Velocify Lead Manager

4.4
(280)

Velocify Lead Manager is a solution that helps you manage and respond to leads by capturing and automatically de-duping, and distributing inquiries coming from a variety of sources.

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Velocify Lead Manager Reviews

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Showing 280 Velocify Lead Manager reviews
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Kody C.
Validated Reviewer
Verified Current User
Review Source
content

"Life Saver"

What do you like best?

How fast responses are between phone, program and leads. It keeps all of my leads organized. Easy to keep notes and access file information while I'm taking the call. It completes an application and moves everything into my other program, "encompass" very well. Everything updates as it's put in and makes sure it's correctly filled out before the file is saved and transferred.

What do you dislike?

Sometimes there's a lag for shotgun calls. When clicking a specific magnifying glass on the front page, it covers the other leads from being clicked/accessed. There's sometimes lag between the call starting and the phone ringing that ranges anywhere from 5-15 seconds.

Recommendations to others considering the product:

Make sure to use all of the customizable features to make your co-worker's jobs easier.

What problems are you solving with the product? What benefits have you realized?

I go through a thousand leads a week and it keeps everything organized for me. It saves hours worth of time a week just in existing. It makes the job easier and more manageable and I find myself and the entire workforce more productive.

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Tom A.
Validated Reviewer
Verified Current User
Review Source
content

"Whats on Tom's mind about Velocify!!!"

What do you like best?

What I like best about Velocify is its easy access to contact multiple clients just within a few clicks. One click, BOOM im dialing John Jankins from Alabama. Two clicks BANG, im on my next call to Timmy Thompson, out in Hawaii.

What do you dislike?

What I dislike most about Velocify is that the abilities to customize it on a personal level is very limited. I want to be able to maybe make the font different, or change the color of the screen. Little stuff like that really makes things interesting. Especially if im looking at this dang screen for 10 hours a day.

Recommendations to others considering the product:

Velocify is like having an extra set of eyes, ears and hands. In my profession. time managements is key. The less time I have to worry about keeping phone numbers and addresses together. The more time I can spend on something more productive.

What problems are you solving with the product? What benefits have you realized?

In my profession. Numbers are key and the higher numbers I can dial, the more chances I have of getting a deal. The ability to speed dial and go through 20 or 30 calls in less than 5 minutes means the world to me and my business.

What Auto Dialer solution do you use?

Thanks for letting us know!
Matthew M.
Validated Reviewer
Verified Current User
Review Source
content

"Great lead organization tool"

What do you like best?

Easy organization of leads, information about those leads, and where they came from make this product a breeze to use. The status of leads makes this product super easy to find exactly what you are looking for when you need it.

What do you dislike?

Old leads tend to stay in my pool and it would be nice if there was an easier way to filter out the dead leads without having to select every status BUT the one I want filtered out. the addition of profiles was great, but having an option to remove leads older than a certain date would be extremely useful. Makes the pages extremely cluttered after a period of use.

Recommendations to others considering the product:

Use it. It is extremely helpful in everyday business. Working in mortgage, it is one of the best tools I've had the pleasure of utilizing.

What problems are you solving with the product? What benefits have you realized?

Being able to keep track and take notes on leads without requiring pen and paper is extremely helpful. Calendar events allow me to make sure that I reach back out to a client when i need to or when to complete a task that I need done.

Debbie J.
Validated Reviewer
Verified Current User
Review Source
content

"I really enjoy being able to push 1 button to dial out."

What do you like best?

The capability of dialing out of the system is so fast. Also keeping track of my leads for follow up. I am able to search this system by a phone # in order to verify a borrower calling in if I cannot find them in our system.

The reporting of the loans in the process is very helpful.

Being able to see other counselors pipelines if you are covering for them is also a great benefit to myself and the managers.

What do you dislike?

There is really nothing that I dislike about this system.

I don't have any impact on the day to day stuff like my managers do about reporting or any of the updating.

What problems are you solving with the product? What benefits have you realized?

Contacting borrowers timely, no misdials when dialing a borrower. I used to misdial all the time. Our company requires you dial a 9 in front of the number and when doing this I was dialing 911 a lot of times.

Supreet M.
Validated Reviewer
Review Source
content

"Velocify is great"

What do you like best?

It's simple to use, very few glitches or bugs, and provided me with the data that I needed to assist my prospects with. I was able to organize my leads and follow-ups quite easily. Velocify also worked great partnered up with an autodialer called Five9. Their customer service is great.

What do you dislike?

Velocify sometimes did not play nicely with Five9. It required two separate windows to be opened taking up space on my monitor.

Recommendations to others considering the product:

Velocify is a great CRM for heavy outbound calling and inbound calling. When paired with an autodialer such as Five9, be wary that there might latency issues. Lead information may not load up in a prompt manner.

What problems are you solving with the product? What benefits have you realized?

Customer Relationship Management, lead management, data management. CRM's provide excellent data management when compared to using a paper list to call leads from, and they are much more efficient than SpreadSheets.

Devin R.
Validated Reviewer
Review Source
content

"Great for "smile and dial" and not much else"

What do you like best?

Makes it really easy for a rep to make a high number of calls in a short amount of time. If you have a good sales operations team, it requires very little thought from a rep to choose which prospect to target next since the lists are auto-generated. Taking notes and moving to the next call is very easy as well.

