Who is this service for?

Any company that uses Salesforce and Outlook/Office365 or GMail will get tremendous value from Veloxy (Mobile, Inbox and Analytics). Finally, something that sales professionals enjoy using everyday!

About Veloxy

Using AI, Veloxy gets sales teams to engage in Salesforce, log activities and update their pipeline on the go. Sales management get better forecasts and visibility into what (calls, emails, activities, etc) drive sales. Connect your Salesforce and Outlook/Office365 or GMail with Veloxy and track emails (single or bulk), activities, leads and contacts, all in one place. Focus on productive sales activities, while an AI based Virtual Assistant takes care of everything behind the scene.

Average rating 4.9/5

Total score
4.9
“Ease of use
4.9
User support
4.9
Features
4.9

Product details

Starting price:

1usd / per month
more about prices

Free trial:

Yes, get demo

Desktop & Mobile Platforms:

Mac

Windows

App - Android

App - IOS

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

Veloxy
http://veloxy.io
Set up in 2015
United States

Features

Activity Dashboard
Alerts/Notifications
Appointment Scheduling
Calendar/Reminder System
Call Logging
Cataloging/Categorization
Collaboration Tools
Commenting/Notes
Contact Management
Content Delivery
Content Management
Customizable Branding
Customizable Reports
Customizable Templates
Document Management

Document Storage
Drag & Drop Editor
Email Marketing
Email Templates
Feedback Management
For Sales Teams/Organizations
Full Text Search
Goal Management
Interaction Tracking
Internal Chat Integration
Knowledge Management
Lead Generation
Lead Management
Lead Qualification
Lead Scoring
Marketing Automation
Meeting Management
Mobile Access
Mobile Interface
Multi-Language
Performance Management
Presentation Tools
Proposal Management
Quotes/Estimates
Reporting/Analytics
Rich Text Editor
Sales Pipeline Management
Segmentation
Self Service Portal
SEO Management
Social Media Integration
Task Management
Territory Management
Third Party Integrations
Training Management
User Management
WYSIWYG Editor

Alternatives Veloxy


Elizabeth I.

«The Veloxy Advantage »

Usability

Support

Features

5

Overall rating

Benefits:

I like that the software takes the unknowns out of the equation. I track my emails and can tell whether the emails are being read and if not, I know to change my approach.

Drawbacks:

I did not understand that when I opened the email on a different device then the one I composed and sent it from, the software would count that as a view. I was thinking the customer was opening the email more than they were. I figured it out though.

In sum:

Advantage over other sales who are not able to get the information and numbers Veloxy provides.

October 2, 2021
Feedback source: the Internet
D
Dave G.

«Veloxy is a game changer»

Usability

Support

Features

5

Overall rating

Benefits:

It's such an important piece of my day to day. It helps me track everything and stay organized

Drawbacks:

Software freezes sometimes but that's normal and bugs happen. I'm sure it will get fixed. If you wait 39-45 seconds it'll usually go thru, it never crashes

September 30, 2021
Feedback source: the Internet
M
Matthew L.

«Great prospecting tool»

Usability

Support

Features

5

Overall rating

Benefits:

I used this an my daily cadence when prospecting. I love how clean the dashboards are, and the granular detail is great. I can easily track when and where my prospecting emails are opened. This is a tool for any sales professional.

Drawbacks:

None that I have experienced yet

September 27, 2021
Feedback source: the Internet
J
Joe C.

«My Team and I LOVE Veloxy - GAME CHANGER»

Usability

Support

Features

5

Overall rating

Benefits:

I have managed Sales Teams for 20+ years, and surprisingly a good amount struggle to use any CRM's as intended. There are still reps that will track their sales hunting activity via XL spreadsheets or DON'T track ANY activity. I have tried to explain the "why", share examples of successful reps that do effectively us CRM to track their calls, emails, etc.... I have heard every excuse ever given until I discovered Veloxy. Veloxy has changed the game for my team, and they now are able to track EVERYTHING they are doing w/ a simply click. The Veloxy interface is seamless, easy to navigate and doesn't require you to do anything other than simply complete the call, email, task. From an rep and management perspective its easy to create SFDC / Veloxy reports to see HOW MANY calls, emails, etc... are created every day, week, month, etc.... I strongly suggest adopting this SALES tool!!

Drawbacks:

There is nothing that comes to mind for either myself or my team

September 18, 2021
Feedback source: the Internet
I
Irit L.

