Platform Features
Velosity is a modular platform that can be tailored to your unique operational needs. Each feature can be enabled by Velosity to provide a clean, focused user experience.
Core Sales Modules
- CRM: A visual CRM to manage opportunities and lead stages.
- Smart Quote: Automated product configuration and instant pricing engine.
- Sales Quotes: Professional estimate generation with PDF support.
- Sales Orders: Management of active customer orders and purchase orders.
Production and Operations
- Production Management: Track work orders, routers, and Bills of Materials (BOM).
- Master Schedule: Real-time resource scheduling and priority management.
- Production Queues: Station-specific task lists for shop floor workers.
- Events & Clocking: Automated labor tracking and problem reporting.
Specialty Modules
- Service & RMA: Manage returns, service tickets, and product diagnostics.
- Quality Management: Track assets, maintenance, and compliance data.
- Inventory & Purchasing: Real-time stock tracking and automated material allocation.
- Shipping & Logistics: Finalize fulfillments and generate shipping documentation.
Collaboration Tools
- Communication Center: Internal messaging tied directly to quotes and tasks.
- Notifications: Personalized alerts for @mentions, status changes, and assignments.
- Account Management: Secure user profiles and role-based permissions.
Foundation Data
- Customers: Master relationship management.
- Items Catalog: Centralized part and material data.
- Resource Management: Definition of work centers, machines, and personnel.
Configuration
Velosity can control which of these features are active for your organization. Administrators can further refine how these active features behave within the Customization Settings.