Pricing & Features

Veloxity enables tracking from leads to opportunities. Don’t want to work with leads and want to work just with opps? No problem! We support that too.

From your opp you can easily assign contact roles for that specific opp so the sale team can quickly identify the key players.

Veloxity also manages your accounts when in Business to Business mode. In Business to Consumer mode, Accounts are not needed and you can deal with Contacts directly. Veloxity also enables you to work in dual mode where you identify your leads as B to B or B to C and the system adjusts its behavior accordingly.

Veloxity is your single communication hub for your sales reps. Veloxity has an Inbox where all emails related to client and prospect interactions are shown. From there emails can be forwarded, replied to, etc. The Inbox works with both Google’s Gmail and MS Outlook.

Veloxity also has an integrated Calendar which syncs with either Google or Outlook calendars. Right within Veloxity you can easily schedule calls, meetings, webinars and to-do’s on the integrated calendar since you can see your open time slots.

Whether you use Zoom, Teams, Meet or GoToMeeting, we have you covered there too. You can do all your webinar scheduling within Veloxity and it takes care of the setup in your preferred tool as well as sending the calendar invitation to the attendees.

Working on the road? Veloxity is accessible right from your favorite smart phone with easy access to the features you need for searching, viewing and interacting with your Account, Opportunity, Lead and Contact data.

Veloxity has comprehensive Lead tracking including quick visual indicators of your cold, warm and hot leads. Leads can easily be added to the system from external applications, or auto created by the system via a marketing campaign managed within Veloxity.

Veloxity also has a guided sales process that you define enabling you to specify the stages a lead goes through and the expected check off’s at each stage before a lead can move the the next stage. Once a lead is qualified a single click converts the lead to an opp and creates and links all the related records.

Veloxity’s powerful lead assignment rules make it easy to have Veloxity do the heavy lifting and auto-assign leads to the proper sales person where it shows in their hub view so they can attend to it immediately.

Veloxity makes managing your sales organization easier than ever. You can import it from a spreadsheet and then visualize it with the industry best view of the sales divisions and the owners of each division in a hierarchy.

Assigning quotas to each sales division is straightforward and visual since you work right from our hierarchical view of the company sales structure. But the real sizzle is when you start tracking your opps and the sales division comes alive with rich, At-a-glance visuals so managers can quickly see how their team is performing against quota for the selected forecasting period.

Veloxity’s pushes the concept of a no-code / low-code platform with its leading Rules engine. Complex Rules can easily be created by non-technical admins to control system behavior through our built-in and extendible actions.

With the Platform Expansion add-on you can do even more. Want to send an email template to new leads right away? Easy, But what about then following up with different templates on days 1, 2 and 3 after the leads arrives? Just as easy with Veloxity Rules. What if you want to send different emails to a contact depending on their revenue spend with your company? That’s easy to do as well. You can also easily enforce business rules by rejecting changes that don’t comply with expected policies.

Veloxity enables easy creation of products and their related attributes. These can then be used in professional quotes that you can generate right within Veloxity from any opp.

You can also create product bundles that enable you to group products together into a named bundle and offer special pricing for the bundle. This also makes adding numerous products that are commonly ordered together into a quote in a one step operation instead of picking each product separately.