--- title: "Veloxy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Veloxy Software - reviews, pricing plans, popular comparisons to other AI Sales Assistant products and more." source_url: "https://www.capterra.com/p/148024/Veloxy/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Veloxy Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Veloxy ## What is Veloxy? Veloxy is a cloud-based sales enablement and forecasting platform built for Salesforce CRM users. It brings together field and inside sales workflows, including tasks, contacts, email marketing, route planning, and analytics, into a single mobile and web application. It also connects with Gmail and Outlook to log sales activity automatically. Sales teams use Veloxy to manage leads, track emails, run drip campaigns, and plan field visits, all without switching between multiple tools. Managers get real-time dashboards showing rep activity, pipeline health, and forecasts across the team. Core features include AI-based lead prioritization, bulk and drip email sending with open and click tracking, geolocation-based route planning, 360-degree contact profiles, predictive sales forecasting, and automatic Salesforce activity logging. Email compliance tools support CAN-SPAM, CASL, and GDPR requirements. ## What is Veloxy used for? [Knowledge Base](https://www.capterra.com/knowledge-base-software/)[Email Tracking](https://www.capterra.com/email-tracking-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/) Overall rating Based on 216 user reviews Reviews sentiment Positive 99% Neutral 0% Negative 0% Starting price $25 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Veloxy?[Manage this product listing](https://www.g2.com/products/veloxy/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Veloxy 4.8 (216) VS. [### Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,816)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $25 Per Feature, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (216) Ease Of Use 4.0 (18,151) Value For Money 4.8 (169) Value For Money 4.0 (12,836) Customer Service 4.9 (190) Customer Service 4.1 (14,069) ## Veloxy alternatives [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/155928/Zoho-CRM/) [Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/) [4.1 (526)](https://www.capterra.com/p/135148/Agile-CRM/reviews/) Starting price $8.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135148/Agile-CRM/) [LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130199/LeadSquared/) Highest Rated [Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) [4.6 (173)](https://www.capterra.com/p/153130/Forcemanager/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153130/Forcemanager/) ## FAQs about Veloxy Overview ### What problems does Veloxy solve? Veloxy solves the burden of manual Salesforce activity entry, missed follow-ups, and inefficient field prospecting. It automatically logs calls, emails, texts, notes, and tasks; maps nearby accounts and potential leads; and alerts reps to email opens and overdue opportunities. Outside sales representatives, territory managers, and sales leaders benefit from clearer pipeline visibility and activity tracking. Answer based on 143 reviews Overview ### Which roles and teams benefit most from Veloxy? Veloxy is most used by account executives, business account executives, and territory sales teams that manage prospecting, customer meetings, and pipeline activity. Account managers use it to maintain customer follow-up and opportunity records, while sales managers monitor field activity, coaching needs, and territory coverage. Marketing managers can coordinate campaign follow-up with sales. Answer based on 216 reviews Overview ### What company size and specific industries is Veloxy built for? Veloxy is designed for companies of any size that use Salesforce with Outlook, Office 365, or Gmail, especially sales teams and sales professionals. It is not tied to a specific industry, making it suitable for organizations across sectors that need mobile access, inbox tools, and analytics for daily sales work. Features and Usability ### What are the key features of Veloxy? Veloxy includes core sales tools for lead and pipeline management, email campaigns, email tracking, and Salesforce activity logging. Its differentiating field-sales capabilities include mobile access with nearby lead and opportunity maps, AI-based notifications, and route optimization. Outlook integration supports email templates, open alerts, and follow-up tasks. Answer based on 67 reviews Integrations ### Which third-party tools and platforms does Veloxy integrate with? Veloxy integrates with Gmail, Microsoft 365, Microsoft Outlook, and Salesforce Sales Cloud. These integrations connect Veloxy with email, productivity, and CRM systems, supporting users who manage sales activities, communications, calendars, and customer data across those platforms. Answer based on 26 reviews Getting Started and Support ### How easy is it to onboard and train a team on Veloxy? Veloxy offers live online training, webinars, documentation, and videos for team onboarding. Reviewers indicate that sales users can begin using core Salesforce, Outlook, calling, and activity-logging features quickly, while learning the full feature set takes more time. Several users want follow-up training sessions to understand advanced capabilities and settings. Answer based on 10 reviews Getting Started and Support ### What customer support options does Veloxy offer, and how do users rate the experience? Veloxy offers email/help desk, a knowledge base, phone support, and 24/7 live representative assistance. Users often describe support as responsive, personal, and helpful, with some issues fixed quickly. However, experiences vary: a few users report slow service or unresolved technical problems after repeated contact. Answer based on 22 reviews Features and Usability ### How well does Veloxy handle sales email sending? Veloxy lets sales teams send personalized individual and group emails through Outlook or Gmail while logging activity in Salesforce. Users value templates, campaign tools, open alerts, and emails that appear to come from their usual address. Some report excess notifications, limited group-open detail, occasional template formatting issues, or email delivery and support problems. Answer based on 36 reviews Features and Usability ### How does Veloxy track sales emails? Veloxy tracks email opens and engagement details, helping sales representatives time follow-ups and prioritize interested prospects. Reviewers particularly value real-time mobile notifications, visibility into opens, forwards, locations, and devices, plus Salesforce activity logging. Field sales teams use these signals alongside calls, tasks, and pipeline records to maintain current customer communication histories. Answer based on 32 reviews ## Features AI summary Based on 2,485 AI Sales Assistant reviews Capterra data shows that buyers of sales enablement software rank the following features as their top priorities: - **Contact Management** (**55%** of reviewers rated this feature as critical) - **Contact Database** (**58%**) - **Lead Management** (**52%**) Veloxy supports **Contact Management** and **Lead Management**, giving sales teams a way to organize prospect details and track opportunities through the pipeline. However, it does not include **Contact Database**. Instead, it offers other highly rated capabilities, including **CRM** (**58%**), **Third-Party Integrations** (**57%**), and **Mobile Access** (**62%**), which can help teams keep