When you subscribe to Veliora, our team designs your website and prepares your system:
customer records, phone, WhatsApp, inbox, booking, automation, and payments, connected and
tested. Your team receives it ready to use, after training.
Feature 01
Customer & Contact Management
We set up your customer records around how your business works: the fields you need, tags,
owners, and your existing contacts imported. Each customer's details, notes, appointments,
opportunities, and conversation history then sit in one record your team opens before
every call.
We import your existing contacts and set up the fields you need.
Your team sees notes and past activity before each conversation.
Every lead has an owner and a visible next step.
Feature 02
Sales Opportunities & Pipelines
We build your sales pipeline with the stages your business really uses, from first enquiry
to closed deal. Your team moves each opportunity forward, and you see its value, owner,
and next action at a glance.
Stages prepared to match your sales process.
Value, owner, and next action on every deal.
Alerts for opportunities that stall.
Feature 03
Unified Conversations Inbox
We connect your customer channels, such as calls, SMS, WhatsApp, email, website chat, and
supported social messages, into one shared inbox. Your team replies from one place, with
the customer record beside every conversation.
Channels connected and tested by our team.
Conversations assigned to the right person.
No enquiry lost between separate apps.
Feature 04
Business Phone, Calls & Text Messaging
We set up a business number for your calls and texts, with routing to the right person,
voicemail, and a text back to callers you miss. Number availability and registration
depend on your country, and we guide you through any step that needs the account owner.
Business number, routing, and voicemail prepared.
Calls and texts saved to the customer record.
Registration for business texting completed with you.
Feature 05
WhatsApp Business
After your business is verified by Meta, we connect your WhatsApp Business account,
prepare your message templates for approval, and add WhatsApp to your reminders and
follow-up. Your team then replies from the shared inbox on one business number.
Account connection and templates prepared by our team.
Several team members on one business number.
Reminders and follow-up for customers who opted in.
Feature 06
Appointments, Calendars & Reminders
We prepare your booking calendars with your services, staff, hours, and appointment rules,
and place the booking link on your website and in your messages. Confirmations and
reminders are configured as part of your setup.
Calendars and availability prepared for you.
Booking link added to your website and messages.
Confirmations, reminders, and rescheduling set up.
Feature 07
Automation & Automatic Follow-Up
We build the follow-up steps we agree with you: replies to new enquiries, appointment
reminders, quote follow-ups, review requests, and team alerts. Each workflow is tested
before it goes live and adjusted within your subscription scope.
Workflows designed around your process.
Every workflow tested during setup.
A person takes over where it matters.
Feature 08
AI Tools
Where AI is part of your subscription, we configure the assistant with your business
information, the questions it may answer, and when it hands a conversation to your team.
You review its answers and decide where it is used.
Assistant prepared with your business knowledge.
Clear handoff rules to your team.
AI drafts reviewed before they are used.
Feature 09
Websites & Landing Pages
Your website is designed and built by our team as part of your subscription, prepared for
search engines, and connected to your forms, booking, and chat. We also prepare campaign
landing pages within your subscription scope and manage updates while your subscription is
active.
Website designed for your business, included.
SEO setup, with forms and booking connected.
Monitoring and updates within your subscription scope.
Feature 10
Forms & Surveys
We create the forms and surveys your business needs, such as enquiries, requests,
registrations, and feedback, and connect each submission to the customer record and the
right follow-up.
Forms built and placed on your website for you.
Submissions saved to the customer record.
Consent checkboxes where messages will follow.
Feature 11
Email & Text Campaigns
We prepare your campaign setup: sending domain, consent lists, segments, and templates in
your brand. Campaigns go only to customers who agreed to receive them, within sending
limits and provider rules.
Sending setup and templates prepared.
Segments built from your customer records.
Opt-outs excluded automatically.
Feature 12
Customer Review Requests
We set up review requests that go out after a visit, purchase, or completed job, with your
review links and a reminder for customers who do not respond. Your team sees new reviews
in one place.
Review requests prepared and automated.
Timed after each visit or job.
New reviews visible to your team.
Feature 13
Social Media Planning & Scheduling
We connect your supported social accounts and set up a content calendar, so your team
plans and schedules posts from one place. Writing and publishing posts for you is included
only where it is part of your agreed scope.
Social accounts connected by our team.
One calendar for planning and scheduling.
Posts can wait for approval before publishing.
Feature 14
Invoices & Payment Links
Once your payment provider account is approved, we connect it and prepare your invoice
templates, products, and payment links. Your team sends invoices, and reminders follow up
on unpaid ones.
Payment provider connected after approval.
Invoice templates and payment links prepared.
Reminders for unpaid invoices.
Feature 15
Reports, Team Access & Permissions
We set up dashboards for the numbers you care about, such as leads by source, bookings,
response times, and payments, and give each team member access that fits their role.
Dashboards prepared around your goals.
Roles and permissions set for your team.
Reports shared with the people who need them.
Some channels depend on your country, provider approvals, and customer consent, such as
phone numbers, business texting, WhatsApp, AI, and payments. Usage limits and any additional
charges are set out in your agreed proposal.