Campaigns, drips, pipelines, and a real conversation inbox — with optional AI assistance when you want it. Built-in compliance. Designed for agents who take their book seriously.
Import thousands of leads via CSV or lead vendor API. Organize them into buckets, folders, and custom pipelines. Track every touchpoint automatically.
Campaigns & Drips
Multi-step outreach sequences with spintext variation, timezone-aware sending, and disposition-based follow-up drips. Customize everything or start from a template.
Conversation Inbox
Every thread in one place. Star important leads, flag threads for review, track unread counts, and reply from your desk or your phone. You stay in control of every message that goes out.
Pipeline & Dispositions
Customizable dispositions trigger automated actions — follow-up drips, pipeline changes, notifications. Every lead moves through the stages you define, tracked in real time.
Appointments & Calendar
Built-in appointment scheduler with Google Calendar integration. Veloxo appointments push to your Google Calendar. Your personal events show up on Veloxo's calendar view so you never double-book.
Lead Vendor Integration
Plug in your lead sources via API or CSV. Map your vendor's fields to Veloxo's lead format once, and new leads flow in automatically — ready to be enrolled in your campaigns.
Compliance Built In
State-specific quiet hours, TCPA daily send caps, A2P 10DLC support, automatic opt-out handling, and DNC list checks. Every safeguard runs in the background so you don't have to think about it.
AI Assistance (Optional)
Turn on AI replies for specific leads when you can't get to them in time. The AI follows rules you set, hands off to you the moment things get serious, and never sends a message you haven't approved the playbook for.
Automation & Workflow
Scheduled messages, auto-follow-ups, ghost detection, pipeline transitions, and notification routing — all configurable per campaign and per disposition. Automation with manual override.
How it works
A CRM that works the way you already sell
01
Bring in your leads
Import a CSV, connect a lead vendor API, or add leads one-off. Veloxo organizes them into buckets and maps every field automatically.
02
Set up your playbook
Pick a campaign template or build your own. Configure dispositions, drip sequences, and pipeline stages the way you already work leads.
03
Send, track, respond
Campaigns run on schedule. Replies land in your inbox. Automation handles the repetitive stuff — you handle the conversations that matter.
04
Close the warm ones
Hot leads and appointments get flagged and routed to you. Pipeline data and notes stay in one place, so every follow-up picks up where you left off.
