Socius
Socius (operating as Velosio) is a US Microsoft and Oracle NetSuite implementation partner delivering ERP, CRM, cloud, and analytics consulting to midmarket and emerging enterprise customers across professional services, agribusiness, cannabis, manufacturing, and distribution verticals.
- Company typePrivate
- Founded1984
- HeadquartersDublin, United States
- Headcount—
- GTM typeB2B
- OfferingServices
What Socius does
Socius (operating as Velosio) is a privately held US-based Microsoft and Oracle NetSuite implementation partner founded in 1984, headquartered in Atlanta, Georgia. The firm delivers consulting, implementation, migration, and managed services for Microsoft Dynamics 365 (Finance, Business Central, Sales, Customer Service, Field Service, Project Operations, Supply Chain Management), Oracle NetSuite ERP, the Microsoft Power Platform (Power Apps, Power Automate, Power BI, Copilot Studio, Power Pages), Microsoft Azure data and analytics services (Databricks, Synapse, Data Factory, Machine Learning, Fabric, Purview), and Microsoft 365 productivity and security tooling. The portfolio is augmented by proprietary IP including Velosio Insights analytics, Velosio Express for accelerated Business Central deployment, SilverLeaf for Horticulture and Cannabis, Advanced Projects for project-centric organizations, AXIO for financial consolidation, and Velosio Pay embedded payments.
The company targets midmarket and emerging enterprise customers across verticals including professional services, agribusiness, cannabis, distribution, manufacturing, and field services. It holds flagship Microsoft Solutions Partner designations across Business Applications, Modern Work, Data & AI, Digital & App Innovation, and Infrastructure, along with Direct CSP Tier 1 and Indirect CSP Distributor status, FastTrack Priority Partner designation, and Copilot Jumpstart Ready Partner status. Over 80% of business is reported to come from client and partner referrals, indicating a relationship-driven, sales-led go-to-market motion.
Revenue is generated through four streams: ERP and CRM professional services engagements, ongoing managed services and cloud infrastructure support, software license resale as a Microsoft CSP, and data/analytics consulting including AI implementation services. Pricing is quote-based and scoped per engagement, with multi-year contracts typical. Distribution combines direct field sales with channel partnerships (Microsoft, Oracle NetSuite, Stratos Cloud Alliance, Paycor). Marketing relies on content (blog, podcast, client stories), events, and partner co-marketing rather than paid acquisition at scale.
Socius firmographics
Firmographics- Name
- Socius
- Website
- https://socius1.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Short description
- Socius (operating as Velosio) is a US Microsoft and Oracle NetSuite implementation partner delivering ERP, CRM, cloud, and analytics consulting to midmarket and emerging enterprise customers across professional services, agribusiness, cannabis, manufacturing, and distribution verticals.
- Ownership category
- akta.pro rank
Socius industry classification
Industry- Product category
- ERP and CRM Implementation Services
- NAICS
- Computer Systems Design and Related Services (5415), Computer Systems Design Services (541512)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)
- akta.pro primary industry
- ITSM Platform Implementation & Administration (ServiceNow/JSM/BMC/etc.) (BPAEAJAC)
- akta.pro secondary industry
- IT Operations, Event & Incident Management (NOC/SOC-to-ITSM) (BPAEAJAH)
Keywords
Where Socius is headquartered
LocationHeadquarters
- HQ city
- Dublin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Socius business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- ERP Implementation Services: Consulting and implementation services for Microsoft Dynamics 365 and Oracle NetSuite ERP systems. Revenue generated through professional services engagements including assessment, implementation, migration, and deployment services.
- CRM Implementation Services: Customer relationship management implementation services covering Dynamics 365 Sales, Customer Service, Customer Insights, and Field Service. Professional services revenue from deployment and configuration engagements.
- Cloud Infrastructure and Support: Ongoing support, managed services, and cloud infrastructure services for deployed solutions. Includes application support, cloud infrastructure, and operational maintenance.
- Licensing Resale: Resale of Microsoft and Oracle software licenses including Dynamics 365, NetSuite, Azure, Microsoft 365, and Power Platform. Revenue from software licensing as a Direct CSP Tier 1 and Indirect CSP Distributor.
