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.

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.

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.

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

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.

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.

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

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.

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.

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.

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!

This is an easy to use CRM system. I love to use the calendar so that it keeps accountable and on track with my follow up phone calls. The automated emails is great and helps me avoid letting things slip through the cracks.

I really don't have anything that I don't like about this product or vendor. If I had to say something it would be that I would like to be able to add some more email campaigns. We are on a Standard User, I am told if we were Premium we could add campaigns.

I would highly recommend Veloficy for lead management. I have used several other management systems and they seemed archaic and outdated

Functionality. You can easily filter leads based on your wants or needs. I also like the function where I can search a name and see how many times we have spoken to them in the past and how often. It helps with building rapport.

Unless I don't know how to do this, I would like to see a function that allows you to capture multiple emails at once for a generalized email.

I like the system overall and have a lot of success.

The ease of the website, lots of options for follow up borrowers. I can mark an option that will bring back a particular borrower in a specified list. The calling feature is great when it works. The information and automated text and email is great for initial contact.

Sometimes the calling feature doesn't advance to the next borrower, I have to go in and do it manually. Incoming calls are always gone when I recieve the notice .

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

The ability to limit Actions based on Statuses is a good way to force leads through certain conversion points.

An easier way to send text messages, or group messages, would be helpful for our sales/admissions team.

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. :-]

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.

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

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.

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.

We use this as a tool alongside SalesForce. One of my favorite features is that you can tailor Velocify to "force" your sales team to work on a lead or it "velociefies" away from them in 14 days, rotating to other sales agent who may have a different pitch and thus may be able to close the deal.

One con is that you can only view 100 leads at a time. Another con is that I think it could be better at duplicate leads. It's just awkward and annoying if someone on the sales floor has just called a lead, and then you call it immediately next and the customer is like "I just spoke with your company...?"

I've been using Velocify for 3 years running and couldn't be happier with the platform. Makes connecting to customers enjoyable and efficient.

We are a very high volume shop so latency issues and stuttering happen from time to time. Invest a bit more in de-cluttering to maximize speed.

I don't know how anyone is sales can live without this. It's paperless, it's convenient, and it's helped me to be more efficient.

Velocify is my lifeline. Scheduling and notation are essential and it's nice to have both capabilities within one resource. It's also great that it communicates with other software.

None that I can think of. I just wished I'd have started using it sooner. Maybe better marketing to sales and service related businesses/individuals.

Ease of Use. The product allows you to action and reminds you when follow ups are needed. No client goes without a follow up.

I have no cons about this product. it integrates well with all of the other programs I run. Thank you!

The lead dialer can be helpful when it doesn't have glitches. The system is also relatively easy to learn. Having actions that drive status is also a good feature that helps with driving leads through the process according to what they do or the follow-ups taken and not someone arbitrarily assigning a status.

Customer service can be a pain to get hold of. Downtime typically doesn't have a resolution ETA. Reporting limits having standard emails sent out with the reports. Fields cannot be deleted by an admin, and you have to go through an account rep. We had a terrible account rep when launching the product, and both a colleague and I had to work through the weekend to get everything up and running to go live. Imports can only occur one at a time and have limits on the number of records, which end up taking forever. The email integrated is not user-friendly and very complex to develop. Deliverability of the messages is also extremely poor and led us to have to integrate an outside automation platform. The API integration from Velocify has caused us multiple headaches with our outside platforms as well .

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.

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

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.

It saved us. It grew our enrollments. It kept us organized. It helped guide us to how often to contact leads. It helped us track our moves.

I used this software at my previous employer. We went from binders of information to a software program that not only kept us organized, but PROMPTED US when to contact someone. Trust in their sales schedule, it works!

I liked it better when it was called Leads360. To me, the name alone told you what the program was. Marking within it's own name!

The format and layout of Velocify makes it easy to navigate between the screens and locate the leads needed to dial. Being able to call the leads within the specific account allows for information to be documented quickly and accurately. I had little training at the start of my position with using Velocify but was able to quickly pick it up. The reports that can be generated through its use can assist the user with productivity and overall task completion.

At peak times, the system will log me out, and I will have to log back in and re-access the lead I was working. This does slow down the pace of completing work. The system will also state that dials are being made when they are not. There are times that this happens frequently in a day. In addition, when reviewing a list of leads, once the lead is accessed and you wish to return back to the list of leads, you have to start from the beginning; it does not pick up where you left off, which can be time consuming when you have several pages.