FreeAgent CRM vs. Veloxy Comparison


FreeAgent CRM FreeAgent Network	Veloxy	+	+
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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,536 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 586 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website Coevera Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 752 Ratings Visit Website InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 196 Ratings Visit Website Portal Wholesale CRM Portal Wholesale is a wholesale sales platform built specifically for fashion and B2B wholesale teams, combining a wholesale CRM, order management system, meeting scheduler, and retail buyer marketplace into one unified platform. Designed around the real workflows of wholesale sales reps and showroom teams, Portal Wholesale helps brands manage accounts, pipelines, orders, seasonal linesheets, outreach, and buyer relationships without relying on spreadsheets or disconnected tools. The platform allows sales teams to work directly from Gmail using a built-in CRM extension that automatically syncs emails, tracks conversations, shares linesheets, and logs activity into the CRM in real time. Portal Wholesale also includes scheduling tools optimized for fashion markets and trade shows, allowing teams to coordinate appointments, showroom visits, and buyer meetings with built-in booking rules and availability management. Visit Website BoldTrail BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. 2,107 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 229 Ratings Visit Website ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business. 68 Ratings Visit Website
About FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.	About VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business	Audience Sales professionals who want to spend more time on activities that produce sales and less time on those that don’t.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $33 per user per month Free Version Not Supported Free Trial Supported	Pricing $49 user/month This pricing is billed annually. Month-to-month billing is available. Veloxy includes the popular Leadfinder and Account View 360° features at no additional cost for 2021. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 4.9 / 5 features 4.9 / 5 design 4.9 / 5 support 4.8 / 5 Read all reviews
	Pros & Cons from Real Users Pros Veloxy has helped me be a better seller. I can stay organized and keep everything together while still on the road and not on my computer. The ability to do everyday functions and have them automatically logged into the CRM is awesome, and saves on so much time! I love using this tool and learning more about it, and helping myself out in the field! Veloxy is an excellent tool that allows your team to remain engaged with their customers and log their activity on the Go. It is the ultimate tool that will enhance their productivity. It is a must have tool. it updates my Salesforce, tellls me when I am near customers on the road, and reminds me of things to do based on my activity.. that's just the beginning. As a Business Account Executive for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in Pennsylvania. I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Kelvin As a Business Account Executive I for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in San Francisco. Also, I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Please don't hesitate to contact me if you have any questions. Thank you,Kelvin Cons The navigation of the app could be a bit better but other than that, I have no complaints. Due to corporate It requirements, Outlook add-on might need to re-install they update so much sometime i is a surprise.. but that's probably really good.. they do lots of improvements and add features. Just need to them quick their customer support but on the other hand overall is very good. I have no word for veloxy to dislike this product.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information FreeAgent Network Founded: 2016 United States www.freeagentcrm.com	Company Information Veloxy Founded: 2015 United States veloxy.io
Alternatives 4Degrees	Alternatives Geo Rep
Pipedrive	HelloProfit
monday CRM monday.com	Proton.ai Proton
Creatio	Freshsales Freshworks
Salesforce View All	Outreach View All
Categories Contact Management Supported CRM Supported Customer Data Platforms (CDP) Supported Financial CRM Supported Inside Sales Supported Insurance CRM Supported Lead Management Supported Real Estate CRM Supported Sales Enablement Supported Sales Force Automation Supported Sales Tracking Supported	Categories AI Sales Assistants Supported AI Sales Tools Supported Email Marketing Supported Email Tracking Supported Field Sales Supported Inside Sales Supported Lead Capture Supported Lead Management Supported Marketing Analytics Supported Sales Analytics Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported Sales Intelligence Supported Social Selling Supported
