---
title: Veloxity CRM Reviews
meta_title: 'Veloxity CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Veloxity CRM works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 2
  scale: '5'
date_modified: '2025-10-31'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Veloxity CRM Reviews
**Vendor:** Veloxity  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 2
## About Veloxity CRM
Veloxity CRM is a leading provider of Customer Relationship Management (CRM) software enabling you to manage your sales organization, products, and customer data. Veloxity CRM offers best-in-class usability with its innovative Hub, Kanban views, and more such as graphical Sales Division Management, Automated Lead Routing, and Intelligent Forecasting, all reachable through Veloxity’s intuitive, responsive, web-based user interface. Veloxity is a platform that can be tailored to your particular business needs and is suitable for both B2C and B2B businesses.




## Veloxity CRM Reviews
  ### 1. Veloxity - Outstanding  User Interface, lots of power and great value

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 08, 2021

**What do you like best about Veloxity CRM?**

The Veloxity User Interface (UI)  is well designed, making the learning curve for new users short and easy, which is particularly important. When users like to use a system its almost  always successful so the positive “user experience” is great 
The system provides all the critical features of a  CRM and quickly sets up the essential blocking and tackling functions that every sales organization needs to realize a rapid ROI.
 
Sales territories, forecasts, and products/pricing were easy to set up. We were also able to configure dashboards  graphs,  probabilities, marketing campaigns, etc., all  important to optimizing  our sales performance going forward
Management can quickly see how the organization performs against forecasts at different levels, including across the organization, in the specific sub-category (sales region, product line)  and/or at the individual sales-person level. 

We are just started using their new marketing module to run A/B testing and drip campaigns. So far, it looks easy to use and should make our email campaigns much more efficient.
To summarize, we have enjoyed using Veloxity and believe it has all the power and flexibility we require.  The price of Veloxity was lower than that of other systems we reviewed and gave us the confidence we would realize our ROI

**What do you dislike about Veloxity CRM?**

Nothing really.   To date, we are very satisfied with our decision to use Veloxity.

**What problems is Veloxity CRM solving and how is that benefiting you?**

Managing Sales leads, opportunities, contacts, etc. as the company grows and doing so without adding people


## Veloxity CRM Discussions
  - [What is Veloxity CRM used for?](https://www.g2.com/discussions/what-is-veloxity-crm-used-for)

- [View Veloxity CRM pricing details and edition comparison](https://www.g2.com/products/veloxity-crm/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+10%3A24%3A08+-0500&secure%5Bsession_id%5D=c7b75b1c-5947-4eea-80c7-1cf436164378&secure%5Btoken%5D=2b1147ffe4524befdb4c3b582d59f968dd4b6b25b5a0d298ccb5179a650c6cab&format=llm_user)

## Veloxity CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Veloxity CRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews)

