The Best Field Sales Software for Salesforce Users.

When Salesforce fits your team, performance scales fast.

Veloxy is the only platform built exclusively for field reps who live in Salesforce. Automate CRM updates, optimize sales routes, prioritize leads with AI-driven insights, and eliminate busywork—so your team can focus on selling, not software.

Work Smarter, Not Harder

Veloxy is a complete sales software solution that simplifies your teams’ daily work and puts them in control. Let them access all their essential business activities and info, like tasks, calendars, contacts, notes, and reports, in one seamlessly integrated single app.

Some of our Customers & Accolades

For Sales Professionals

Veloxy was meticulously crafted by top field sales professionals to enhance sales team productivity. By consolidating their daily workflow into one user-friendly interface, Veloxy frees up time so your sales reps can devote more attention to every customer – putting their focus where it belongs.

Access Information From Anywhere

One of the biggest challenges for busy sales professionals is the fragmentation of tools across different apps and desktop programs. Your sales reps probably use different apps for calendars, tasks, contacts, notes, reports, and other information. This means they have to spend a lot of time and effort bouncing between various apps to get their work done.

Key Tools in a Single App

Veloxy changes all that by integrating the most important tools into a single app. With Veloxy, the calendar, tasks, contacts, notes, and sales reports become accessible from a central hub. What’s more, because Veloxy is a mobile app, your sales reps can access all their essential business tools, whether they’re at a desk or on the go. No more being stuck without access to important customer information or reports just because they aren’t at a computer.

Veloxy Helps Your Teams Succeed

With Veloxy, your business is accessible with just a few taps on a phone or mobile device. Streamlining essential business tools into one seamless experience, Veloxy saves your reps time and boosts their efficiency. No more chaos—just simplicity and efficiency from a single source. The outcome? A sales team focused solely on your customers, providing higher quality service.

Optimize the Sales Process on the Go

With Veloxy, optimizing the sales process has never been easier. Key features like dynamically populated task lists, automated workflows, and detailed contact profiles ensure the sales process runs like a well-oiled machine:

Task Lists That Adapt to the Day

Veloxy’s intelligent task manager adapts to the daily to-do list based on the calendar, upcoming calls, meetings, and past activities. Tasks are automatically generated for follow-ups, next steps with prospects and clients, and campaigns. Your team will never miss an important task again!

Automated Workflows Save Time

Veloxy’s automated processes help simplify complex sales workflows that would require many manual steps. Everything is taken care of based on the activities in your sales pipeline. That means less time is wasted on repetitive tasks and more spent on revenue-generating activities.

Customizable Contact Profiles at a Glance

A single tap brings up a customer’s entire 360° profile – past interactions, opportunities, EVERYTHING, all in one view. Customizable fields ensure your teams have the correct data for EVERY conversation. Enhance sales efficiency and personalize engagement on-the-go with Veloxy.

Make Every Day Productive

Once all the tools and sales workflows are set up in Veloxy, getting your sales teams ready for a profitable day is simple. A few quick taps in Veloxy are all it takes:

Check the Task List and Review the Calendar

Your sales reps can see what’s planned for the day based on the calendar. Veloxy shows them the priority tasks for client meetings or follow-ups so they start the day with a clear purpose and defined aims.

Scan Important Contacts and Skim the Inbox

Veloxy lets your teams view concise profiles for key clients, prospects, or stakeholders at a glance. This allows them to quickly refresh on past discussions and ensure the proper context to move deals forward.

Check Yesterday's Metrics

With Veloxy, it only takes a moment to review sales KPIs like demos booked, new opportunities created, and more, to stay on top of the numbers.

Better Engage Customers

While productivity and process optimization are major benefits, Veloxy’s value comes from helping your teams build stronger customer relationships through personalized, data-driven interactions. Key features like in-depth contact profiles, smart automated tasks, and robust analytics allow teams to engage customers better.

Tailored Interactions Drive Success

Detailed customer profiles in Veloxy give a 360-degree view of past interactions, pain points, next steps, and more. Addressing individual customer needs based on this intelligence strengthens meaningful connections.

Consistent Follow-Through Is Key

Automated tasks and workflows in Veloxy ensure nothing falls through the cracks. Prospecting emails, follow-up calls, and opportunity reviews are handled seamlessly behind the scenes. Customers appreciate this type of consistency and responsiveness, and it helps build trust over time.

Data-Driven Insights Guide Strategy

Actionable reports in Veloxy highlight top-performing sales reps, core customers, the most effective campaigns, and more. Armed with these insights, you can double down on the best strategies for your business and improve things in areas that need adjustment.

Succeed as a Team, Together

While optimizing productivity is invaluable, Veloxy shines when it’s used to empower your teams to take your business to the next level. Its key features unlock unprecedented visibility and collaboration at scale.

Full Workflow Transparency and Activity Reports

Veloxy’s sales intelligence gives managers real-time views of reps’ tasks, calls, notes, and pipelines. Custom dashboards show metrics like demos booked, opportunities won or lost, emails sent, and more. Full transparency across teams helps benchmark performance and identify strengths and weaknesses.

Streamlined Process Management and Collaborative CRM

Veloxy ensures consistent best practices across teams through custom workflows, auto-assigned tasks, and standardized processes managed from the central hub.

On-Demand Coaching

Join calls, review emails, and provide guidance through Veloxy. Remote coaching keeps teams focused, wherever they are. Veloxy connects your sales organization, boosting visibility, process optimization, and collaboration, ensuring your teams exceed goals and quotas.