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Lead Velocity

Lead Velocity

Regular price $49.99 CAD
Regular price Sale price $49.99 CAD
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  • Web App
  • 1 Year of full access
  • Instant access
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Convert leads to revenue at speed

Visual Pipeline Board

Drag deals through every sales stage with a Kanban board that gives you instant clarity on your entire funnel.

Real-Time Dashboard

Monitor pipeline value, win rate, average deal size, and stage distribution all on one live analytics screen.

Company Profiles

Store industry, website, phone, and location for every company so your team always has full context on each account.

Contact Directory

Keep names, emails, phones, and roles for every contact at your fingertips, linked directly to their deals.

Revenue Target Tracking

Set quarterly revenue goals and watch a live progress bar track how your closed deals stack up against targets.

Priority Classification

Tag deals as High, Medium, or Low priority so your team rallies around the opportunities that matter most.

Close Date Management

Assign target close dates to every deal and use the upcoming closes list to never miss a deadline.

Stage Distribution Insights

See exactly how many deals sit in each pipeline stage with donut and pie charts that reveal bottlenecks.

Rich Deal Notes

Capture call recaps, objection handling, and next steps with a rich text editor that keeps every detail searchable.

Win Rate Analytics

Track your conversion percentage from lead to closed won and identify which stages need process improvement.

Smart Pipeline Filtering

Filter deals by stage, priority, value range, or company to focus on exactly the subset of deals you need.

Ready to go in 3 steps

Step 01

Create Account

Set up your secure profile to begin managing your workspace.

Step 02

Activate App

Use your Order Number to unlock full access to your new system.

Step 03

Start Tracking

Ditch the paper scraps and start managing like a pro.

Product Details

What’s Included
Every lead that enters your pipeline deserves a real chance to convert, not to get lost in spreadsheets, forgotten emails, or sticky notes scattered across your desk. LeadVelocity CRM transforms your entire sales process into a streamlined, visual pipeline that makes it impossible to drop the ball. Track every prospect from first contact to closed deal with a crystal-clear view of where each opportunity stands at any moment. The interactive Kanban board lets you drag deals through every stage, New, Contacted, Qualified, Proposal, Negotiation, and Closed, so you always know which opportunities need your immediate attention. Set deal values, assign priorities, and track close dates to keep your pipeline healthy, predictable, and growing. The live dashboard surfaces key metrics like total pipeline value, win rate, average deal size, and stage distribution at a single glance. Link contacts and companies to every deal for complete relationship context without digging through separate tabs. With the built-in quarterly revenue target tracker, you always know how your team is pacing against goals. Sales does not have to be chaotic, take control of your pipeline and close every deal with unshakable confidence.
How You Get It

Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.

Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.

Everything you need to know.

Do I need to pay a monthly fee?
No. Your purchase includes a full 1-year subscription with a single upfront payment. We don't believe in surprise monthly bills or "subscription creep."
What devices can I use this on?
Anything with a browser. Our systems are fully responsive and optimized for iPhone, Android, tablets, and desktops. Your data stays in sync across all devices automatically.
Can I track different parts of my life at once?
Yes. You can create up to 3 separate "Workspaces" within your account. Each acts as its own private environment—perfect for keeping business, home, and personal data independent.
Can I share my workspace with others?
Yes. Easily invite crew or family with real-time syncing. Set permissions: Admins (full control), Members (edit data), or Viewers (read-only).
I'm not "tech-savvy"—is it hard to set up?
It’s built for speed. We skip enterprise bloat. You’ll receive a 5-minute video walkthrough showing exactly how to start tracking immediately. If you can use a smartphone, you can use this.
What happens to my data?
You are in control. Information is stored securely and accessible only by you. You can also choose to keep your data stored locally on your own device for a completely offline experience.
What happens after my 1-year access ends?
You choose your next step. We will reach out with a simple option to renew your access for another year. You’ll never be auto-charged; you decide if you want to keep going.

Still not sure? Try it first.

Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.

Start your 7-day free trial Full access. No setup fees.
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