[ Veloxy Reviews ](https://www.g2.com/products/veloxy/reviews) [ Veloxy Reviews ](https://www.g2.com/products/veloxy/reviews) # Veloxy Features ##### ## Data Sourcing (4) Exporting & Sharing Data Enables user to communicate data by securely exporting and sharing it. Multi-Device Data Visualization Allows users to view data visualizations on several devices. Interactive Dashboards Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. Data Segmentation Enables user to segment customer or prospect data in meaningful ways such as by industry or region. Show More ##### ## Predictive Analytics (1) Risk Analysis Warns sales teams of accounts that may be at risk of being lost. Show More ##### ## Sales Management (3) Live Pipeline Management Updates every time a change is made enabling users to trace a deal through the pipeline. Account-Based Analytics Provides insightful data at the account level to arm salespeople with the most relevant information possible. Activity Tracking Enables sales managers to stay on top of their team activities by providing visibility into customer communication. Show More ##### ## Analytics (1) Open Rates Records the rate at which emails are opened. Show More ##### ## Customizations (4) Email Platform Integration Syncs information from other software such as contacts, emails and calls to reduce manual data entry. Email Scheduling Allows administrators to schedule out emails in advance. Notifications Reminds administrators to follow-up on emails based on pre-set reminders. Templates Allows for the creation of templates for frequently-sent emails. Show More ##### ## Lead Facilitation (2) Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Performance Analysis (1) Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Integrated Workflows (7) Task Management Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. Email Tracking/Automation Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. Calls and Voice Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. Other Outreach Options Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. CRM Integration Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. Calendar Integrates with calendar software so users can seamlessly schedule calls. Shared Records Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Show More ##### ## Repeatability and Reportability (5) Content Management Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. Workflow Management Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. Workflow Performance Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. Sales Coaching and Insights Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. Gamification Provides gamifaction features to rank sales reps on performance Show More ##### ## AI and Automation (5) Lead Prioritization Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. Lead Scoring Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage Best Time of Day Scheduling Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations Buyer Intelligence Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. Machine Learning Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. Show More ##### ## Territory Mapping (3) Custom Territory Mapping Allows users to control of the sizes, shapes, and quantites of sales team areas Strategic Selling Allows users to map your customers to strategically incorporate them into your canvassing and field sales Automatic Rep Assignment Automatically assigns reps to new sales opportunities that are within their current territories Show More ##### ## Route Planning (3) Lead Priority Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts Optimized Sales Routes Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day. Map Directions Provides users with live directions en route to the final destination Show More ##### ## Sales Performance Management (3) Gamification Provides users with engaging sales competitions Performance Dashboards Provides field sales statistics for all sales reps Sales Rep Tracker Provides data on the data on the performance and whereabouts of reps in the field Show More ##### ## Presentation and Forms (3) Video and Interactive Media Provides video capabilties that field reps can use during field sales calls Digital Contracts Allows field reps to create digital contracts within the software E-signature Allows users to collect e-signatures within the software Show More ##### ## Generative AI (4) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Salesforce AppExchange Apps (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Email Tracking (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Engagement (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - AI Sales Assistant (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More [ ![Scoro](https://images.g2crowd.com/uploads/product/hd_favicon/666debed286a04fa6e2584769ba5ea47/scoro.svg "Scoro") Sponsored Scoro 4.5/5 (495) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Clari](https://images.g2crowd.com/uploads/product/hd_favicon/325c3df8553cee1b8ab793d8f3dfa14a/clari.svg "Clari") Clari 4.6/5 (5,501) ](https://www.g2.com/products/clari/reviews) [ ![SalesRabbit](https://images.g2crowd.com/uploads/product/hd_favicon/1525125263/salesrabbit.svg "SalesRabbit") SalesRabbit 4.5/5 (433) ](https://www.g2.com/products/salesrabbit/reviews) [ ![SPOTIO](https://images.g2crowd.com/uploads/product/hd_favicon/be605a8ac8d39e8a3dbf829128b2de8e/spotio.svg "SPOTIO") SPOTIO 4.5/5 (383) ](https://www.g2.com/products/spotio/reviews) [ View All Alternatives ](https://www.g2.com/products/veloxy/competitors/alternatives) Veloxy Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d18706f261550452ee9eb3b03ab39871/salesrabbit.png "Product Avatar Image") SalesRabbit 4.5/5 (433) [ Compare Now ](https://www.g2.com/compare/salesrabbit-vs-veloxy) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_639496e43ff3c84b8ca5dfb97a425de2/clari.png "Product Avatar Image") Clari 4.6/5 (5,607) [ Compare Now ](https://www.g2.com/compare/clari-vs-veloxy) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c3a264f46bce3a2b41ccff1c6106692b/geopointe.png "Product Avatar Image") Geopointe 4.2/5 (284) [ Compare Now ](https://www.g2.com/compare/geopointe-vs-veloxy) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Sales Engagement ](https://www.g2.com/categories/sales-engagement)[ Sales Analytics ](https://www.g2.com/categories/sales-analytics) [ Email Tracking ](https://www.g2.com/categories/email-tracking)[ Salesforce AppExchange Apps ](https://www.g2.com/categories/salesforce-appexchange-apps)[ Field Sales ](https://www.g2.com/categories/field-sales) Show More ##### Explore More [ Best live chat software for small businesses ](https://www.g2.com/discussions/what-s-the-best-live-chat-software-for-small-businesses-in-2025)[ Affordable AI sales assistants for medium businesses ](https://www.g2.com/discussions/what-are-the-most-affordable-ai-sales-assistants-for-medium-businesses)[ Best AI code generation software for multi-language support and cross-stack development ](https://www.g2.com/discussions/best-ai-code-generation-software-for-multi-language-support-and-cross-stack-development) [ Popular operational risk platforms for technology firms ](https://www.g2.com/discussions/what-are-the-popular-operational-risk-platforms-for-technology-firms)[ Which financial data APIs platforms avoid unexpected deprecations or data format changes that break existing integrations? ](https://www.g2.com/discussions/which-financial-data-apis-platforms-avoid-unexpected-deprecations-or-data-format-changes-that-break-existing-integrations)[ Pros and Cons Details ](https://www.g2.com/products/veloxy/reviews?qs=pros-and-cons) Show More [ Best live chat software for small businesses ](https://www.g2.com/discussions/what-s-the-best-live-chat-software-for-small-businesses-in-2025)[ Affordable AI sales assistants for medium businesses ](https://www.g2.com/discussions/what-are-the-most-affordable-ai-sales-assistants-for-medium-businesses)[ Best AI code generation software for multi-language support and cross-stack development ](https://www.g2.com/discussions/best-ai-code-generation-software-for-multi-language-support-and-cross-stack-development) [ Popular operational risk platforms for technology firms ](https://www.g2.com/discussions/what-are-the-popular-operational-risk-platforms-for-technology-firms)[ Which financial data APIs platforms avoid unexpected deprecations or data format changes that break existing integrations? ](https://www.g2.com/discussions/which-financial-data-apis-platforms-avoid-unexpected-deprecations-or-data-format-changes-that-break-existing-integrations)[ Pros and Cons Details ](https://www.g2.com/products/veloxy/reviews?qs=pros-and-cons)