Hand repetitive work to intelligent systems
AI Agents · Sales & Proposals · Automation · Integration
VELNIV is an AI automation agency that builds AI agents and automation systems for B2B companies. From sales to operations, we turn manual, repetitive processes into systems that work with the tools you already use.
- 01Trigger
A new quote request arrives
Web form · Email
- 02AI
An AI agent analyses the request
Needs · Scope · Priority
- 03Document
A proposal draft is generated
Template · Product & pricing data
- 04Integration
CRM is updated, the team is notified
CRM · Email · Team chat
Services
What we automate
AI and automation solutions designed around how your business actually runs — and built to work with the tools you already have.
-
AI Agents
AI agents connected to your systems that answer requests, classify data and carry out tasks according to your own rules.
- Request handling
- Data classification
- Internal assistants
-
Sales & Proposal Automation
Speed up the path from inbound request to signed proposal: lead capture, proposal drafting, approvals and follow-up emails run on their own.
- Lead management
- Proposal drafting
- CRM updates
- Follow-up emails
-
Business Process Automation
Cut manual work by combining repetitive steps, approvals and data handoffs between teams into a single flow.
- Approval flows
- Task routing
- Reporting
-
Email & Document Automation
Classify incoming email, extract data from invoices, contracts and other documents automatically, and generate standard documents from templates.
- Email routing
- Document data extraction
- Template documents
-
System Integrations
Connect your CRM, ERP, accounting and communication tools so data flows from a single source — accurate and up to date.
- CRM & ERP
- API connections
- Data sync
How we work
From idea to a working system
Every project follows the same clear path: we understand the process first, then build it in small, measurable steps.
- 01
Discover
Together we map your processes, your tools and the points where automation will create the most value.
- 02
Design
We define the flow, the integrations and where AI fits in, and turn it into an implementation plan.
- 03
Build
We develop the automations and agents, test them against real scenarios and roll them out with your team.
- 04
Improve
We monitor the system, refine it based on feedback and add new flows as your needs grow.
Contact
Let’s discuss your project
Tell us briefly which process you’d like to automate, and we’ll work out the right approach together.