Every lead, every channel, one pipeline.
Capture leads from ads and forms, follow up by email and WhatsApp, track your Upwork proposals, and see every channel in one report.
14-day free trial · No credit card required
Channels
Every channel you sell on, in one place
Automated where the platform allows it, tracked where it doesn’t. Either way, it all lands in the same pipeline.
Meta & Google Ads
Lead forms, instantly
Web forms
Any form on your site
Email
Your Gmail or Outlook
WhatsApp
Official Business API
Calling
Browser dialer · coming soon
LinkedIn
Lead ads · coming soon
Upwork
Proposal tracking
CSV import
Bring your lists
Features
From first ad click to signed contract
Capture, follow up, close and report without switching tools.
Pipelines that fit your process
Multiple pipelines, custom stages and a drag-and-drop board for every deal.
One unified inbox
Email and WhatsApp conversations side by side, assigned to the right agent.
Email sequences
Multi-step sequences sent from your own mailbox that stop the moment a lead replies.
WhatsApp, the official way
Meta’s WhatsApp Business API with approved templates and two-way chat.
Upwork proposal tracking
Log every proposal, bid and Connects spent, then follow each one from sent to won.
Reports across every channel
Win rate, revenue by source and Connects ROI, all channels in one report.
Automations
Round-robin assignment, owner alerts and stage moves on reply.
AI reply drafts
A first draft for every email and WhatsApp reply. Lead scoring and call summaries are coming soon.
Works inside Claude
Update deals and log proposals from Claude, ChatGPT or Cursor with your own login.
Unified inbox
Every conversation, one inbox
Email and WhatsApp threads land in one shared inbox with the lead’s full history beside them. Assign, reply and move the deal without leaving the page.
- Filter by channel, owner and status
- AI drafts the first reply for you
- Replies stop sequences automatically
Upwork analytics
Know which proposals actually win
Bidders log proposals in seconds, by hand or from their own Claude. You see win rate, Connects spent and revenue by bidder, profile and niche.
- Connects ROI and cost per won contract
- Win rate by bidder and profile
- Follow-up reminders on every proposal
Teams & visibility
The right people see the right leads
Owners, admins, managers and agents each get exactly the access they need. Records can be private, shared with the team, or open to the whole company.
- Managers see their teams’ work
- Every change logged on the timeline
- Support access only when you grant it
Pricing
Simple pricing per seat
Every plan starts with a 14-day free trial. No credit card required.
Starter
For small teams getting every lead in one place.
$29$23/ user / month
Billed yearlyBilled monthly
Choose StarterChoose Starter- 3 connected apps
- Lead ads & web forms
- Email from your own inbox
- Upwork proposal tracking
- Core reports
- Most popular
Growth
For sales teams working every channel.
$79$63/ user / month
Billed yearlyBilled monthly
Choose GrowthChoose Growth- Everything in Starter
- Unlimited connected apps
- Email sequences & WhatsApp
- Unified inbox
- Upwork analytics & Connects ROI
- Automations & AI reply drafts
- Claude connector
Scale
For agencies and multi-team companies.
$149$119/ user / month
Billed yearlyBilled monthly
Choose ScaleChoose Scale- Everything in Growth
- Browser calling & recordings (coming soon)
- AI lead scoring & call summaries (coming soon)
- Visual workflow builder (coming soon)
- LinkedIn lead ads (coming soon)
- Priority support
Compare all plans
| Features | Starter | Growth | Scale |
|---|---|---|---|
| Capture | |||
| Meta & Google lead ads | Included | Included | Included |
| Web forms & webhooks | Included | Included | Included |
| CSV import | Included | Included | Included |
| LinkedIn lead ads (coming soon) | Not included | Not included | Included |
| Engage | |||
| Email from your own inbox | Included | Included | Included |
| Email sequences | Not included | Included | Included |
| Not included | Included | Included | |
| Unified inbox | Not included | Included | Included |
| Browser calling & recordings (coming soon) | Not included | Not included | Included |
| Close & report | |||
| Connected apps | 3 | Unlimited | Unlimited |
| Upwork proposal tracking | Included | Included | Included |
| Upwork analytics & Connects ROI | Not included | Included | Included |
| Reports | Core | Advanced | Advanced |
| AI & automation | |||
| Automation rules | Not included | Included | Included |
| Visual workflow builder (coming soon) | Not included | Not included | Included |
| AI reply drafts | Not included | Included | Included |
| AI lead scoring & call summaries (coming soon) | Not included | Not included | Included |
| Claude connector | Not included | Included | Included |
| Team & support | |||
| Roles & team visibility | Included | Included | Included |
| Support | Email & chat | Priority | |
FAQ
Frequently asked questions
Is there a free trial?
Yes. Every plan comes with a 14-day free trial, no credit card required.
How does Upwork tracking work?
Your bidders keep submitting proposals on Upwork as usual. They log each one with a quick-add form, or from their own Claude using our connector, and the CRM tracks bids, Connects, status and results. We never log in to or access your Upwork account.
Do emails come from my own address?
Yes. You connect your own Gmail or Outlook mailbox, so emails come from your address and replies land back in the CRM.
Who pays for WhatsApp messages?
You connect your own WhatsApp Business account and pay Meta directly for conversations. We add no markup.
Can I control who sees which leads?
Yes. Roles (Owner, Admin, Manager, Agent) and teams decide who can see and edit each record, and records can be private, team-wide or company-wide.
Can I change plans or cancel?
Any time. If you cancel, your data is kept for 30 days so you can export it, then deleted.
Where is my data stored?
On AWS in your region: Singapore for Asia-Pacific customers and the United States for US customers.
Try it with your own leads
Start your 14-day free trial. No credit card required.
Contact
Talk to our team
Tell us how your team sells today and we’ll show you how it fits in one pipeline.
Thanks, we’ll be in touch
Someone from our team will reply within one business day.
Sales
sales@veytrivo.comSupport
support@veytrivo.comResponse time
Within one business day
Regions
Singapore · United States