Streamline your proposal process, track opportunities, and close deals faster with AI-driven pipeline management and automation.
Capture and manage leads from initial contact to final contract. Never let a potential deal slip through the cracks.
Draft proposals in minutes using Generative AI. Tailor content automatically based on client needs and past successes.
Work together with your team on a single document. Track changes, add comments, and approve sections instantly.
Maintain a clear history of all proposal revisions. Revert to previous versions with a single click.
AI analyzes deal signals to calculate the likelihood of success, helping you focus on the right opportunities.
Track when clients open and view your proposals. Get insights into which sections they spend the most time on.
Visualize your entire sales cycle on a dynamic board. Drag and drop deals through stages and keep your team aligned.
Slash proposal creation time by 50%. Use AI to generate content, format documents, and pull in relevant case studies.
Know which deals to prioritize. AI models analyze historical data to score opportunities based on data-driven win probability.
Generative AI and Machine Learning deeply integrated into your workflow.
Auto-generate charters, status reports, and meeting minutes with context awareness.
Knowledge Graph implementation for deep insight discovery and relationship mapping.
Find anything across your portfolio using natural language queries, not just keywords.
Automatically link requirements to deliverables and test cases to ensure compliance.
AI review of project artifacts against organizational standards and best practices.
Flexible integration with OpenAI, Azure, or private LLMs with strict data governance.
Keep distributed teams connected with sub-500ms latency co-editing, integrated chat, video conferencing, and real-time activity feeds. Eliminate communication silos and boost productivity.
Multiple users edit documents simultaneously with <500ms latency. See cursors, changes, and conflicts resolved automatically.
Dedicated chat rooms for each project with @mentions, file sharing, and message threading. Real-time messaging with SignalR WebSocket.
Seamless integration with Zoom, Microsoft Teams, and Google Meet. Schedule meetings, take notes, and access recordings from project context.
Real-time activity feeds for projects, portfolios, and users. Filter, search, and export activity logs for audit purposes.
Save 10+ hours per week with Vero's powerful automation engine. Create custom automation rules, leverage pre-built templates, and eliminate manual work with intelligent workflows.
Create automation rules with an intuitive drag-and-drop interface. Build complex workflows with conditional logic, loops, and multi-step actions—no coding required.
Jumpstart your automation with our library of common automation templates. From task assignments to notifications, get started in minutes.
Automate based on task status changes, date-based events, custom field updates, or any project event. Set up triggers that work exactly when you need them.
Automate everything from task creation and assignments to notifications, field updates, and resource allocation. Chain multiple actions for complex workflows.
Track automation execution, measure effectiveness, and identify optimization opportunities. See how much time your automations are saving.
Test automation rules before activation with our built-in testing tools. Validate workflows, preview results, and ensure everything works perfectly.
Create unlimited custom dashboards with 100+ widgets, real-time data updates, and powerful drill-down capabilities. Make data-driven decisions with interactive analytics.
Create as many dashboards as you need. Each dashboard can be customized with drag-and-drop layouts, personalized widgets, and role-based access controls.
Choose from an extensive library of widgets including KPIs, charts, tables, gauges, heat maps, and more. Mix and match to create the perfect dashboard.
Dashboards update automatically as data changes. No manual refresh needed. See the latest project status, resource allocation, and financial metrics instantly.
Click any widget to drill down into detailed views. Navigate from portfolio to project to task level with seamless transitions and context preservation.
Apply filters across all dashboard widgets simultaneously. Filter by date range, project, portfolio, resource, or any custom field. Save filter presets for quick access.
Share dashboards with teams, stakeholders, or clients. Control access permissions, schedule automated reports, and export dashboards to PDF or PowerPoint.
Your data is protected by multiple layers of security. We're SOC 2 Type II certified, GDPR compliant, and follow industry-leading security practices to keep your information safe.
See how leading organizations are transforming their project management with Vero. Discover measurable results and success stories from companies like yours.
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