Velocify - 2026 Pricing, Features, Reviews & Alternatives

Velocify is a cloud CRM application that incorporates the use of telecommunications, email marketing, sales management, customer/staff management and calendar scheduling all within the one platform. From the user dashboard you can navigate to view live reports of sales activity and staff success rates both present and past. You can view custom reports as Velocify will automatically generate your preferred reporting and analysis criteria.

The built in sales algorithm within the application automatically allocates certain leads to specific members of staff and will notify employees via email or SMS. These leads are determined based on the priority of the client and the seniority of the member of staff. The software also recognizes customer telephone numbers and will monitor and record telephone calls for training and sales purposes.

A scheduling and calendar application is embedded into the software for all users to monitor and plan sales meetings, training days, appointments and contractual anniversaries. Managers can also use this tool to audit employee success and tracking as well as review client birthdays and special sales occasions.

Velocify is fully integrated with it's free to download mobile application. Once downloaded users can login with their credentials and view the entire backend of the software and database with complete transparency. Users can also add leads, edit leads, close leads, schedule meetings, edit events and contact clients/leads via SMS, email or telephone.