What do you dislike?

I was using Velocify as I moved from a small business team to an enterprise team, and we were still expected to use the system on ENT. The big issue we ran into is that Velocify didn't allow us to take a more targeted approach with our leads, and despite multiple calls between Velocify support and our operations team, they were never able to get lists generating properly

Recommendations to others considering the product:

With systems like Connectandsell easily available to do mass outbound calling with little effort from each rep, I worry that Velocify and many of its competitors will fall off the map. Velocify was great for what we used it for, but if you're outside of the SMB and MM spaces and wanting to take a more targeted approach (esp ABSD, ABM, ABE, other AB buzzwords) it would be better to look at another product

What problems are you solving with the product? What benefits have you realized?

With an average call volume for SMB and MM teams being around 80-100, Velocify enabled our teams to be able to achieve those call volumes daily with no problems!

Ken B.
Validated Reviewer
Verified Current User
Review Source
content

"Used it for years"

What do you like best?

Has a lot of functionality and does a decent job of managing leads. Has a great API to work with marketing partners in the Finance industry. Requires some customization to really get it to map up to your organizations work flow, but the out of the box features work. I've seen it bare bones and I've seen it sing (after a lot of effort). Like anything you get out what you put in. But as for my industry, Velocify seems to be leading the pack for CRM.

What do you dislike?

I dislike that I cannot see my notes easily in the main views. It requires that I click a button or modify the form to be able to see my last comments. This is cumbersome and time consuming when I am running through old leads to contact.

Recommendations to others considering the product:

Put time in on the front end and think your sales processes through, because once you get 90K leads in the system, it can become hard to manage and find if you don't have your priority views set up properly.

What problems are you solving with the product? What benefits have you realized?

Lead Management, Follow up, CRM

Brian R.
Validated Reviewer
Verified Current User
Review Source
content

"LeadManager has done wonders for our sales staff."

What do you like best?

The level of service and customization with this system is astounding. Nothing was overlooked during the build phase, and support has been incredibly efficient with anything I have needed since. Velocify seems very interested in gaining feedback from their clients and working to meet our constantly evolving needs.

What do you dislike?

I wish I had known about more of the "bells and whistles" earlier in our time with LeadManager.

Recommendations to others considering the product:

If the cost is within your comfort zone, there isn't a better product on the market. Make sure you implement some of the higher end features (Lead Scoring, Priority Queue Info Bars, Redistribution Programs, etc.) out the gate, or you may end up wishing you had.

What problems are you solving with the product? What benefits have you realized?

Having one solution for everything from lead delivery, tracking, LO performance, and reporting has really made my life easier as a VP of Marketing. I know where every lead started and ended, along with every step taken in between.

Dan S.
Validated Reviewer
Verified Current User
Review Source
content

"Velocify Lead Manager is core to our business"

What do you like best?

I like that this is very in tuned to our business (mortgage) and allows us to really reach out effectively to our customers. Velocfiy doesn't try to be something they aren't just to fill marketspace. They are really experts at their segment of the business.

What do you dislike?

I believe the architecture of the software is starting to get up there in age. Need some updating to reporting functionality, and ways to increase "speed to lead" wherever possible.

Recommendations to others considering the product:

Out of the box Velocify is good, but customized Velocify is even better. push your limits on your understanding what can be done, and if you cannot get it done, reach out to Velocify. They may have a solution, or put it on their roadmap if others want it as well.

What problems are you solving with the product? What benefits have you realized?

it's the backbone of our entire contact strategy at our call center style mortgage sales department. Much higher contact rates, measurable stats we never had before and a true way to manage the valuable leads we purchase and create for our sales staff.

Lisa R.
Validated Reviewer
Verified Current User
Review Source
content

"Velocify in EDU"

What do you like best?

I have been a Velocify user since it's days as Leads 360. As far as CRMs go, proper implementation is key. There have been several compliance bugs that have been fixed over time (canned spam, TCPA, DNC etc) but overall I am happy with the versatility of the product.

What do you dislike?

It is extremely key to have the right account manager/team from the velocify staff on your team. Have encountered situations where rather than telling you that an implementation or change will have a negative effect they have waited too long. Impact made and time needed to untangle the mess. Timing on projects/workflow can take longer than what I would consider to be normal for a client.

Recommendations to others considering the product:

They are a well known well thought of organization/product. Easy API integration.

What problems are you solving with the product? What benefits have you realized?

In the EDU space we use the system to contact and manage the admission process across all 16 campuses and a customer contact center.

Ronald A.
Validated Reviewer
Review Source
content

"Velo the King"

What do you like best?

Velocify helps you to keep customer data Secured and helps you to send emails without any delays, Moreover very easy to learn and Updated all details without any hassle.Its easy to view all details,which helps you give Prompt answers to customer.

What do you dislike?

Difficult to initially learn, We cannot control much options on velocify.Sometimes lags, More options insatlled in One app makes it bit slow to use.

Recommendations to others considering the product:

Velocify gives you the ability to customize and view real-time reports its a Must for Companys who use data base profiles for Marketing.

What problems are you solving with the product? What benefits have you realized?

Sales.very easy to pull leads, and user friendly

UI
User in Insurance
Validated Reviewer
Verified Current User
Review Source
content

"Easy to use and GREAT for organizing contacts"

What do you like best?

