SalesExec vs. Veloxy Comparison


SalesExec ClickPoint Software	Veloxy	+	+
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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website Phonexa Phonexa is an enterprise-grade tracking and distribution platform for calls, leads, fraud, and compliance, in addition to a fully integrated stack of tools that enable marketers to track and optimize performance. At the core of the Phonexa ecosystem are LMS Sync for intelligent lead management and lead distribution, and Call Logic for advanced call tracking, routing, AI Call Agents, and pay-per-call campaigns, each enhanced by automation and real-time analytics. With a global presence, Phonexa supports clients across diverse industries, including insurance, financial services, home services, and beyond. 244 Ratings Visit Website CTM CTM, formerly known as CallTrackingMetrics, is a conversation intelligence and call tracking platform that helps businesses measure marketing performance, manage customer communications, and improve sales conversions. The software tracks phone calls, text messages, website forms, and chats to identify the advertising campaigns and channels that generate customer inquiries. Its AI-powered conversation analytics provide call transcription, summarization, sentiment analysis, and lead scoring. CTM also offers intelligent call routing, automated follow-ups, AI voice agents, and contact center management tools. Reporting dashboards help organizations analyze marketing attribution, advertising return on investment, customer interactions, and sales team performance. The platform integrates with Google Ads, Google Analytics, HubSpot, Salesforce, and other business applications to connect marketing data with customer conversations and revenue outcomes. 939 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 240 Ratings Visit Website Aircall Aircall is an AI-powered customer communications and intelligence platform that unifies phone, messaging, and call center operations. Designed for sales and support teams, it enhances every interaction with features like AI Voice Agents, real-time conversation coaching, and integrated WhatsApp messaging. With powerful analytics, call recording, and shared inboxes, teams gain clarity and can resolve customer issues faster. The platform is easy to set up, offering quick number claiming, seamless integrations, and customizable workflows. Trusted by over 23,000 companies worldwide, Aircall helps businesses improve connection rates, boost CSAT scores, and streamline onboarding. By combining automation with human-first AI, Aircall reduces busywork so teams can focus on building better customer relationships. 1,838 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Community Phone Calling made modern. Your business number. Your employees' phones. Our amazing features. A dial menu spoken by our voice actors. Callers press numbers to make purchases, hear MP3s, connect to specific staff, and more. Make and answer calls using your number on multiple phones without the caller ever knowing. Employees hear secret in-house menus, transfer calls, and send voicemails to their email, all from their dialpad. These business features require no new software or hardware. Your dialpad come to life. Porting your business or personal number at the press of a button. Select from our menu of modern voice features for your business or personal line. We'll activate these features on your current phone for you. No work (or learning) required from you. We'll be here to transform your number whenever your desires change. 1,597 Ratings Visit Website GetResponse GetResponse is a lifecycle automation platform for businesses that want to drive more consistent, repeatable revenue across the entire customer journey. We help you move customers from first touch to first purchase, repeat purchase, and reactivation - using email, SMS, push notifications, and lifecycle automation across every stage of the customer journey With built-in deliverability, behavioral triggers, and deep integrations, you can launch faster, reduce manual work, and turn your lifecycle into a predictable revenue system. No disconnected tools. No campaign chaos. Just one system designed to move customers forward. 1,801 Ratings Visit Website TollFreeForwarding Activate your new international phone number in 60 seconds. Choose from phone numbers in over 120+ countries and 1,000 cities. Forward your calls to any phone number in the world. Robust scheduling options allow you to route your calls based on the days and hours of your business. Route your calls to your main call center during business hours and to voicemail during non-business hours. Instantly view detailed information about calls made to your TollFreeForwarding phone number. Learn about your customers' call habits to help make decisions about outbound sales and follow-up. Keep track of your calls by recording all or some of your calls. Recorded calls are stored in call detail records and can be played or downloaded at any time. 3,231 Ratings Visit Website
About SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.	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 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 Mortgage Brokers, Travel, Insurance, EDU, B2B, Call Centers	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 $65.00/month/user The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute. 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 4.0 / 5 support 5.0 / 5 Read all reviews	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 The ClickPoint platform makes lead management simple. It helps to analyze and understand current sales trends happening in the organization. Its lead distribution function gives you the option to share leads with the right team to approach them. Automated and customizable email marketing sections. Cons I have never faced any major problems using this platform. No cons.	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 ClickPoint Software Founded: 2007 United States hubs.ly/H0KDh-70	Company Information Veloxy Founded: 2015 United States veloxy.io
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Categories Call Center Supported Campaign Management Supported Dashboard Supported Email Marketing Supported Inside Sales Supported IVR Supported Lead Capture Supported Lead Management Supported Lead Nurturing Supported Mobility Supported Sales Acceleration Supported Sales Enablement Supported Sales Engagement Supported SMS Marketing Supported Telephony 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
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 Not Supported Event Triggered Email Supported Image Library Not Supported Landing Pages/Web Forms Not Supported Mailing List Management Not Supported Mobile Optimized Emails Not Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor 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 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 Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Enablement Features Collaboration Not Supported Contact Management Supported Content Management Not Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Not Supported Performance Management Not Supported Presentation Management Not Supported Proposal Management Not 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 Show More Features Call Center Features Blended Call Center Supported Call Logging Supported Call Recording Supported Call Scripting Supported Campaign Management Supported Database Not Supported Escalation Management Not Supported Inbound Call Center Supported IVR / Voice Recognition Supported Manual Dialer Supported Outbound Call Center Supported Predictive Dialer Not Supported Progressive Dialer Supported Queue Management Supported Real-time Chat Supported Reporting/Analytics Supported Campaign Management Features Channel Management Supported Contact Database Supported Email Marketing Supported Event Triggered Actions Supported Lead Management Supported Multi-Campaign Supported Dashboard Features Annotations Supported Data Source Integrations Supported Functions / Calculations Supported Interactive Supported KPIs Supported OLAP Supported Private Dashboards Supported Public Dashboards Supported Scorecards Supported Themes Supported Visual Analytics Supported Widgets Supported IVR Features Call Center Supported Call Logging Supported Call Recording Supported Call Routing Supported Multiple Scripts Supported Phone Key Input Supported Survey Management Not Supported Text to Speech Not Supported Voice Customization Supported Voice Mail Not Supported Lead Nurturing Features A/B Testing Not Supported Campaign Management Supported Drip Campaigns Supported Lead Capture Supported Lead Notifications Supported Lead Scoring Supported Lead Segmentation Supported Performance Metrics Supported Personalization Supported Pipeline Management Supported Mobility Features App Management Supported Barcode Scanning Supported Compliance Management Supported Content Management Supported Data Collection Supported Data Management Supported File Management Supported Forms Automation Supported Mobile Messaging Supported Remote Access Supported Remote Systems Monitoring Supported SMS Marketing Features 2-Way Messaging Supported Artificial Intelligence Not Supported Contact Management Supported Mass Texting Supported Message Personalization Supported MMS Not Supported Mobile Coupons Not Supported Mobile Keywords Not Supported Polls / Voting Not Supported Reporting/Analytics Not Supported Scheduled Messaging Supported Shortcodes Not Supported Text-to-Win Not Supported Telephony Features Auto-Dialer Supported Call Center Management Supported Call Monitoring Supported Contact Management Supported Inbound Reporting Supported IVR / Voice Recognition Supported Outbound Reporting Supported Predictive Dialer Not Supported Telemarketing Management Supported Voice & Data Integration Supported VoIP 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 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 Show More Features 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 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 8x8 Supported Cisco Webex Supported Domo Supported FullContact Supported Gmail Not Supported Google Calendar Not Supported Microsoft 365 Not Supported Microsoft Outlook Not Supported Nextiva Supported RingCentral RingEX Supported Salesforce Not Supported Skype Supported Show More Integrations View All 7 Integrations	Integrations 8x8 Not Supported Cisco Webex Not Supported Domo Not Supported FullContact Not Supported Gmail Supported Google Calendar Supported Microsoft 365 Supported Microsoft Outlook Supported Nextiva Not Supported RingCentral RingEX Not Supported Salesforce Supported Skype Not Supported Show More Integrations View All 5 Integrations
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