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Veloxy is a mobile sales AI platform for Salesforce users that automates CRM updates, optimizes sales routes, and centralizes tasks, calendars, and reports in one app. It helps field sales teams improve productivity and win rates within three months.

Veloxy positions itself as the number one sales AI platform for Salesforce users, and it delivers on that promise for field sales teams. Built exclusively for reps who live in Salesforce, the platform automates CRM updates, optimizes sales routes, and centralizes essential tools like calendars, tasks, contacts, notes, and reports into a single mobile app. The result is a streamlined workflow that lets salespeople focus on selling instead of wrestling with software.

The core value of Veloxy lies in its AI-driven capabilities. The platform uses artificial intelligence to prioritize leads, adapt task lists based on daily activities, and provide real-time activity reports. Sales route optimization is a standout feature, helping field reps plan efficient travel between meetings. These tools are designed to shorten sales cycles and boost win rates, with the company claiming a 180% increase in productivity and over 200% revenue growth for users within three months.

Pricing is straightforward and accessible. The individual plan costs $65 per user per month, which includes access to 40+ Salesforce tools and a free 14-day trial. For teams, the annual plan runs $899 per month for up to 25 users, adding unlimited onboarding, a field sales masterclass, dedicated account management, and even email copy and cold call training. A daily rate of $2 is also available for lighter usage. This tiered structure makes Veloxy affordable for both solo reps and larger field sales organizations.

Veloxy is best suited for field sales teams that already rely on Salesforce and need a mobile-first solution to keep them productive on the go. It is not a full marketing automation platform or a standalone CRM, so companies looking for those capabilities will need to look elsewhere. The setup process requires structured onboarding with discovery calls and expert configuration, which may be a hurdle for teams wanting a plug-and-play experience. However, the investment pays off for organizations committed to maximizing their Salesforce investment.

Customer feedback across segments is strong, with ratings of 4.86 for enterprise, 4.71 for mid-market, and 4.76 for small businesses. Users consistently praise the ease of use and the richness of features packed into the mobile app. The platform integrates deeply with Salesforce via a real-time bidirectional API, and it is listed on Salesforce AppExchange and Microsoft AppSource, ensuring compatibility with existing tech stacks.

Overall, Veloxy is a focused, high-impact tool for field sales teams that want to eliminate CRM busywork and drive better results. Its AI features, mobile-first design, and strong customer satisfaction make it a compelling choice for any Salesforce-dependent sales organization looking to boost efficiency and close more deals.

Features

  • Automate CRM updates
  • Optimize sales routes
  • Prioritize leads with AI
  • Integrate calendar and tasks
  • Provide real-time activity reports
  • Support mobile sales access
  • AI-powered field sales productivity
  • Task lists that adapt to the day
  • Detailed contact profiles
  • Automated workflows

Pricing

'Starts at $2/day. Individual plan: $65/user/month. Annual plan: $899/team/month (25 users).'

Pros

  • Easy to use with rich features
  • Boosts productivity by 180%
  • Shortens sales cycles
  • Increases revenue by over 200%
  • Simplifies daily work for field sales teams

Cons

  • Not a full marketing automation or standalone CRM tool
  • Requires structured onboarding and planning

Best For

Field sales teams using Salesforce who want to automate CRM updates and improve productivity on the go.

Frequently Asked Questions

Veloxy is a mobile sales AI platform designed specifically for Salesforce users, especially field sales teams. It automates CRM updates, optimizes routes, and centralizes tasks to boost productivity on the go.
The platform automatically logs activities, updates records, and syncs data from calls, meetings, and emails directly into Salesforce. This eliminates manual data entry and keeps the CRM current without extra effort.
Veloxy starts at $2 per day for basic access, with an individual plan at $65 per user per month. An annual team plan costs $899 per month for up to 25 users.
Veloxy is built primarily for Salesforce and integrates deeply with its CRM, calendar, and tasks. It does not function as a standalone CRM or full marketing automation tool.
The AI analyzes lead engagement, behavior, and sales data to rank prospects by likelihood to convert. This helps field reps focus on the highest-value opportunities first.
Support includes email assistance and a knowledge base with guides and tutorials. Onboarding is structured to help teams get the most out of the platform quickly.
Veloxy adds AI-driven route optimization, automated data entry, and a unified task/calendar view that the standard Salesforce mobile app lacks. It is designed to reduce manual work and improve field efficiency.
Yes, Veloxy offers a free trial so potential users can test its features before committing. A demo is also available to see how it works with a Salesforce account.
Users typically see a 180% boost in productivity, shorter sales cycles, and revenue increases of over 200% within three months. The platform simplifies daily workflows for reps in the field.
Veloxy is not a full marketing automation or standalone CRM tool; it requires an existing Salesforce subscription. Structured onboarding and planning are necessary to achieve the best results.
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