The Calendar Event feature which allows me to set and adhere to appointments without any issues! I like to use it to create multiple appointments and the fact that it lets me use it and then see on my dashboard my upcoming contacts is a wonderful feature that definitely helps me maximize my workflow.

What do you dislike?

Wish there were more options on the popup for calendar events like allow me to leave notes and even create actions when the window pops up for an appointment to avoid me going into the lead fully sometimes

Recommendations to others considering the product:

GET IT! Velocify is the best software I know for lead management

What problems are you solving with the product? What benefits have you realized?

Calling back customers in a timely manner as well as providing excellent follow up services. I realize that the benefits of this will allow me to sell more effectively and grow with the market.

U
User
Validated Reviewer
Verified Current User
Review Source
content
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"I like this CRM because I can receive new leads in the same day."

What do you like best?

I like that I can sync my phone with the system to save me time on dialing numbers.

What do you dislike?

I wish the software would talk with my outlook calendar.

Recommendations to others considering the product:

Take the time to check all of the features the software has to offer to fully utilize it as a resource.

What problems are you solving with the product? What benefits have you realized?

I use Velocify to keep track of leads, update contact information, and make notes about my interactions with prospective students. The benefits are using the notes to make connections with students and to show them that we listen when they speak which helps to break the ice and put them at ease.

AB
Administrator in Banking
Validated Reviewer
Verified Current User
Review Source
content

"User friendly and endless customization"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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.

What problems are you solving with the product? What benefits have you realized?

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.

Cecily W.
Validated Reviewer
Review Source
content

"Velocify"

What do you like best?

That I can send SMS messages, emails, etc. That I can send bulk SMS messages. That you can customize Velocify based on your organization's needs.

What do you dislike?

That you are not able to hit the back button and go back to the previous page like I was able to about 7 months ago. I do not like that you cannot effortlessly set up a bulk text. It requires way to much and is not user friendly, therefore I avoid it, which is not good. I also do not like the new change to the Velocify page. I like that it shows all of my calls in the different categories, but once I go into an account, the page has all of this unnecessary stuff like a map and timeline that I do not need to see. I just want to be able to navigate through my calls smoothly and with the new upgrade I am not able to do that. I have to constantly click the top of the corner to go back to the calls. I do not like that if I schedule an appointment inside the lead account that it will not show up in velocify. I think everything should be unified. Other than that, I pretty open to changes and have been trying to accumulate to them as best as possible. I know that Velocify cannot stay the same.

Recommendations to others considering the product:

Make sure you are versed on all the different capabilities the program has to offer so you can utilize it fully to your advantage. Don't be afraid to explore and try new things in the program.

What problems are you solving with the product? What benefits have you realized?

Today, people are more technology driven. People will respond to or return a text or email quicker than a phone call or voicemail. Velocify allows our Admissions department to reach students faster and increase our enrollments by utilizing the different communication options that Velocify offers.

UH
User in Higher Education
Validated Reviewer
Verified Current User
Review Source
content

"Organization on Fleek!"

What do you like best?

The filters and the search results. The structure is basic and very easy to comprehend. It's easy for us to navigate and also help in making it a lot simpler for us to train new staff. Because our business is growing, it is imperative that the programs and formats we use are easy to comprehend and teach. We consistently have to train new staff in using Velocify and this is definitely something that's easy to do. Also, they go out of their way to make sure that they meet our expectations.

What do you dislike?

I would like to have more filter options. I'm sure Velocify doesn't just cater to private universities but other businesses as well, but if we can create custom filters to help us create reports more effectively, it would definitely help out a lot. The dashboard counts actions but does not produce a thorough report of each action. This might already be an existing feature that I am not aware of. The time it takes to get a response is a bit slow but once we got the ball rolling everything was put together quite nicely.

What problems are you solving with the product? What benefits have you realized?

We are currently shifting between international applicants and domestic applicants. Since we go through a lot of applications throughout the day, Lead Manager definitely comes in handy to help us sort through our files and set our priorities.

UR
User in Real Estate
Validated Reviewer
Verified Current User
Review Source
content

"Velocify "

What do you like best?

It's extremely convenient for the lead generation team. Very easy to use and contact support were easy to get a hold of whenever i ran into a problem. I recommend this to everyone who wants to be more organized when doing business.

What do you dislike?

There's small glitches here and there from time to time. For example, sometimes i would save the lead information but then i realize later on it wasn't saved, so i had to re-put in everything. Also, although the contact support team were easy to get a hold of, however the wait time is very long. I was being put on hold for more than 15 minutes one time.

Recommendations to others considering the product:

Great product, i recommend it!

What problems are you solving with the product? What benefits have you realized?

We are becoming more organized when we use Velocify. Back when we were only using google voice, it was very hectic since we had to manually dial every number, and record everything by hand or electronically. But since Velocify were available to users, we can keep track of everything very easily now. We don't need write things down anymore.

Frank P.
Validated Reviewer
Review Source
content

"I use velocify to manage customer relationships within our company and call out to prospects."

What do you like best?

Ease of use and ability to quickly call through a lead database. Ability to search by a number of different fields to fine leads in question. Ease of navigation. Simplicity of interface.

What do you dislike?

