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What is Veloxity?

Our CRM solution combines the intuitive features of basic CRMs with the powerful functionalities of leading platforms, all while ensuring a highly efficient user experience. With Veloxity’s cutting-edge sentence-based Rules Engine, automating everyday tasks becomes as easy as filling out a few fields. From lead scoring and task assignments to scheduling emails, the Rules Engine takes care of everything and beyond. Developed by specialists in machine learning and sales, Veloxity is designed to be the most effective, intelligent, and automated resource for sales and marketing, all built on a versatile platform that adapts to your specific needs. This ambitious vision has been realized, now available at competitive pricing compared to other solutions in the market. Enabling your sales team with this sophisticated tool can provide a notable advantage over rivals in the industry. By leveraging this opportunity, you can enhance your sales processes and achieve superior outcomes, helping your business thrive. The potential benefits of integrating such a tool are immense, paving the way for future growth and success.

What is Epicor CPQ?

Epicor CPQ, previously known as KBMax, is transforming the CPQ landscape for manufacturers around the globe. Our advanced product configurator adeptly manages intricate business rules, visual representations, pricing strategies, CAD automation, web integration, and real-time pricing adjustments. This innovative solution enhances the purchasing experience, accelerates sales cycles, and streamlines manufacturing procedures. What sets us apart is our ability to: - Facilitate quicker sales of complex products while simplifying the purchasing process. - Utilize a visual, no-code interface that makes the configuration and maintenance of complicated business rules straightforward. - Automate workflows, CAD drawings, and documentation to boost precision and efficiency. - Eliminate intermediaries, allowing end customers to purchase directly from manufacturers instead of relying on sales representatives. Our product configurators can be seamlessly integrated into any website. - Enable B2B2C transactions, empowering distributors and partners to sell directly to consumers, further expanding market reach. This approach not only benefits manufacturers but also enhances customer satisfaction.

Media

Media

Integrations Supported

Creo
Epicor Kinetic
Inventor
Propel
SOLIDWORKS
Salesforce
Salesforce Agentforce Commerce
Salesforce CPQ

Integrations Supported

Creo
Epicor Kinetic
Inventor
Propel
SOLIDWORKS
Salesforce
Salesforce Agentforce Commerce
Salesforce CPQ

API Availability

Has API

API Availability

Has API

Pricing Information

$7 per user per month
Free Trial Offered?
Free Version

Pricing Information

$100.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Veloxity

Date Founded

2018

Company Location

United States

Company Website

www.veloxity.com

Company Facts

Organization Name

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.kbmax.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

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