CRM Dashboard
Live snapshot across Clients, Opportunities, Activities, and Next Asks & Reminders.
Upcoming Next Asks & Reminders
Go to section →Recent Activities
Go to section →My CRM — Clients
Capture full client records synced to your account. Each record can be edited, exported, emailed, or deleted.
CRM Opportunity Tracker
Track the status of your leads or client engagements through multiple pipeline stages. Click any item to remove it.
Weighted commit / best / worst
Auto-weighted forecast based on the Opportunity Tracker stages. Each stage has a probability weight; the totals give you a quick commit / best-case / worst-case snapshot.
By stage
CRM Activity Log
Capture every touchpoint (calls, emails, meetings, notes) and keep a clear timeline per client. Activities are saved locally per user.
Recent Activities
Newest first. Edit inline, then press Update.
Next Asks & Reminders
Capture the next asks you owe clients and time-boxed reminders. Items are saved locally per user and can be exported or added to your calendar.
Open Items
Newest first. Edit inline and click Update. Use Complete or Snooze to move the timeline.
Weekly summary for leadership
Generates a one-page weekly summary from your Activity Log — by client, by activity type, with key themes and recommended next steps. Ready to forward to your manager or partner.
Sequence your open items
Velora reads your Next Asks & Reminders list and recommends a sequencing strategy — what to tackle first, what can wait, what to consolidate, what to drop.