Veloxy for Salesforce CRM vs HaystackCRM

Everything reps love about Salesforce—without the admin work. Trusted by field reps to optimize routes, find new leads, and close deals — all in one AI-powered field sales app. Veloxy is built exclusively for Salesforce users. Whether you're a rep in the field or a sales leader managing territories, Veloxy gives you everything you need to automate CRM, prioritize leads, and sell smarter from anywhere. WHY FIELD REPS & MANAGERS LOVE VELOXY • Automate Salesforce Data Entry: Zero-touch syncing of your calls, emails, meetings, and notes. • Prioritize Hot Leads Automatically: Our AI surfaces who’s most likely to convert — no guesswork. • Optimize Routes in Seconds: Visit more customers with fewer miles and less planning. • Engage at the Right Time: Track opens, clicks, and forwards. Strike while interest is highest. • Prospect with Geolocation: Tap once to find nearby leads and drop in between meetings. BUILT FOR SALESFORCE. NO EXTRA SETUP. Veloxy integrates natively with Salesforce CRM in seconds — no complex setup, connectors, or duplicate systems. It’s a privacy-first sales platform that meets the strictest enterprise security and compliance standards — trusted by teams using Apple, Gmail, and Outlook. Your data stays accurate, your reps stay in the field, and your pipeline stays full. THE COMPLETE FIELD SALES PLATFORM • Call, email, and prospect from your iPhone • View leads, accounts and opportunities on a live map • Create and launch mobile-friendly email campaigns • Get instant nudges, reminders, and guided selling steps • Track performance with mobile dashboards and analytics • Make calls and use voice-to-text to log notes into Salesforce WHAT YOU CAN EXPECT IN 1-3 MONTHS • 300% increase in sales funnel • 150% increase in new sales growth • 600 hours saved per rep annually • 2X sales productivity across teams • 50% less time spent on CRM admin WHAT OUR CUSTOMERS ARE SAYING “Veloxy makes my job so much easier and allows me to be more productive. Auto logging emails and calls to Salesforce saves me time and allows me to focus on what I do best.” — William C., Regional Sales Manager “Veloxy makes my job easier! It is a great software platform that allows you to increase your sales funnel day-to-day. The map view shows all of my accounts with Geo-pins that are nearby. This maximizs my time by visiting with as many accounts as I can and not having to drive all over the place.” — Sophea R., Territory Manager Find 200+ 5-Star Reviews on G2 and Salesforce AppExchange BUILT FOR EVERY INDUSTRY Whether you're in telecommunications, logistics, medical devices, industrial equipment, or software, Veloxy adapts to your sales motion — including field sales, outside sales and door-to-door sales. Our AI adjusts to your sales cycle, helping you uncover new leads, shorten time-to-close, and build trust faster. IMPROVE CRM ADOPTION ACROSS YOUR TEAM Veloxy doesn’t just help reps — it empowers sales leaders. By automating CRM data capture and syncing activity across email, phone, and calendar, you’ll finally have clean, accurate Salesforce data you can rely on. This drives better forecasting, territory planning, and coaching. DESIGNED FOR BUSY TEAMS • Lightning-fast setup with zero IT involvement • Works across mobile and desktop • Access Veloxy anywhere, anytime, on any device • Compatible with Gmail, Outlook, and your Salesforce instance • Enterprise-grade reliability and support ENTERPRISE-GRADE SECURITY & PRIVACY Veloxy is certified and compliant with leading platforms and enterprise standards. For a full description of our Security Details and Privacy Policy (including our Salesforce, Apple, Gmail, and Outlook certifications), please see our security center at veloxy.io/security. Built for reps. Trusted by teams. Powered by AI. Sell Easier. Sell Faster. Sell Smarter. Download Veloxy and start transforming how you sell today.

HaystackCRM is a mobile-first CRM that manages your leads, Prospects, and deals. Stay current on your sales pipeline by checking notes, statuses, and prospective deals with Customers. Easily access vital information on the go. Quickly move through your to-do list by adding a Task or tagging a teammate. Map local Contacts to create efficient sales visits. Move your Customers through the sales process by providing a Quote directly from Haystack CRM. Voice dictate Notes to update statuses in real time. Input meetings and events and view your phone’s calendar in HaystackCRM. Follow up on your conversations with integrated email. With access anywhere, you can complete the work before you get back to the office. Find the information that matters the most to effectively grow your business. *Contact details and associated deals viewable on single screen *Call or email Contacts with one tap *Map nearby Contacts and Prospects *Email conversations stored in Contact listings *Tag Contacts to segment by type *Get reminder alerts for Tasks or appointments *Quotes sent to Customers by email, text, or shared via integrated apps *Access documents vital to your business *Search globally for Companies, Contacts, or Opportunities *Assign customers to other team members *Track your sales goals *Calendar view of appointments, tasks, and closing dates HaystackCRM is the perfect tool for the sales team of growing businesses to manage their customer relationships. Never miss an opportunity to connect with a Customer or Prospect by having the information at your fingertips. Sign up for an account and start adding your current Customer list right away. Import from your address book for an easy way to build your connections. Set up your email account to link to HaystackCRM with a couple of steps by editing your profile in Settings. HaystackCRM is a free app and works with the HaystackCRM web account so you and your team can access key Customer information anywhere, anytime. Save time by updating sales opportunities after meetings or from the field. Close the deal and up your totals. HaystackCRM makes it easy to be prepared and have the answers for your customers with an easy-to-use and intuitive CRM app.