ClientTether vs. Veloxy Comparison


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About ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.	About VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Franchise Brands searching for unit growth and improved FranDev results	Audience Sales professionals who want to spend more time on activities that produce sales and less time on those that don’t.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Pricing varies by customer need Free Version Not Supported Free Trial Supported	Pricing $49 user/month This pricing is billed annually. Month-to-month billing is available. Veloxy includes the popular Leadfinder and Account View 360° features at no additional cost for 2021. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 4.9 / 5 features 4.9 / 5 design 4.9 / 5 support 4.8 / 5 Read all reviews
	Pros & Cons from Real Users Pros Veloxy has helped me be a better seller. I can stay organized and keep everything together while still on the road and not on my computer. The ability to do everyday functions and have them automatically logged into the CRM is awesome, and saves on so much time! I love using this tool and learning more about it, and helping myself out in the field! Veloxy is an excellent tool that allows your team to remain engaged with their customers and log their activity on the Go. It is the ultimate tool that will enhance their productivity. It is a must have tool. it updates my Salesforce, tellls me when I am near customers on the road, and reminds me of things to do based on my activity.. that's just the beginning. As a Business Account Executive for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in Pennsylvania. I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Kelvin As a Business Account Executive I for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in San Francisco. Also, I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Please don't hesitate to contact me if you have any questions. Thank you,Kelvin Cons The navigation of the app could be a bit better but other than that, I have no complaints. Due to corporate It requirements, Outlook add-on might need to re-install they update so much sometime i is a surprise.. but that's probably really good.. they do lots of improvements and add features. Just need to them quick their customer support but on the other hand overall is very good. I have no word for veloxy to dislike this product.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information ClientTether Founded: 2014 United States www.clienttether.com/	Company Information Veloxy Founded: 2015 United States veloxy.io
Alternatives Gorilla Dash	Alternatives Geo Rep
Naranga	HelloProfit
FranMantra	Proton.ai Proton
FranFast	Freshsales Freshworks
monday CRM monday.com View All	Outreach View All
Categories Appointment Reminder Supported Appointment Scheduling Supported Construction CRM Supported Contact Management Supported CRM Supported Customer Advocacy Supported Customer Engagement Supported Customer Experience Supported Customer Loyalty Supported Customer Reference Management Supported Customer Success Supported Direct Mail Automation Supported Franchise Management Supported Inside Sales Supported Lead Capture Supported Lead Management Supported Marketing Automation Supported Proposal Management Supported Quoting Supported Real Estate CRM Supported Sales Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported	Categories AI Sales Assistants Supported AI Sales Tools Supported Email Marketing Supported Email Tracking Supported Field Sales Supported Inside Sales Supported Lead Capture Supported Lead Management Supported Marketing Analytics Supported Sales Analytics Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported Sales Intelligence Supported Social Selling Supported
Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Not Supported Performance Management Supported Lead Capture Features Business Card / Badge Scanning Not Supported Dashboard Supported Data Extraction Not Supported Lead Distribution Supported Lead Notifications Supported Lead Nurturing Supported Lead Qualification Supported Lead Scoring Supported Online Forms Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported Sales Engagement Features Call Scripts / Call Steps Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Supported Task Management Supported Templates Supported Workflow Management Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Show More Features Appointment Reminder Features Appointment Scheduling Supported Calendar Management Supported Call Reminders Supported Email Reminders Supported Online Booking Supported Payment Reminders Supported Recurring Appointments Not Supported Rescheduling Supported SMS Messaging Supported Two-Way Messaging Supported Appointment Scheduling Features Appointment Reminders Supported Automated Scheduling Supported Calendar Sync Supported Client Database Supported Group Scheduling Supported Mobile Access Supported Multi-Location Supported Online Booking Supported Online Payments Supported Recurring Appointments Not Supported Room Booking Management Not Supported CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Not Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Not Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Supported Customer Advocacy Features Advocate Management Not Supported Campaign Management Supported Communication Management Supported Community Management Not Supported Gamification Not Supported Referral Tracking Supported Reporting/Analytics Supported Rewards Program Not Supported Social Engagement Not Supported Customer Engagement Features Analytics Supported Churn Management Not Supported Communication Management Supported Community Management Not Supported Content Syndication Not Supported Feedback Collection Supported Gamification Not Supported Live Chat Not Supported Video Content Supported Customer Experience Features Action Management Supported Analytics Supported Customer Segmentation Supported Dashboard Supported Feedback Management Supported Knowledge Management Not Supported Multi-Channel Collection Not Supported Sentiment Analysis Not Supported Survey Management Not Supported Text Analysis Not Supported Trend Analysis Not Supported Customer Loyalty Features Corporate Memberships Not Supported CRM Supported Customer Activity Tracking Supported Discount Management Supported Gift Card System Not Supported Loyalty Card System Not Supported Member Portal Not Supported