One thread through the customer, the work, the money and the questions.
Veilux replaces the CRM, the invoicing tool, the project board and the shared support inbox with one product — and gives your customers a portal that shows them their side of all four.
Not a drawing of the product. The product.
The invoices list from the demo firm, captured by the same script that reviews every screen before a release. The numbers point at the decisions — the parts a spreadsheet gets wrong two years in.
Two currencies, never added together
Totals are per currency. A pound and a dollar are not summed into a number that means nothing.
Counts of what the table shows
The status counts and the filter chips below read the same query, so a count and the rows it opens always agree.
Invoice numbers that never skip or repeat
Every invoice number is unique to your firm — two people saving at the same moment never collide, and a deleted draft never frees its number for reuse.
Balance, always up to date
Paid and balance always reflect the payments and credit notes on the invoice. Reverse a payment and every screen shows the change straight away.
Five tools firms usually run separately. Here they are one record.
The invoice is for the project, the project is for the customer, and the customer is the one asking the question. Kept apart, somebody copies the same fact between four tools every week.
Customers
A customer is a company, with the people in it.
Sales
A ledger that reconciles, because nothing in it is stored twice.
Delivery
The work, and the hours that become invoice lines exactly once.
Support
Questions answered where the answer already lives.
Insight
Every figure comes from the records the lists already show.
Their portal
Customers see their invoices, projects, files and requests, and raise the next question where the answer already lives.
How the numbers stay honest.
A balance that always matches the payments
An invoice’s balance always reflects its payments and credit notes. Reverse a payment and every screen shows the new balance immediately.
Totals that always add up to the penny
Every amount and every tax line add up exactly, with no rounding drift, ever.
Someone who can’t see the money can’t reach it by typing the address either
What a person may see is checked wherever they try to reach it, not only in the menu. "May see the customer" and "may see what they owe" are different permissions.
Invoice numbers that never skip or repeat
Every invoice number is unique to your firm. Two people saving at the same moment never collide, and deleting a draft never frees its number for reuse.
Every change is recorded, with who made it
A change is written down at the same moment it happens, so a change without a record is not a thing that can happen.
One firm can never see another’s data
Every record belongs to one firm, every read is checked against that, and the test suite treats one firm reaching another’s data as an attack, not a bug.
Have a look before you decide anything.
A worked example with real invoices, projects and tickets in it, open in one click.
No sign-up and no card — open it now.