Veloxy

Veloxy

5.0 out of 5 stars
Morning Tally Veloxy

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Morning Tally:

About

Morning Tally is a managed sales-call reporting service for businesses that take orders, quotes or bookings by phone. It combines call logs and transcripts from a company’s phone system with customer, quote, order and revenue records from its ERP, CRM, accounting or job system, then emails managers a one-page report each business-day morning. Reports summarize calls by representative, callbacks, quotes and revenue trends, open deals at risk, and suggested follow-ups based on customers’ words. Optional weekly meeting and monthly owner reviews add broader performance views. It is designed for phone-led teams in distribution, freight brokerage, equipment rental, building supplies, manufacturing and roofing. Customers provide read-only system access or weekly exports; setup includes agreeing how the business defines a sale. Sample reports use fictional data. Samples and orders are scheduled to open in January 2027.
Veloxy:

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.
Morning Tally:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Veloxy:

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Morning Tally:

Audience

Small to mid-size businesses
Veloxy:

Audience

Sales professionals who want to spend more time on activities that produce sales and less time on those that don’t.
Morning Tally:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Veloxy:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Morning Tally:

API

Offers API Not Supported
Veloxy:

API

Offers API Not Supported
Morning Tally:

Screenshots and Videos

Veloxy:

Screenshots and Videos

Morning Tally:

Pricing

$395/month
The Core report is $395/month for up to 5 phone users, $595/month for 6–15, or $795/month for 16–30. Month to month with 30 days’ notice; annual prepayment saves two monthly payments. A one-time $500 setup fee is waived for the first 10 customers. Optional Monday sales-meeting review is $150/month; monthly owner review is $200/month. Pricing applies when orders open in January 2027.
Free Version Not Supported
Free Trial Supported
Veloxy:

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
Morning Tally:

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
Veloxy:

Reviews/Ratings

Overall 5.0 / 5
ease 4.9 / 5
features 4.9 / 5
design 4.9 / 5
support 4.8 / 5
Veloxy:

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.
Morning Tally:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Veloxy:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Morning Tally:

Company Information

Morning Tally
Founded: 2026
United States
morningtally.com
Veloxy:

Company Information

Veloxy
Founded: 2015
United States
veloxy.io
Morning Tally:

Alternatives

TextBack

TextBack

GoTextBack
Veloxy:

Alternatives

Morning Tally:
Veloxy:
Morning Tally:
Torch CRM

Torch CRM

Torch Automation
Veloxy:
Proton.ai

Proton.ai

Proton
Morning Tally:
Veloxy:
Freshsales

Freshsales

Freshworks
4.3 out of 5 stars
Morning Tally:
Veloxy:
Outreach

Outreach

4.8 out of 5 stars
Morning Tally:

Categories

Sales Analytics Supported
Veloxy:

Categories

AI Sales Tools Supported
Email Marketing Supported
Email Tracking Supported
Field Sales Supported
Inside Sales Supported
Lead Capture Supported
Lead Management Supported
Sales Analytics Supported
Sales Enablement Supported
Sales Engagement Supported
Sales Intelligence Supported
Social Selling Supported
Veloxy:

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

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

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

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 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

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
Morning Tally:

Integrations

Gmail Not Supported
Google Calendar Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
Salesforce Not Supported
Veloxy:

Integrations

Gmail Supported
Google Calendar Supported
Microsoft 365 Supported
Microsoft Outlook Supported
Salesforce Supported
Morning Tally:
Claim Morning Tally and update features and information
Claim Morning Tally and update features and information
Veloxy:
Claim Veloxy and update features and information
Claim Veloxy and update features and information