Workflow & lead automation
Move requests, tasks, approvals, and follow-up through the business without the copy-and-paste work.
- Lead intake, routing, and follow-up
- Quote, order, and approval workflows
- Billing, payment, and reporting handoffs
CUSTOM SOFTWARE · SYSTEMS INTEGRATION · AUTOMATION
Make your operation
move with clarity.
Velocity AI Solutions builds the connected workflows behind faster quoting, cleaner handoffs, and less manual work - without forcing your team into another off-the-shelf system.
A practical first conversation. No canned pitch or obligation.
BUILT FOR COMPLEX OPERATIONSDistributionManufacturingIndustrial supplyCommercial services
THE VELOCITY DIFFERENCE
Not AI for AI's sake.
Better work, on purpose.
We start with the work creating drag: a request stuck in an inbox, data copied between systems, or a team buried in repeatable steps. Then we build the smallest durable system that fixes it.
WHAT WE BUILD
Systems your team
can actually use.
We specialize in the gaps between your systems: the handoffs, duplicate entry, customer follow-up, and visibility that software alone has not solved.
Connected systems & clean data
Make the platforms you already rely on exchange accurate information at the right time.
- CRM, ERP, accounting, and inboxes
- API, webhook, and vendor integrations
- Data cleanup, migration, synchronization
Operational tools & portals
Build the missing layer when standard software almost handles the job—but not quite.
- Dashboards and exception queues
- Secure client and team portals
- Operational websites tied to your systems
AI-assisted document intake, data extraction, and internal operations tools are available when they solve a real process problem—not as generic chatbots.
SERVICES & PRICING
Clear starting points.
Built around your operation.
Every engagement is scoped to a defined operational outcome. These starting prices make it easy to see whether we are a fit; complex work is quoted after discovery.
Workflow Audit
from $1,500Map the bottleneck, systems, and next best fix before committing to a larger build.
Expanded audit from $2,500Starter Automation
from $1,500One production workflow across the key tools your team uses every day.
Typical projects $1,500–$3,500CRM + Lead Foundation
from $3,500Clean up the pipeline and connect intake, routing, follow-up, and practical reporting.
Standard scope $5,500–$7,500Custom Integration
from $4,500Connect substantial systems with reliable data mapping, logging, and exception handling.
Complex integrations $10,000+Website + Automation
from $5,000An operational website with CRM-connected forms, follow-up, and a major integration.
Typical projects $5,000–$10,000Dashboard or Internal Tool
from $5,000Give your team or clients the status, actions, and visibility standard software is missing.
Client portals from $7,500NOT SURE WHERE TO START?
Paid discovery consultation $500
A focused 60–90 minute operational review and written next-step memo. The fee is credited toward an implementation of $3,000 or more signed within 30 days.
AFTER LAUNCH
Production support & optimization
Keep the systems your team depends on healthy as vendors, data, and business needs change.
Care
$250/moMonitoring for up to 3 workflows, incident triage, and small monthly adjustments.
Growth
$500/moMore monitored workflows, monthly health review, and two hours for improvements.
Operations
$900/moPriority support, optimization, and reserved capacity for a multi-system operation.
Projects include defined acceptance criteria and documentation. Third-party software subscriptions are owned directly by the client. Need something outside these packages? We'll provide a fixed scope or change estimate before work begins.
IS THIS A FIT?
Start where
the friction is.
This is a good fit when your business has a real process problem - not just a desire to use AI. You may be losing time to duplicate entry, slow quoting, manual follow-up, inconsistent handoffs, or a tool stack that does not talk to itself.
If that sounds familiar, we can help you identify the most valuable place to start.
Tell us what is slowing you downHOW WE WORK
Clear path.
Real momentum.
01Find the bottleneck.
Map where information stalls, gets re-entered, or falls through the cracks.
02Design the right fix.
Define a practical system around your tools, people, rules, and approvals.
03Build, launch, improve.
Deliver, document, monitor, and keep the system useful after launch.
START WITH THE BOTTLENECK
What's getting
in the way?
Tell us about the work that keeps getting stuck, repeated, or dropped. We'll help you decide whether a custom system is the practical next move.