Organize relationships
Keep companies, contacts, services, important details, and conversation history together.
Connected CRM
Keep every customer conversation connected.
Manage companies, contacts, leads, sales opportunities, conversations, and follow-up work without losing the full story.
What you can do
Ways to move work forward.
Move sales forward
Manage leads and opportunities with clear owners and visible progress.
Connect customer work
Bring meetings, tasks, client portals, support requests, and useful insights into the customer story.
How it works
A clear path from start to finish.
Everyone can see what happened, who owns the next step, and what still needs attention.
- 1
Build the history
Keep customer and contact details up to date.
- 2
Plan the next step
Connect sales opportunities and conversations to meetings and assigned tasks.
- 3
Learn and improve
See what is working, spot missing information, and improve how the team follows up.
Example in practice
Keep a renewal conversation in context
Before a customer renewal discussion, open the account’s contact and opportunity history. After the meeting, connect the agreed next step to the same account so another teammate can pick up the conversation with the full story.
Illustrative workflow, not a customer case study.Direct answers
Questions about CRM.
Which CRM records does Veopad manage?
Veopad manages accounts, contacts, leads, opportunities, engagements, service types, custom fields, and CRM settings.
Does CRM connect with meetings?
Yes. Customer meetings, notes, conversation history, and follow-up tasks can stay connected.
Are CRM limits the same on every plan?
No. Record, export, and AI allowances can vary by plan. Check Pricing for the option that fits your team.