Lack of explanation on some of the available options. Some of the different options are difficult to understand based solely on the names alone. I wish there was a more in depth explanation of the option within the system so that Users have an easier time as well as Administrators have an easier time using the system.

Recommendations to others considering the product:

Take the time to learn the material and make sure that you can correctly use the velocify system. Minor mistakes can have a huge effect on the transitioning of your leads within the system. Don't assume you know what you are doing. Velocify support is extremely helpful. Don't hesitate to call them!

What problems are you solving with the product? What benefits have you realized?

Lack of outgoing call volume, difficulty of managing leads/prospects. Benefits have been increased call volume both outgoing and incoming, ease of managing and nurturing prospects. Increased capability of maintaining lead data and ensuring that lead is contacted and taken care of by our team members.

AR
Administrator in Real Estate
Validated Reviewer
Verified Current User
Review Source
content

"Velocify"

What do you like best?

The system itself is incredibly easy to use and setup. It allows me as an administrator to make the changes necessary to better run our business, implement our contact strategy, etc. myself without constantly having to rely on support.

Although when support is necessary, the staff is knowledgeable, helpful, and best of all fast.

What do you dislike?

I have no major issues with the system. As with anything, there are some things I wish were currently available but we were given an opportunity to review their roadmap and I am confident that many of these things will be addressed in the future.

Recommendations to others considering the product:

I would highly recommend this for anyone looking for an easily customizable CRM tool to help run their business. Between the ease of use and the knowledge of their staff you can be up and running in no time.

What problems are you solving with the product? What benefits have you realized?

We previously relied on a very manual follow-up method where we relied on the user to follow our minimum contact standards by setting their own next call date.

With the implementation of Velocify and specifically Lead Prioritization we have been able to standardize our contact strategy and drive higher conversion on some of our more difficult lead sources.

Additionally through Dial IQ we are able to more effectively coach our sales teams by easily identifying the lead we are listening to and tracking the success or lack thereof after that contact.

Daniela S.
Validated Reviewer
Review Source
content

"Great program, great results!"

What do you like best?

I like that it automatically will have you recall your opportunities every 2 days. I like the fact that you can set an event for a phone appointment etc and it will remind you the day of, without you having to look anywhere else. It is the definition of simplicity and convenience.

What do you dislike?

I do not have any strong dislikes, however, I would like to see different options/statuses for opportunities/prospects that need more than 2 days to make a decision; not every account needs to be contacted every 2 days.

Recommendations to others considering the product:

Definitely recommend! It's such a great tool for keeping organized and keeping track of your pipeline. No more paper leads, sticky notes, and other paper messes on your desk.

What problems are you solving with the product? What benefits have you realized?

I am solving the problem of forgetting to back in touch with clients. That's definitely hard to juggle when you have 100+ accounts that you need to keep track of, so Velocify acts like your own personal assistant in regards to keeping track of who you've spoken to and you still need to speak to.

Daniel M.
Validated Reviewer
Review Source
content

"Great"

What do you like best?

It's easy to view my leads and loan profiles, it makes doing origination so much easier knowing everything I need is at the click of a mouse. It also helps me keep all of the loans progressing through the system because I can update the level of completion to which they are at. Also I enjoy the pleasant color scheme as many of these services have a more aggressive look that makes working on it much harder and much more strenuous.

What do you dislike?

The only thing I dislike is that I can't just parking lot loans I don't want but no designation is available to return them to vendor. I also dislike that I can't get two loan profiles up head to head to do a more thorough comparison. I would also like a feature where pricing is available on Velocify so I don't need more programs to complete the one job. That would help save even more time and I think it'd provide more value.

Recommendations to others considering the product:

Just keep using it because it will improve your customer relations. I believe it is the best lead management I have used in this industry hands down.

What problems are you solving with the product? What benefits have you realized?

It helps my leads stay organized with little to no effort. I can help my customers our much better when I can access their info in less then 30 seconds. I have realized that without using Velocify my job would probably take upwards of three times longer to complete.

Patrick H.
Validated Reviewer
Verified Current User
Review Source
content

"Smooth process built on Data"

What do you like best?

Ability to Prioritize Leads and use the Dial IQ System. Dial IQ is extremely advanced feature that can work well for users. The ability as an administrator to manage users and campaigns is great. Also the ability to map our own schemas has proven to be really helpful.

What do you dislike?

Not a lot to dislike with this product but if I am being critical I would say the price. Implementation usually is a long drawn out process but in the end it is probably necessary. Many times you need the time to learn about the issues of each new implementation.

Recommendations to others considering the product:

Absolutely give Velocify a chance and you won't look else where.

What problems are you solving with the product? What benefits have you realized?

Lead Management System most importantly. Sales Performance and campaign tracking are all the highlights for us.

IM
Internal Consultant in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source
content

"Limited CRM and Lead Management Tool"

What do you like best?

This is both a positive and a negative - the system is very pulled back and has limited functionality. It is very straightforward as a lead management tool with little bells and whistle to make it overwhelming to users across marketing, sales and IT.

What do you dislike?

Again, the system has minimal functionality, so beyond acting as a database to store lead contact information, it doesn't help to move leads through your sales funnel. Compared to the mother of lead management/CRM tools, Salesforce, this is an extremely limited tool that will require use of other systems layered on top of it to make it useful. If you do go the integration route, it is an absolute headache - the support team seems to be learning as they go which makes for a very disappointing, painful experience. We specifically wanted to integrate Marketo and have since thrown in the towel.

