The client record is the centre of Velosiq. Every invoice, proposal, appointment, payment and note attaches to one, which is what lets you answer "where are we with this person?" from a single page instead of four.
Once clients are in, this section covers the two things that turn a contact list into a pipeline. Statuses mark where someone is in your process — what the default statuses mean and how to replace them with your own, since a wedding photographer and a plumber do not share a funnel.
Follow-up workflows then do the chasing for you: a scheduled sequence of emails tied to a status, sent from your own business name using templates you write. A sequence only runs while the client is still in its stage, so nobody gets a "just checking in" after they have already signed.
Add and manage clients — Create client records, understand which fields are required, and keep your client list organized with statuses and search.
Import clients from a spreadsheet — Bring your whole client list into Velosiq at once from CSV or Excel — with automatic column mapping, smart name splitting, and duplicate handling.
Client profiles and activity notes — The client detail page — contact info, a full timeline, notes, invoice history, and appointments, all in one place.
Client statuses explained — The pipeline stages on your Clients page — the eleven you start with, which ones Velosiq sets for you, and how to rename or add your own.
Customize your client statuses — Rename, recolour, reorder and add your own pipeline stages under Settings → Clients → Statuses.
The client timeline — One chronological stream of everything that has happened with a client and everything still scheduled — invoices, payments, emails, appointments and notes.
Automatic follow-up workflows — Schedule a sequence of follow-up emails for each pipeline stage, so a new lead gets a reply immediately and a nudge a few days later.
Email templates for clients — Write reusable emails in a rich text editor, brand them with your own header and colours, then schedule them with follow-up workflows.
Track where your clients come from — Record a source on each client, edit the source list to match your channels, and see which ones actually bring you work.