«Easy and simple»

Usability

Support

Features

5

Overall rating

Benefits:

Simplicity and quality. Visually it is very easy to work

Drawbacks:

Not sure since my goal was to mostly save time and I definitely was able too

In sum:

Veloxy mobile app has been extremely useful for my everyday work. I can see all my Opportunities in the map, receive push notifications about 'near-by' opportunities when I'm in the field so that I don't miss out anything. I can call, send text and send email from Veloxy and everything gets logged automatically into Salesforce as activities. This saves me lot of time from manually logging these activities in Salesforce. There are so much more

September 15, 2021
Feedback source: the Internet
E
Erika S.

«Fantastic sales tool and effective time-saver»

Usability

Support

Features

5

Overall rating

Benefits:

The Veloxy for Outlook add-on allows you to send individual, customized emails to a list of recipients, making it quick and easy to communicate to a large audience. The Veloxy smart phone app make it easy to log phone calls, look up prospect/customer information, and log emails while out in the field or away from your desk. With the app, you can also pull a map that shows all of the qualified leads and opportunities in your area, making it quick and easy to schedule drop-ins.

Drawbacks:

If you do not want updates or alerts, make sure to turn off this feature in the mobile app.

In sum:

Veloxy has helped me save time, become more efficient, and streamline my day-to-day sales responsibilities.

September 13, 2021
Feedback source: the Internet
S
Sonny H.

«Veloxy is amazing»

Usability

Support

Features

5

Overall rating

Benefits:

Veloxy allows the user to call a contact in Salesforce directly from their smartphone and then the app automatically logs that call into Salesforce under the right opportunity/account/prospect. The software plugs into Outlook to allow the user to utilize email templates from their smartphone or desktop and then logs the outgoing email to Salesforce under the right opportunity/account/prospect. Veloxy makes inputting new prospects/opportunities/accounts into Salesforce at least 50% faster. Veloxy will track the emails the user sends to a contact and let the user know when that email is opened as well as how many times it was opened, where in the world the user opened that email and how many times that email was viewed.

Drawbacks:

This product is not free but the value that it adds to the sales process will meet any Return On Investment model.

In sum:

This tool gives me extra time during the day. From door-to-door prospecting, to basic email communication, and funnel management, Veloxy seamlessly integrates to Salesforce allowing me to do exactly what I need to do without having to navigate through multiple clicks and page loading. Another function that has increased my sales volume is the ability to track an email that I send to a prospect and see when they open the email, how many times that email has been opened, what kind of device they are using, and where in the world that email has been opened! Now I know if they are really curious and if they are passing along my message throughout their company. This is a must have for any organization that wants to track their activity within a robust CRM, as well as a sales rep that wants to maximize their customer contacts!

September 7, 2021
Feedback source: the Internet
J
Joseph S.

«Nice Tool for your Business»

Usability

Support

Features

5

Overall rating

Benefits:

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

Drawbacks:

It is useful to have a period or advancement following component. really love this software for its using.

September 6, 2021
Feedback source: the Internet
D
Dane H.

«Veloxy to the rescue! »

Usability

Support

Features

5

Overall rating

Benefits:

I love the GEO tracker for my leads. It helps me as a field sales guy to see the opportunities around me.

Drawbacks:

Not much to dislike about this product. Its very easy to use and it saves you time. It also logs all your interaction and calls for easy record keeping.

In sum:

Email templates to reminders its a great tool to optimize your sales.

August 29, 2021
Feedback source: the Internet
J
Jose R.

«Best Mobile App on the market if you use Salesforce and Gmail!»

Usability

Support

Features

5

Overall rating

Benefits:

The Veloxy Gmail/Plugin helps sync emails to Salesforce more efficiently, reducing time manually copying and pasting email information into Salesforce. All of my outbound emails are currently getting logged automatically, and any responses to my emails from the prospect are also getting logged automatically. This is truly a game changer in automation and efficiency. For those still using the email functions in Salesforce, this gives you another option to add email templates in Gmail and send an email directly from Gmail. The Difference is how the customer receives the email. The email in Salesforce comes from "Salesforce, on behalf of Jose Rivera". The email sent in Gmail from Veloxy, shows as coming from your normal Gmail Email. The Email analytics help provide a couple of pieces of information. One; it allows you to see if the prospect has opened the email, and how many times. Two; it helps gauge the interest, based on how many times they've opened the email. Three; automatic notification on your phone when they open the email, allowing you to schedule a future task in Salesforce to call the prospect. The email templates allow you to add in and save favorite templates. Tracking can be turned off or on at any time, or for specific emails. Overall, it is an awesome product for anyone in sales! Working with the Veloxy team for any questions has been great as well, they provide A+ customer service and are quick to respond.

Drawbacks:

Everything about this software is great.

In sum:

Great, experience.

August 26, 2021
Feedback source: the Internet