What client-facing firms usually get, and where Veilux works differently.
If you are choosing a CRM for a firm that bills its clients, this is the ground most tools in the category cover, and where Veilux works differently underneath.
Most CRMs in this category cover this.
- Leads with a pipeline board, converted into customers
- Customers with contacts and a client portal
- Estimates, proposals, invoices, payments and credit notes
- Subscriptions, recurring invoices and expenses
- Projects with milestones, tasks, timesheets, files and a Gantt
- Contracts signed online
- Support tickets with departments, and a knowledge base
- Reports, goals, surveys and announcements
| Veilux | Other CRMs for firms | |
|---|---|---|
| How it is run | Hosted, with every firm’s data kept apart automatically, from the first line of code. | Often self-hosted, or hosted per customer as a separate installation to maintain. |
| How it is paid for | A monthly plan per firm, with updates included. | Sometimes a licence with add-on modules bought separately. |
| Invoice balances | Always matches the payments and credit notes on it — there is no separate figure to drift out of step. | Usually a stored balance, updated by whichever code path remembers to. |
| Audit | Every change is written to the audit trail at the same moment it happens, never as a separate step. | Often an activity log kept alongside the data, not guaranteed by the database. |
| Permissions | Checked wherever the data is reached, not only in the menu, and split by field: seeing a customer and seeing what they owe are separate permissions. | Commonly role-based per feature, without a separate check on financial fields. |
| Money in more than one currency | Kept apart everywhere — totals, charts and reports are per currency and never summed. | Support varies; totals across currencies are sometimes summed as if they matched. |
“Other CRMs for firms” describes the category in general terms — what such tools commonly do — not any specific product.