Recommendations to others considering the product:

If you are considering something that is only meant to serve one function in terms of lead/demand generation, this may be a low cost option. Even as a small business, I would caution that you will outgrow it's services and find yourself interested in a more robust and capable system that can easily integrate with other technology used in your marketing stack.

What problems are you solving with the product? What benefits have you realized?

Velocify was brought on to replace our use of Salesforce, which, to many on the team, was too much of a beast to manage. Velocify, being a minimalistic lead management tool, seemed to answer the teams frustrations with too many options or too many steps to log a lead and their information. The time saved in working in the system is one of the positives to note.

Kyle S.
Validated Reviewer
Review Source
content

"Velocify is not intuitive and difficult tool to navigate. Have fun trying to get a hold of support!"

What do you like best?

You can click through your dialer relatively quickly. You can also make a high volume of calls with this tool as well.

What do you dislike?

Where do I start. Their reports do not update in real time. It constantly lags or times out. The user interface does not give you enough information or show you previous activity about the lead. You have to open a new tab to see your notes. It constantly circulating the same leads on a daily basis and other leads I prospected in are not showing up in Velocify. Then I called support three times and was placed on hold for 14 minutes, 22 minutes, and 10 minutes before I just finally gave up.

Recommendations to others considering the product:

I recommend not using it. There are better products in the market place.

What problems are you solving with the product? What benefits have you realized?

Speed of dialing is fast.

Christina C.
Validated Reviewer
Verified Current User
Review Source
content

"Great Way to Store Leads"

What do you like best?

It has multiple views that can be customized to show you exactly what you are looking for

What do you dislike?

It constantly kicks you out of the system even if you are in the middle of an active call

Recommendations to others considering the product:

Do it. Its a great way to manage tons of calls,

What problems are you solving with the product? What benefits have you realized?

It's helping us to manage leads. This way we can sort through the relevant leads and ignore the people who have closed or are no longer interested in purchasing a home

Brian G.
Validated Reviewer
Verified Current User
Review Source
content

"First time using software to make dials"

What do you like best?

Velocity is super cool because it's straight forward. I didn't even have to have an in depth training. It's intuitive and I like the newest layout because it groups similar leads together so I can dial in batches.

What do you dislike?

Only thing I wish is that it was quicker to refresh after the call so I can move forward to the next call. It seems to lag more often than not.

What problems are you solving with the product? What benefits have you realized?

Keeping leads, tasks, e-mails and my pipeline together, no need to track things manually, velocify makes that part of my job painless so I have more time to make calls.

Brigitte M.
Validated Reviewer
Review Source
content

"Marketing Director"

What do you like best?

I've been working with Velocify since 2010 and really like the ease setting up new campaigns for lead distribution, the ease of managing lead flow to LO's but my favorite features are the robust functionality of inbound calling and the multiple data fields for reporting.

What do you dislike?

I dislike getting a wrong answer from a customer service rep. Some Velocify campaigns are complex and sometimes I'll get a rep who's not that knowledgeable about the question I'm asking and really cannot help me resolve my issue. When that happens I ask for them to leave a message for some of the more senior reps who I know will understand my question and help me get it fixed.

What problems are you solving with the product? What benefits have you realized?

We're trying to solve lead performance ... what leads are performing best by looking at contact ratios, pull thru, etc.

UI
User in Insurance
Validated Reviewer
Verified Current User
Review Source
content

"my experience with velocify, daily."

What do you like best?

I like the options of updating the lead status and comments. Also the dial IQ feature is amazing to help insure your clients will actually take the call and get them on the phone.

What do you dislike?

duplicate leads. there needs to be a way the system can pick up if there is any other leads in the system with the same name, address etc..

Recommendations to others considering the product:

anyone and everyone who is in the sales industry NEEDS velocify to expend your business and help you reach goals.

What problems are you solving with the product? What benefits have you realized?

the fact that we are able to narrow down to even the times to call clients. that has solved a lot of our selling problems. Pin pointing exact problems and coming up with a solution.

CJ S.
Validated Reviewer
Review Source
content

"Good option if you have many users."

What do you like best?

Velocify does a goos job of prioritizing leads. This makes the process of deciding which lead to call, and how often to call, a pretty thouhtless process.

What do you dislike?

Other CRMs offer better options for unique, one time text and email blasts.

Recommendations to others considering the product:

Determine if your primary goal is to have a lead management/dialer system. If that is it, velocify is good.

If you’re looking for more modern features, such as text - I’d look elsewhere.

What problems are you solving with the product? What benefits have you realized?

Solves the problem of being able to manage a large number of leads with many users. Being able to anayze lead performance is a huge benefit.

Parks A.
Validated Reviewer
Review Source
content

"Loan Officer AEM"

What do you like best?

That it keeps and sets the leads in categories, It also helps me keep track with call times of when the client should be call back in a accurate rotation as I disposition each lead

What do you dislike?

that it doesn't give notification if you crossed scheduled, this seem to be my biggest complaint has I have triple book leads and missed out on opportunity from doing so

Recommendations to others considering the product:

Making sure when using the set and appointment feature that it doesn't allow cross booking and the leads address should automatically cover the time zone in the area. We shouldn't have to manual put it in

What problems are you solving with the product? What benefits have you realized?

