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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Epicor CPQ (formerly KBMax), is redefining CPQ for manufacturers worldwide. Our product configurator is capable of handling complex business rules, visualizations, pricing, CAD automation, website embedding, and real-time pricing. This solution provides a great buying experience, faster sales cycles, and more efficient manufacturing processes. We're different because we: - Make complex products easier to sell and purchase faster - A visual, no-code engine simplifies configuration and maintenance of the most complicated business rules Automate workflows, CAD drawings, and documents to increase accuracy and efficiency - Remove the middleman and allow customers to buy directly from the manufacturer, rather than through a sales representative. Our product configurators are easily embedded in any webpage. -B2B2C is possible when distributors and partners are able to sell directly to customers

Description

Our CRM solution merges the user-friendly aspects of basic CRMs with the robust capabilities of top-tier platforms, all while delivering an exceptionally streamlined user experience. With Veloxity’s innovative sentence-based Rules Engine, automating routine and repetitive tasks is as simple as completing a few fields. Whether it's scoring leads, assigning tasks, or sending out scheduled emails, the Rules Engine handles it all and much more. Crafted by experts in machine learning and sales, Veloxity aims to provide the most effective, smart, and automated tool for sales and marketing, built on a flexible platform that can easily cater to your unique requirements. This ambitious vision has come to fruition and is now accessible at competitive prices compared to other market offerings. Empowering your sales team with this advanced tool can give them a significant edge against competitors in the marketplace. It’s the perfect opportunity to elevate your sales processes and drive better results.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Creo Yes 
Epicor Kinetic Yes 
Inventor Yes 
Propel Yes 
SOLIDWORKS Yes 
Salesforce Yes 
Salesforce Agentforce Commerce Yes 
Salesforce CPQ Yes 

Integrations

Creo No 
Epicor Kinetic No 
Inventor No 
Propel No 
SOLIDWORKS No 
Salesforce No 
Salesforce Agentforce Commerce No 
Salesforce CPQ No 

Pricing Details

$100.00/month/user
$100 per user/month
Add-Ons & Extensions - Price upon request
Free Trial Yes 
Free Version No 

Pricing Details

$7 per user per month
Billed annually
Free Trial Yes 
Free Version Yes 

Deployment

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

Deployment

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

Types of Training

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

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.kbmax.com

Vendor Details

Company Name

Veloxity

Founded

2018

Country

United States

Website

www.veloxity.com

Product Features

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Visual Configuration

2D Configuration No 
3D Configuration No 
CPQ Integration No 
Custom Pricing Options No 
Documentation No 
Dynamic Environments No 
Nonvisual Support No 
Saved Versions No 
Zoom In No 

Product Features

CRM

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

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