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Velaris

For Sales teams and founders running their own pipeline

Stop doing CRM data entry by hand

The problem

Your CRM is only as good as the last person who updated it. Deals go stale, fields sit empty, and nobody remembers what was said on the call.

With Velaris

A Velaris agent reads your emails, notes and calls, then updates the right records — filling fields, logging activity and flagging duplicates. Every write is shown as a diff, and bulk edits wait for your approval.

How it works

  1. 1

    Connect your CRM

    Point Velaris at the Airtable base, Notion database or sheet.

  2. 2

    Map the fields

    Tell the agent which fields matter and how to fill them.

  3. 3

    Review the updates

    See every proposed change before it touches a record.

  4. 4

    Sweep it on schedule

    Approved patterns become a recurring hygiene pass.

Works with

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