Every lead researched before your rep says hello.
New lead comes in, an agent researches the company and contact, writes a one-page brief, and files it in your CRM — before the first call is even booked.
Free while in beta · No credit card · Runs on your models and tools
inbound: head of ops @ freight startup
acme.com — researching stack & funding
Found the tech stack, checking hiring…
Brief: Meridian Health (Series B)
Read before Thursday's call
Nordwind AG → synced to CRM
All fields updated
The week you know too well
Reps research instead of selling
Forty-five minutes of company stalking per lead — multiplied across the pipeline, that's a rep's whole week gone to Google.
The CRM is a graveyard
Half the fields are stale, follow-ups live in someone's head, and forecast reviews start with twenty minutes of data archaeology.
Prep quality depends on the rep
Your best rep walks in knowing the prospect's stack, funding and pains. Everyone else wings it.
What sales teams run on Veloop
Three loops that give every rep the prep of your best rep — research templates, brief formats and CRM sync steps included.
Inbound lead research
On every new lead
- Agent
- Researches the company and contact — stack, funding, hiring, news — and writes a one-page sales brief.
- Human
- Reads the brief before the first call; nothing reaches a prospect unreviewed.
Pre-call account brief
Before every booked meeting
- Agent
- Pulls CRM history, recent emails and fresh company news into a half-page prep sheet per meeting.
- Human
- Skims it in the two minutes before the call — and walks in sounding like your best rep.
CRM hygiene sweep
Every night
- Agent
- Finds stale deals, missing fields and overdue follow-ups; fixes what it can, flags what it can't.
- Human
- Clears the 'Needs input' column in five minutes each morning instead of a Friday cleanup marathon.
From reading this to a first run — about ten minutes
Paste one prompt
Hand the starter prompt to Claude Code, Codex or any agent. It installs the CLI, creates your account, and wires up the loop — about ten minutes to a first run.
Agents run the loop
On schedule or on trigger, agents pick up tasks, follow your playbooks, comment as they go, and move cards across the board.
You approve what matters
Watch live, weigh in with a comment, approve the gated steps. Every run makes the playbooks — and the next run — better.
Agents do the work. You keep the control.
Approval gates you define
Nothing customer-facing moves without a human unless you explicitly allow it — per loop, per stage.
Your models, your tools
Vendor-independent by design. Agents run with the CLIs, APIs and models you already use.
Unlimited free runs
Pricing counts loops with accountable humans — never runs, tasks or agents. Volume is free.
No lock-in
Playbooks are plain markdown you own. Your processes stay yours — exportable, portable, readable.
Before and after the loop
Veloop for sales teams, answered
- Will agents email my prospects?
- Not unless you build a loop that does — and even then, outbound steps sit behind approval stages by default. The loops above are internal: research, briefs and hygiene. Nothing reaches a prospect without a human moving the card.
- Does it integrate with our CRM?
- Agents run with the tools you give them — most CRMs (HubSpot, Salesforce, Pipedrive…) have APIs or CLIs an agent can drive. The sync steps live in playbooks you can adjust to your pipeline's fields and stages.
- How is this different from CRM enrichment tools?
- Enrichment tools fill fields from a database. A Veloop agent does open-ended research — reads the prospect's site, changelog, hiring page, news — and writes a brief a human would. And it's one loop among many, on the same board as the rest of your team's work.
- What does it cost?
- Free while in beta. Pricing will count loops with accountable humans — never runs, leads or agents — so researching 10 or 1,000 leads a month costs the same.
Veloop for other teams
Your next lead could arrive pre-researched.
Set up the lead research loop in about ten minutes — free while in beta.