Velocify Software


 

Velocify is a comprehensive lead management solution that is perfect for mortgage brokers, educational institutions and insurance organizations that primarily sell their products or services over the phone or via email. The company is focused on helping its customers convert leads into clients and automate their sales operations.

Velocify also has some robust reporting features that keep your management team up-to-date on what’s really happening in the pipeline. Additional capabilities include workflow automation, lead scoring and prioritization, duplicate lead management tools and lead routing capabilities.

Velocify is recommended to businesses which sell high-value goods or services in the B2C space and are looking for an adequate solution to manage leads coming in through the Internet. The solution serves a wide range of industry size including small businesses and large enterprises. The software is priced monthly and on a per user basis.

 

Velocify - Dashboard
 
  • Velocify - Dashboard
    Dashboard
  • Velocify - Lead distribution
    Lead distribution
  • Velocify - Lead distribution
    Lead distribution
  • Velocify - Phone numbers
    Phone numbers
  • Velocify - Lead distribution
    Lead distribution
  • Velocify - Prioritized leads
    Prioritized leads
Supported Operating System(s):
Web browser (OS agnostic)

135 Reviews of Velocify

 

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Software Advice Reviews (129)
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Showing 1-20 of 129

Oscar from Legal DNA
Specialty: Legal
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Velocity

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Velocify is an extremely powerful tool for lead management, it's large collection of options for users makes it a hard system to adopt, but great once comfortable with. It's developer tools are there, but aren't very friendly. Maybe make authentication a bit easier.

Pros

It's powerful, thorough, and scalable

Cons

Difficult to initially learn, weak developer tools

 
 

Rebecca from Waterstone Mortgage
Specialty: Mortgage

December 2014

December 2014

I am an LP2 and use Velocify with my Loan Officer and our LP1 for leads

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Product Quality

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Likes Best

We work in a team environment, and having the Loan Officer always have the latest information available is important. Our LP1 and LP2 do a lot of the lead entry, and the LO can use their phone to keep track of the progress we are making while they are out of the office.

Likes Least

Sometimes it is a little too advanced, but it's nothing we have not been able to overcome.

Recommendations

Try the systems for a solid month before purchasing. Demos are always misleading until you actually use the soltuion.

 
 

Lexi from Waterstone Mortgage Corporation
Specialty: Mortgage

December 2014

December 2014

I am a Loan Partner 1 and use Velocify to manage all of our leads

Ease-of-use

Functionality

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Likes Best

We can use it in a collaborative environment and stay on top and in close contact with all of our leads and new contact additions.

Likes Least

It took a little while to learn how to use it the right way.

Recommendations

Make sure you have enough time dedicated to setting it up the correct way and that everyone that will be using it "buys in".

 
 

Helena from Nordic House
Specialty: Education

November 2014

November 2014

Velocity on the go

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Customer Support

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Likes Best

Easy usage and usually very fast to use. I use velocity for many things but not the only thing I use. It's easiest to use on my desktop, but on occaasion use it with my laptop, seldom on my tablet and never on my smartphone.

Likes Least

Sometimes I have a difficult time connecting and that is annoying but most off the time it works fine for what I need it to do. That is pretty much my only complaint.

Recommendations

Check this out but also a few others that have good reviews online then filter through to see which is best for you.

 
 

Debbie from TaxHelpMD
Specialty: Other services

November 2014

November 2014

Excellent services and product

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Likes Best

It's easy to work with. People are very nice and understanding and explain everything to you! It's sweet!

Likes Least

There is nothing I like least and the vendor is excellent. I have nothing negative to say!

Recommendations

The errors are usually from the operator of computer, so pay attention. I love this program, and if you have a problem, they solve it and explain why it happened.

 
 

Nicole from Waterstone Cap
Specialty: Property Management

November 2014

November 2014

Great product. Will use for a long time and recommend. Thanks!

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Likes Best

I like the ease of use. The software is promising. I was up and running in no time. I was hesitant, but am thankful I started. Thanks!

Likes Least

I can't say too much. Maybe that I didn't start earlier? I haven't met my ROI yet, but it shouldn't be too much longer.

Recommendations

I cant think of anything right now. Maybe if you're having trouble, give it some time and search out for help. I hear the customer service is awesome. Stay with it.

 
 

Brett from MATLL
Specialty: Other

November 2014

November 2014

I like it. Would use and recommend again

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Likes Best

It's intelligent, easy to use, and useful. I'll be sure to follow it for a long time and recommend to others.

Likes Least

There isn't much I dislike. It took a second to get used to, but I have nothing to complain about.

Recommendations

None that I can think of. Give it a try. What is there to lose?

 
 

Shuturra from TaxHelpMD Inc
Specialty: Other services

November 2014

November 2014

I actually enjoy using Velocify and all the services they offer!!

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Likes Best

The product is easy to navigate and understand. They really took their time building this program properly. I am more than pleased.

Likes Least

I honestly haven't encountered any issues with Velocify to where I can say I don't like it in anyway. I am absolutely pleased with this product.

Recommendations

I encourage everyone interested to fully explore this program and see all that it has to offer. They should also take advantage of the tutorials included. They are very helpful.

 
 

Erick from Waterstone Mortgage Corp
Specialty: Mortgage

October 2014

October 2014

The product is good.

Ease-of-use

Functionality

Product Quality

Customer Support

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Likes Best

I like the way the leads are presented.

