CRMPipeline and opportunities
Track each deal, update its stage and keep the value, owner and next step in view.
PEOPLE. CONVERSATIONS. OPPORTUNITIES.
Good relationships.
A clear next step.
Keep the conversation, the opportunity and the next follow-up together. A calmer sales workspace for your whole team.
Start with your email. Your business gets its own workspace.
Your sales workspace
PipelineCustomersScheduleProjectsInvoices
New lead1
Studio AWebsite project
ACustomers↗
In conversation1
Team BStudio partnership
BSchedule↗
Proposal1
Business CBrand launch
CProjects↗
Won1
Client DService renewal
DCustomers↗
✓Next follow-upReview the proposalToday, 10:00
Invoice readyDownload PDF
ONE PLACE FOR THE NEXT CONVERSATION
From the first hello to the work ahead.
Find the customer, see what has happened and give the next step a place in your day.
Customers and activity
Keep contact details and relationship history with the customer, so the next conversation starts with context.
Schedule and follow-ups
Plan meetings and tasks in the built-in schedule. Stay close to the work that needs your attention.
Projects and tasks
Turn commitments into projects, milestones and tasks. Follow progress with your team.
Invoices and PDF
Create numbered invoices, download a PDF and record payments manually when they arrive.
Customer email
Send a message or an invoice PDF from the workspace. Replies go to the email address on your account.
Team and cloud sync
Invite your team, switch between your workspaces and see saved changes across connected sessions. Access follows workspace roles.
Backup and recovery
Workspace owners and admins can export a backup and restore it. Deleted business records can be recovered with undo.
A working day with fewer loose ends.
- 01
Meet the customer
Create a contact, add the opportunity and keep the conversation in one place.
- 02
Give the next step an owner
Plan a follow-up, move the deal and organise the project tasks.
- 03
Keep the work connected
Prepare the invoice, send the email and pick up where your team left off.
Public beta
What to expect in public beta.
The features above are available now. Create an account with email verification and work online in your browser on a phone, tablet or computer.
Payment records are manual. CRM does not currently provide Google login, Google Calendar sync, automatic payment processing, or native App Store and Play Store apps. Paid subscription checkout is not available.
Data & privacyA few things before you start.
How do I create a workspace?
Choose Create a workspace and enter your email. Use the verification email to continue registration, create your account and name your workspace.
Can I invite my team?
Yes. Owners and admins can invite people and manage workspace access. What a member can change depends on their role.
Can I send invoices by email?
Yes. Create an invoice for a customer, download its PDF, or send it as an email attachment from the workspace. Payment status is recorded manually.
Is my data shared with other businesses?
Business data is separated by workspace. Team access follows workspace membership and roles. Read the data and privacy notice for storage and deletion information.
Does CRM connect to Google Calendar?
The built-in CRM schedule is available. Google login and Google Calendar sync are not currently available in VEYA CRM.
Can I export or delete my data?
Owners and admins can export and restore workspace backups in Settings. Contact hello@veyaindonesia.com for account or workspace deletion; VEYA verifies your authority before processing the request.
Make room for the next opportunity.
Your customers. Your team. One clear place to move the relationship forward.