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Audience

Sales professionals who want to spend more time on activities that produce sales and less time on those that don’t.

About Veloxy

VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.

Pricing

Starting Price:
$49 user/month
Pricing Details:
This pricing is billed annually. Month-to-month billing is available. Veloxy includes the popular Leadfinder and Account View 360° features at no additional cost for 2021.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 69 User Reviews

Overall 5.0 / 5
ease 4.9 / 5
features 4.9 / 5
design 4.9 / 5
support 4.8 / 5

Company Information

Veloxy
Founded: 2015
United States
veloxy.io

Videos and Screen Captures

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Product Details

System Requirements

SaaS
Windows
Mac
Linux
iPhone
iPad
Android

Training

Documentation
Live Online
Webinars
In Person

Support

Business Hours
Online

help_center_black_24dp Veloxy Frequently Asked Questions

Q: What kinds of users and organization types does Veloxy work with?
Q: What languages does Veloxy support in their product?
Q: What kind of support options does Veloxy offer?
Q: What other applications or services does Veloxy integrate with?
Q: Does Veloxy have a mobile app?
Q: What type of training does Veloxy provide?
Q: Does Veloxy offer a free trial?
Q: How much does Veloxy cost?
Q: What pricing for support is available for Veloxy?
Q: What pricing for training is available for Veloxy?

Veloxy Product Features

Email Marketing

CAN SPAM Compliance
Dynamic Content
Image Library
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Template Management
WYSIWYG Email Editor
A/B Testing
Auto-Responders
Customer Surveys
Drip Campaigns
Event Triggered Email
Landing Pages/Web Forms
Subscriber Management

Email Tracking

Location Tracking
Team Management
A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications

Field Sales

Dashboard Management
Route Optimization
Fast Estimates
Invoices
Online Payments
Time Tracker
Controlled Access
Workflow Management
Collaboration Tools
Expense Management
CRM
Visit Scheduling
Territory Management
Order Management
Inventory Management
Lead / Opportunity Management
Activity Tracking
Channel Management
Reporting / Analytics
Quoting

Inside Sales

Auto-Dialing
Call List Management
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Call Recording

Lead Capture

Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Business Card / Badge Scanning
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Segmentation
Pipeline Management
Prospecting Tools
Lead Scoring
Source Tracking

Marketing Analytics

Dashboard
Performance Metrics
A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Sales Analytics

Dashboards
Forecasting Analytics
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Collaboration Tools
Ideal Customer Profile (ICP)
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Lead Management
Meeting Management
Territory Management
Content Management
Document Management
Goals / Quota Management
Performance Management
Presentation Management
Proposal Management
Training Management

Sales Engagement

CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Call Scripts / Call Steps
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Contact Management
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Territory Management
Channel Management
Commission Management
Contract Management
Customer Database
Proposal Generation
Referral Tracking
Sales Forecasting

Sales Intelligence

CRM Integration
Email Integration
List Building
Pipeline Management
Prospecting Tools
Reporting/Analytics
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Lead Scoring
Performance Management
Predictive Modeling/Analytics
Sales Forecasting

Salesforce Apps

Analytics
Collaboration
Customer Service
Lightning Experience
Datorama
ERP
Finance
Financial Services Cloud
Government Cloud
Health Cloud
Human Resources
IT & Administration
Marketing Cloud
Multi-Currency
Person Accounts
Quip
Salesforce Shield

Social Selling

Lead Engagement
Automated Publishing
Compliance Management
Content Discovery
Content Management
Employee Advocacy
Gamification
Performance Metrics
Pre-Approved Content Library
Single Sign On
Social Media Monitoring
  • Jordan B.
    Regional sales manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great app to help you be a better seller "

    Posted 2019-05-17

    Pros: Veloxy has helped me be a better seller. I can stay organized and keep everything together while still on the road and not on my computer. The ability to do everyday functions and have them automatically logged into the CRM is awesome, and saves on so much time! I love using this tool and learning more about it, and helping myself out in the field!

    Cons: The navigation of the app could be a bit better but other than that, I have no complaints.

    Overall: It has been a great experience that has helped me save so much time and be more productive on the road. I love this app and am happy my company uses it!

    Read More...
    Review Source: SourceForge
  • Kim M.
    Sales Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Sales Personal Assistant for your Team"

    Posted 2019-05-07

    Pros: Veloxy is an excellent tool that allows your team to remain engaged with their customers and log their activity on the Go. It is the ultimate tool that will enhance their productivity. It is a must have tool.

    Cons: Due to corporate It requirements, Outlook add-on might need to re-install

    Overall: Give your teams back time and control of their activity

    Read More...
    Review Source: SourceForge
  • Jay S.
    VP Business Development
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "This is high quality AI and mapping for low cost"

    Posted 2019-04-22

    Pros: it updates my Salesforce, tellls me when I am near customers on the road, and reminds me of things to do based on my activity.. that's just the beginning.

    Cons: they update so much sometime i is a surprise.. but that's probably really good.. they do lots of improvements and add features.

