Average Ratings 12 Ratings

Total
ease
features
design
support

Average Ratings 69 Ratings

Total
ease
features
design
support

Description

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Description

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Calendar Yes 
Microsoft 365 Yes 
Aline Yes 
Ariglad Yes 
Beam AI Yes 
CallPal Yes 
Databar Yes 
Enthu.ai Yes 
Fathom Yes 
Fleece AI Yes 
Geckoboard Yes 
Hightouch Yes 
LeadsBridge Yes 
LiveChat Yes 
MCPTotal Yes 
Mailchimp Yes 
Scoop Analytics Yes 
StarfishETL Yes 
Textellent Yes 

Integrations

Gmail Yes 
Google Calendar Yes 
Microsoft 365 Yes 
Aline No 
Ariglad No 
Beam AI No 
CallPal No 
Databar No 
Enthu.ai No 
Fathom No 
Fleece AI No 
Geckoboard No 
Hightouch No 
LeadsBridge No 
LiveChat No 
MCPTotal No 
Mailchimp No 
Scoop Analytics No 
StarfishETL No 
Textellent No 

Pricing Details

$19/month
Free Trial Yes 
Free Version No 

Pricing Details

$49 user/month
This pricing is billed annually. Month-to-month billing is available. Veloxy includes the popular Leadfinder and Account View 360° features at no additional cost for 2021.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Close

Founded

2013

Country

United States

Website

close.com

Vendor Details

Company Name

Veloxy

Founded

2015

Country

United States

Website

veloxy.io

Product Features

Automotive CRM

Call Logging No 
Contact Management No 
Customer Support No 
Inventory Management No 
Lease Management No 
List Management No 
Marketing Automation No 
Product Catalog No 
Quotes / Proposals No 
Service Department Management No 
Showroom Management No 
Territory Management No 

Call Recording

Archiving No 
Call Sharing No 
Distributed Call Recording No 
Event Triggered Recording No 
File Transfer No 
Instant Retrieval No 
On-Demand Recording No 
Recording Bookmarking No 
Scheduled Recording No 
Screen Activity Recording No 
Video Call Recording No 

Call Tracking

CRM Yes 
Call Log Yes 
Call Recording Yes 
Call Routing Yes 
Caller Identification Yes 
Campaign Management No 
Conversion Tracking Yes 
IVR / Voice Recognition No 
Keyword Tracking No 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting Yes 
Project Management Yes 
Quote Management No 
Sales Management Yes 
Scheduling Yes 
Time Management No 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Email Tracking

A/B Testing No 
Audience Segmentation Yes 
Campaign Management Yes 
Event-Based Notifications Yes 
Location Tracking No 
Team Management Yes 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Lead Nurturing

A/B Testing No 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Predictive Dialer

Call Monitoring Yes 
Call Recording Yes 
Call Results Yes 
Call Transfer Yes 
Callback Scheduling No 
Campaign Specific Caller ID No 
Contact Management Yes 
FCC Compliance No 
FTC Compliance No 
Lead Capture Yes 
Lead Management Yes 

Sales Acceleration

CPQ No 
Campaign Management Yes 
Dialer Yes 
Email Sequencing Yes 
Email Templates Yes 
Email Tracking Yes 
List Building Yes 
Meeting Scheduler Yes 
Predictive Analytics No 
Reporting Yes 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence No 
Contact Management Yes 
MMS No 
Mass Texting Yes 
Message Personalization Yes 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics Yes 
Scheduled Messaging Yes 
Shortcodes No 
Text-to-Win No 

Social CRM

Calendar/Reminder System No 
Customer Support No 
Email Marketing No 
Lead Capture No 
Lead Nurturing No 
Live Chat No 
Marketing Automation Integration No 
Multi-Channel Social Integration No 
Social Media Monitoring No 
Task Management No 

Product Features

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content Yes 
Event Triggered Email No 
Image Library Yes 
Landing Pages/Web Forms No 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management Yes 
WYSIWYG Email Editor Yes 

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management No 
Event-Based Notifications No 
Location Tracking Yes 
Team Management Yes 

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording No 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking No 

Marketing Analytics

A/B Testing No 
Campaign Management No 
Channel Attribution No 
Customer Journey Mapping No 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics No 
ROI Tracking No 
Social Media Metrics No 
Website Analytics No 

Sales Analytics

Collaboration Tools No 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) No 
Lead Analytics Yes 
Pipeline Management Yes 
Predictive Forecasting Yes 
Predictive Lead Scoring Yes 
Sales Intelligence Reporting No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management Yes 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration Yes 
Lead Scoring No 
List Building Yes 
Performance Management No 
Pipeline Management Yes 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting No 

Social Selling

Automated Publishing No 
Compliance Management No 
Content Discovery No 
Content Management No 
Employee Advocacy No 
Gamification No 
Lead Engagement Yes 
Performance Metrics No 
Pre-Approved Content Library No 
Single Sign On No 
Social Media Monitoring No 

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