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)

152 Reviews of Velocify

 

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Software Advice Reviews (146)
More Reviews (6)

Showing 1-20 of 146

Trinidad from Guaranteed Rate
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Love Velocify

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Customer service is fast! Never had a problem with NOT connecting to anyone to help me! Don't have anything bad to say!

Cons

Sometimes the system crashes but honestly what system doesn't crash? Either way, I don't have a complaints

 
 

Scott from Nationstar
Specialty: Mortgage
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

July 2017

July 2017

Easy to use system that helps to organize lead management

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Good product overall that leads to improved lead management. Would recommend this product to any company in the mortgage industry.

Pros

Multiple views and charts to work with to track overall performance and productivity. Click to dial function is nice for tracking. Priority view is nicely customizable.

Cons

Some limitations in customization for ability to pull lead specific reports from the system. Would like to be able to pull email lists of clients to allow for email campaigns on top of call campaigns but that may be a company restriction placed upon the product and not a product limitation.

 
 

Tyler from American Equity Mortgage
Specialty: Mortgage
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Velocify benefits

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Pretty good overall

Pros

It is easy to use and pretty self explanatory. Its not hard to go through the columns and pick and choose what it is that you need to do

Cons

Sometimes, the shotgun calls interfere with being able to action anything else. I don't find using priority view as very helpful

 
 

Stephen from James B. Nutter & Company
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Have nothing but praise for Velocify!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Velocify makes it really easy for our Loan Officers to follow up on the leads that we are receiving daily.

 
 

Tamara from Health Insurance Advantage
Specialty: Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

I like that I am able to find all my clients with ease.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall I like using Velocify.

Pros

I like that a lot of info can be saved in each profile. I also I like the fact that each note saved has a time and date stamp which helps when needing to know when some action was taken on the profile.

Cons

If you do not remember to click save than no reminder msg comes up asking you if you want to save before exiting

 
 

Ralph from Concorde Career Institute
Specialty: Education
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

It looked complicated at first but easily to manage in a short period of time.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I wish there was a box for email in the Add-Action box

Pros

The dashboard screen allows me to see all my appointments/activities for the day. It also allows me to change or update cancels or reschedule appointments

Cons

The pop screen because if I am in the middle of a call, text or email a student, something will pop up and it's annoying.

 
 

Nathan from Congressional Bank
Specialty: Banking
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Velocify has been a good tool in my prospecting plan

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Ease of import, reminders, Keeping the status of transactions organized, accessing client data quickly

Cons

Velocify has a habit of timing out and this causes you to lose the information that has been put into the system This is especially prevalent using the interface with Five9 software

 
 

Xavier from Longbridge Financial
Specialty: Mortgage
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Nothing short of exceptional!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The website is easy to navigate though. Its a clean webpage without a lot going on (colors, advertisements, etc) & all the details that I need are located in one screen.

Cons

The only thing that's a Con for me would be that I have to choose a "search" method when looking up a borrower every time I finish a file. I like searching by the last name, if I could some way keep that setting, it would save me a few clicks and some time.

 
 

Tom from Allstate Insurance - Dow Insurance Associates, Inc.
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

No software solution is "Perfect" (just it's users;)

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Velocify allows you to be "Proactive"....it'll remind you, you don't have to try to remember...or set other calendar events somewhere else.

Cons

No software solution is "Perfect" (just it's users;)....but, they've really tried hard! This is not an intuitive product...but, it is also customizable..that may be where it becomes more difficult. It's ability to be customizable is where it becomes more effective for each user...no "Out of the Box" solution would be able to provide the level of functionality which we are getting from Velocify....for that, we needed to be able to customize.

 
 

Taylor from Nationstar Mortgage
Specialty: Real Estate
Number of employees: 10,000+ employees Employees number: 10,000+ employees

July 2017

July 2017

Functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Its user friendly. It moves very quickly and very seldom gives me any sort of errors or runs slowly.

Cons

There are not enough disposition reasons. The disposition reasons need to be more in depth. Sometimes I cannot find a good enough reason.

 
 

Michael from Finance of America DNA eRates
Specialty: Mortgage
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

July 2017

July 2017

Great Functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I love the Lead distribution and disposition. It makes it easy to do business and be super efficient.

Cons

The only con Is the Non alphabetically ordered titles of recorded voice messages. If this is he only con I'm in good shape!

