Pricing & Features

The best CRM you’ll ever use! Sign-up for our FREE edition, or upgrade your productivity by using one of our paid editions starting at just $7 per user per month
Paid Annually
Save 18% per year!
Paid Monthly
 
Free
Edition

$0 $0
per user
per month

Basic
Edition

$7 $9
per user
per month

Professional
Edition

$54 $64
per user
per month

Enterprise
Edition

$94 $112
per user
per month

CRM Features

Tracking of Accounts, Contacts, Opportunities

• Max 300 Accounts
• Max 500 Contacts
• Max 300 Opps
• Max 3,000 Accounts
• Max 5,000 Contacts
• Max 5,000 Opps
• Unlimited Accounts
• Unlimited Contacts
• Unlimited Opps
• Unlimited Accounts
• Unlimited Contacts
• Unlimited Opps

Interactive View of your Pipeline

Configurable Sales Stages with Guided Sales

Quick Activity for easy addition of calls, notes, web meetings and emails.

Max 10,000 Activities
Max 50,000 Activities
Unlimited Activities
Unlimited Activities

Activity Tracking with Calendar View

Activity timeline view

Powerful and Comprehensive Searching

Integrated Chart Builder from Table Data

User Management

5 User Maximum
3 User Minimum
3 User Minimum
5 User Minimum

Assign Owners and User roles for leads, opps, etc.

Veloxity At-A-Glance View of Opportunity Size

Veloxity At-A-Glance View of Account Revenue

Attach Files of any type

Max 500 Files
Max 2000 Files
Unlimited Files
Unlimited Files

Integrated Image Viewer with Image Annotation support

Integrated Document Viewing for PDF’s, Text and MS Office Files

Live News Feed

Multi-Currency Support

Integrated Chat

Mobile App

App Theming for Styling of All Key Visual Elements

Product and Product Bundle Management

Quote Management with Professional Quote Creation

Easy Sales Reporting/Territory Structure Definition

Veloxity At-A-Glance View on Entire Sales Organization and Progress to Quota for Past/Current/Future Forecast Periods

Forecast Automation

Lead Management

Veloxity AI: CRM Learns and Adjusts Sales Stage Probability-To-Close Over Time

Communications

Outbound Emails

Email Template Builder

Send SMS Messages

Marketing Automation w/Advanced Email Builder (Add on Option)

Email Sync with Google and Outlook, including Inbox view of emails

Calendar Sync w/Google and Outlook

Zoom, Google Meet, Gotomeeting and MS Teams Integration

Coming Soon: Web Form for Lead Capture

Coming Soon: Landing Page Builder

Expandability

Multi-Group Membership supported for each user

Data Design: Add Custom Fields to any Data Type

Drag and Drop Configurable Data Views

Configurable Home Pages

Rules Automation Engine

15,000 weighted records per month
100,000 weighted records per month
500,000 weighted records per month

Unlimited Group Definitions with Permissions

REST Web Service for Access by External Applications

Unlimited Webhooks

Data Design: Define Custom Data Types

Add-Ons

Ready for more? Our add-ons add more power to make Veloxity fulfill all your CRM needs.

Marketing Automation
$400 $475
per 1000 contacts
per month

Power up your email marketing with laser targeted campaigns. Create beautiful templates in Veloxity and perform A/B testing on them. View the campaign dashboards to easily see overall performance.