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.
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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
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.
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.
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.
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.
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.
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