CRM administration, migration, implementation and optimization
CRM implementation and optimization. We create processes that maintain consistent sales and customer service standards.
WE BUILD SYSTEMS THAT SCALE YOUR BUSINESS - REGARDLESS OF EMPLOYEE TURNOVER.
We build processes in your CRM based on automation and AI that actually work.
We design the digital heart of your company, implement our own connectors and BI analytics, so you can manage based on facts rather than chaos.
TECHNOLOGY PARTNER
OUR SOLUTIONS
CRM implementation and optimization. We create processes that maintain consistent sales and customer service standards.
We provide the knowledge and tools your team needs to take control of your systems.
We eliminate dependency on individual employees and build a working culture based on repeatable processes and data.
We transform raw data into management dashboards. See the ROI of every dollar spent on marketing and sales.
We implement ClickUp for operations and Fireflies for AI, connecting sales and project delivery within a single ecosystem.
We design proprietary hybrid technology that fills the gaps in standard systems and creates a unique operational advantage for your company.
No more copying data between windows.
WE BELIEVE TECHNOLOGY SHOULD SUPPORT PEOPLE, NOT THE OTHER WAY AROUND.
Regardless of where your company is today, we design processes so that your CRM becomes its true operating heart rather than just another database.
Custom Connectors. We connect your CRM with the tools you actually use - Play, Autenti, SMSAPI and many others.
Applied AI. We implement automation and AI that genuinely reduce your team’s workload rather than simply looking impressive.
Single Source of Truth. We create one source of truth for your business through BI analytics.
Don’t have a CRM, or is Excel no longer enough? We’ll design solid foundations based on the principle that systems should run the company.
We’ll select the right license, organize the system’s functions and implement processes that will remain in your organization for years - regardless of team turnover.
+ 30%
more time for actual selling instead of “clicking.”
You have a CRM, but is it little more than an address book? We’ll audit it, organize the system and implement our proprietary connectors.
We’ll automate your pipeline, connect BI and help you manage based on data instead of assumptions. We’ll help you get the maximum value from your license.
- 50%
less repetitive manual work across your team.
We design systems that operate independently of employee turnover. Each department gets its own tools, all feeding into one central core - your CRM.
Result
100% control over lead sources and campaign ROI.
Result
A shorter sales cycle and the elimination of sales opportunities “leaking” from the pipeline.
Result
Full transparency of contract versioning and real-time cash flow visibility.
Result
No operational downtime and full on-time delivery of services.
Result
Higher customer retention and loyalty thanks to faster system response.
Result
Informed decisions based on facts rather than intuition.
Scaling a business without a robust system is a recipe for chaos.
We help you move beyond constant “firefighting” and transition to a data-driven management model.
No more dozens of Excel spreadsheets. We create one consistent environment with organized, up-to-date and easily accessible data for the entire team.
We replace manual data “clicking” with automated workflows. Your team gets its time back for building relationships instead of filling in spreadsheets.
We analyze and optimize the flow of documents and tasks. From the first customer interaction to the final stage in finance, information flows smoothly without unnecessary interruptions.
Automation minimizes human involvement where human error is most costly. You gain confidence that processes are carried out to the highest standard.
We design a flexible CRM and BI architecture that grows together with your business. Your systems are prepared for increasing scale without creating organizational chaos.
Manual processes slow down work and create invisible costs. We optimize the structure of business functions, resulting in real savings and higher margins.
PROCESS ARCHITECTURE DESIGNED TO SCALE.
We combine the precision of a software house with strategic consulting, delivering hybrid technologies that complete your ecosystem where standard solutions say: “It can’t be done.”
From data chaos to system independence. Safely, transparently and with guaranteed results.
Step 1
What we do: We conduct a 60-minute analysis of your business processes and identify bottlenecks.
What you receive: An initial report identifying the biggest process risks and a preliminary concept for addressing them.
Step 2
What we do: We transfer your company structure onto an interactive map. We design processes around functions rather than people, in line with the philosophy that “systems run the business.”
What you receive: A complete map of your company’s processes — the foundation for a scalable CRM and automation.
