Veloxy Reviews & Product Details

I love the speed and ease of use of the CRM with Veloxy. The mobile app is much more useful than Salesforce's, which is a big plus for me in the field. I also appreciate the client/prospect mapping and the business card scanning feature. The 360-degree view of interactions with each client or contact and the real-time activity visibility are aspects I find truly valuable. Review collected by and hosted on G2.com.

Sometimes, when there is too much information to enter into opportunities according to certain organizations, it has to be entered in the desktop version, which is somewhat limited. But despite that, the administration time has still been reduced by 80%. Review collected by and hosted on G2.com.

The ability to make calls and use voice to text to note my record in Salesforce from my phone. Using the Veloxy mobile app has been a "Game Changer" in the weeks after a recent refresher meeting on using the Veloxy App. I am managing my calls with the app and using the talk to text feature to summarize the call the moment it is over. I parrot back every detail in about 20 seconds and it is updated to Salesforce. Set a task in the app and on to the next call. My call numbers are up and my number of meetings is up. Thank you for demonstrating a solution that has organized and maximized my outbound calling. Review collected by and hosted on G2.com.

Right now I am unable to change the status of a lead from the app. I am forking leads in an untouched status and though I am able to use a drop down to select "Working" the status does not update. In some use scenarios, if I click in to send an email without a template, the app glitches and resets. Review collected by and hosted on G2.com.

The ability to send mass email campaigns. Review collected by and hosted on G2.com.

The lack of technical support needed to support customers. Review collected by and hosted on G2.com.

It's professional and it is detailed in terms of assisting even customers that do not have extensive knowledge Review collected by and hosted on G2.com.

I like it. It serves the needs and it integrates well enough Review collected by and hosted on G2.com.

How it tracks all my emails without a click of a button - next favorite, how it prompts you to immediately provide task updates and create follow up tasks after a call. Review collected by and hosted on G2.com.

Sometimes the app crashes but it doesn't bother me at all because it provides so many more pros than this 1 con. A small thing - because I'm crazy about fonts/spacing, i wish I could adjust font/spacing in templates to match my outlook style. Review collected by and hosted on G2.com.

Veloxy makes my job so much easier and allows me to be more productive. Auto logging emails and calls to salesforce saving me time and allows me to focus on what I do best. Veloxy also simplifies the process of finding and adding leads to salesforce. Review collected by and hosted on G2.com.

It's hard to find something I dislike about Veloxy. One thing I don't like is when it is unable to locate a business and I have to manually input the lead in Salesforce like I used to do all the time. Review collected by and hosted on G2.com.

Integration w/ Salesforce. I also like it tracks all of my outreach w/ a click of a button and auto generates follow up tasks. The phone / outreach integration also makes it easy for logging calls. Review collected by and hosted on G2.com.

Nothing in particular - sometimes I see a lag in information being synced w/ salesforce but it happens very rarely. Review collected by and hosted on G2.com.

Veloxy speeds up my workflow so much that I can't imagine working without it. I can swiftly manage all my tasks, follow-ups, and leads directly from the app with a few taps and voice-to-text. I love the email analytics function and the Gmail extension. Veloxy helps make the Salesforce experience more agile by giving me the ability to manage many of my home office duties from my car. Review collected by and hosted on G2.com.

The only big gripe I have is (perhaps I didn't see the button) that there isn't an obvious way to enter leads from the web browser. There isn't a big shiny button that says 'add new lead'. Some of the Veloxy web browser's features aren't very obvious to the user without going over a tutorial, but they're useful if you take a moment. A Review collected by and hosted on G2.com.

I like the email campaigns and the ability to see who viewed the email. Review collected by and hosted on G2.com.

I dislike that when I open an email that I sent, it counts as a read email. Review collected by and hosted on G2.com.

I like that I can see when clients view my emails. It makes it easier to have that insight into who I am working with and if I am getting through. Review collected by and hosted on G2.com.

I dislike having it on my phone. I just personally feel that it can be invasive and overwhelming on my personal device. Review collected by and hosted on G2.com.