Inside Sales Features Auto-Dialing Not Supported Call List Management Not Supported Call Recording Not Supported Campaign Management Not Supported Dashboard Supported Data Management Not Supported Lead Capture Not Supported Lead Distribution Not Supported Lead Scoring Not Supported Performance Management Not Supported Lead Management Features Activity Tracking Not Supported Campaign Management Not Supported Lead Capture Supported Lead Distribution Not Supported Lead Nurturing Not Supported Lead Scoring Not Supported Lead Segmentation Not Supported Pipeline Management Supported Prospecting Tools Not Supported Source Tracking Not Supported Sales Enablement Features Collaboration Not Supported Contact Management Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Not Supported Performance Management Not Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Not Supported Training Management Not Supported Show More Features CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported	Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Not Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Not Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Supported Performance Management Not Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Supported Training Management Not Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Not Supported Customer Database Not Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Not Supported Territory Management Supported Show More Features Email Marketing Features A/B Testing Not Supported Artificial Intelligence Not Supported Auto-Responders Not Supported CAN SPAM Compliance Supported Customer Surveys Not Supported Drip Campaigns Not Supported Dynamic Content Supported Event Triggered Email Not Supported Image Library Supported Landing Pages/Web Forms Not Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Not Supported Template Management Supported WYSIWYG Email Editor Supported Email Tracking Features A/B Testing Not Supported Audience Segmentation Not Supported Campaign Management Not Supported Event-Based Notifications Not Supported Location Tracking Supported Team Management Supported Lead Capture Features Business Card / Badge Scanning Not Supported Dashboard Supported Data Extraction Supported Lead Distribution Supported Lead Notifications Supported Lead Nurturing Supported Lead Qualification Supported Lead Scoring Supported Online Forms Not Supported Marketing Analytics Features A/B Testing Not Supported Campaign Management Not Supported Channel Attribution Not Supported Customer Journey Mapping Not Supported Dashboard Supported Performance Metrics Supported Predictive Analytics Not Supported ROI Tracking Not Supported Social Media Metrics Not Supported Website Analytics Not Supported Sales Analytics Features Collaboration Tools Not Supported Dashboards Supported Forecasting Analytics Supported Ideal Customer Profile (ICP) Not Supported Lead Analytics Supported Pipeline Management Supported Predictive Forecasting Supported Predictive Lead Scoring Supported Sales Intelligence Reporting Not Supported Sales Engagement Features Call Scripts / Call Steps Not Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Supported Task Management Supported Templates Supported Workflow Management Not Supported Sales Intelligence Features CRM Integration Supported Data Cleaning Not Supported Data Enrichment Not Supported Data Import/Export Not Supported Data Mining Not Supported Data Verification Not Supported Email Integration Supported Lead Scoring Not Supported List Building Supported Performance Management Not Supported Pipeline Management Supported Predictive Modeling/Analytics Not Supported Prospecting Tools Supported Reporting/Analytics Supported Sales Forecasting Not Supported Social Selling Features Automated Publishing Not Supported Compliance Management Not Supported Content Discovery Not Supported Content Management Not Supported Employee Advocacy Not Supported Gamification Not Supported Lead Engagement Supported Performance Metrics Not Supported Pre-Approved Content Library Not Supported Single Sign On Not Supported Social Media Monitoring Not Supported
Integrations Gmail Supported Microsoft 365 Supported APIANT Supported Act-On Supported ActiveCampaign Supported Adobe Marketo Engage Supported Bitium Supported Boss Insights Supported Facebook Supported Google Calendar Not Supported Google Contacts Supported Insightly Supported Intercom Supported LinkedIn Supported Mailchimp Supported Microsoft Outlook Not Supported Slack Supported Workato Supported Wufoo Supported Show More Integrations View All 24 Integrations	Integrations Gmail Supported Microsoft 365 Supported APIANT Not Supported Act-On Not Supported ActiveCampaign Not Supported Adobe Marketo Engage Not Supported Bitium Not Supported Boss Insights Not Supported Facebook Not Supported Google Calendar Supported Google Contacts Not Supported Insightly Not Supported Intercom Not Supported LinkedIn Not Supported Mailchimp Not Supported Microsoft Outlook Supported Slack Not Supported Workato Not Supported Wufoo Not Supported Show More Integrations View All 5 Integrations
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