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Veloxity
The New Force in CRM·veloxity.com
Veloxity is a customer relationship management (CRM) platform for managing sales organizations, products, and customer data. It offers a sentence-based Rules Engine for automating tasks like lead scoring, assignment, and scheduled emails, along with Kanban-based pipeline visualization, sales forecasting, and quote generation. The platform is designed to be extendable beyond core CRM into other business functions and supports both B2B and B2C use cases.
What it's for
Sales pipeline tracking and visualization via Kanban viewsSales forecasting with probability thresholdsSetting and tracking sales quotas across reporting hierarchiesAutomated lead assignment based on custom rulesCapturing leads via an out-of-the-box web formManaging products and product bundlesGenerating and emailing professional PDF quotesBuilding custom charts and data visualizationsLogging calls, emails, and tasksManaging multi-level sales territories/divisions
Features 15
- Access rights/data protection controls
- Activity logging (calls, emails, tasks)
- Automated lead assignment rule builder
- Custom sales stage definitions and requirements
- Customizable analytics and charting
- Drag-and-drop opportunity stage management
- Multi-level sales division/territory management
- Native mobile app with offline access
- Out-of-the-box web lead capture form
- Probability-based forecasting from historical stage data
- Product and product bundle management
- Quote creation with PDF generation and email delivery
- Sales pipeline visualization with Kanban view
- Sales quota setting per account manager or region
- Sentence-based Rules Engine for task automation
At a glance
free tierfree trial
TypeWeb app
DeploymentCloud
PlatformsWeb
LanguagesEnglish
Forsmall to medium businesses, large corporations, global sales organizations, B2B businesses, B2C businesses
CompanyVeloxity LLC
Pricing
A 'Totally Free Edition' and a free trial (no credit card required) are available, but specific paid plan prices are not publicly listed.