Set up your account and learn the basics
New to Velosiq? Start here. This section takes you from an empty account to your first invoice sent, without assuming you have used a CRM before.
Velosiq replaces the pile of separate tools most small businesses end up juggling — a contacts list in one place, quotes in another, a calendar on your phone, and invoicing somewhere else again. Everything hangs off a single client record, so a proposal, an appointment and a payment all sit on the same timeline.
The fastest route in is the quick-start checklist, which walks the whole path in order. If you would rather look around first, the product tour and navigating Velosiq explain what each area of the app is for.
Two things are worth doing early because everything else inherits them: set up your business profile and logos, which is what your clients see on invoices and in the portal, and choose your plan. Every new account starts on a 14-day Business trial with no card required, so you can try the paid features before deciding.