My Day
Start the day with what matters.
Velora’s recommended actions
Ask Velora what deserves your attention first today.
Your tasks
No tasks yet.
Follow-ups coming due
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Messages waiting for your approval
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New leads to qualify
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Campaigns in motion
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Desk health
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Deals needing attention
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My Customers
Every relationship in one place — history, asks, and a one-click message.
New Leads
Add a lead yourself, drop in a list or screenshot, or let Velora Reach find buyers for you. Everything lands in Staged leads for your confirmation.
Add a lead
Velora Reach — upload contact list (xlsx / csv)
Velora Reach triages instantly · ENRICHED / QUARANTINE / SUPPRESS
New to this? Download the template — or upload a list you enriched elsewhere. Rows that include an email arrive ready to send; the rest you can complete later.
Profile screenshot
Velora reads it · you confirm before it becomes a lead
LinkedIn profile
The lead appears in Staged leads below — check the details there, then Confirm to add it to your list.
Need more leads? Recommended providers
Velora Reach finds people by role and company; these B2B data partners are strong sources for verified emails. Open one, build and enrich your list there, then upload it above. We track which you open so we can secure partner perks for you later.
Staged leads — review before they join your list
Newest leads — qualify or reject
Do Not Contact
People who unsubscribed, bounced, or that you marked do-not-contact. They are hidden from your leads, pickers, and campaigns, and Velora will not draft to them. Records are kept on purpose — deleting them would let a re-import bring them back.
Meeting Notes
Photograph your notebook or paste notes — Velora turns them into contacts, activities, and follow-ups.
Photo of handwritten / typed notes
JPEG, PNG, WebP · max 6MB
Paste notes
Dictate notes
Tap the mic and speak — Velora listens and writes it down
Staged notes — confirm to file them
Messages
Velora drafts from the customer's history. Nothing sends without your approval.
New message
Pick a customer and Velora fills Purpose + Context from their history automatically — pick a campaign and it fills from the campaign offer. Draft writes the full email for your approval.
Message templates reusable emails — pick one in My template above when composing
Your saved templates appear in the My template picker above and in Campaigns. Placeholders like {{customer_name}} are filled from the customer record at draft time.
Write one with Velora — describe it, or start from a sales-step template, then edit and save.
Deals
Your pipeline — add deals and move them through stages.
Add deal
Capture from notes
Upload a file
image, txt, csv, md
Velora reads it and stages contacts, deals, and follow-ups for your review.
Capture from URL
Velora reads the page and stages what it finds — you confirm before anything is filed.
Follow-Ups
Commitments you made — close the loop before it closes on you.
Add follow-up
Capture from notes
Upload a file
image, txt, csv, md
Velora reads it and stages follow-ups, contacts, and deals for your review.
Capture from URL
Velora reads the page and stages what it finds — you confirm before anything is filed.
Sales Campaigns
Focused outreach: pick leads, let Velora draft, review every message, track who bites.
Create a campaign
Velora fills in the campaign below and writes a matching message template — review, then Create campaign.
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Account Briefs
Velora researches a prospect — their company, industry, and market — from live web sources and their website, and builds a client-ready briefing to open the conversation. Save it to Files, email it to yourself, or download to print. Uses your daily Velora allowance.
Build one briefing
Velora searches the live web for current company news and market trends, then writes the briefing — this can take up to a minute. Facts come from the web and the company’s own site; nothing is invented.
Scheduled Outbound
Upload a list (name, email, message), review it, and arm a campaign. Velora sends it on a schedule — a batch every hour, up to your daily limit — even while you’re offline. Opt-outs, Do-Not-Contact, and an unsubscribe footer are always enforced.
New broadcast
Arming is the approval — after you arm, sending runs automatically on the schedule above; nothing sends before you arm. You can cancel the unsent portion any time below.
Active broadcasts
None yet.
Reports
Your numbers at a glance — pipeline, conversion, activity, and forecast, straight from your desk.
Export your data
Download your desk as CSV — for a backup or to use elsewhere.
