The lead pages can be customized to include custom tabs and fields that allow for endless possibilities. This technology, coupled with the help of the Velocify technology team, has allowed for integration with our existing telephony and Loan Origination System to allow us to create reports and route calls in ways we didn't have the ability to do previously.
Velocify is geared to work better with Google Chrome, but some of our other systems require Internet Explorer to function. Some of our users also don't have Chrome installed. While Velocify still works with Internet Explorer, it's functionality and views work better in Chrome (having seen them side by side). Better support for Internet Explorer to mirror functionality may help serve clients who can't / don't have Chrome.
I also don't like that reports don't allow the user to use an "Or" statement. I.E. If I want to see all loans with Field A = blank or Field B = 5, I would have to pull two separate reports and then combine them.
If you are looking for something that allows customization to your specific needs, Velocify is what you are looking for. Imports allow you to update any field you want, which allow for mass updates with a single click of a button (up to a maximum of 50,000 leads per file). We manage about 270,000 unique leads in this system.
If reporting is what you are concerned with, Velocify can report lead logs (showing every action that took place with a lead) or just give basic information on a lead. You can build custom reports to add any field you are looking for.
Imports allow us to update leads with current loan information and distribute to designated sales teams using distributions that Velocify allows us to create. It allows us to easily manage lead distribution. We have also been able to automate lead creation from web inquiries to increase speed to lead.