I work for a firm that handles real estate transactions on the mortgage side. Each branch handles 6 states from the local office. This brings in leads from all over .

Paige D.
Validated Reviewer
Review Source
content

"Loan Officer"

What do you like best?

Being able to see who I am working with all on one sheet

What do you dislike?

How you have to action it a certain way just to be able to keep it in your name with out it being funneled to someone else in the same office.

How my potential and current customers are on the same page and is confusing to organize and look at.

How I have to use 2 different systems for customers.

How it gets so cluttered with leads that are no deals that stay in my list of customers.

Recommendations to others considering the product:

Have it all mapped out and extensive training on how the leads are to be handled & how everything works. Make sure staff completely understand before launching the program.

if not leads will be trashed, time will be wasted, and money will lost.

What problems are you solving with the product? What benefits have you realized?

None, in all honesty it has made things more difficult for the role I am in. Loan Officer.

Victor M.
Validated Reviewer
Verified Current User
Review Source
content

"Easy money making software."

What do you like best?

The simplicity is the best thing about Velocify. All the buttons are in the right place.

What do you dislike?

I don't like the error we get when looking up leads, having to re enter because it doesn't load the first time.

Recommendations to others considering the product:

Go for it.

What problems are you solving with the product? What benefits have you realized?

We have solved our contact speed thus bringing up our overall increase in loans funded. The first person to speak to the borrower has more chance of earning business.

Eduardo S.
Validated Reviewer
Review Source
content

"Velocify has been the one key factor in the growth of my business. "

What do you like best?

Lead distribution is the key to managing all leads. Text messaging is also giving us tremendous results.

What do you dislike?

Help desk seems to be very limited. However we deal with it because we understand that Velocify is growing tremendously and has it's growing pains.

Recommendations to others considering the product:

Take your time and really think things through when you are doing your initial set up and completing your lead flow diagram. Don't think twice about investing in Velocify, for us it was the best investment ever made.

What problems are you solving with the product? What benefits have you realized?

We were having issues keeping track of our current customers and insuring that we were contacting them the correct amount of times using various channels. Velocify has helped us keep track of our calls and by using their Text and Email features we are in constant contact with out Clients.

Victoria G.
Validated Reviewer
Verified Current User
Review Source
content

"Love it!"

What do you like best?

I have had an awesome experience with Velocify. So much of the "busy work" is taken over once you begin using this program, which leaves more time for building rapport with new clientele. The speed-dialing is very helpful!

What do you dislike?

The only thing I disliked was the setup for indicating bad leads, and there were a lot of duplicates. Also, there were some issues with prospects saying they weren't requesting an insurance quote intentionally, which cut into my closing ratio.

What problems are you solving with the product? What benefits have you realized?

Time management has improved, which in turn improves the entire Trusted Advisor experience for the prospect. Using the speed-dialer forces me to go outside my comfort zone as well, and leaves little room for anxiety about cold-calling.

Dennis M.
Validated Reviewer
Review Source
content

"To become the greatest at your craft AND DO THE BEST YOU CAN"

What do you like best?

There is a different filter and way for you to prospect. Every person has a different way to prospect depending on how they operate. The proof is in the pudding. There is a different way for everyone to be successful. PUT YOUR MIND TO IT AND BE THE BEST.

What do you dislike?

The inability to filter by multiple options without having to refresh it after a few minutes. Duplicate leads coming in has caused issues within our office before. We try very hard to resolve it but money is money at the end of the day. We want to be successful. I think Velocify should also change the coloring grid.

Recommendations to others considering the product:

Use your imagination! This is a great tool in creative hands!

What problems are you solving with the product? What benefits have you realized?

We are solving the issue of follow up with our clients before renewal. The Velocify definitely helps. We try very hard. WE want to be a top producer. This is helping a lot!

Zachary G.
Validated Reviewer
Review Source
content

"Loan Officer using the velocify program for 3 months"

What do you like best?

1. Very easy to keep track of leads

2. The action window lets you keep detailed info on lead

3. You can call leads through Velocify

4. You can setup software with your cellphone

What do you dislike?

There seems to be a lag with the shotgun dialing and I can never beat out competition no matter how quickly I answer the phone. It is difficult to take an app through Velocify because there are too many questions. Purchase and Refi templates should be separated.

Recommendations to others considering the product:

If you take a live app and try to input information into velocify, many of the questions are unneeded. It gets very detailed and you don't want to ask all these unimportant questions. You can fill them in at a later time. I think if they implemented a "live app" of "quick app" feature that focused on the essential questions for taking an application, loan officers would value the program much more greatly.

What problems are you solving with the product? What benefits have you realized?

I am able to track my leads. I can see if I haven't spoken to someone in a few days. I have a detailed view of all my conversations with customers.

UI
User in Insurance
Validated Reviewer
Verified Current User
Review Source
content

"Excellent tool for my Industry"

What do you like best?

When a lead cycles to me or when I answer the phone I'm able to see what I need to start the quoting process for a potential client. Autodrips and Messages are customizable and easily editable as needed. That saves a lot of time. Reminders via autodrip keep us in front of the client prior to the sale. All statuses are date and time stamped. The texting feature was a great addition. The calendar feature is also very helpful when I need follow up reminders for myself. I have visibility of my team's actions as well. All around, it is a very good program.