Velora Assistant
Your desk copilot — ask about your own customers, pipeline, deals, and follow-ups. Velora answers only from your records and points you to the next action. For open-ended strategy or research, use Sales Advisory.
Sales Advisory
A general sales advisor for any question — strategy, outreach, discovery, objections, pricing, research. Attach files or images to analyse. It doesn’t read your CRM; for questions about your own pipeline or customers, use the Velora Assistant. Uses your daily Velora allowance.
Files
Upload files for your campaigns and resources — decks, one-pagers, price lists — organized in folders. Download them anytime; attach them to messages.
LinkedIn Connections
Turn your LinkedIn network into customers and leads — Velora reads your export and stages every connection for your review.
Step 1 — get your connections file from LinkedIn
LinkedIn lets you download everyone you’re connected with as a spreadsheet:
- Open linkedin.com → Settings & Privacy → Data privacy → Get a copy of your data
- Choose “Want something in particular?” and tick Connections only
- Click Request archive — LinkedIn emails you a download link (usually within ~10 minutes)
- Download the zip and pull out Connections.csv
The file contains name, company, position, profile URL, and connection date. LinkedIn only includes emails for connections who allowed it — Velora Reach can enrich the rest.
Step 2 — upload it here
Velora stages every connection · you confirm before anyone joins your list
Connections with an email stage as ENRICHED; without one they stage as QUARANTINE — confirm them, then upload an enriched contact list on New Leads to fill in the missing emails.
Invite Your Team
Bring your colleagues onto the Sales Desk — upload a contact file and each person gets a personal invite from you.
Who to invite
or drag it here · columns: name, email
… or paste a list instead
Your message — the Sales Desk link is added automatically
Sent from your business via VelorStrategy; replies go to your email. We never invite the same address twice, and unsubscribes are honored.
Client Notes
Every client note in one place, organized by customer — add, edit, and reference. For notes not tied to a customer, use Free Notes.
Free Notes
A private scratchpad for sales notes that aren’t tied to a customer — ideas, call prep, reminders, snippets. Capture fast, find them later.
Profile setup
Your business profile, sending, and desk preferences.
Account
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Approval rules
Every outgoing message requires your explicit approval before it sends. This rule is part of the platform’s governance and cannot be switched off.
Business profile — drives your whole desk
Tell Velora what you sell and to whom. Lead scoring, message drafts, templates, and follow-up pacing all adapt to it — a consultant and a furniture seller get different desks.
Velora reads your website or file and fills in every field below — review and Save profile.
Velora instructions
Standing guidance Velora follows in every draft and answer (tone, language, do’s and don’ts).
Follow-up automation
When on, Velora sends the follow-up nudges it drafts for you automatically — only its own follow-up nudges, never campaigns, proposals, or anything with an attachment, and never a Do-Not-Contact address. Everything else still waits for your approval.
Calendar & booking
Your calendar lives inside VelorStrategy now — no external connection needed. Use VelorInvite to manage your calendar and VelorBooking to create shareable booking links, both under Tools in the sidebar.
Build it with VS
Have an idea to make the Sales Desk better? Send it to the VelorStrategy team and we’ll consider it for a future build.
Morning digest
Get a short email each morning — what’s due, leads to qualify, and messages to approve — so you stay on top of the desk without logging in.
Sending domain — send from your own domain
Send outreach from your own domain so it’s fully yours. Enter your domain and how the from-address should read. Domain verification (the DNS records that authorize sending) activates when your sending infrastructure is connected; until then, email sends from the shared address with your business name and footer.
Email connection
Until you connect your own domain (above), messages send through the platform’s shared email service with your business name and footer, and your reply-to. Delivery, bounce, and complaint signals flow back to your desk automatically.
Contact list imports
Velora Reach accepts xlsx and csv contact lists in New Leads, triages every row (ENRICHED / QUARANTINE / SUPPRESS / DUPLICATE), and never adds anyone without your confirmation.
About
GTM — Sales Desk · Go To Market Workspace · Powered by VelorStrategy · Built by VelorStrategy, LLC.