- Data & Analytics Services: Business intelligence, analytics, AI implementation, and data strategy consulting services. Professional services revenue from data fabric creation, BI implementation, and analytics solutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom enterprise engagement - pricing based on project scope |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Socius product offering
Product offeringCore offering
Socius is a Microsoft and Oracle business applications partner that implements, resells, and supports cloud ERP, CRM, business intelligence, and modern workplace solutions for midmarket and emerging enterprise companies. Core deliverables include Microsoft Dynamics 365 Finance and Business Central, Dynamics 365 Customer Engagement (Sales, Customer Service, Customer Insights, Field Service, Project Operations, Supply Chain Management), Oracle NetSuite ERP, Microsoft Power Platform, Microsoft 365, and Microsoft Azure data and analytics services. The firm layers proprietary industry accelerators (Velosio Insights, Velosio Express for D365 BC, AXIO, SilverLeaf for Horticulture and Cannabis, Advanced Projects for D365 BC, Velosio Pay) and provides professional services such as ERP/CRM implementation, data and analytics consulting, cloud migration, application support, and business transformation.
Product overview
Velosio is a Microsoft Dynamics 365 implementation and support partner offering a comprehensive portfolio of ERP, CRM, and productivity solutions. The core offerings center on Microsoft Dynamics 365 Finance, Dynamics 365 Business Central, Oracle NetSuite ERP, and Dynamics 365 Customer Engagement (Sales, Customer Service, Field Service, Project Operations, and Supply Chain Management). The company extends these platforms with proprietary add-ons including AXIO for financial consolidation, Velosio Insights for analytics, Velosio Express for rapid Business Central deployment, and Velosio Pay for payment processing. Industry-specific solutions include SilverLeaf for Horticulture and Cannabis tracking on D365 BC, Advanced Projects for project-centric organizations, and iMIS for membership organizations. The Power Platform practice encompasses Power Apps, Power Automate, Power BI, Copilot Studio, and Power Pages. Azure cloud services include compute (Virtual Machines, Functions), data and analytics (Databricks, Synapse, Data Factory, Machine Learning, Fabric, Purview), identity and security (Entra ID, Sentinel, Backup, Site Recovery), and management tools (Azure Arc, Azure Policy, Advisor, Cost Management, Migrate). Microsoft 365 services round out the productivity stack with Teams, SharePoint, OneDrive, and Viva. The company provides implementation, support, training, and advisory services across these platforms with a focus on midmarket and emerging enterprise companies.
Differentiator
Problem solved
Functional benefit
Products and services
- Microsoft Dynamics 365 Finance Implementation Implementation, migration, and support services for Microsoft Dynamics 365 Finance, an enterprise-grade financial management solution for global financial operations including financial planning, accounting, and compliance.
- Microsoft Dynamics 365 Business Central Implementation Implementation and support services for Microsoft Dynamics 365 Business Central, a cloud ERP for small and midsize businesses providing integrated financials, sales, service, and operations in a single platform.
- Oracle NetSuite ERP Implementation Implementation, migration, and support services for Oracle NetSuite ERP, a cloud ERP platform offering financials, CRM, inventory, and e-commerce in an integrated suite.
- Dynamics 365 Sales Implementation Implementation services for Dynamics 365 Sales, a CRM sales automation solution for managing customer relationships, sales pipelines, and revenue generation.
- Dynamics 365 Customer Service Implementation Implementation services for Dynamics 365 Customer Service, a customer service management solution for delivering connected, personalized service experiences across channels.
- Dynamics 365 Customer Insights Implementation Implementation services for Dynamics 365 Customer Insights, a unified customer data platform combining customer data from multiple sources for a 360-degree view and segmentation.
- Dynamics 365 Field Service Implementation Implementation services for Dynamics 365 Field Service, a field service management solution for scheduling, dispatch, and mobile workforce optimization.
- Dynamics 365 Project Operations Implementation
Quantifiable outcome
- Over 80% of business comes from client and partner referrals
- +1 more outcomes
Companies that use Socius
Customer profileNamed customers21 records
Segments9 records
Ideal customer profiles2 records
Socius technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration45 records
AI capability5 records
Feature5 records
Socius partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered flagship and core.
- MicrosoftflagshipVelosio is a premier Microsoft Solutions Partner with multiple designations including Business Applications, Modern Work, Data & AI, Digital & App Innovation, and Infrastructure. They hold Direct CSP Tier 1 status, Indirect CSP Distributor status, FastTrack Priority Partner for D365, and Copilot Jumpstart Ready Partner status. They implement and resell the full Microsoft technology stack including Dynamics 365, Azure, Microsoft 365, and Power Platform.
- Oracle NetSuitecoreVelosio is an Oracle NetSuite ERP partner offering NetSuite implementation, migration, and support services. They provide NetSuite Paycor Integration and specialize in helping companies move from legacy systems to NetSuite cloud ERP.