What do you dislike?

Although autodrip can be customized, I don't think the font can be. I could be wrong about that. I also don't like that when the New Lead pop up comes up, if you accept it, it throws you out of the lead you're working on without saving it. A lot of what we do is not by phone so I can work on more than one lead at a time. Duplicate leads.

What problems are you solving with the product? What benefits have you realized?

Autodrip keeps me on my client's radar. They have all my contact information. It is an excellent sales tool and saves time. The follow up is done for me.

Jennifer C.
Validated Reviewer
Review Source
content

"Fantastic!"

What do you like best?

The ease of use, not only was it very easy to learn how to utilize the program using the program on a daily basis is not complicated. I love that I can keep track of my activity not just on a daily basis, but on a monthly and/or campaign basis. Having the ability to use the Dial-IQ is great it makes for quick responses to our leads.

What do you dislike?

One thing I would say could be more detailed is the reporting. Now this could simply be a user error but when I run a report to see my detailed activity for a certain time frame there are certain things that don't come up. The call log is a bit difficult to look through when trying to determine how many calls I actually made for the day it would be helpful to show the number of calls in a report, the number of contacts made, it would also be nice to be able to select the items you want to include on a custom report.

Recommendations to others considering the product:

It is fantastic and very easy to use. It will help keep better track of leads and increase your response time

What problems are you solving with the product? What benefits have you realized?

Quicker response to our leads this is both a problem that was solved and a major benefit

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Velocify..better than Salesforce!"

What do you like best?

Velocify made my life SO easy as the Director of Client Services and the Director of Sales for my small personal training company. It allowed me to better manage and organize my pipeline and client database and it felt like the program itself was equivalent to having a second version of myself in the office!

What do you dislike?

There wasn't much I disliked about Velocify except for the lack of continuity between the online program on my desktop and the iPhone application. I did not feel these were as synchronized as they should have been and this is really the only complaint I had.

Recommendations to others considering the product:

DEFINITELY the best in the business, bar-none the top dog for lead management and organization!

What problems are you solving with the product? What benefits have you realized?

Managing my pipeline of clients and keeping everything, everyone and all their little details organized and in a place where everyone has access and visibility.

UI
User in Internet
Validated Reviewer
Verified Current User
Review Source
content

"Velocify has really helped me streamline!"

What do you like best?

The immediate benefit was massive time savings through 1: using the ability to click on a phone number rather than dialing it, 2: being able to record activities more quickly, and 3: setting up recorded voicemails. I could now click a button and move on to the next call instead of leaving the same voicemail multiple times throughout the day. It has also taken away the "guess-work" of who I should call next.

What do you dislike?

Sometimes it loads a little slowly within my CRM, but that may actually be attributed to other factors like connectivity or the integration.

What problems are you solving with the product? What benefits have you realized?

We use a Priority View with specific queues around timing and specific events. Velocify has helped me focus on what's important, and save time while doing that!

Nick K.
Validated Reviewer
Verified Current User
Review Source
content

"User friendly and powerful tool"

What do you like best?

I enjoy how easy it is to use. I am not very technical but I found it didn't take long for me to start working with Velocify

What do you dislike?

I think the colors on the page could be a bit sharper, pop more. My personal opinion is my eyes don't focus on key parts and I have to sometimes look for it

Recommendations to others considering the product:

Get your sales team using Velocify

What problems are you solving with the product? What benefits have you realized?

We're trying to be available to our customers and fair to our sales staff with inbound calls

Candace C.
Validated Reviewer
Review Source
content

"The Best vitual assistant I could ever have!"

What do you like best?

Velocify manages my leads and my day in a streamlined, professional, and user-friendly manner. Now that I have it I could not live without it. I have used similar programs such as Prospector+ and Velocify takes the cake! Everything about it gets down to business. I have increased my closing ratio by 5% in the last month of using velocify! The call queues are amazing, the ease of dialing out right from the program is stellar, and the automated emails get more responses than my personal ones do. I love this program!

What do you dislike?

It could aethetically look a little more up to date, .

Recommendations to others considering the product:

DO it, pull the trigger, it will change your life

What problems are you solving with the product? What benefits have you realized?

Follow ups tracking and closing ratio!

AI
Administrator in Information Technology and Services
Validated Reviewer
Review Source
content

"Admin User and Rule Builder Review"

What do you like best?

It prioritizes leads for reps to call and the interface is fairly easy to navigate--if you're not 40+ years old with no computer skills at all its an extremely easy too to use and navigate inside salesforce, can create "hot time" periods where certain leads in certain areas pop up at specific times according

What do you dislike?

Limited amount of rule sets we can use to prioritize (my company is global and employs hundreds of thousands of people--- kind of annoying that we have to use a shared set of distro-rules. No way of knowing who last edited/deleted a distro rule (you could completely screw over your company and delete all rules and there is no accountability), isnt really compatible with shoretel or shoretel reporting within SFDC, you have 2 sets of reports ( all calls from velocify click to dial show up as the same number on the sales rep's phone, so when pulling shoretel reports it only shows velocifys number, not the prospect they talked to-- gonna have to get that through velocify reports),.... also have to get separate licenses per rep for click to dial and for velocify as a user.

