Leads Management Platform
Add the project, client, contacts, expected tender and start dates, potential value, owner and current status in one form. Search the register and see the earliest expected tenders first.
Purpose-built for small and medium-sized construction contractors
Enter the Lead once. Carry it all the way to a Completed project.
The Velaris Leads Management Platform gives SME construction teams the control they need without enterprise-level complexity. Track each potential project, owner, contact, status and follow-up; when the formal tender information arrives, Velaris automatically moves the same record into Tendering—ready to price, submit, win and deliver.
Leads Management PlatformTenderingTender SubmittedPre-Start handover
One connected record
Keep every known detail as the project moves forward.
Leads, Tendering and Tender Submitted remain distinct registers, while the same underlying record carries the information already entered into Pre-Start and later delivery stages.
Status journal
Keep dated status entries instead of replacing the previous note. Record the next follow-up date and retain the history for later conversion reporting.
Automatic move to Tendering
When the formal enquiry arrives, enter its tender information and Velaris automatically moves the same record into Tendering. Delete leads that will not progress.
Tender workspace
Allocate the estimator, record the return date and time, complete the tender controls and build a programme whose Start on Site and handover dates can supersede early estimates.
Tender procurement
Add the subcontract packages the estimator needs, record quote request, required-by and received dates, supplier contacts and quoted values before submission.
Controlled lifecycle
Record the actual submission date and its early or late variance, manage the submitted-tender journal, then move awarded work into Pre-Start with its information retained.
Existing Velaris lifecycle
Leads → Tendering → Tender Submitted → Pre-Start → Active → Defects → Completed.
A submitted tender leaves the Tendering register. It remains in Tender Submitted while the client reviews it, then leaves that register when the awarded project moves into Pre-Start.
One source of truthLead and tender fields remain available after conversion instead of falling away.
Submission varianceKeep the original return deadline and show whether the actual submission was early, on time or late.
Programme date precedenceUse programme Start on Site and end dates when available, while retaining a manual correction route.
Quote continuityCarry supplier contacts and tender quotes into project procurement, then use actual programme trade dates.
Track every LeadEnter your leads once, assign ownership and keep the status, next action and follow-up history current.
Correct tender timingReturn date and time stay consistent across the tender workspace and dashboard.
Real capacity windowThe Master Programme runs from receipt to return and remains manually adjustable.
Clean stage registersEach project appears only in the register for its current lifecycle stage.
Turn every promising Lead into a connected delivery story.
Start with three projects free or book a guided walkthrough from first Lead to Completed project.