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About

Connect your data, segment your audience, deliver seamless experiences, and measure success simply. Use no-code integrations to unlock data from marketing, finance, support, sales, and product into a single customer profile to reveal actions that are important to your business. Powerful segmentation allows you to target audiences based on any combination of demographic, firmographic, behavioral, event-based and transactional data. Send the right message, to the right person, at the right time. Connect with your audiences across the entire customer journey with hyper-personalized omnichannel experiences. It’s intelligent automation that feels human. Data should make decisions simpler, not more complicated. Empower your whole team to make data-driven decisions with insightful visual analytics and reports, while custom dashboards keep your team on target.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not 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

Startups, SMBs, and enterprises, including B2B & B2C in high-tech, SaaS, e-commerce, and financial services

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 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

Screenshots and Videos

Pricing

$199 per month
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • Easy to deploy Autopilot on a business website. It provides an automated marketing platform to increase efficiency and revenue. Best email marketing automation.
  • #1- Autopilot can be integrated with slack app gives you complete automated workflow. #2- Its very effortless way to send email and SMS directly to customers inbox. #3- In Slack integration it's notifies real time, about new request.
  • The low cost entry along with the multitude of ways to engage leads on behalf of clients is a great advantage. It works for what it says. It's good for small and medium enterprise.

Cons

  • Overall it's an outstanding marketing automation platform.
  • #1- it's an excellent tool, we had overall positive experience.
  • Even being professional some of the tools are complex.

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

Ortto
Founded: 2015
Australia
ortto.com

Company Information

Veloxy
Founded: 2015
United States
veloxy.io

Alternatives

Mortar

Mortar

MortarAI

Alternatives

Proton.ai

Proton.ai

Proton
Freshsales

Freshsales

Freshworks

Categories

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

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor 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 Not Supported
Prospecting Tools Not Supported
Source Tracking Supported

Marketing Analytics Features

A/B Testing Supported
Campaign Management Supported
Channel Attribution Supported
Customer Journey Mapping Supported
Dashboard Supported
Performance Metrics Supported
Predictive Analytics Not Supported
ROI Tracking Supported
Social Media Metrics Not Supported
Website Analytics Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Not Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Supported
Training Management Not Supported

Account Based Marketing Features

Analytics Supported
Campaign Personalization Supported
Customer Segmentation Supported
Engagement Monitoring Supported
Lead Nurturing Supported
Lead Scoring Supported
Progress Tracking Supported
Prospecting Tools Not Supported
Target Account Identification Not Supported

Campaign Management Features

Channel Management Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Conversational Marketing Features

Appointment Scheduling Supported
Audience Segmentation Supported
Chatbot Not Supported
Email Automation Supported
Group Messaging Supported
Human Handover Supported
Lead Distribution Supported
Lead Qualification Supported
Mobile Messaging Supported
Multi-Channel Communication Supported
Product Recommendations Not Supported
Video Chat Not Supported

Customer Data Platforms (CDP) Features

Behavioral Analytics Not Supported
Campaign Management Supported
Customer Profiles Supported
Customer Segmentation Supported
Data Integration Supported
Data Matching Not Supported
GDPR Compliance Supported
Personalization Not Supported
Predictive Modeling Not Supported

Customer Journey Mapping Tools Features

Action Management Supported
Attribution Modeling Not Supported
Behavioral Analytics Supported
Collaboration Not Supported
Customer Profiles Supported
Data Import / Export Not Supported
Predictive Analytics Not Supported
Surveys & Feedback Not Supported
Templates Supported

Lead Generation Features

Contact Discovery Not Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Visitor Identification Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Not Supported
Social Marketing Not Supported
Website Visitor Tracking Supported

Mobile Marketing Features

Channel Attribution Not Supported
Contextual Targeting Supported
Coupons Not Supported
Email Marketing Supported
Engagement Monitoring Supported
In-App Marketing Not Supported
Location-Based Marketing Supported
Push Notifications Supported
Text Messaging Supported
Text-to-Win Not Supported

Retargeting Features

A/B Testing Supported
Audience Targeting Supported
Behavioral Targeting Supported
Conversion Tracking Supported
Geo Targeting Supported
Mobile Retargeting Supported
Personalization Supported
Recommendation Engine Not Supported
Social Media Retargeting Supported

SMS Marketing Features

2-Way Messaging Not Supported
Artificial Intelligence Supported
Contact Management Not Supported
Mass Texting Not Supported
Message Personalization Not Supported
MMS Not Supported
Mobile Coupons Not Supported
Mobile Keywords Not Supported
Polls / Voting Not Supported
Reporting/Analytics Supported
Scheduled Messaging Not Supported
Shortcodes Not Supported
Text-to-Win 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

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

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

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 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

Integrations

Salesforce Supported
BitBlox Supported
Deadline Funnel Supported
Evidence Supported
Gravity Forms Supported
HubSpot CRM Supported
Hyperise Supported
Leadoo Supported
LeadsBridge Supported
Make Supported
NeverBounce Supported
Pirsonal Supported
Raisely Supported
Rambox Supported
Slack Supported
StarfishETL Supported
WooCommerce Supported
Workers by Delos Supported
involve.me Supported
n8n Supported

Integrations

Salesforce Supported
BitBlox Not Supported
Deadline Funnel Not Supported
Evidence Not Supported
Gravity Forms Not Supported
HubSpot CRM Not Supported
Hyperise Not Supported
Leadoo Not Supported
LeadsBridge Not Supported
Make Not Supported
NeverBounce Not Supported
Pirsonal Not Supported
Raisely Not Supported
Rambox Not Supported
Slack Not Supported
StarfishETL Not Supported
WooCommerce Not Supported
Workers by Delos Not Supported
involve.me Not Supported
n8n Not Supported
Claim Ortto and update features and information
Claim Ortto and update features and information
Claim Veloxy and update features and information
Claim Veloxy and update features and information