Membership Management Not Supported No-Card Loyalty System Not Supported Referral Tracking Supported Rewards Management Not Supported Customer Reference Management Features Nomination Tracking Supported Program Notices Not Supported Reference Usage Tracking Supported Reward Distribution Not Supported Search Supported Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Not Supported Onboarding Supported Revenue Management Supported Usage Tracking / Analytics Supported Win / Loss Analysis Supported Direct Mail Automation Features A/B Testing Not Supported Analytics/Reporting Supported Campaign Management Supported Data Import/Export Supported Delivery Tracking Not Supported Design Management Not Supported Event Triggered Mailings Supported List Scrubbing Not Supported Mailing List Purchasing Supported Mailing Services Integration Supported Pre-made Templates Supported Printing Services Integration Supported Response Alerts Supported Franchise Management Features Appointment Scheduling Supported Automatic Re-ordering Not Supported Commission Management Supported Construction Tracker Supported Contract Management & Signature Supported CRM Supported Franchise Intranet Not Supported Job Scheduling Supported LMS / Training Not Supported Marketing Supported Onboarding Supported Online Store Not Supported Reputation Management Supported Website Manager Not Supported Marketing Automation Features A/B Testing Not Supported Analytics / ROI Tracking Supported Artificial Intelligence Supported Content / Blogging Platform Not Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Not Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Not Supported Search Marketing Not Supported Segmentation Supported Social Marketing Supported Website Visitor Tracking Not Supported Proposal Management Features Automatic Formatting Supported Calendar Management Supported Collaboration Supported Contact Management Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Not Supported Pipeline Management Supported Requirements Management Supported Revision Management Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Supported Quoting Features Automated Quoting Not Supported Catalog Management Supported Client Portal Not Supported Contact Management Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Not Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Not Supported Referral Tracking Supported Segmentation Supported	Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Not Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Lead Capture Features Business Card / Badge Scanning Not Supported Dashboard Supported Data Extraction Supported Lead Distribution Supported Lead Notifications Supported Lead Nurturing Supported Lead Qualification Supported Lead Scoring Supported Online Forms Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Not Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Supported Performance Management Not Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Supported Training Management Not Supported Sales Engagement Features Call Scripts / Call Steps Not Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Supported Task Management Supported Templates Supported Workflow Management Not Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Not Supported Customer Database Not Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Not Supported Territory Management Supported Show More Features Email Marketing Features A/B Testing Not Supported Artificial Intelligence Not Supported Auto-Responders Not Supported CAN SPAM Compliance Supported Customer Surveys Not Supported Drip Campaigns Not Supported Dynamic Content Supported Event Triggered Email Not Supported Image Library Supported Landing Pages/Web Forms Not Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Not Supported Template Management Supported WYSIWYG Email Editor Supported Email Tracking Features A/B Testing Not Supported Audience Segmentation Not Supported Campaign Management Not Supported Event-Based Notifications Not Supported Location Tracking Supported Team Management Supported Marketing Analytics Features A/B Testing Not Supported Campaign Management Not Supported Channel Attribution Not Supported Customer Journey Mapping Not Supported Dashboard Supported Performance Metrics Supported Predictive Analytics Not Supported ROI Tracking Not Supported Social Media Metrics Not Supported Website Analytics Not Supported Sales Analytics Features Collaboration Tools Not Supported Dashboards Supported Forecasting Analytics Supported Ideal Customer Profile (ICP) Not Supported Lead Analytics Supported Pipeline Management Supported Predictive Forecasting Supported Predictive Lead Scoring Supported Sales Intelligence Reporting Not Supported Sales Intelligence Features CRM Integration Supported Data Cleaning Not Supported Data Enrichment Not Supported Data Import/Export Not Supported Data Mining Not Supported Data Verification Not Supported Email Integration Supported Lead Scoring Not Supported List Building Supported Performance Management Not Supported Pipeline Management Supported Predictive Modeling/Analytics Not Supported Prospecting Tools Supported Reporting/Analytics Supported Sales Forecasting Not Supported Social Selling Features Automated Publishing Not Supported Compliance Management Not Supported Content Discovery Not Supported Content Management Not Supported Employee Advocacy Not Supported Gamification Not Supported Lead Engagement Supported Performance Metrics Not Supported Pre-Approved Content Library Not Supported Single Sign On Not Supported Social Media Monitoring Not Supported
Integrations Gmail Supported Google Calendar Supported Microsoft Outlook Supported Acculynx Supported CompanyCam Supported Dispatch Supported LinkedIn Supported Microsoft 365 Not Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Salesforce Not Supported SendJim Supported ServiceBridge Supported Waterstreet Franchise Management Software Supported Zapier Supported Show More Integrations View All 13 Integrations	Integrations Gmail Supported Google Calendar Supported Microsoft Outlook Supported Acculynx Not Supported CompanyCam Not Supported Dispatch Not Supported LinkedIn Not Supported Microsoft 365 Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported Salesforce Supported SendJim Not Supported ServiceBridge Not Supported Waterstreet Franchise Management Software Not Supported Zapier Not Supported Show More Integrations View All 5 Integrations
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