Available now
Run the team from the same place.
Chat with your colleagues beside the lead, approve expenses properly, and keep the basics of HR and customer support in one tool.
Team chat
Talk inside the CRM.
Direct messages, groups and channels with files, mentions and search, delivered live. Start a conversation about a lead from the lead itself.
- Direct messages, groups and channels
- Files, mentions and reactions
- A conversation linked to any lead
Expenses
Claims with a proper approval trail.
Staff submit expenses with receipts. Approvals depend on the amount, nobody approves their own claim, and the approval history cannot be edited.
- Receipts attached to each claim
- Approvals by amount
- Reports and export
People and support
The basics of HR and tickets.
Employee records, departments and documents with restricted visibility, onboarding and exit checklists, and customer support tickets with due dates and escalation.
- Employee profiles and documents with restricted access
- Onboarding and offboarding checklists
- Support tickets with escalation
Also included
The details that make it work.
- Roles for HRSensitive employee documents are visible only to people you choose.
- Org chartReporting lines and departments in one view.
- Ticket historyInternal notes and customer-visible replies kept apart.
- Search chatFind any past message in seconds.
Give every enquiry the follow-up it deserves.
Tell us about your team. We will show you how VelBEE fits the way you sell.