- Stratos Cloud AlliancecoreStrategic channel partnership for extended market reach and co-selling opportunities within the Microsoft partner ecosystem.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Socius competitors and assessment
Company assessmentDirect peers
- Sikich: Sikich is a Microsoft Dynamics 365 and NetSuite implementation partner focused on the U.S. midmarket. It closely matches Velosio's customer segment, ERP/CRM practice mix, and proprietary industry accelerator pattern (e.g., industry-specific modules built on D365 Business Central).
- JourneyTEAM: JourneyTEAM is a focused Microsoft Dynamics 365, Power BI, and Azure partner targeting midmarket. It is similar in scale and service mix to Velosio, with comparable software-resale and implementation revenue streams.
- HSO: HSO is a global Microsoft Dynamics 365 and Azure implementation specialist with deep industry accelerators. Its midmarket footprint, vertical IP focus, and Microsoft-only technology stack mirror Velosio's go-to-market approach.
- Arbela Technologies: Arbela Technologies is a Microsoft Dynamics 365 and Power Platform implementation partner serving manufacturing, distribution, and field-service verticals. Its vertical-specialist profile and midmarket target are highly comparable to Velosio's industry-accelerator strategy.
- Catapult Systems: Catapult Systems is a Microsoft-focused digital transformation and managed-services partner with Dynamics 365, Azure, and Power Platform practices. It competes with Velosio in both implementation and managed services for midmarket clients.
Broad incumbents
- RSM US: RSM US is a large accounting and consulting firm with a significant Microsoft Dynamics 365 and NetSuite practice serving midmarket and emerging enterprise. It competes head-on with Velosio for the same buyer profile but at greater scale and broader portfolio.
- Crowe LLP: Crowe is a top-10 U.S. accounting and advisory firm with a substantial Microsoft Dynamics 365 ERP/CRM practice. It targets the same midmarket and emerging-enterprise segment as Velosio, leveraging advisory-led selling and a broad service portfolio.
- BDO Digital: BDO USA operates a dedicated Microsoft Business Applications practice (BDO Digital) implementing Dynamics 365 and Power Platform for midmarket clients. It is a structurally comparable competitor with broader advisory offerings wrapped around ERP implementations.
- Slalom: Slalom is a large Microsoft-focused systems integrator that designs and implements Dynamics 365, Azure, and Power Platform solutions. While broader in scope, it competes directly with Velosio in the midmarket digital-transformation space.
- Avanade: Avanade is the Accenture-Microsoft joint venture and the largest dedicated Microsoft SI globally. It implements Dynamics 365 and Power Platform across enterprise and midmarket, representing the strategic ceiling Velosio competes against for larger deals.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Socius social profiles
Digital presenceSocius financial estimates
Financial estimateRevenue estimate
Valuation estimate
Socius leadership team
Management profileNumber of profiles
Socius funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Socius M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Socius
What does Socius do?
Socius is a Microsoft and Oracle business applications partner that implements, resells, and supports cloud ERP, CRM, business intelligence, and modern workplace solutions for midmarket and emerging enterprise companies. Core deliverables include Microsoft Dynamics 365 Finance and Business Central, Dynamics 365 Customer Engagement (Sales, Customer Service, Customer Insights, Field Service, Project Operations, Supply Chain Management), Oracle NetSuite ERP, Microsoft Power Platform, Microsoft 365, and Microsoft Azure data and analytics services. The firm layers proprietary industry accelerators (Velosio Insights, Velosio Express for D365 BC, AXIO, SilverLeaf for Horticulture and Cannabis, Advanced Projects for D365 BC, Velosio Pay) and provides professional services such as ERP/CRM implementation, data and analytics consulting, cloud migration, application support, and business transformation.
Is Socius a public or private company?
Socius is a private company. It is classified as unknown and is currently operating.
When was Socius founded?
Socius was founded in 1984.
Where is Socius based?
Socius is headquartered in Dublin, United States, in the North America region.
How does Socius make money?
Five revenue lines are on record. ERP Implementation Services are the primary driver. The others are CRM Implementation Services, cloud Infrastructure and Support, licensing Resale and data & Analytics Services.
Who are Socius's main competitors?
Direct peers on record are Sikich, JourneyTEAM, HSO, Arbela Technologies and Catapult Systems. Broad incumbents are RSM US, Crowe LLP, BDO Digital, Slalom and Avanade.
Does Socius have an API?
No public API is recorded for Socius.
What industry is Socius in?
Socius's product category is ERP and CRM Implementation Services. Its primary akta.pro industry code is BPAEAJAC, ITSM Platform Implementation & Administration (ServiceNow/JSM/BMC/etc.), with a secondary code of BPAEAJAH, IT Operations, Event & Incident Management (NOC/SOC-to-ITSM). Its NAICS code is 5415 and its SIC code is 7373.