Elevate your customer relationships into the stratosphere!

Learn how to make the most of our new feature rich application.


Get a feel for what the new CRM is all about.


Start setting up the email and sms messaging content for your campaigns.

Audience Lists

Create your audience lists to start sending your beautiful templates. Create a list of all contacts to start sending out monthly newsletters, or make a refined list for a more targeted audience (e.g. realtors or solicitors).

Data Importing

Let's get your data imported and ready for the new CRM. If you already have your data, or don't have any to import, then skip ahead to the next step.

Update Your Imported Data / Historical Deals (Opt in for CRM)

Once you have your data imported, we will need to opt your clients in for CRM.


Plug your Templates into your Campaigns to send to clients when a new application has been received, when the deal has been approved, or just to wish them a happy birthday.

Set Up Direct Texting

Get customers to see your messages sooner, and get faster responses by texting directly from Velocity!

Build Your Pipeline

Build Your Business with Returning Clients. Introducing Velocity's Build Your Pipeline Brochure!

Console Page

Increase your client engagement and level-up your campaigns with your CRM Console Page!