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Average Ratings 0 Ratings

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features
design
support

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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.

Description

The Vienna platform offers a wide array of innovative business channels that encompass both direct-to-consumer and introducer models, ensuring complete adaptability and enhancement of various market access routes. Seamlessly integrated with the Vienna underwriting, contract management, and backend systems, this new business platform facilitates a cohesive and efficient approach throughout the point of sale lifecycle. The underwriting module within Vienna accommodates both manual and automated processes, powered by a flexible rules-based engine. Lenders can establish unique policies and workflows tailored to different products, with comprehensive integration to major credit reference agencies and third-party data services. Additionally, Vienna streamlines and automates the entire process of credit decision-making, disbursement, document generation, and launch operations. Thus, the platform not only enhances operational efficiency but also significantly reduces the time taken to bring products to market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
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 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 No 
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

Veloxity

Founded

2018

Country

United States

Website

www.veloxity.com

Vendor Details

Company Name

Oyster Bay Systems

Website

www.oysterbaysystems.com

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 

Product Features

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution Yes 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management Yes 
Loan Processing Yes 
Student Loans Yes 

Alternatives

Alternatives

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