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Veloxy - Free AI Tool

Veloxy

Veloxy is an AI-powered field sales productivity platform for Salesforce users, automating CRM updates, optimizing routes, and prioritizing leads to boost win rates.

4.9(341 reviews)
Paid
What is Veloxy?
Veloxy is a sales productivity platform that augments Salesforce CRM data for sales teams. Operating via an inbox extension and a dedicated web application, it provides anywhere access to its feature set. The system addresses common sales bottlenecks with Salesforce automation, AI-driven lead prioritization, and buyer signal tracking. Key functionalities include a quick dialer, CAN-SPAM compliant email templates, and pipeline management tools that present a 360° view of customer data directly within a representative's existing email and web environments. Its dedicated automation workflows are built to streamline multi-step data processing and asset creation. The platform is engineered for field sales representatives and their managers who rely on Salesforce. For a rep, Veloxy facilitates daily activities like route planning using its proximity search and prospecting map features. Managers can leverage the tool for sales analytics, creating call blitzes, and monitoring team performance with smart forecasts and opportunity maps. The sales collaboration functions and Salesforce Caller ID integrate into the outreach process, streamlining lead qualification and follow-up without requiring reps to constantly switch back to the main Salesforce interface. Access to advanced options like high-speed batch processing requires a subscription plan.
Key Benefits & Features
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Salesforce Automation
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Artificial Intelligence
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Lead Prioritization
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Buyer Signals
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Email Marketing
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Email Tracking
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Pipeline Management
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Quick Dialer
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Lead Qualification
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Salesforce Caller ID
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Salesforce 360° Views
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Sales Analytics
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Sales Collaboration
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Call Blitzes
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Opportunity Map
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Prospecting Map
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Proximity Search
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Route Planning
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Salesforce Sync
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Smart Forecasts
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Email Analytics
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Email Blasts
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Email Campaigns
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CAN-SPAM Compliant Email Templates
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Inbox Extension - Anywhere Access
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Web App - Anywhere Access
Veloxy Pricing
Pricing modelPaid
Starting price$65 / Monthly
Free planNo
Free trialAvailable
BillingMonthly / Annual

Detailed Pricing Info

Full-featured field sales app for only $2 per day. $65/month gets you 40+ Salesforce, sales engagement, and mapping features. Save 50% with a 3 year commitment. Start Free 14 Day Trial or subscribe and save 25%. Annual Plan – Save 45%! $899/mo for company plans.
Pros & Cons of Veloxy
Pros
  • Automates Salesforce activity logging for calls, emails, and tasks, reducing manual data entry for sales reps.
  • Offers a mobile-first design with geolocation features to find and map nearby leads and opportunities for field sales.
  • Integrates with Gmail and Outlook to track email engagement and sync activities directly from the inbox.
Cons
  • Users report that the automated follow-up feature can be buggy and does not always function properly.
  • The platform has a steep learning curve, and some users find it difficult to master all its capabilities.
Frequently Asked Questions

How do I Sign in to Veloxy?

There are two ways to sign in to Veloxy, either by using your Salesforce credentials, or by using the Email Address and Password associated with your account.

How do I connect Office365, Exchange or Google with Veloxy?

Once you have successfully logged in to the Veloxy app, the Get Started screen is displayed. Ideally you should connect ONLY your official email system with Veloxy.

How do I find Exchange Server Address?

Tap on your iPhone “Settings”. Tap on “Passwords & Accounts”. Tap on your Company Email Account. Tap on “Account” and you will see the Server Address.

How do I connect my phone calendar with Veloxy?

Tap on Advanced Settings link below My Phone and turn on the Sync Calendar. It will take you to another screen where you Tap on the Company Calendar you want to connect with Veloxy.

How do I enable Veloxy Caller ID?

Follow these steps to enable Caller ID within Veloxy: 1. Press Settings on your device. 2. Scroll down and press the Phone option. 3. On the Phone screen, press the Call Blocking & Notifications option.

I can't Login to Veloxy. How do I reset Veloxy Password?

Open Veloxy and tap the Reset/Forgot Password link.

How do I Sign Out of Veloxy?

To sign out of Veloxy, tap on More option on the menu at the bottom of the screen and then press Settings. On the Settings screen that is displayed, scroll down until you see the Log Out option and press it to sign out of Veloxy.

How do I change my notification Settings?

To change your Notification Settings within Veloxy, select the more option on the menu at the bottom of the screen and then press Settings. On the Settings screen that is displayed, scroll down until you see the Change Notification Settings option and press it. The Notification Settings screen is displayed. You can turn on/off specific notification(s). You can also change your Notifications Settings by tapping on Notifications icon (top right corner) on Veloxy Home screen, then tap on the Cog Wheel icon.

How do I Access and Work with My Notifications?

To access your Notifications from within the app itself, tap on the Notifications icon (top right corner). If you have Notifications awaiting you, the number of those Notifications will be displayed alongside the Notifications icon.

How do I delete Veloxy Notifications?

Tap on Notifications icon (top right corner). To delete individual notification, swipe left. To perform bulk delete, tap on Edit on the Notifications screen. Simply select the radio button for any Notifications that you’d like to delete, and then press Remove to delete it/them.

How do I Manage Opportunity Pipeline?

The My Opportunity Pipeline portion of the Veloxy Home page provides an overview of your current Opportunities by displaying the total amount of prospecting dollars and number of opportunities currently active for any date range.

How do I Create New Lead/Prospects?

Tap on Explore Nearby Businesses, Veloxy displays all businesses near your location. Veloxy uses Google business to find businesses near you.

How to Nurture My Leads/Prospects?

In Home screen, tap on either Lead/Prospect icon or Checkout Nearby Leads/Prospects to see your Salesforce Leads/Prospects either as a list or in the Map.
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User Reviews & Ratings
4.9(341 reviews)

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