prima nota e documenti emessi. Quello che il commercialista ti chiede, già pronto.
Preventivi
Prepari il preventivo dai tuoi listini e lo trasformi in lavoro senza riscrivere niente.
Il quadro dei lavori
Cosa è confermato, cosa aspetta risposta e quanto c'è in cassa. Vale per un'officina come per uno studio.
Calendario
Gli impegni del mese in una vista sola: chi fa cosa e quando, senza rincorrere agende separate.
Features for service businesses
Full customer CRM
Customizable lead pipeline, automatic follow-ups, interaction history and tags for segmentation. Every client has a complete profile.
Bookings and quotes
Collect requests, generate quotes with rates, convert to confirmed service. Fluid workflow from contact to invoice.
Integrated accounting
Invoices, credit notes, accounting entries and reconciliation. One-click CSV export for your accountant.
Calendar and email
Team operations calendar with bookings and deadlines. Integrated email with templates for professional communications.
Team management
Operator profiles, granular roles and permissions, shifts and availability. Each member sees only what concerns them.
Documents and reports
Generate PDFs, vouchers and custom reports. Configurable templates and archive with quick search.
Beyond the desk
Apps and portals for the people in the field
Everyone signs in to their own space and sees only what concerns them. What they do lands in the back office as they do it — no end-of-day summaries to re-type.
Employee app
For staff
Badge clock-in from the phone, monthly hours, holiday and leave requests, payslips to download. The HR module collects it all and the hour count builds itself.
Frequently asked questions
Is VELOGEST right for my specific business?
If you provide services to clients and need CRM, bookings, quotes or accounting, yes. The platform is modular: activate only what you need.
Can I customize the terminology?
Yes. VELOGEST automatically adapts terminology to your chosen sector. Generic modules use neutral terms that you can further customize.
How many operators can I have?
There's no technical limit. You can add operators with different roles and permissions at any time.
Can I manage multiple locations?
Yes. VELOGEST is multi-tenant: each location can have its own configuration, operators and data, with centralized visibility.
Try the management platform for your business
14 days free. No credit card. CRM, quotes and accounting operational from day one.