CORE CAPABILITIES
Precision Pipeline Architecture
Discover the autonomous framework that drives Velvorax's unparalleled conversion rates and operational speed.
Lead Form Submission
Triggers data enrichment and creates initial CRM record. A reminder is set for a video testimonial 2+ months after close, and a task is created to engage the lead on social media.
Task Creation & Notification
Creates task to engage leads on social media and notifies the team on Slack that a deal opportunity has been created.
Discovery Call Booked
Automatically updates the lead status in the CRM once the call is scheduled.
Fast-Track Close
If the discovery call is booked AND the deal is won directly on the call, fast-track the process: no separate sales call needed. Notify and email directly.
Follow-up Sequence
Send a tailored follow-up email directly from the CRM (internal) to the prospect to nurture the lead.
Sales Call & Deal Won
Sales call is booked. If the prospect agrees during the sales call, the status officially shifts to Deal Won.
Final Notifications
Slack notification is fired: DEAL WON. The system updates the CRM and schedules the post-close tasks.