What problems are you solving with the product? What benefits have you realized?

Rep Prioritization, Rep time management, lead scoring, ease-of-distribution, call monitoring, direct reporting, inbound and outbound call tracking, helps with lead scoring

christopher g.
Validated Reviewer
Review Source
content

"Simple and Smooth"

What do you like best?

the color scheme. Very easy on the eyes and simplistic, allowing for easy viewing of all tabs and menus. Unlike other systems, its easy to be distracted by too many color schemes and buttons. Velocify keeps it simplistic and unique.

What do you dislike?

nothing. I have not been able to 'break' the system. At times it may run slow due to internet connection, but overall my experience is excellent!

Recommendations to others considering the product:

Make the switch and don't turn back!! Velocify has stream lined the process and made a user friendly system to operate.

What problems are you solving with the product? What benefits have you realized?

home loan processing. Velocify's ability to search using SEVERAL avenues and sub categories. allowing for easy transition from one lead to the next without creating a loss of time.

AR
Administrator in Renewables & Environment
Validated Reviewer
Verified Current User
Review Source
content

"Customized System and Great Support"

What do you like best?

They listened to our questions, concerns, and needs during two different project opportunities using the lead manager. The developers understood our needs in detail, and support is always available.

What do you dislike?

Little to dislike. However, if I had to comment, there were a few times they took our suggestions and implemented them later down the line without telling us,and I just found out they were now available. (Would love some credit, or at least a note that the feature was then later made available for us to implement!) And otherwise some things were a little quirky that I would think would be easier to customize that were not available.

Recommendations to others considering the product:

Great tool, and great support team.

What problems are you solving with the product? What benefits have you realized?

More analytics! Great support community helped to get the most out of the product.

Keith B.
Validated Reviewer
Review Source
content

"Great product very happy "

What do you like best?

Ease of use, lead search capability's are what I find t be the most valuable

What do you dislike?

What I feel needs improvement would be the integration with the LOS.

Recommendations to others considering the product:

Don't hesitate to pull the trigger, be sure to be clear with your needs to you rep the better road map you give them the more effective Velosify will be for you.

What problems are you solving with the product? What benefits have you realized?

The hurdles I am jumping are vast but off the top of my head I would have to say data organization allowing for immediate access to lead data that is doing business with today as well as the ability to keep constant contact with past clients and future potential clients maximizing my marketing efforts.

CA
Consultant in Accounting
Validated Reviewer
Review Source
content

"Velocify Review"

What do you like best?

I like the ease of calling with one click, ablility to type in notes quickly, and the fact that Velocify does allow us to view attempted contacts.

What do you dislike?

Often times notes do not save properly, which means we would have to recall the conversation we had with the borrower, and redo the notes. This can cause issues for management, as they track our progress in order to make sure the loan is moving along properly.

Recommendations to others considering the product:

Give it a try :)

What problems are you solving with the product? What benefits have you realized?

Quick, efficient, helps to keep track of contacts and history. I like that anyone in the company that has access can log in and see the notes and become up to date on the file with a very quick review. This means that the process moves quickly since we are not waiting on responses from each other. It's all right there in the notes. In addition, notes from our main systems copy into Velocify, so additional information is always added in detail, and can be viewed in one area.

AE
Administrator in Education Management
Validated Reviewer
Verified Current User
Review Source
content
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"I worked as an Administrator/Power User during the implementation of Velocify. "

What do you like best?

The shotgun dialing feature is something our end users absolutely love. The feature makes contact with potential applications much quicker and more efficient. The interface is extremely sleek, aesthetically appealing, and easy to navigate.

What do you dislike?

The communication capabilities between Velocify and existing pieces of software. We were promised that integration would be seamless and that hasn't exactly been the case. I do want to clarify that this has gotten better with time and growing pains with new software is always expected.

Recommendations to others considering the product:

Though it may seem a bit complicated at first with all the different views, LeadManager is a great piece of software. Stick with it and don't get discouraged.

What problems are you solving with the product? What benefits have you realized?

Lead to contact time. We were missing out on potential customers due to the amount of time between a customer filling out a RFI and one of our representatives contacting that customer.

Lewis S.
Validated Reviewer
Verified Current User
Review Source
content

"Velocify Review"

What do you like best?

Everything that you need is at your fingertips. This CRM system definitely organizes leads, your appointments and your whole book of business:

What do you dislike?

The software needs to integrate texting.

Recommendations to others considering the product:

Definitely worth the investment. Best CRM out there. Needs texting capabilities.

What problems are you solving with the product? What benefits have you realized?

Staying more organized definitely.

My organization has definitely improved. Being able to call more potential clients.

Kirk A M.
Validated Reviewer
Verified Current User
Review Source
content

"Awesome Functionality"

What do you like best?

I like that we only have to use 1 database for sales and CRM. I am especially excited that we may eventually be able to have Encompass update status and action codes automatically. There is a management hold on that project right now

What do you dislike?

I think 1. that the settings menu is too complicated

No live chat capabilities?

RE the dialq needs to have predictive dialing capabilities. Is that available on the Advanced Software?

What problems are you solving with the product? What benefits have you realized?

Saving Time is the biggest benefit ~~ Time=Money

Kate from G2

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