    Overall: Veloxy mobile app has been extremely useful for my everyday work. I can see all my Leads, Opportunities and Accounts in the map. I receive push notifications about 'near-by' Leads, Opportunities and Accounts when I'm in the field so that I don't miss out on anything.
    I can call, send text and send email from Veloxy and everything gets logged automatically into Salesforce as activities. This saves me lots of time from manually logging these activities in Salesforce.
    Email tracking and email analytics is very powerful. I receive push notifications whenever my emails are opened or forwarded. I can send bulk emails to thousands of prospects using beautiful templates and it is fully CAN-SPAM compliant. I recommend you try this as AI (Artificial Intelligence) type of assistant! You are still in control and it has settings to control what it does automatically.

    Read More...
    Review Source: SourceForge
  • Anthony M.
    Business Account Executive
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Review of Veloxy"

    Posted 2019-04-20

    Pros: As a Business Account Executive for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in Pennsylvania. I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Kelvin

    Cons: Just need to them quick their customer support but on the other hand overall is very good.

    Overall: Definitely Recommend, it's simple to use, and provides really good prospect leads.

    Read More...
    Review Source: SourceForge
  • Ricky M.
    Marketing Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Review of Veloxy"

    Posted 2019-04-19

    Pros: As a Business Account Executive I for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in San Francisco. Also, I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Please don't hesitate to contact me if you have any questions. Thank you,Kelvin

    Cons: I have no word for veloxy to dislike this product.

    Overall: Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in San Francisco.

    Read More...
    Review Source: SourceForge
  • Megan M.
    B2B sales consultant
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Logging calls made easy"

    Posted 2019-04-16

    Pros: I like being able to see my leads that are nearby on the map.

    Cons: You have to make lots of clicks to get to contacts to make calls.

    Overall: Veloxy has made my time out in the field more efficient. I can log my appointments, handle pulls, and calls much more easily than the Salesforce app or taking out my laptop each time. Highly recommended!

    Read More...
    Review Source: SourceForge
  • Kaitlin K.
    Outside Sales Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Eliminate Extra Work in Your Day"

    Posted 2019-04-16

    Pros: I receive notifications when I am in my car or walking on the street of nearby businesses that I currently do not have in my Pipeline on Salesforce. I can easily add this company to a lead and it automatically loads onto my Salesforce.

    I can also make calls from the app, and Veloxy logs my call for me. I no longer have to take additional admin steps and waste time in my day.

    Cons: The app does drain your battery heavily, (since it is always roaming). So make sure you turn off notifications when you're not in the field.

    Overall: This is a HUGE benefit for any outside sales reps looking to make more money selling, and less time on silly admin work. Try the free-trial and see what it's like to bring in new business, and bring in more money!!

    Read More...
    Review Source: SourceForge
  • Joseph N.
    Sales Consultant
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "HELPFUL"

    Posted 2019-04-16

    Pros: I love how easy Veloxy makes it to stay organized! There is a lot of white noise in an outside sales job, so Veloxy helps me hone in on the opportunities that are the most beneficial.

    Cons: Veloxy sends a ton of notifications, emails, etc. These settings can be set to your preference, however.

    Overall: Overall, Veloxy is a lifesaver when it comes to staying on top of things in a fast paced sales job. I love the ease of use and the myriad of features offered.

    Read More...
    Review Source: SourceForge
  • Ken H.
    account executive
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "SO EASY"

    Posted 2019-04-15

    Pros: easy to use and makes prospecting so much easier!

    Cons: nothing at all. can't hate on a product that makes my job easier.

    Overall: overall its a easy product to use as well as makes my job easier

    Read More...
    Review Source: SourceForge
  • Jose B.
    Manager
    Used the software for: 2+ Years
    Frequency of Use: Yearly
    User Role: User, Administrator, Deployment
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Account Executive"

    Posted 2019-04-15

    Pros: I had the opportunity to try this app out and begin to use it in my daily functions. It easily syncs between my Salesforce and Outlook. My pipeline is very easy to manage and gives me good visibility into my workload. I only use this app lightly as I am inside sales and most of my time at my computer but if I was on the road I would live in this app. It does a great job of pooling together relevant info and pushing alerts to me with activity. I would definitley recommend giving this app a try and seeing how it would help you have a single source of information.

    Cons: I only use this app lightly as I am inside sales and most of my time at my computer but if I was on the road I would live in this app.

    Overall: Amazing feature and the love this app and will use all time in future. My employee are very happy with this app. Recommended!!

    Read More...
    Review Source: SourceForge
  • Joseph S.
    CPRST Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Nice Tool for your Business"

    Posted 2019-04-11

    Pros: Fast Salesforce opportunitymanagement. Fast - easy to use - and all in One App. Mails and calendars and salesforce records .

    Cons: It would be helpful to have a time or progress tracking feature, as other similar software has.

    Overall: I love this app because of its interface easy to use for us and our team. Thanks Veloxy!
    Highly Recommended!!!!

    Read More...
    Review Source: SourceForge
  • Eva L.
    Marketing Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Sales with Veloxy"

    Posted 2019-04-10

    Pros: I love Veloxy! It is an awesome time management tool, that is helping me increase my sales numbers by properly managing my funnel. The templates are great, and the email tracking is probably my favorite tool the app has. Being able to locate nearby businesses is another tool I have found very useful. I will continue to use the app faithfully, and look to discover new features.

