Veloxy for Salesforce CRM 4+



Designed for iPad

    • 4.6 • 126 Ratings
    • Free


"I have used Salesforce for over 15 years. I have tried just about every app available including SF 1 with varying results. Veloxy is the best app by far that I have ever used!"
Mark Plavchak, Senior Business Development, Truepay

Veloxy Mobile is for sales reps on the go. It helps you focus on your most productive sales activities, and takes the grunt-work out of Salesforce updates.
You can save 30-40 minutes a day, double the amount of information you capture, and never worry about important things falling through cracks. Veloxy tells you before they do!
Supports iPhone, iPad and Apple Watch

The app pulls data from Salesforce, email, calendars, LinkedIn and other sources to proactively give you actionable information in context, based on your upcoming meetings, tasks and hot opportunities.

So you don’t have to look for it yourself, and can take the right action at the right time.
It automatically logs your calls, email and texts into Salesforce for you, and makes it easy to add and update leads, contacts and opportunities on the go, as a natural step in your sales workflow.

Say goodbye to evenings and weekends spent on Salesforce updates.
The Veloxy solution is available as a cloud based subscription service on a monthly or annual basis.
Tons of time-saving features help you stay on top of the pipeline keep it up-to-date in your stride.

Location-based prospecting
• Show Leads, Contacts, Accounts on map using GPS
• Find new prospects and show on map using GPS
• Receive “nearby” prospect alerts while driving
• Search for business and add to SFDC with one tap

Easy emailing with SFDC integration
• Send emails to one or many using tempates
• Add task from email in prospect record in SFDC
• Copy email and save to prospect record in SFDC
• Unlimited personalized email templates

Powerful analytics and notifications
• Get alerts when prospects read your emails
• Detailed analytics on email opens and views
• Get notified when important contact replies
• Warnings on opportunities at risk of closing

Pre and Post meeting workflows
• 360 View of entire prospect record before you call
• Click to call followed by post call update wizard
• Auto-log calls, emails and text messages in SFDC
• One tap conference call; directions, and drive time
• Prioritized daily tasks: who to call, email, or meet

Manage contacts and leads
• Add / Edit Tasks, Activities, Events, Opportunities
• Sync with Exchange, Outlook, Gmail, and Calendars
• Social Intel from LinkedIn, Twitter, G+, Crunchbase
• Search in SFDC, emails, calendars all at once

What’s New

Version 2.144

- Emailing related enhancements
- Other bug fixes

Ratings and Reviews

4.6 out of 5
126 Ratings

126 Ratings

Lucky49901 ,

Hands down my must have work tool!

Veloxy has seriously helped me to increase my calls needed for the week within the first week of use I went up to 95% attainment from a low low 40%. This was not due to a lack of trying but because SF logging process is repetitive and time consuming. I would much rather focus on my money making activities which is where Veloxy saves the day! It helps to automate ALL of my administrative tasks, I can call and log 50 people in no time with the automatic dialer feature, and best of all is the usability and user interface are simple and set up in a way that makes sense. Besides this app being a 10/10 the staff at Veloxy are just as amazing! Jeff was so wonderful to help me get set up and was very interested in helping so that I can get the most out of it. Thanks again for making this great app!! And for your help:)!

westbay manager ,

A Powerful App for Sales Teams

Veloxy has transformed how my sales team does business. This amazing app allows us to create, follow-up and manage our business from the palm of our hand, increasing our overall productivity and allow us to spend more time prospecting and hitting our sales goals.
As a manager I am able to track my teams and individual activity and progress with daily activity notifications and the Funnel tool on my phone, I can see updates in real time and know the activity levels of my team.
The developers continue to add new and enhance features

Rich Briggs ,

Fantastic Tool

As an outside salesman, for years I have struggled with remaining productive while on the road. None of the solutions that I have tried, until Veloxy, have been able to tie together multiple applications into one, simple, easy to use app. No more flipping back and forth between applications that don’t communicate with each other. No more need for spreadsheets. No more entering data in multiple places. I can now manage my entire territory almost entirely from my cell phone, even when in the office. Try the free trial. I am glad I did.

App Privacy

The developer, Veloxy, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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