 
 

spencer from senior advantage association
Specialty: Mortgage
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

great system for our calling needs

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Keep it up with making it as easy as it is. Thanks for listening

Pros

works very fast when you learn to use it correctly. I have generated so many leads on Velocify. I have used a lot of other systems too and this is the best one by far.

Cons

The reminders get a little annoying but its still a good way to keep track of leads. sometimes there are errors but way less then anything else ive used.

 
 

Joseph from TruHome Solutions
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Velocify's Advantages

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I use this product every day as a Loan Officer and it makes my life extremely easy. It organizes all of my leads and doesnt let them fall through the cracks.

Cons

I am continually logged out of the app sometimes while on the phone. I have even had the app hang up the phone on me during a phone call.

 
 

Briar from LACM
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Customizable but Complicated

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

This may be good for a smaller company, but can be a real headache with a growing company/organization. It could really use some updated functionality features.

Pros

I like that I can build out the forms myself and format everything we see on our screen for each lead. Building and customizing reports is also a great feature.

Cons

When moving data fields around, you have to click Up or Down for each single field you want adjusted. A drag-and-drop feature would be great here when things need to be moved more than one or two spaces. We also have significant issues when doing API imports, as leads are not always automatically updated and have to then be manually adjusted.

 
 

Nygel from E Mortgage Management
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Best CRM Out There!

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

I like the call back calendar the best. The interface to use it is not clunky like other CRMs. I actually used to use outlook because I didn't like the feel of the other call back calendars. In addition, the auto-voicemail feature is awesome! I've never used a CRM that had this feature but it makes dialing out that much easier and more efficient. I also like how you can customize many different voicemails for each different situation.

Cons

There is not much to not like. A few suggestions though. For the call back calendar, make the date boxes a different color for days that have calls scheduled. It would be cool to be able to customize the tabs in the lead data section and to customize the layout of the page to suit my personal preferences. That may be an option with the folks on the back end who customize it for us though!

 
 

Steve from ELG
Specialty: Mortgage
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Makes keeping up with sales leads easy

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

The software helps me stay organized, and always up to date on who I need to contact and when, and the notes are always there for easy review before I make contact.

Cons

My competition uses the software also, so I wish I was the only one. I would prefer to be a step ahead.

 
 

Peter from NASB
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Excellent Product

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

When I came to work at the this firm, which uses Velocify, I was told by multiple people that I would be impressed with the software and should look forward to it. I have been impressed with the accuracy of their statements.

Pros

I have only ever had a positive experience with Velocify. It is simple to use and simple to understand.

Cons

The only complaint I have is when updates are made to the UI and there is no notice, so I click on buttons that did not previously exist. It isn't a problem, just slightly annoying.

 
 

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

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

Ease-of-use

Functionality

Product Quality

Customer Support

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

Product Quality

Customer Support

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".

 
 
 
Showing 1-6 of 6

Gloria from IPI

October 2016

October 2016

Velocify Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This system can be used in any industry in B2C or B2B that needs to manage their leads. It can be used for inside sales or far flung outside sales reps. Proper use of Velocify will be a game changer if the system is set up properly

Pros

The real-time integrators of the software are connected with more than 1400 lead providers for timely and regular updates.

Lead scoring feature of the software is configurable which significantly simplifies the measurement of lead quality. This also allows manipulating lead scores.

You can run multiple distribution programs simultaneously, thanks to the powerful and efficient distribution engine and an administration platform that is highly configurable.

Sales activities of the team can be prioritized and streamlined with the proprietary prioritization engine of Velocify.

Velocify app for iPhone and iPad is available for download from Apple App Store. Besides, 24/7 customer support service is available via phone and internet.

Velocify is supported by major operating systems and platforms such as Windows, Linux and iOS.

Cons

Excessive manual configuration makes Velocify a bit difficult for users with no technical background.

While the application gives a decent control over lead flow design to the user, the control features lose their charm if the user is not directly involved with the lead flow.

Available customization options are limited and hardly fulfill the needs of a more advanced user.

The out-of-box LMS of the software is rigid which makes operating it difficult.

Dynamic validation and data integrity of the software is only average and needs improvement.

