Velosiq combines CRM, scheduling, invoicing, and online payments into one powerful platform — so you can focus on growing, not juggling tools.
Preview of the Velosiq dashboard: attention stats, revenue chart, upcoming appointments and recent activity.
Stop paying for 6 different subscriptions. Velosiq replaces your CRM, booking software, invoicing tool, and payment processor.
Clients
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.
Track every lead, client, and interaction in one place. Segment contacts, log notes, and never miss a follow-up.
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
Clients book online around the clock, reminders go out automatically, and no-shows stop eating your week.
Let clients book appointments online 24/7. Sync with Google & Outlook, set availability rules, and send automatic reminders.
Reduce no-shows and late payments with automated SMS and email reminders tailored to your workflow.
Money
A professional invoice in seconds, a one-click payment link for your client, and a real-time status you never have to chase.
Create professional invoices and quotes in seconds. Automate recurring billing and track payment status in real time.
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
Revenue trends, retention, pipeline health — and exactly the right level of access for every teammate.
Understand your business performance at a glance. Revenue trends, client retention, and pipeline health — all in one dashboard.
Invite your team and control who sees what. Assign roles, track activity logs, and keep your data secure.
Four simple steps to streamline your entire business operation.
Import your contacts, configure your services, and connect your calendar. Takes less than 10 minutes to get started.
Use your branded booking page to let clients schedule themselves. All appointments sync automatically with your calendar.
Generate and send polished invoices right after a job or meeting. Add line items, taxes, and discounts in seconds.
Clients pay via secure payment link — credit card, Apple Pay, or bank transfer. Funds land in your account fast.
No hidden fees. Upgrade or downgrade anytime.
Every account starts with a 30-day Professional trial — no credit card required.Run a small business, free forever.
For contractors, consultants & solo operators.
Scheduling, analytics & asset ROI — our best value.
Teams, permissions, branding & API access.
Everything people ask before signing up. Still stuck? The Help Center goes deeper.
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.
Yes — free forever, no credit card. It covers up to 20 contacts and 20 invoices a month, with the CRM, client notes, Stripe payments, and your revenue report included. New accounts start on a trial of a paid plan, and when that ends you move onto Free rather than losing access — everything you've already created is still there.
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.
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.
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.
On the paid plans, yes. You invite people by email and each gets their own account with a role that controls what they can see and change, so a contractor doesn't need access to your revenue reports to book an appointment. Seat counts go up with the plan.
Same platform underneath. What changes is which part of it you lean on.
Everything you need to run your business — CRM, scheduling, invoicing, and payments — for less than one of the tools it replaces.
Free plan available · No credit card required · Cancel anytime