Platform Features
Velosity is a modular platform that can be tailored to your unique operational needs. Each feature can be enabled or disabled by an administrator to provide a clean, focused user experience.
Core Sales Modules
- Sales Funnel: 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
Administrators can control which of these features are active within the Customization Settings.