Introducing Velosiq

Run your entire business from one place.

Velosiq combines CRM, scheduling, invoicing, and online payments into one powerful platform — so you can focus on growing, not juggling tools.

14-day free trial
No credit card required
Cancel anytime
An electrician standing beside his stocked work van outside a customer's home, holding up a phone showing the Velosiq dashboard.

Preview of the Velosiq dashboard: attention stats, revenue chart, upcoming appointments and recent activity.

One platform. Every tool your business needs.

Stop paying for 6 different subscriptions. Velosiq replaces your CRM, booking software, invoicing tool, and payment processor.

CRM & Contact Management Smart Scheduling Invoicing & Estimates Online Payments Automated Reminders Analytics & Reports Roles & Permissions Client Portal

Clients

Every client. Every detail. One record.

Know exactly who you're talking to before you pick up the phone — and let clients help themselves in a portal that carries your brand.

CRM & Contact Management

Track every lead, client, and interaction in one place. Segment contacts, log notes, and never miss a follow-up.

Client Portal

Give clients their own branded portal to view invoices, book appointments, and pay — all without calling you.

Preview of the Velosiq client list with a client-portal card.

Preview of the Velosiq week calendar with booked appointments and an automated reminder message.

Time

Your calendar fills itself.

Clients book online around the clock, reminders go out automatically, and no-shows stop eating your week.

Smart Scheduling

Let clients book appointments online 24/7. Sync with Google & Outlook, set availability rules, and send automatic reminders.

Automated Reminders

Reduce no-shows and late payments with automated SMS and email reminders tailored to your workflow.

Money

Send it. They tap. You're paid.

A professional invoice in seconds, a one-click payment link for your client, and a real-time status you never have to chase.

Invoicing & Estimates

Create professional invoices and quotes in seconds. Automate recurring billing and track payment status in real time.

Online Payments

Accept credit cards, bank transfers, and digital wallets. Get paid faster with one-click payment links.

Preview of a Velosiq invoice being paid online.

Preview of Velosiq analytics with revenue KPIs and team member permissions.

Clarity

See the whole business at a glance.

Revenue trends, retention, pipeline health — and exactly the right level of access for every teammate.

Analytics & Reports

Understand your business performance at a glance. Revenue trends, client retention, and pipeline health — all in one dashboard.

Roles & Permissions

Invite your team and control who sees what. Assign roles, track activity logs, and keep your data secure.

Return

Did that skid steer pay for itself?

Every machine has a purchase price, a maintenance history and a stack of jobs it worked. Velosiq puts those together and tells you which ones earned their keep — and which ones did not.

ROI, machine by machine

Purchase price, maintenance logs and equipment expenses on one side; cash actually collected on the jobs it worked on the other. Ranked, so the worst performer is impossible to miss.

The month it broke even

Not a projection — the month the cash it brought in finally covered what it cost you, read straight off your own history. Machines still in the red show how far they have to go.

Asset ROI is on the Business plan and up, along with the expense and maintenance records that give each machine its cost basis.

Preview of the Velosiq Assets ROI report: fleet totals, and a ranking of machines by return on investment with one machine showing a negative return.

How it works

Up and running in minutes

Four simple steps to streamline your entire business operation.

01

Set up your workspace

Import your contacts, configure your services, and connect your calendar. Takes less than 10 minutes to get started.

02

Manage clients & bookings

Use your branded booking page to let clients schedule themselves. All appointments sync automatically with your calendar.

03

Send invoices instantly

Generate and send polished invoices right after a job or meeting. Add line items, taxes, and discounts in seconds.

04

Get paid online

Clients pay via secure payment link — credit card, Apple Pay, or bank transfer. Funds land in your account fast.

Pricing

Simple, transparent pricing

No hidden fees. Upgrade or downgrade anytime.

Every account starts with a 14-day Business trial — no credit card required.

Solo

Everything one person needs to run the business.

$25 /mo
  • Unlimited contacts & invoices
  • CRM & client notes
  • Proposals & estimates
  • Calendar scheduling + Google sync
  • Products & services catalog
  • Stripe payments & part-payments
  • Revenue & top-client reports
Sign Up
Most popular

Business

Portal, projects, expenses and asset ROI for a small team.

$65 /mo
  • Everything in Solo
  • Up to 3 team members
  • Client portal
  • Projects, change orders & job costing
  • Expenses & recurring bills
  • Budget forecasting
  • Asset ROI reporting
  • Advanced analytics
Sign Up — free 14-day trial

Team

Permissions, branding and full history for a whole crew.

$115 /mo
  • Everything in Business
  • Up to 10 team members
  • Team roles & permissions
  • Unlimited activity history
  • Custom branding
  • Custom invoice templates
  • Images in client emails
Sign Up

Compare all plans in detail →

FAQ

Questions, answered

Everything people ask before signing up. Still stuck? The Help Center goes deeper.

What does Velosiq replace?

Most small businesses run a CRM, a scheduling tool, an invoicing app, and a payments processor as four separate subscriptions that don't talk to each other. Velosiq is all four in one place, so a client record, their appointments, their invoices, and the money they've paid you are the same thread rather than four exports you reconcile by hand.

Is there a free trial?

Yes — every new account starts on a 14-day Business trial, with no credit card required and nothing charged when it ends. You get the client portal, projects, expenses, budgeting and asset ROI for the full fortnight. Pick a plan whenever you like; if the trial simply runs out, your account keeps everything you created and waits for you to choose one.

How do I get paid through Velosiq?

You connect your own Stripe account, so payouts go straight from your client to your bank — Velosiq never holds your money. Invoices carry a pay link, cards and bank transfers both work, and an invoice marks itself paid the moment the payment clears. Partial payments are supported and count toward your revenue right away.

Can I switch plans or cancel later?

Any time. Plan changes and cancellation are both handled in Stripe's Customer Portal, a couple of clicks from your account. Cancelling stops future renewals and you keep your plan through the end of the period you've already paid for. Your data stays yours — nothing is deleted if you move down a plan.

Can I bring clients over from another tool?

Yes. Export a CSV or spreadsheet from whatever you're using now and import it — you map the columns once and Velosiq handles the rest, up to several thousand rows at a time. There's a step-by-step guide in the Help Center.

Does my team get their own logins?

On Business and Team, yes. Solo is a single-seat plan. On the others you invite people by email and each gets their own account, and on Team a role controls what they can see and change, so a contractor doesn't need access to your revenue reports to book an appointment. Business includes 3 seats and Team includes 10.

By trade

Built for the way your trade works

Construction, HVAC, plumbing, electrical, landscaping, cleaning, detailing. Same platform underneath — what changes is which part of it you lean on.

Get started today

Ready to simplify your business?

Everything you need to run your business — CRM, scheduling, invoicing, and payments — for less than one of the tools it replaces.

14-day free trial · No credit card required · Cancel anytime