I like how everything is included in this program. If I want to manage a client, it is very easy for all their information to be included under one page. It is convenient as well that they can be "assigned" to their own advisor/manager/whatever industry you're in. Review collected by and hosted on G2.com.

This program does get confusing sometimes, especially when you first start using it. Even after using it for a while, there's just so many features that it can be overwhelming. Review collected by and hosted on G2.com.

The Get Lead feature as well as the accuracy in analytics / reporting etc Review collected by and hosted on G2.com.

Initial call recordings disappear after warm transfer is initiated Review collected by and hosted on G2.com.

The system was built in house and was a bit clunky, but worked well enough for a call center. Review collected by and hosted on G2.com.

It would take a while for pages to load while on the phone, which often lead to awkward pausing. Review collected by and hosted on G2.com.

I really like the hands free way to contact customers and the note taking and customization is really great! Review collected by and hosted on G2.com.

There isn't anything that I dislike about the Dial-IQ. It's really a great tool! Review collected by and hosted on G2.com.

I like that I was able to click to dial phone numbers. That saved me a lot of time of manually having to dial them myself. Review collected by and hosted on G2.com.

We recently replaced Velocify with Salesloft. It seemed outdated and a little confusing to use at times. Review collected by and hosted on G2.com.