--- title: "Velocify Software Reviews, Demo & Pricing - 2026" description: "Review of Velocify Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/velocify-crm-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) / Velocify Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/velocify-crm-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/velocify-crm-profile/alternatives/) # Velocify Review From $60/month Free trial 1 plan Wondering if Velocify is right for your organization? Our Sales Force Automation Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Velocify 4.3 [(231)](https://www.softwareadvice.com/crm/velocify-crm-profile/reviews/) Pricing Starting at $60.00 flat rate per month ### About Velocify Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, velocify lead manager, velocify loan engage and dial IQ. Velocify pulse is a salesforce automation tool that helps sales teams to manage calls, compose emails and send to prospects and group recipients using built-in templates. It also assists sales representatives to schedule tasks using data automation and also helps to manage follow ups by updating status and setting reminders on the velocify portal. Velocify’s lead management feature helps salesforce to manage leads by allowing sales teams to initiate phone calls, send text messages, emails and review conversation history in order to communicate with prospects. Additional capabilities include workflow automation, lead scoring and prioritization, duplicate lead management tools, and lead routing capabilities. The solution is on a per user per month subscription basis. Wondering if Velocify is right for your organization? Our Sales Force Automation Software selection experts can help you in 15 minutes or less. ## Velocify User Interface ## Popular Velocify Alternatives Main Product Velocify 4.3 [(231)](https://www.softwareadvice.com/crm/velocify-crm-profile/reviews/) Ratings Breakdown - 4.23Ease of use - 4.20Value for money - 4.18Customer support - 4.16Functionality Pricing Starting at $60.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1003)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.99Ease of use - 4.16Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Odoo](https://www.softwareadvice.com/crm/odoo-profile/) 4.2 [(1329)](https://www.softwareadvice.com/crm/odoo-profile/reviews/) Ratings Breakdown - 4.03Ease of use - 4.08Value for money - 3.87Customer support - 4.17Functionality Pricing Starting at $31.10 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18808)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Vanillasoft](https://www.softwareadvice.com/crm/vanilla-soft-profile/) 4.6 [(233)](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/) Ratings Breakdown - 4.63Ease of use - 4.49Value for money - 4.55Customer support - 4.41Functionality Pricing Available upon request Get Price Alternative Product [Salesforce Starter](https://www.softwareadvice.com/product/82914-Salesforce-Starter/) 4.4 [(226)](https://www.softwareadvice.com/product/82914-Salesforce-Starter/reviews/) Ratings Breakdown - 4.04Ease of use - 3.97Value for money - 4.08Customer support - 4.22Functionality Pricing Starting at $25.00 per month Get Price ## Velocify Pricing and Plans Starting price: $60.00 per month Free Trial Free Version Basic $60.00 flat rate, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Velocify Features - Popular features found in Sales Force Automation Campaign Management Customer Database Email Marketing Forecasting Lead Capture Lead Management Opportunity Management Pipeline Management Task Management Territory Management - More features of Velocify Alerts/Notifications API Auto-Dialer Calendar Management Call List Management Call Recording Contact Management CRM Dashboard Interaction Tracking Lead Distribution Lead Qualification Lead Scoring Marketing Automation Mobile App Monitoring Performance Management Performance Metrics Predictive Analytics Prioritization Quotes/Estimates Real-Time Reporting Referral Tracking Reminders Sales Forecasting Sales Reports Source Tracking Workflow Automation Workflow Management ## Velocify Integrations iContact Integration rated undefined from -1 review Adobe Commerce Integration rated undefined from -1 review GoTo Webinar Integration rated undefined from -1 review Keap Integration rated undefined from -1 review Eventbrite Integration rated undefined from -1 review Marketo Engage Integration rated undefined from -1 review See all 10 integrations ## Velocify User Reviews ## Velocify customer ratings - Overall rating: 4.3/5 - Total reviews: 231 ### Rating distribution - 5 stars: 129 reviews (56%) - 4 stars: 69 reviews (30%) - 3 stars: 22 reviews (10%) - 2 stars: 9 reviews (4%) - 1 star: 2 reviews (1%) ### Secondary ratings - Ease of use: 4.2/5 - Value for money: 4.2/5 - Customer support: 4.2/5 - Functionality: 4.2/5 --- ### Velocify great for insurance - Overall rating: 5/5 - Reviewer: Paula A. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Would recommend this system over anybody! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very great and efficient in the insurance industry. I love how it organizes my leads, and dispositions so quickly. #### Cons After sorting in Normal view, using the blade does not disposition to the next caller. You have to click to dial. --- ### Velocify helps Loan Officers - Overall rating: 4/5 - Reviewer: Michelle N. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered The learning curve is pretty steep but once you are trained it’s easy to use. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I like the many different reporting options and ease with assigning leads. #### Cons Velocify is very complicated, and you can’t combine leads and call data into reports together. Tech support could be better and customization is not available. #### Reasons for switching to Velocify cost, ease of use, accessibility for multiple users --- ### Velocify - Overall rating: 1/5 - Reviewer: Victor C. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2018 - Review source details: This review was submitted organically. No incentive was offered 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 #### Ratings breakdown - Ease of use: 2/5 - Functionality: 2/5 #### 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 --- ### Velocify: Automating Communication Efforts - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Higher Education - Company size: 501-1000 employees - Product usage: Used weekly for less than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, working with Velocify has been great thus far. We have support when we need it and the application automates things I didn't know were previously possible. It allows our Admissions Officers to focus on the important things instead of meeting daily call volume goals. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I liked the canned voicemail options Velocify provided. I formerly worked as an Admissions Officer, and I cannot tell you how many times a day I would leave the same voicemail verbatim. Velocify allows me to make a call and designate a prerecorded message to leave on a voicemail, so I'm not wasting my time or breath. The shotgun connect feature as it makes connecting with customers easy, basically doing a round robin of all available reps when there's a live customer on the phone. #### Cons The effort it takes to configure the software to pass along information to our Student Information System. It's a costly and time-consuming effort. --- ### Great at cadence and keeping your organized. - Overall rating: 5/5 - Reviewer: Zakory B. - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The cadence is fantastic. Helps keep me organized with leads and integrates with other software. Very clean interface that's easy to understand. #### Cons I don't like that it can only have 100 leads at a time front facing. It also populates time zones internationally incorrectly. I.e. Australia leads pop up on Friday when it's Saturday down under. --- ### Good for newbies - Overall rating: 2/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Textiles - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros Easy to use. Easy view of day. Great for new sales people. #### Cons Lack of view customization. View of 100 leads. --- ### Velocify - Overall rating: 4/5 - Reviewer: Rana G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### Pros I like that it integrates sms capability along with ease of finding leads easily #### Cons There has been issues with velocify freezing up and when you think its down it places 10 comments instead. --- ### Velocify acts as a nice interface between my lead data and myself. - Overall rating: 4/5 - Reviewer: Jeremy S. - Verified reviewer: Yes - Industry: Higher Education - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The lifecycle of a lead is better planned out ahead of time. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The ability to limit Actions based on Statuses is a good way to force leads through certain conversion points. #### Cons An easier way to send text messages, or group messages, would be helpful for our sales/admissions team. --- ### Simple Cloud Based CRM Dialed - Overall rating: 4/5 - Reviewer: Patrick D. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used unspecified for less than 2 years - Reviewed: January 2016 - Review source details: This review was submitted organically. No incentive was offered 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. :-] #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 #### 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. --- ### Dated UXI & Use Limitations - Overall rating: 4/5 - Reviewer: Brandon M. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used other for free trial - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Good company, just cost more than others with limitations others don't have. Keep looking. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 2/5 #### Pros It allows multi marketing platform, near full stack possibilities but has usage limits on members, emails, text, etc.. #### Cons Dated User Interface, Hard to find sections you need to navigate quickly. You have to buy credits, costs more than having your own service integrated with Twilio. --- Showing 1 - 10 of 231 Reviews [See All Reviews](https://www.softwareadvice.com/crm/velocify-crm-profile/reviews/) ## Velocify Popular Comparisons [Keap vs Velocify](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/vs/velocify-crm/)[Close vs Velocify](https://www.softwareadvice.com/crm/close-io-profile/vs/velocify-crm/) [Compare All Alternatives](https://www.softwareadvice.com/crm/velocify-crm-profile/alternatives/) ## Other Top Recommended Sales Force Automation Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **100** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18808) Recently recommended **68** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **64** times [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) **4.6** (81) Recently recommended **47** times Stuck Between Options? 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