Likes Least

The software presents some functionality challenges.

Recommendations

Take the time to learn how to use the system to take the most advantage of its functionality.

 
 

Rick from Nationwide Insurance
Specialty: Insurance

October 2014

October 2014

Velocify Review

Ease-of-use

Functionality

Product Quality

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Ease-of-use
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Likes Best

It keeps me on track and helps me mange my day. The automatic management of calls and updates is great and helps me avoid letting things slip through the cracks.

Likes Least

It can be annoying at times and it doesn't have the smarts to know the less obvious things about a contact. It would be great if it could work off of "soft" intel.

Recommendations

Make sure your staff will use it. It is only as good as the data and if users aren't going to use it, it is no good.

 
 

Linda from Applewood
Specialty: Education

October 2014

October 2014

Not sure what to do

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Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
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Likes Best

Everything worked well for me, and I was able to refer it to others.

Likes Least

There were no problems at all.

Recommendations

Give it a try and see if it works. If not, do not use it.

 
 

Dave from Waterstone Mortgage
Specialty: Mortgage

October 2014

October 2014

I have used Velocify at multiple mortgage banks

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Likes Best

We purchase a lot of leads and work with Boomtown as well. Managing leads within Velocify helps organize all of our leads from all of our sources. We can map all leads from Zillow, Bankrate, Really Great Rate and Lending Tree to name a few.

Likes Least

I dislike the automated email marketing. We wish that more industry best practices were shared.

Recommendations

Look at all of the features (i.e. call dialer, CRM, lead management, etc.).

 
 

Jamie from Charter Business
Specialty: Telecommunications

October 2014

October 2014

I have worked for a few agencies and have used Velocify for around five years

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Likes Best

I like the lead management capability along with assigning leads accordingly.

Likes Least

We wish it integrated directly with Salesforce, it does now more so than ever.

Recommendations

Take the time to learn the platform from start to finish.

 
 

Resa from Lending
Specialty: Banking

October 2014

October 2014

Easy navagation through the system

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
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Likes Best

If we have questions or need help, they are quick to answer.

Likes Least

I really don't have anything that I don't like about this product or vendor.

Recommendations

It's simple to navigate through and keep track of all your leads.

 
 

Donald from Waterstone
Specialty: Banking

October 2014

October 2014

Make the most of your marketing dollars

Ease-of-use

Functionality

Product Quality

Customer Support

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Likes Best

If you are going to spend money on Marketing, you need a device that can track the results. It allows me to track the activity by originator(actions), leads to apps, apps to loans and what vendor is the most cost-effective. The tracking and reminder features are great. I use the pops-ups, hit them as they appear and then leave the email as a reminder to get ahold of the client before I am done that day. The program helps me keep track of my personal results daily.

Likes Least

I don't like the fact that you need an administrator to format standard emails.

Recommendations

What is it worth in dollars to help track your marketing spend? This program can be designed to fit your company's model (terminology, process flow etc.).

 
 

Ryan from Waterstone Mortgage Corporation
Specialty: Mortgage

October 2014

October 2014

Very Robust Lead Management Software

Ease-of-use

Functionality

Product Quality

Customer Support

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Likes Best

I like that it allows me to automate lead distribution to my loan officers.

Likes Least

It's fairly pricey and complex. There could be better built-in email drip campaign features.

Recommendations

Be sure to get a very good training/understanding before rolling out to your field.

 
 

Jason from Waterstone Mortgage
Specialty: Mortgage

October 2014

October 2014

Velocify Experience

Ease-of-use

Functionality

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Ease-of-use
Ease-of-use
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Likes Best

The system's functionality is easy to understand, and I appreciate the ease of filtering for needed criteria & making updates/comments/follow-up reminders.

Likes Least

I dislike the higher price for leads, amount of different company's allowed to purchase the same lead, and the inability to return certain bad leads.

Recommendations

Make sure to understand the price for purchased leads, the amount of different company's allowed to purchase the same leads, and the inability to return certain bad leads.

 
 

Adam from Waterstone Mortgage
Specialty: Mortgage

October 2014

October 2014

My experience has been OK

Ease-of-use

Functionality

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Customer Support

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Likes Best

I like that the leads are real people that actually are interested in purchasing or refinancing.

Likes Least

Lead Manager Page layout and tracking of customers. It really comes down to the over all look and format.

Recommendations

You have to call the leads instantly; otherwise, the lead is bombarded with phone calls by numerous other lenders.

 
 

Chris from Waterstone Mortgage
Specialty: Mortgage

October 2014

October 2014

User-Friendly

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Likes Best

I like the ease of use. I have Loan Officers that have been in the business for 40 years and LOs that have been in the business for months. All have been able to adapt and use this software with ease.

Likes Least

Nothing off the top of my head. I have had nothing but great feedback and experiences with it.

Recommendations

The system Waterstone uses has the ability to be unique to Waterstone. We customize it as needed, and in turn, it works flawlessly for us.

 
 

Chazz from Waterstone Mortgage Corporation
Specialty: Mortgage

October 2014

October 2014

We have used Velocify for years now to track and manage all leads.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
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Likes Best

It's a true lead management platform that can do everything you need and more. It has the ability to import multiple lead sources.

Likes Least

We need more more support and best practices. We shouldn't have to figure out so much on our own.

Recommendations

Be patient in your selection. Try to find a solution that can do everything to minimize solutions.