Data scattered. Updates missed.
Decisions delayed? Bring it together.
Your team shouldn't have to chase records across spreadsheets, piece together updates from chats, or bend processes around rigid systems. Vellumica brings your data, workflows, people, and reporting into flexible apps you build without code. Import what you have or start fresh.
Free plan available · Import Excel or CSV · Invite your team
Prospecting
Northstar renewal
Owner: Maya · Follow-up: Friday
Studio onboarding
Owner: Sam · Next: discovery call
Proposal Sent
Cedar expansion
Owner: Maya · Proposal sent
Closed Won
Harbor pilot
Owner: Sam · Closed this month
| Asset | Location | Status |
|---|---|---|
| Delivery van | Johannesburg | In service |
| Warehouse scanner | Cape Town | Needs review |
In plain words
Vellumica is one place for your customers, your work and your numbers.
Most businesses run on spreadsheets, chat groups and memory. Things get lost, nobody is sure who is doing what, and the monthly report takes days. Vellumica replaces that with simple, connected apps that you set up to match how your business really works. No developer needed.
What is a CRM?
CRM stands for customer relationship management. It is a shared record of every person you deal with, whether a customer, a patient or a lead, and everything that happens with them: calls, visits, quotes, payments and follow-ups. Everyone sees the same up-to-date picture.
Why does a business need one?
- No lead or follow-up gets forgotten.
- Everyone knows who is responsible for what.
- Managers see the numbers without asking for a report.
- You decide who can see sensitive records.
Why Vellumica and not a fixed CRM?
A fixed CRM makes you fit its boxes. In Vellumica you build the apps your business actually needs, such as patients, claims, stock or tickets, link them together, and add dashboards and reminders. One system that grows with you and works in any field.
Built for any kind of business
The same building blocks fit very different work. Here is how teams use them.
Healthcare groups
Patients, visits, funder claims, pharmacy stock and safety incidents across every facility.
Call centres
Leads, call outcomes, callbacks and agent results in one view.
Sales teams
Deals, follow-ups and a clear picture of what is likely to close.
Insurance and finance
Claims and approvals followed from lodging to payment.
Property
Listings, viewings and offers, with every buyer and owner tracked.
Engineering and maintenance
Work orders, equipment, inspections and cost against budget.
IT support
Tickets, priorities and deadlines, so nothing runs late unseen.
Schools and non-profits
Students, members, attendance and programmes in one place.
How it works
Bring in your data
Import a spreadsheet or start with a blank app.
Shape your workflow
Choose fields, stages, and views for your work.
Work together
Track updates and see what needs attention.
Less chasing. More work moving forward.
When updates live in different places, decisions slow down. Give your team one place to manage the work and the data behind it.
Custom Workspaces
Build Kanban boards, data tables, and custom apps for every department. Sales pipeline, HR tracker, project board — all in one place, all connected.
Import from Excel & CSV
Drop your spreadsheet and AI infers field types, structures your data, and builds an app — column names, dropdowns, and dates included.
AI-Powered Assist
AI suggests fields, fills in missing data, and generates analytics queries — so you spend time on decisions, not setup.
Inline Editing
Click any cell in the table to edit dropdowns, dates, and priorities directly — no modals, no extra steps.
Every View Your Team Needs
Switch between Kanban, List, Table, and Calendar in one click. Save your preferred view server-side so your team always starts where they left off.
Full Activity History
Every field change, comment, and status update is logged. Know exactly who changed what and when — perfect for audits and accountability.
Relational Data
Link records across apps. Connect clients to contracts, projects to tasks, products to orders — and query across them with one click.
Saved & Shared Views
Save filtered views for your team. A manager sees open deals; an agent sees current tasks — everyone sees exactly what they need.
Sound familiar?
Start with the problem your team faces. Shape Vellumica around the way you already work.
Customer updates are scattered
Keep contacts, follow-ups, and deal stages in one shared CRM workflow.
No one knows what changed
Track status updates and activity alongside the records they belong to.
Reports take another spreadsheet
Use the same app data to build views and dashboards for your team.
Ready to build smarter?
Start from scratch or import your existing Excel file. Build a workflow that fits your team, then invite others to work with you.