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Platform Feature Overview

Velosity is a modular platform designed to grow with your organization. Each module can be independently enabled or disabled by an administrator, ensuring that your team sees only the tools they need for their specific workflows. This "Just-In-Time" interface philosophy reduces training time and eliminates clutter.

Core Sales & CRM

  • Sales Funnel: Visualize your sales pipeline and manage opportunities from initial contact to close.
  • Smart Quote: Automate complex product configurations with real-time pricing and availability checks.
  • Sales Quotes: Generate professional, branded PDF quotes for your customers.
  • Sales Orders: Transition accepted quotes into active orders for production and fulfillment.

Production & Operations

  • Production Management: Track every stage of the manufacturing process with digital routers and real-time status updates.
  • Master Schedule: Optimize your shop floor capacity with automated resource scheduling.
  • Production Queues: Provide station-specific task lists for your production workers.
  • Digital Traveler: bridge the gap between paper and digital with QR-coded travelers.

Material & Resource Management

  • Inventory: Track stock levels, material allocations, and reorder points in real-time.
  • Purchasing: Manage supplier relationships and automate material procurement.
  • Resource Management: Define machines, work centers, and personnel to optimize capacity.

Quality & Compliance

  • Quality Management: Maintain high standards with integrated assets, audits, and NCR/CAPA tracking.
  • Serialization: Track the entire lifecycle of individual units for warranty and service support.
  • Maintenance: Schedule and track preventative maintenance for your critical shop floor assets.

Service & Logistics

  • Service & RMA: Manage customer returns, repairs, and diagnostics from a centralized hub.
  • Shipping & Fulfillment: Streamline the final stage of delivery with integrated packing slips and carrier tracking.

Configuration

The feature set for your Organization is typically configured during onboarding. However, an ADMIN can adjust these settings at any time in the Customization Panel to reflect changes in your operational processes.