    Cons: What do I dislike about Veloxy? Well, nothing at all is the truthful answer.

    Overall: Incredibly point by point in item really awesome app . It absolutely helps for development through new categories.

    Read More...
    Review Source: SourceForge
  • Amanda V.
    Business account executive
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "I love veloxy "

    Posted 2019-04-08

    Pros: This application has made my life so much easier. It allows me to never forget about a client. It notifies you about when you need to reach out. In sales this is a MUST have. Also the founder is very responsive and helpful when ever myself or peers have questions.

    Cons: Sometimes it logs me off of sales force. However this could be my company’s firewall as well.

    Overall: This application has made my life so much easier. It allows me to never forget about a client. It notifies you about when you need to reach out. In sales this is a MUST have. Also the founder is very responsive and helpful when ever myself or peers have questions.

    Read More...
    Review Source: SourceForge
  • David C.
    RSM
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Field tool"

    Posted 2019-04-08

    Pros: I have been using Veloxy for almost two years. It really helps with Data entry out in the field as I can "Log-on-the-fly" for meetings, calls, add new prospects and much more. Veloxy also help me keep up to date with scheduled calls needed for that day while I'm on the go.

    Cons: It would be nice to have Veloxy log incoming calls from clients.

    Overall: More time for me and still increased sales and built a greater pipeline with ease.

    Read More...
    Review Source: SourceForge
  • Usama T.
    Account Executive
    Used the software for: Free Trial
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Makes everything easier"

    Posted 2019-04-08

    Pros: I love how this app alerts you about your account. When you are prospecting and the account is under someone elses name it can take time for it to switch over. This app will alert you when its transferred over.

    Cons: nothing really, everything seemed great with what I have used.

    Overall: I love it. Its very useful.

    Read More...
    Review Source: SourceForge
  • Dorian C.
    HIGHLY RECOMMEND
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "HIGHLY RECOMMEND "

    Posted 2019-04-08

    Pros: Veloxy made things easier for me and also has allowed me to better track my progress with my customers. It's a convenient way for me to remember to follow. Great for following up with prospects and leads!

    Cons: Nothing so far. Customer service has been on point!

    Overall: Awesome tool to have. I’m able to manage my deals with ease and confidence. Reporting is also awesome, great for backtrace

    Read More...
    Review Source: SourceForge
  • Stephen B.
    Sales Management
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great App!"

    Posted 2019-04-06

    Pros: Love the app! So easy to use, makes prospecting an ease-mapping feature makes it so efficient to prospect

    Cons: nothing-so easy to use and makes my job so much more efficient

    Overall: Makes prospecting new accounts so easy

    Read More...
    Review Source: SourceForge
  • Corey W.
    Business Account Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Deployment
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Perfect app for my business needs "

    Posted 2019-04-06

    Pros: I am a Business Consultant for Comcast Universal and I like the organization of the app as it relates to managing my business. Everything is at my finger tips from appointments, follow up, and even prospects that i haven’t touched in a certain amount of days. Quick story, Veloxy reminded me that I hadn’t followed up with a customer in 2 weeks. I used the apps GPS function and drop in on that potential customer. By doing so and following Veloxy recommendation I was informed that my customer was opening a new business and I closed the sale. If that isn’t enough to validate the importance of this app I don’t know what to say. Thanks Veloxy ABC’s

    Cons: I can’t believe that I wasn’t utilizing this tool before.

    Overall: Overall if you are an account manager this app is a must. Remember that it organizes everything you need to be successful.

    Read More...
    Review Source: SourceForge
  • ADAM P.
    Sales Manager
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Use it and Love it!"

    Posted 2019-04-05

    Pros: Fully integrated with Salesforce. It allows me to easily access all my contacts and find the contacts that are closest to my current location.

    Cons: I don't like that I have become soooo dependant on Veloxy. One sales trip I didn't have it and I was lost . . or at least I felt lost. On that trip, I was not nearly as productive as I was on a prior trip while using Veloxy.

    Overall: If you're a salesperson using Salesforce and on the road with 100's of prospects and clients you absolutely need Veloxy. It accesses my contacts in Salesforce instantly. The feature I like best is finding prospects using their built-in GPS system. It allows me to visit more prospects in a shorter amount of time. Without Veloxy I used to visit on average 5 prospects a day . . . now I can visit 15-20. The only difference is I'm using Veloxy. I've become totally dependant on it to maximize my time on the road.

    Read More...
    Review Source: SourceForge
  • Gerald K.
    business advisor
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "on top of things"

    Posted 2019-04-05

    Pros: sends me alerts when i miss an appointment and also keeps all my clients in the palm of my hand

    Cons: really not much i dont like about this product. It's truly a hit out of the park. It basiclly keeps your office in the palm of your hand.

    Overall: best way to describe is a 10. If you needing help keeping track of all your clients and leads, well this product is the way to go

    Read More...
    Review Source: SourceForge