Advice to Others

NO

Source: Capterra
 

Patrick Number of employees: 2-10 employees Employees number: 2-10 employees

January 2016

January 2016

Simple Cloud Based CRM Dialed

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I have been using the Velocify even before they were Velocify, back then it was called Leads360. I have to admit when it comes to dialing and smiling this is best choice hands down ...or up. :-]

Pros

So let's be honest here, everyone needs sales and there's no shortage of sales CRM's. Velocify has a very user friendly interface that is a fantastic and advantageous when training new salesman.

Cons

I really don't have anything negative to comment necessarily. The only thing I would say is the lack of iOS integration.

Source: GetApp
 

V Consulting

November 2014

November 2014

Velocify Consulting-Creating Simplicity, Efficiency, reporting and Consistency of Use

Product Quality

Product Quality
Quality

I have been an administrator on this system since 2005. I have used the system at a high level longer than anyone in the U.S. The system can be used in any industry in B2C or B2B that needs to manage their leads. It can be used for inside sales or far flung outside sales reps. Proper use of Velocify will be a game changer if the system is set up properly.

Jay Dunsing V Consulting 630-936-0621 JayDunsing@Gmail.com

Pros-Top product features:
- Totally customizable to any industry or work flow (use your company language)
- Shotgun connect (increases speed to call)
- Pull Distribution (leads can be shared based upon criteria)
- Click to Dial (increases calls made by users)
- Lead Prioritization (management sets criteria for which leads are priority)
- Reporting (various canned and ad hoc reports)
- Status specific and smart drip email
- Ease of use (ramp up time for users 2-5 days)
- Blast email capability
- Local caller ID (customer sees local area code on caller ID)
- Lead distribution (granular lead distribution capability)
- Calendar Events/Reminders (via dashboard, email, pop-up or phone call)
- Pre-recorded voice mail messages
- Many other features

Cons-While I personally have not had an issue with customer support, I have heard that some companies have had issues. Support requests are done via email. Your request/issue has to be spelled out very clearly. It's difficult to talk with a live person.

Ease-of-use--If the system is set up correctly, it is very easy to use. Less is more in the initial setup. There can be a lot of moving parts behind the scenes that have causal effects. A well-thought-out strategy for using Velocify is needed upfront.

Functionality--The system is feature-rich. Most companies don't use all the features provided effectively.

Product Quality--In my opinion, Velocify is the Cadillac of the lead management space. The company regularly enhances the product features.

Pros

See above

Cons

See above

Source: GetApp
 

Jay from V Consulting

November 2014

November 2014

Velocify Consulting-Creating Simplicity, Efficiency, reporting and Consistency of use

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I have been an administrator on this system since 2005. I have used the system at a high level longer than anyone in the U.S. The system can be used in any industry in B2C or B2B that needs to manage their leads. It can be used for inside sales or far flung outside sales reps. Proper use of Velocify will be a game changer if the system is set up properly.

Jay Dunsing V Consulting 630-936-0621 JayDunsing@Gmail.com

Pros-Top product features:
- Totally customizable to any industry or work flow (use your company language)
- Shotgun connect (increases speed to call)
- Pull Distribution (leads can be shared based up criteria)
- Click to Dial (increases calls made by users)
- Lead Prioritization (management sets criteria for which leads are priority)
- Reporting (various canned and ad hoc reports)
- Status specific and smart drip email
- Ease of use (ramp up time for users 2-5 days)
- Blast email capability
- Local caller ID (customer sees local area code on caller ID)
- Lead distribution (granular lead distribution capability)
- Calendar Events/Reminders (via dashboard, email, pop-up or phone call)
- Pre-recorded voice mail messages
- Many other features

Cons-While I personally have not had an issue with customer support, I have heard that some companies have had issues. Support requests are done via email. Your request/issue has to be spelled out very clearly. It's difficult to talk with a live person.

Ease-of-use--If the system is set up correctly, it is very easy to use. Less is more in the initial setup. There can be a lot of moving parts behind the scenes that have causal effects. A well-thought-out strategy for using Velocify is needed upfront.

Functionality--The system is feature-rich. Most companies don't use all the features provided effectively.

Product Quality--In my opinion, Velocify is the Cadillac of the lead management space. The company regularly enhances the product features.

Source: Capterra
 

Nathan from LTC Consumer
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Damien from AGIR EFFICACE
Number of employees: 1 employee Employees number: 1 employee

October 2015

October 2015

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp