Velocify Software

4.27 / 5 (226)

About Velocify


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.



Read More

Supported Operating System(s):

Web browser (OS agnostic)

226 Reviews of Velocify

Average User Ratings

Overall

4.27 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(103)

4 stars

(81)

3 stars

(25)

2 stars

(10)

1 stars

(7)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 226 reviews

Do you use this product?Write a review

March 2014

Joseph from M&T Bank


Ease-of-use

4.5

Customer support

5.0

Functionality

4.5

March 2014

Velocify's LeadManager and Dial-IQ are in a Class of their Own

Pros

Velocify demonstrates a deep and unique understanding of the fundamentals of lead conversion and the science which goes into it. The research, studies, surveys, and whitepapers behind their solution are extremely valuable resources that helped us implement and improve our best sales practices for optimal results. Specifically, LeadManager paired with Dial-IQ have helped us dial a new lead within seconds, positioning us to be among the first to contact a prospect, and as a result, we have achieved a 90% contact rate we were never able to achieve in the past. The custom and infinite automated lead distribution programs and methods allow us to create a unique and custom sales cycle for each marketing campaign with a combination of automated calls, emails, and SMS text to optimize conversions. This ensures that no leads fall through the cracks and continues to nurture our database. Velocify's performance-based lead distribution and lead prioritization have helped us leverage our best performers, pairing each lead with the most suited sales rep as well as prioritizing our leads to make the most out of both our leads' and salesforce's time and resources. Call scripts, automated emails, and SMS ensure that all sales reps presentations are consistent with our brand. The infinite reporting abilities make our data 100% transparent, allowing us to measure metrics and analyze data in ways we never knew possible. Results, along with Velocify's lead scoring feature, are instrumental in measuring and fine-tuning our contact and distribution strategies, as well as modifying and adjusting our marketing and buying strategy, saving us very valuable marketing dollars. The list goes on and on.

Cons

If I had to write something in this box, I would say that I can see how some users who are new to Velocify (or who are generally new to sales automation) may feel that certain functionality, such as reporting, distribution, or email capabilities may seem limited or difficult. It is absolutely the opposite, and I feel that Velocify should better educate its clients on how to truly uncover its full potential so that they can unleash its true power. Each of our businesses has unique needs, and the uniqueness of Velocify lies in its infinite customization abilities, which makes it fit each of our needs. Velocify comes built with the most basic, fundamental sales practices and reporting for the beginner. However, as your needs change and experience level expands, Velocify becomes the sales executive's and administrator's playground, a place where you can let your imagination run wild while knowing that automating almost everything is possible and easy. The reporting functionality and transparency's ability to inspect, modify, and fine-tune is second to none.

July 2017

Todd from HSK insurance solutions

Company Size: 11-50 employees


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2017

I enjoy using Velocify and have commended many changes they have made over the years. They seem to be always striving to improve and I value that.

See Cons for comments. Thanks for listening.

Pros

Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze.

Cons

I would like some improvements personally. Where I would like to see changes is on the dashboard. When I go to the Dashboard it auto sends you to todays day, which is good, but if I go to any other day, say to manage the leads and or push them to another date, when I go back after having changed the calendar date it doesnt leave me on that day to continue my changes... instead it takes me to that days date. Another thing I would like to see you add would be the ability to take one day or even better multiple days and have the ability to move all of the calendar events on that day to another day. The key to our business is time. With all the apps that we do and the little time we have to organize the leads those little things would be tremendously helpful. Again, the ability to take old dates and roll all of those callbacks to a date of choosing would be awesome and even better if we could select several days. Contact me with any other questions at todd@hskinsurance.com

July 2017

Roxanne from SDI

Company Size: 11-50 employees


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2017

Efficient program for outreach and contact tracking

Overall, the product is good as long as it's drawbacks don't inherently interfere with your needs. I also appreciate the improvement efforts they've made in the last 1.5 years that we've been with them and look forward to even more added benefit.

Pros

I like how easily customized it is to your individual needs everything from reporting to statuses, to action options, to prioritization. I like how it ties into outside phone systems and allows for detailed prioritization when figuring out how to do your day. It has increased the teams outreach efficiency by about 80% compared to last and other system options, went from 13 clicks to 3. Customer service is mostly responsive.

Cons

How many layers have to be factored in when customizing, but once you know them all it's not that bad, just can't be overlooked. I don't care for the standard reports, or how the system prefers to look at user activity in the same date ranges as the date that a lead is added to the system - disregards work on older leads. While they're making strides on some reporting I've had mostly limited benefit from the Report Hub, and have had many that don't work, where a ticket has to be submitted.

July 2017

J Stephen from Advance Mortgage & Investment Company, LLC

Company Size: 51-200 employees


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

July 2017

Client since 2009

A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.

Pros

Features, performance, and support are superb. Rarely experience downtime and the interruptions in service that do occur are resolved quickly. Very flexible system that can be tailored to exacting specifications and needs. Readily accessible support documents and instructional videos assists users in educating/familiarizing themselves with how to use system features.

Cons

Price can get prohibitive when adding additional features beyond the basic lead management functions. Per user fees and restrictive contract terms can leave companies with very expensive empty "seats" if the number of active users decreases (especially early in the annual contract cycle). Administrator seats incur all the same fees that basic users do even though few to none of the features being charged for are needed or utilized by Admin.

July 2017

Rosemary from Irvine Univeristy College of Law

Company Size: 11-50 employees


Ease-of-use

5.0

Functionality

5.0

July 2017

Velocify - Your Right Hand Software

I am very happy with the software and recommend it.

Pros

Velocify is that the program that works for you, based on your settings. For instance, I am able to make notes and follow up when the client wants to be reached as velocify emails you a reminder to contact them. I am also able to filter search results/settings based on how many times a client was reached or if they are non-responsive. Under each tab (based on your settings) you are able to enter quite a bit of information and required infomation in order for the lead to be saved.

Cons

Every so often I do see glitches here and there just like you would with any software, but the support team is very responsive and will guide you through the process of fixing any glitches that may arise. They are also able to do screensharing to fix any issue.

October 2017

Aaron from BambooHR

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

This tool checks a lot of boxes

The ability to make a lot of phone calls very quickly.

Pros

The best thing about this software is its ability to do click to call. This works in the dialer view or directly from a lead/contact/opportunity page. This type of automation really saves times when you have to make a lot of phone calls and are working inside of Salesforce all day.

Cons

I wish that the system had the ability to transcribe recorded phone calls. Recorded phone calls are often stored 2 or 3 times on the Salesforce record, which makes it difficult when you need to go back and listen to something. Transcribing phone calls would be nice so that you could pinpoint certain conversations, and provide coaching opportunities to your team members. If there were also analytics around call times and close rates, that would be helpful as well.

March 2018

Kevin from Salesforce Consultant

Company Size: 201-500 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

Amazing product for accelerating Sales teams in Salesforce

I would recommend this over soooo many other platforms that claim to do the same thing. Velocify has transformed how we work as a sales team, and its amazing.

Pros

I love the ease of setup for this product. They make the back end interface easy to figure out and the customer support for questions is on all the points. I have utilized Velocify for a few years now and absolutely love it. Turned our sales teams 8 mins between lead to call down to 2 mins (avg). Can't argue with results.

Cons

There can be intermittent down times, they are still fixing a few things but while they are rare, it is a pain in the face. The program also runs primarily on Java, which means that a lot of cookie clean up has to happen in your browser. Which can sort of be a little rough, but its a minor issue.

May 2018

Victor from vcritelliinsurance.com

Company Size: 2-10 employees

Review Source


Ease-of-use

2.0

Functionality

2.0

May 2018

Velocify

I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print on contract when I signed as I was in a bind at the time I had tried to set up another CRM and then afterwards they could not take leads from lead provider directly and I had to change quick, I did look at the contract but probably buried somewhere in fine print year to year. The CRM worked well for a while I had an email provider integrated that I was having issues with I canceled the email provider but when I went to sign a new email provider volocify told me they are no longer doing integrations to use their email system I tried to work with them on this but I could not get emails to look right, This is besides the fact that over in AEP all of a sudden on my internet leads if client put # for apt number then most of the lead info did not show, I spent 2 weeks in mid AEP trying to work with them to fix this but they never were able to fix this or explain why what previously worked no longer worked. There were several other issues besides this and the customer service went downhill very much since they were bought out. I called and spoke to a manager who told me I was in contract till sept, I told her of the issues I was having and that I was not told about this yearly contract but moreover I am no longer being provided with the services I was originally getting She said no problem just send email to cancel and she would take care of it right away. I did this but was charged again the next month, I emailed her what happened then she emails me my contract I have been trying to get high up to managers, Mostly I get told I will get a callback but never do. but today I snapped and finally got a phone number to another manager and she gave final no regardless they will continue to charge through sept no matter what I would urge anyone looking into this CRM to choose another

Pros

none none none anymore they will charge you full year if you cancel, even if they made changes that dont work for you

Cons

they will charge you full year if you cancel, even if they made changes that don't work for you. if you have an issue with it its very hard to speak with someone

November 2014

V Consulting

Review Source: GetApp


November 2014

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

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

February 2019

Zach from Mitten Heritage Fraternal Society of Insurance

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

1.0

Customer support

2.0

Functionality

4.0

February 2019

Watch out

It was very pleaseant while I was helping them taylor the program to break into the insurance industry, but after I gave them a ton of my time and helped them get thier foot into Allstate Insurance, they disguared me like a piece of trash. They got a little too big to care about the little guys so buyer beware.

Pros

It helped me orgainze my leads. I actully spent many nights helping them taylor this program for Insurance Agents.

Cons

Not only did I spend a ton of my time helping them taylor this program for Insurance Agents, I also helped them get into Allstate Insurance. The least part I like is how they used me and then once they where done they disgaured me like a piece of trash. Shame on them.

July 2017

Scott from Nationstar

Company Size: 5,001-10,000 employees


Ease-of-use

5.0

Functionality

4.0

July 2017

Easy to use system that helps to organize lead management

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.