ConnectWise CRM

Velocify

Add to compare

Ratings & Reviews

Overall Rating

4.10 / 5 (177)

4.26 / 5 (230)

Ease-of-Use

3.5 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.0 / 5

4.0 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 17, 2020

January 2, 2020

Pros/Cons

  • Pros

  • I like that it connects with so many other apps to pull data and include in-depth information. The search functionality is really great to be able to look at recurring issues.

  • It's easy to use. All of the reports that are offered are nice. It allows us to stay on top of our client issues to make sure nothing slips through the cracks.

  • Cons

  • Ramp up time, depending on your role, can be a bit lengthy, the training video's provided by ConnectWise are decent, but are sometimes lacking.

  • It is a complex program and the setup consultant was great but it is hard to know what you don't know. I would have liked more detailed help with the set up.

  • Pros

  • The cadence is fantastic. Helps keep me organized with leads and integrates with other software. Very clean interface that's easy to understand.

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

  • Cons

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

  • 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.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots