Velocity · Video library
Watch Velocity work.
Ten demos, twenty-five walkthroughs.
Short demos of what Velocity does, and a training clip for every area of the app, in the order a new user needs them. Every video has chapters, so you can jump straight to the part you need.
35videos1h 7mwatch time10demos25training clips
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Demo 01 · 1:46Now playing
Demo 01 · 1:46 · 7 chapters
Velocity in two minutes
One place to find the right people, reach them, book the meeting, close it, and keep the customer.
35 videos
Demos
Ten short tours of what Velocity does, about two minutes each. Start with the first.
1:46Now playingDemo 01Velocity in two minutesOne place to find the right people, reach them, book the meeting, close it, and keep the customer.7 chapters · For every role
1:38Now playingDemo 02Five ways a meeting arrivesYou choose which doors are open: the chat agent, a booking link, sequences, the Revenue Engine, and Meeting Autopilot.8 chapters · For Reps, Managers, Founders, Marketing
2:07Now playingDemo 03One dial: Off, Approve, AutoEvery autonomous feature has the same three-way control, and Approve is a dry run on your real data.8 chapters · For Managers, Founders, RevOps
2:01Now playingDemo 04The Revenue EngineOutbound at scale that researches each person, writes to them individually, and shows you its own working.9 chapters · For Reps, Managers, Founders
1:35Now playingDemo 05Your ten-minute morningHome tells you what needs you; an empty panel means the machines are handling it.7 chapters · For Reps, Founders, CS
1:39Now playingDemo 06The assistant that operates the appAsk it anything about your data; it answers from the real tables, and every action it proposes is a card you confirm.6 chapters · For every role
1:57Now playingDemo 07Data that explains itselfEvery fact carries a score and a source, verified beats inferred, and your own edit beats every provider.8 chapters · For Reps, Founders, Marketing, RevOps
1:52Now playingDemo 08From lead to customerThe person and the deal are separate records; only the opportunity travels the pipeline, and Won creates a customer.7 chapters · For Reps, Managers, Founders, CS
1:53Now playingDemo 09Inbound that sends nothingChat agents, forms, landing pages and visitor tracking book meetings without sending a single outbound email.9 chapters · For Managers, Founders, Marketing
2:00Now playingDemo 10See the whole funnelOne cross-channel view from send to pipeline, a report builder over every table, and a forecast that shows its arithmetic.8 chapters · For Managers, Founders, Marketing, RevOpsTraining clips
Twenty-five walkthroughs, one for each area of the app, grouped the way the menu is.
01Daily 3 videos
1:58Now playingTraining 01 · DailyHome and the attention panelHome is the one screen that answers "what needs a person right now"; an empty panel is good news.8 chapters · For Reps, Managers, Founders, CS
1:50Now playingTraining 02 · DailyDashboard and the digestHome is what to do; the Dashboard is how the business is moving; the daily digest lives on Home.8 chapters · For Reps, Managers, Founders
2:02Now playingTraining 03 · DailyThe Autonomy Center: setting every dialEvery autonomous feature is a dial with the same three settings; live in Approve while you learn a feature, then promote it.8 chapters · For Managers, Founders, RevOps02Prospecting 5 videos
2:13Now playingTraining 04 · ProspectingFind Prospects and Source SearchTwo doors for new people: discovery across the web, and direct queries to your connected providers — and a search only draws on what's connected.9 chapters · For Reps, Founders, Marketing
1:51Now playingTraining 05 · ProspectingImporting a CSV with exact-match mappingFive steps, and the one that matters is mapping — Velocity will not guess which column is which.8 chapters · For Founders, Marketing, RevOps
1:56Now playingTraining 06 · ProspectingEnrichment and provenanceEnrichment fills the gaps; provenance is how you know whether to believe the result.9 chapters · For Reps, Marketing, RevOps
1:47Now playingTraining 07 · ProspectingData Health: duplicates, gaps and mergeOne page that tells you what's missing, what's stale and what's duplicated — before a campaign finds out for you.8 chapters · For Marketing, RevOps
2:08Now playingTraining 08 · ProspectingChat agents, forms and landing pagesThree inbound surfaces, one shared ending — create the lead, route it, optionally enroll it.9 chapters · For Founders, Marketing03CRM 5 videos
2:48Now playingTraining 09 · CRMPeople: the master record, filters and bulk actionsPeople is the master record for every human in the workspace, and the bulk menu is where a filtered set becomes work.9 chapters · For Reps, Founders, Marketing
1:54Now playingTraining 10 · CRMCompanies and brand identityA company is the account record everything hangs off, and brand identity is a guess until you pin it.8 chapters · For Reps, Founders, CS
1:52Now playingTraining 11 · CRMLeads: scoring, routing and convertingA lead is interest, not a deal — scored, routed, and converted only when someone decides it's real.9 chapters · For Reps, Managers, Marketing, RevOps
1:50Now playingTraining 12 · CRMDeals: kanban, forecast view and Pipeline AlertsThe board is where deals live; the alert list is what stops a deal dying quietly.8 chapters · For Reps, Managers, Founders
2:02Now playingTraining 13 · CRMLists, Segments and TasksA list is a set you chose; a segment is a rule that keeps choosing; tasks are what either of them turns into.9 chapters · For Reps, Founders, Marketing04Outreach 6 videos
1:54Now playingTraining 14 · OutreachCreating a Revenue Engine campaignFour steps decide who the engine targets, where it looks and how much it may do alone, and the last screen is the one that matters, because Launch starts it in seconds.9 chapters · For Managers, Founders
1:54Now playingTraining 15 · OutreachReading a campaignA campaign page answers seven questions, one per tab — and the counters at the top tell you which tab to open.8 chapters · For Managers, Founders
1:49Now playingTraining 16 · OutreachSequences: steps, A/B tests and enrollmentA sequence is fixed steps sent to everyone; the Revenue Engine writes per person. Know which one you're using.8 chapters · For Reps, Managers, Founders
1:42Now playingTraining 17 · OutreachEmails, AI Pipeline and Email DraftsEmails is every message the workspace sent or is about to send — and the "Needs review" filter is the AI Pipeline queue.6 chapters · For Reps, Managers, Founders
1:39Now playingTraining 18 · OutreachConversations: reply classes and handlingEvery reply is classified before you read it, and the class is what decides what happens next.6 chapters · For Reps, Founders
1:51Now playingTraining 19 · OutreachMeetings and booking linksEvery meeting, however it arrived, lands here — and an AI proposal is a suggestion with its reasoning attached, not a booking.7 chapters · For Reps, Founders, CS
09Configuration 2 videos
1:51Now playingTraining 24 · ConfigurationSending: accounts, pools, deliverability, suppressionsA mailbox does the sending, a pool spreads the load, the deliverability suite is the health readout, and the suppression list is the one rule nothing may bypass.9 chapters · For Founders, RevOps
1:45Now playingTraining 25 · ConfigurationTeam, roles, audit log and workflow rulesThree admin surfaces answer three questions: who may do what, what was actually done, and what the workspace does on its own.8 chapters · For Managers, RevOpsNo videos match that. Try a shorter word, or clear the search.
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