customer information connected across tools and work from anywhere, allowing businesses to manage relationships and follow up faster. Lead Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process CRM 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Client Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Customer Database 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Data Import/Export 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Email Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Veloxy 49 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Client Management: Manage contact details and communication with clients - Content Delivery: Distributing content through various platforms or channels - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Entry: The process of entering information or updating records in a computer system or database - Data Import/Export: Import and export data to and from software applications - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Route Optimization: Finding the most optimal routes for drivers based on various factors and constraints - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks --- Get Advice We can help you find the software with the features you need. Features 4.8 (216) 4.8 Based on 216 reviews ## Pricing Value for money 4.8 (169) Free Trial Basic $25.00 Per Feature,Per Month Value for money 4.8 (169) 4.8 Based on 169 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (190) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (190) 4.9 Based on 190 reviews ## User reviews Overall rating 4.8 Based on 216 reviews Filter by rating 5(187) 4(27) 3(1) 2(0) 1(1) Mentioned topic Sorted by most recent AN Anonymous User Account Executive Primary/Secondary Education ### "Veloxy has great potential, but lacks the technical support needed for customers" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 January 24, 2024 Pros The ability to create mass email campaigns for customers. Cons Veloxy stopped sending my emails. Then when I contacted “Veloxy Support” he just sent several emails back and forth but never fixed anything. Veloxy has great potential, but they NEED a REAL Support Team that actually helps their customers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BN Barry N. Division Sales Manager Financial Services ### "Amazing time saver" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 6, 2020 Veloxy has proven to be a time-saver for our sellers in the field allowing them to log activities immediately and not doing it when they get back to a home office or hotel. Pros The Veloxy bulk email and email analytics have proven very helpful to my team. The app for when reps are in the field is valuable as well, and many love the find businesses near by. Cons I wish there was the ability to log all emails to our CRM, currently, only emails with primary contacts are logged. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LR Lisa R. Business Account Executive Internet ### "Great Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 28, 2020 Pros Veloxy makes prospecting so easy! It is simple to use and makes my job more efficient. Cons I like all the features that Veloxy has to offer Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JC Jonathan C. Enterprise Exec Telecommunications ### "Covid-19 Activity " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 23, 2020 Great experience using app - if I ever had an issue I can get Veloxy to help me understand Pros Logging prospects from the field into SalesForce and managing my Email Templates Cons The only problems I had was integrating the Veloxy app with my Email Exchange and I just got online with Veloxy tech support and they walked me through it Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Bobbi Jo D. Business Account Executive Telecommunications ### "Great tool!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 April 22, 2020 Overall, I love it. I like that it organizes who I've called and when, and it's no surprise who is calling me when they call me back. I can quickly log my call and take notes without carrying around a notebook. Pros What I like the most is that Veloxy tracks my emails and phone calls to show my activity - but it also tracks my email and shows me when my email has been opened. Cons The only thing that I find to be a little mundane is that I have to upload prospects using another tool using what that particular tool has in mind - if you want to create your own prospect list you have to use a formatted excel spreadsheet to upload. Once you get the hang of it, it's just a matter of copying and pasting, but it can be time consuming for a newbie. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jeremy S. Enterprise Broadcast Media ### "Huge Time Saver" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 April 15, 2020 Pros It saves me a lot of time on keeping my opportunities up to date. Tons of integration features and notifications to keep SFDC updated and accurate. Cons The e-mail merge feature is not as robust as it could be. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Dawn D. Field Sales Manager Telecommunications ### "Veloxy for Leaders" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 15, 2020 Pros Veloxy opens up the entire business for each rep for people leaders. With out pulling multiple reports with 1 click in veloxy engage, you can see everything you need to see. In addition, I love the notifications of activities as well as the ability to track and measure emails and contacts with a simple click. Cons Nothing, the designers have really listened and updated the software as needed int he time I have used the software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Jason B. Territory Manager Telecommunications ### "This App = My Personal Assistant" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 15, 2020 The overall experience has been awesome so far. I haven't even utilized the app to its fullest potential and I can see a difference in the amount of people I am able to contact. Pros This app was easy to implement and get connected to simplify my daily activities. Reminds me when I haven't contacted a customer in a set period of time. This app has definitely made it easier to keep track of how and when I've contacted customers. Cons Not a con, but I wish there was a way to see the amount of time a customer spends reading an email. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BT B. Trent O. Director of National Accounts Transportation/Trucking/Railroad ### "Be more productive on road" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 15, 2020 Pros So easy to use. Helps me log calls moments after they end so I can keep going and not spend my evening in hotels logging my calls for the day. The email tracking is great feature. Cons I haven't really found anything that I don't like about VM. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ML Michelle L. Se BAE Telecommunications ### "Anyone in Sales needs this AP" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 14, 2020 This AP is great at tracking activity and helps with discovery opportunities near you, the up to date information based on location is a must! Pros Ease of use and utilizing prospects near me Cons Importing leads was difficult could have been our integration with the CRM Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/148024/Veloxy/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Salesforce Sales Cloud vs Veloxy](https://www.capterra.com/compare/61368-148024/Salesforce-vs-Veloxy)