Veloxy

Field sales, routed and automated.

None readiness

About

What is Veloxy

Veloxy connects to Salesforce and surfaces a sidebar inside Gmail and Outlook, letting reps log activity, manage pipeline, and send tracked email campaigns without leaving their inbox. It's built for SDRs, BDRs, and Account Executives at SMB and mid-market companies that run Salesforce and need their reps spending less time on data entry. The standout capability is route optimization for field sales — the mobile app maps out prospect visits and feeds activity back into Salesforce automatically. Predictive forecasting gives managers a read on pipeline health without manual roll-ups. That said, Veloxy is tightly coupled to Salesforce; teams on HubSpot or other CRMs will find no native path in, and the tool's depth outside of field sales workflows is limited.

AI Sales Ops CRM

Capabilities

Key features

AI sales assistant

agent that handles inbox, research, and scheduling

Native CRM integration

first-party connectors, no middleware required

AI capabilities

autonomous multi-step actions

Workflow

multi-step sequences, email + LinkedIn + phone, event-driven triggers

Also ships

mobile app

Our verdict

Vanderbuild take

Veloxy is a focused Sales Assistant and CRM tool that makes the most sense for SDRs, BDRs, and AEs who live in Salesforce and spend meaningful time in the field or inbox. On the agentic readiness front, there's no public API and no MCP server — this is a UI-only tool, meaning you cannot drive it programmatically from an agent without scraping, which is a hard ceiling if you're building any kind of automated outbound stack. Pricing starts at $35/month per seat, which is affordable for small teams, but costs climb as you add full field sales features at $65/month per seat — expect to budget carefully as headcount grows. The biggest practical limitation is the Salesforce dependency: if your team isn't already on Salesforce, there's no real reason to evaluate this tool.

Mateusz Sekta

Founder, vanderbuild

The wedge

Agentic stack profile

API

Not public

No public programmatic access.

No public API. Not usable from an agent without scraping.

Agentic readiness

None

Not usable from an agent without scraping.

No public API. UI-only. Not usable from an agent without scraping, which we don't recommend.

Stack role

AI agent · CRM

Where this tool slots into an agentic pipeline.

Plays the role of AI agent + CRM in an agentic pipeline. Use it to act autonomously on inbox, scheduling, or research work; be the system of record for contacts, deals, and pipeline.

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