Add and manage clients — Create client records, understand which fields are required, and keep your client list organized with statuses and search.
Import clients from a spreadsheet — Bring your whole client list into Velosiq at once from CSV or Excel — with automatic column mapping, smart name splitting, and duplicate handling.
Client profiles and activity notes — The client detail page — contact info, a running activity timeline, invoice history, and appointments, all in one place.
Client statuses explained — How to use Lead, Active, and Inactive statuses to keep your pipeline and client list organized.