Veloxity has the features that your company needs


$99 /month

Sales User Features

Tracking of Leads, Accounts, Contacts, Opportunities
Configurable Sales Stages with Guided Sales
Activity Tracking with Calendar View
Quick Activity for easy addition of calls, notes and emails.
Interactive View of your Pipeline
Quote Management with Professional PDF Creation
Hierarchical Sales Divisions or Direct Reporting Structure
Easy Quota and Forecast Tracking with Visualizations
Email Integration including Inbox view of emails
Integrated Document Viewing for PDF's, Text and MS Office Files
Powerful and Comprehensive Searching
Cross Row Table Editing with Copy/Paste Support
*MS Office Integration
Integrated Chart Builder from Table Data
Live News Feed
Product and Product Bundle Management
Mobile App
Integrated Image Viewer with Image Annotation Support
Attach Files of Any Type
Activity Timeline View
Assign Owners and User roles for leads, opps, etc.
Integrated Chat

Veloxity At-A-Glance & AI

Veloxity AI: CRM Learns and Adjusts Sales Stage Probability-To-Close Over Time
Veloxity At-A-Glance View of Opportunity Size
Veloxity At-A-Glance View of Account Revenue
Veloxity At-A-Glance View on Entire Sales Organization and Progress to Quota for Past/Current/Future Forecast Periods

Platform Features

Unlimited Group Definitions with Permissions
Configurable Home Pages
Multi-Group Membership supported for each user
Drag and Drop Configurable Data Views
REST Web Service for Access by External Applications
Data Design: Add Custom Fields to any Data Type
App Theming for Styling of All Key Visual Elements
Configurable Lead Assignment Rules
Configurable Owner Assignment Rules
Web Form for Lead Capture
*Requires licensed copy of MS Office on your machine

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