Step 3
What we do: We present the target ecosystem for your company. We select or optimize your HubSpot license, design proprietary connectors and plan the BI analytics layer.
What you receive: A detailed project estimate (Timeline & Budget) and an approved technical design for your new system.
Step 4
What we do: We build your “digital heart.” We integrate HubSpot with your target services and automate the flow of information between departments.
What you receive: A fully configured and tested CRM environment, ready for use.
Step 5
What we do: We hand the system over to your team through workshops. We teach your employees how to manage the new business functions so that the knowledge remains within your company permanently.
What you receive: A fully trained team and complete implementation documentation for your processes.
Step 6
What we do: We provide a 2-month technology warranty and dedicated monitoring of the stability of the implemented solutions.
As part of our post-implementation support, we offer a Maintenance service tailored to the dynamics of your business. This enables continuous system optimization and the introduction of new features as your company grows.
What you receive: Process continuity and permanent, unlimited access to the expertise of Velmanta engineers.
You gain a partner who takes responsibility for the technical performance of your “digital heart,” allowing you to focus entirely on growing your business.
Most CRM implementations end with configuring fields in the system. We go one step further by designing a process architecture that connects sales, customer service and finance into one seamless ecosystem.
We do more than implement tools - we provide proprietary technology and BI analytics so that your CRM becomes a true command center for your business, rather than simply a contact database.
In line with Gerber’s philosophy, we design the system so that every business function - such as sales or customer service - has clearly defined steps and automations.
This ensures that the foundations of your company remain stable regardless of employee turnover. People may come and go, but the system and process knowledge remain within the organization, enabling safe and sustainable scaling.
A standard implementation takes 2 to 8 weeks, depending on the level of complexity.
We need the greatest involvement from your team at the beginning - during the audit and process mapping stage - and at the end, during training at the Velmanta Academy.
Throughout the project, we work using a “Daily Updates” model in ClickUp, giving you full visibility into progress without the need for daily meetings.
Although every CRM implementation we deliver provides a solid data foundation, Business Intelligence (BI) is an optional module designed for companies seeking the highest level of management analytics.
As part of this extension, we design advanced dashboards that transform raw CRM data in real time into strategic insights into margins, ROI and actual process performance.
By choosing this module, you gain full transparency and a “single source of truth” about the overall health of your business.
You can expect to see the first benefits - such as time savings and the elimination of manual errors - within the first month after the system goes live.
ROI can be measured using specific indicators such as shorter sales cycles, lower operating costs and higher lead conversion rates.
For clients using our optional BI analytics, this process is fully automated. The system calculates the profitability of implemented improvements automatically, clearly showing how technology contributes to your bottom line.
The cost is always tailored to the scale of your company and the complexity of its processes. The main factors include the number of business functions to be mapped, the number of required integrations, and the scope of BI analytics.
We provide an initial price range after the free consultation.
Absolutely. As a technology partner, we select licenses so that you only pay for the features you actually need.
In many cases, optimizing existing subscriptions can help finance part of the implementation work.
We use only certified technologies from providers such as Microsoft, Amazon and Google, all of which meet the highest security standards.
All of our integrations and data flows are designed according to cybersecurity best practices and GDPR requirements.
Yes. Our goal is to make sure you are never left alone with a live system.
After the warranty period, we offer a dedicated Maintenance service, which is essential for maintaining business continuity. As part of this service, we not only resolve any issues on an ongoing basis, but above all continuously optimize the system to reflect changing market conditions.
Ongoing support from Velmanta means confidence that your “digital heart” continues to operate at the right pace, while giving you permanent access to engineering expertise without the need to build your own IT department.
Our architecture is fully scalable and modular. We design systems so that they grow together with your business.
Thanks to implementation documentation and the Velmanta Academy, your system can be easily modified and expanded with new features as your company evolves.
WE BUILD SYSTEMS THAT SCALE YOUR BUSINESS - REGARDLESS OF EMPLOYEE TURNOVER.
We build the digital heart of your company based on HubSpot, proprietary connectors and BI analytics.
We design systems that operate independently of employee turnover, so you can manage based on facts rather than chaos.
TECHNOLOGY PARTNER