Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 69 Ratings

Total
ease
features
design
support

Description

Connect your data, segment your audience, provide seamless experiences, and track your success easily. No-code integrations allow you to integrate data from finance, marketing, sales, support, and product into one customer profile. This will reveal the actions that are most important to your business. Segmentation is a powerful tool that allows you to target audiences using any combination of demographic, firmographic and behavioral data as well as transactional data. The right message to the right person at the right moment, the right time. Hyper-personalized omnichannel experiences that connect with your audience across the entire customer journey are a great way to connect with them. Intelligent automation that feels human. Data should make decisions easier, not more difficult. Your entire team can make data-driven decisions by using visual analytics and reports that provide insight, while custom dashboards keep you on track.

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

Salesforce Yes 
APIANT Yes 
Causal Yes 
Evidence Yes 
Gmail No 
Hyperise Yes 
Integrate.io Yes 
Integrately Yes 
Make Yes 
Microsoft Outlook No 
PrestaShop Yes 
Rekomi Yes 
Retention.com Yes 
Segment Yes 
Slack Yes 
Stackpile Yes 
Uplup Yes 
Workers by Delos Yes 
Zapier Yes 
n8n Yes 

Integrations

Salesforce Yes 
APIANT No 
Causal No 
Evidence No 
Gmail Yes 
Hyperise No 
Integrate.io No 
Integrately No 
Make No 
Microsoft Outlook Yes 
PrestaShop No 
Rekomi No 
Retention.com No 
Segment No 
Slack No 
Stackpile No 
Uplup No 
Workers by Delos No 
Zapier No 
n8n No 

Pricing Details

$199 per 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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
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) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ortto

Founded

2015

Country

Australia

Website

ortto.com

Vendor Details

Company Name

Veloxy

Founded

2015

Country

United States

Website

veloxy.io

Product Features

Account Based Marketing

Analytics Yes 
Campaign Personalization Yes 
Customer Segmentation Yes 
Engagement Monitoring Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Progress Tracking Yes 
Prospecting Tools No 
Target Account Identification No 

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Conversational Marketing

Appointment Scheduling Yes 
Audience Segmentation Yes 
Chatbot No 
Email Automation Yes 
Group Messaging Yes 
Human Handover Yes 
Lead Distribution Yes 
Lead Qualification Yes 
Mobile Messaging Yes 
Multi-Channel Communication Yes 
Product Recommendations No 
Video Chat No 

Customer Data Platforms (CDP)

Behavioral Analytics No 
Campaign Management Yes 
Customer Profiles Yes 
Customer Segmentation Yes 
Data Integration Yes 
Data Matching No 
GDPR Compliance Yes 
Personalization No 
Predictive Modeling No 

Customer Journey Mapping Tools

Action Management Yes 
Attribution Modeling No 
Behavioral Analytics Yes 
Collaboration No 
Customer Profiles Yes 
Data Import / Export No 
Predictive Analytics No 
Surveys & Feedback No 
Templates Yes 

Email Marketing

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

Email Template Design

A/B Testing No 
Code From Scratch No 
Drag & Drop Editing No 
Image Library No 
Import HTML Code No 
Mobile-Friendly / Responsive No 
Potential Issue Identification No 
Premade Templates No 
Proofing No 
Reporting / Analytics No 
Text Editor No 
Theme Editor No 

Lead Capture

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

Lead Generation

Contact Discovery No 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Visitor Identification 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 No 
Prospecting Tools No 
Source Tracking Yes 

Marketing Analytics

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

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence Yes 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking Yes 

Mobile Marketing

Channel Attribution No 
Contextual Targeting Yes 
Coupons No 
Email Marketing Yes 
Engagement Monitoring Yes 
In-App Marketing No 
Location-Based Marketing Yes 
Push Notifications Yes 
Text Messaging Yes 
Text-to-Win No 

Retargeting

A/B Testing Yes 
Audience Targeting Yes 
Behavioral Targeting Yes 
Conversion Tracking Yes 
Geo Targeting Yes 
Mobile Retargeting Yes 
Personalization Yes 
Recommendation Engine No 
Social Media Retargeting Yes 

Sales Enablement

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

SMS Marketing

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