Velmanta Sp. z o.o.

Velmanta helps growing companies build scalable, data-driven operating systems on top of CRM platforms such as HubSpot and Pipedrive.

We design and implement CRM architectures, automate business processes, integrate external systems through custom connectors, and deliver actionable business intelligence that connects sales, marketing, customer service, and operations into one ecosystem.

Our team specializes in:

• CRM implementation, migration and optimization
• Revenue Operations (RevOps)
• Business process automation
• Custom API integrations and connectors
• AI-powered workflows
• Business Intelligence and reporting
• Sales and customer service process design

By combining technology, automation and operational expertise, we help companies eliminate manual work, improve data quality and scale faster with predictable processes.

Velmanta helps organizations maximize the value of PandaDoc by integrating document workflows directly into their CRM and operational systems.

We design and implement PandaDoc solutions that automate proposal creation, contract generation, approvals, e-signatures and document tracking. Through custom integrations with HubSpot, Pipedrive and other business applications, we ensure customer data flows seamlessly between systems, reducing manual work and improving operational efficiency.

Our expertise includes:

• PandaDoc implementation and onboarding
• CRM ↔ PandaDoc integrations
• Automated document generation
• Approval and signature workflows
• Custom API-based integrations
• Workflow automation using PandaDoc, HubSpot and Pipedrive

Together, PandaDoc and Velmanta help companies accelerate sales cycles, standardize document processes and create a seamless customer experience from opportunity to signed agreement.