Last Updated
Overview
Veloxity software provides a scalable CRM solution for B2B and B2C sales teams. While it is a newer player with a smaller user community, its powerful built-in automation and intuitive interface offer a rapid return on investment. Its flexible architecture is designed to support businesses as they grow.
Overall Rating
Based on 2 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Veloxity Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Veloxity?
Veloxity is a customer relationship management (CRM) platform designed to enhance sales efficiency for businesses of all sizes. It addresses the challenge of manual, repetitive work by automating tasks such as lead assignments and follow-up emails. By providing rich visuals and comprehensive charts, the software empowers sales teams to make faster, data-driven decisions, reduce clicks, and focus on closing deals rather than on administrative overhead. This approach from Veloxity helps businesses streamline operations and accelerate their sales cycles effectively.
Veloxity Pricing
Besides a free plan, the Veloxity cost ranges the following plans, alongside a free trial:
- Basic Edition: Starts at $7/user/month
- Professional Edition: Starts at $54/user/month
- Enterprise Edition: Starts at $94/user/month
Disclaimer: The pricing is subject to change.
Veloxity Integrations
Veloxity integrates with the following platforms:
- Zoom
- GoTo Meeting
- Google Meet
- Outlook
- Gmail
Who Is Veloxity For?
Veloxity is ideal for all types of small and medium-sized businesses, as well as large global enterprises of B2B, B2C, and hybrid model sales organizations.
Is Veloxity Right For You?
Veloxity is the right fit if your organization seeks a highly scalable CRM that balances ease of use with powerful automation. Its standout feature is the intuitive “Rules Engine”, which empowers teams to streamline complex workflows without technical expertise. The platform is built as a future-proofed, long-term partner, designed to be robust and adaptable for the needs of small to mid-sized businesses and large enterprises alike, supporting both B2B and B2C models. That’s why Veloxity is a go-to choice for several companies, such as Sapio Sciences, 20/15 Visioneers, and Links Asset Trust.
Still not sure about Veloxity? Contact our support team at (661) 384-7070 for further guidance.
Veloxity Features
Sales Pipeline Visualization
This feature allows you to gain a clear view of your entire sales pipeline with multi-level Kanban boards and charts. It enables managers to visualize potential revenue at each stage and across various territories or teams, with simple drag-and-drop functionality to update opportunity statuses.
Sales Quota Management
Veloxity enables management to set, allocate, and track sales quotas for individual representatives, teams, or entire regions. This tool helps compare performance against forecasts for current and future periods, ensuring strategic alignment and driving accountability at every level of the sales organization.
Customizable Sales Stages
This tool allows you to define your unique sales process by creating custom stages and specifying the criteria required to advance an opportunity. The system intelligently learns the probability of closing at each stage from historical data, which significantly improves the accuracy of your sales forecasts.
Automated Lead Assignment
The software uses a powerful, non-technical rule builder to automate the distribution of inbound leads. You can assign leads to specific users or territories based on criteria like location or custom fields, ensuring rapid follow-up and maximizing the potential of every marketing-generated lead.
Multi-Level Sales Divisions
Veloxity allows you to easily manage and visualize complex sales hierarchies, whether they are based on territory or direct reporting structures. This feature streamlines the administration of large sales teams, enabling targeted lead assignments and clear performance tracking across the entire organization.
Pros And Cons of Veloxity
Pros
Easy-to-use and robust marketing tools
Seamless searching and dashboard capabilities
Supports both B2B and B2C sales models
Cons
Advanced customization requires initial support
Lacks pre-built reporting templates
Veloxity Reviews
Total 2 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars50%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Powerful Interface with Excellent Value”
Pros
The UI design is really well thought out which makes getting new people up to speed pretty quick and thats been huge for us. When your team actually enjoys using a system, you know you're on the right track and our overall experience has been solid. It covers all the essential CRM functions and gets the basic sales operations running fast so we saw returns pretty quickly. Setting up sales territories, forecasts and product pricing was no issue. We also got our dashboards, graphs, probabilities and marketing campaigns configured without any difficulty. All of this stuff is crucial for optimizing how we sell. Management can easily track performance against forecasts at every level whether thats company wide, by region or product line or down to individual reps. Having that visibility has been really valuable.We just started testing there new marketing module for A/B campaigns and drip sequences. Early impressions are good. Seems userfriendly and should make our email efforts way more efficient. Overall we have really liked using this platform and feel it has the power and flexibility we need. The pricing was better than other options we looked at which gave us confidence we would hit our ROI targets.
Cons
Not much to complain about and we are really happy with our choice so far.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
8
Mid Market, 101-500 employees
“Easy to use software that boosted our sales”
Pros
The interfaces here are incredibly efficient especially the Hub, Sales Divisions and Sales Pipeline views that make everything fast and informative. Their marketing tools are amazing and super easy to set up which helped us launch professional campaigns right away. The Rules engine has been a gamechanger for automating common functions letting our sales team scale without needing more staff. The searching capabilities and dashboards are top notch from what I can tell. Lead and Owner Assignment Rules made routing and assignments completely automatic with no human intervention needed whatsoever. This platform is fully configurable and extendible so I dont think we will ever outgrow it. Plus the cost is about half of Salesforce while giving us comparable features to there ultimate edition.
Cons
I wish there was a bigger user community since its still relatively new in the CRM market though Im sure it will grow as more people discover how great the system is.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Frequently Asked Questions
Does Veloxity offer an API?
Yes, Veloxity offers a RESTful API.
What level of support does Veloxity offer?
Veloxity offers support through a help and learning center, a user community, FAQs, live chat, and a support phone line.
Does Veloxity have a mobile app?
Yes, Veloxity offers a native CRM mobile application.
What language does Veloxity support?
Veloxity is primarily available in English.
What types of pricing plans does Veloxity offer?
Besides a free plan, the Veloxity price plans include a Basic edition (starts at $7/month/user), a Professional edition (starts at $54/user/month, and an Enterprise edition (starts at $94/user/month). Request a personalized Veloxity pricing quote for your business.
Who are the typical users of Veloxity?
Typical users of Veloxity features range from small and medium-sized businesses to large enterprises, from B2B, B2C, and even a hybrid model sales organization.
What other apps does Veloxity integrate with?
Veloxity integrates with Zoom, GoToMeeting, Google Meet, Outlook, and Gmail.