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.

Dashboard
Dashboard

Dashboard

Lead distribution

Lead distribution

Lead distribution

Lead distribution

Phone numbers

Phone numbers

Lead distribution

Lead distribution

Prioritized leads

Prioritized leads

Supported Operating System(s):

Web browser (OS agnostic)



218 Reviews of Velocify

Overall rating

4.5 / 5 stars

Write a review

Showing 1 - 20 of 218 reviews

Start your review of Velocify

Write a review
LinkedIn icon
Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Functionality

November 2018

Its fine for what it is

Pros

Great if you only need to build one sales sequence/cadence

Cons

If you need to build out multiple cadences for different instances, then this is not the platform for your organization.

Review Source: Capterra

Henry from California College San Diego

Industry:  Education

Number of employees:  501-1,000 employees

Ease-of-use

Functionality

September 2018

Useful

Pros

I like that this product lets you access all your leads and their information. The new update made it easier to search for a lead.

Cons

I don't like that it has a very busy home page. It's overwhelming when you open it up and you have a bunch of data in your face.

Review Source
LinkedIn icon
Verified Reviewer

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Good for newbies

Pros

Easy to use.
Easy view of day.
Great for new sales people.

Cons

Lack of view customization.
View of 100 leads.

Review Source: Capterra

Meghan from BambooHR

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Needs work

A way to organize people interested in our software and how many times they have been contacted.

Pros

Information on who to contact is at your fingertips. The pictures of animals and people when you log in are cute.

Cons

It is slow to move the lead to the next user causing a delay when it is most important not to have a future client on hold and their designers don't seem to care to fix it. Report drop-down options. You still have to know the admin and how they organize to understand what they have placed in it. They will always have to set up a meeting to explain.

Review Source: Capterra

Daniel from NorthCentral University

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Lots of functionality, but little difficult to navigate.

Tracks leads through our process every well. Can get almost all information on a lead I need quickly with a few shortcut buttons.

Pros

Velocify has a lot of functions and a lot of quick button views. I can find all the information I need on leads with just a few clicks on a couple of shortcut buttons.

Cons

Difficult to navigate at first. Once I figured out the shortcuts, it was easier. Still, there are some functions I don't use on a regular basis and it becomes a chore again to figure things out. Also could use some better duplicate lead logic, but that might be how it is set up in my company.

Review Source: Capterra

Victor from vcritelliinsurance.com

Industry:  Insurance

Number of employees:  2-10 employees

Ease-of-use

Functionality

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

Review Source

Kevin from Salesforce Consultant

Industry:  Telecommunications

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source

Brian from Kalamazoo Mortgage

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Miserable, o verpromised and under delivered.

It's better than nothing but has way too many glitches for the cost of it. Would recommend jungo, salesforce.

Pros

You can make changes on the fly but not anything like as promised upon on boarding. Very difficult to find a lot of positive to say about this program or the account reps.

Cons

Company is extremely unethical. Blatantly lied about it being out of the box, hundreds of hours customizing, duplication of leads, lack of mobile capability and automated emails look like they are sent from a commodore 64. Extremely pricey system to not be able to use from cell phone. Reps lie. Charged us for 10 licenses they knew were not in use and refused to answer questions or refund money. They fully understand the switching costs associated with a CRM and are not afraid to exploit customers.

Review Source: Capterra

paul from Standard Mortgage

Industry:  Real Estate

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Very Good CRM program

Pros

Excellent CRM with just the minimum requirement to take your contacts with you anywhere also love the capability to text

Cons

the CRM is a little complex when it comes the time to import data od extract data from it also little costly per user

Review Source

Paula from Allstate

Industry:  Insurance

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Velocify great for insurance

Would recommend this system over anybody!

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.

Review Source

Sarah from Megapath

Industry:  Telecommunications

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Organized and efficient

Pros

Using velocify has helped streamline and organize the sales calling strategy to help improve lead contact times.

Cons

Would like to see a few more options on dependencies when trying to create priority lists. We work with a lot of existing customers and partners and seem to have trouble finding a configuration in velocify that works for those teams.

Review Source

Justin from Standard Mortgage

Industry:  Mortgage

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Expensive and difficult to handle data

Pros

Nurture program and the ability to text from the platform is great. The ability to have it continually contact candidates automatically is invaluable.

Cons

Expensive, hard to handle large amounts of data, expensive to nurture large campaigns from inside the software. Would need to look outside for that ability.

Review Source
LinkedIn icon
Verified Reviewer

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Easy to pull leads

Pros

Velocity is very easy to use and is a great software for pulling leads. Customer service is also really helpful and they are willing to fly out to your office for additional training with an additional cost. There are few bugs too with the software.

Review Source: Capterra

Zakory from BambooHR

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Great at cadence and keeping your organized.

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.

Review Source: Capterra

spencer from senior advantage association

Industry:  Mortgage

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2017

Great product

Pros

How simple it is to use once you get the hang of it, I love how you can filter everything you want to use.

Cons

customer service is a little slow, but once you get them to help you it was easy and the customer service is great.

Review Source

Jeremy from IBMC College

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2017

Velocify acts as a nice interface between my lead data and myself.

The lifecycle of a lead is better planned out ahead of time.

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.

Review Source: Capterra

Aaron from BambooHR

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Kyle from Guaranteed Rate

Industry:  Mortgage

Number of employees:  1,001-5,000 employees

Ease-of-use

Functionality

July 2017

I started using Velocify a two months ago when I started my job, and I was able to grasp the product very quickly.

Pros

The ease of use. Everything is very simple navigate throughout the website. I like how the products allows my company to have a personalized script.

Cons

Every so often I will get an error message that pops up when a new lead is added to the system. It is very simple to correct this issue by copy and pasting the leads phone number in the search bar, however sometimes it is a hassle while you are on the phone with someone.

Trinidad from Guaranteed Rate

Industry:  Mortgage

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

Love Velocify

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 systems crashes but honestly what system doesn't crash? Either way I don't have an complaints

Scott from Nationstar

Industry:  Mortgage

Number of employees:  5,001-10,000 employees

Ease-of-use

Functionality

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.


Displaying 1 - 20 of 218 reviews