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 with over 5,000 customers and more than 40 million leads under their watch, Velocify is making a name for itself as CRM market leader.

We think the best features are the integrated intelligent dialer and the automated email nurturing capabilities, but we also like the fact that Velocify has a reputation as a thought leader and industry expert in sales best practices. Additional capabilities include workflow automation, lead scoring and prioritization, duplicate lead management tools, and lead routing capabilities. The system also has some robust reporting features that keep your management team up-to-date on what’s really happening in the pipeline.

If you sell high-value goods or services in the B2C space and need to manage leads coming in through the internet, whether you’re a small business or an enterprise organization, Velocify should be on your list of systems to evaluate. The company was recently recognized for its excellence in sales management at the 2010 LEADER Awards. The software is priced monthly and on a per user basis.

 

Velocify - Lead distribution
 
  • Velocify - Lead distribution
    Lead distribution
  • Velocify - Lead distribution
    Lead distribution
  • Velocify - Dashboard
    Dashboard
  • Velocify - Get new phone number
    Get new phone number
  • Velocify - Lead distribution
    Lead distribution
  • Velocify - Prioritized leads
    Prioritized leads
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000

197 Reviews of Velocify

 

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Software Advice Reviews (189)
More Reviews (8)

Showing 1-20 of 189

spencer from senior advantage association
Specialty: Mortgage
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 

Kyle from Guaranteed Rate
Specialty: Mortgage
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

July 2017

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.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Love Velocify

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
Specialty: Mortgage
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

July 2017

July 2017

Easy to use system that helps to organize lead management

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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.

 
 

Tyler from American Equity Mortgage
Specialty: Mortgage
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Velocify benefits

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Pretty good overall

Pros

It is easy to use and pretty self explanatory. Its not hard to go through the columns and pick and choose what it is that you need to do

Cons

Sometimes, the shotgun calls interfere with being able to action anything else. I don't find using priority view as very helpful

 
 

Stephen from James B. Nutter & Company
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Have nothing but praise for Velocify!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Velocify makes it really easy for our Loan Officers to follow up on the leads that we are receiving daily.

Cons

At this time, i do not have anything negative that i can comment on. Has been working as advertised.

 
 

Tamara from Health Insurance Advantage
Specialty: Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

I like that I am able to find all my clients with ease.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall I like using Velocify.

Pros

I like that a lot of info can be saved in each profile. I also I like the fact that each note saved has a time and date stamp which helps when needing to know when some action was taken on the profile.

Cons

If you do not remember to click save than no reminder msg comes up asking you if you want to save before exiting

 
 

Ralph from Concorde Career Institute
Specialty: Education
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

It looked complicated at first but easily to manage in a short period of time.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I wish there was a box for email in the Add-Action box

Pros

The dashboard screen allows me to see all my appointments/activities for the day. It also allows me to change or update cancels or reschedule appointments

Cons

The pop screen because if I am in the middle of a call, text or email a student, something will pop up and it's annoying.

 
 

Nathan from Congressional Bank
Specialty: Banking
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Velocify has been a good tool in my prospecting plan

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Ease of import, reminders, Keeping the status of transactions organized, accessing client data quickly

Cons

Velocify has a habit of timing out and this causes you to lose the information that has been put into the system This is especially prevalent using the interface with Five9 software

 
 

Xavier from Longbridge Financial
Specialty: Mortgage
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Nothing short of exceptional!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The website is easy to navigate though. Its a clean webpage without a lot going on (colors, advertisements, etc) & all the details that I need are located in one screen.

Cons

The only thing that's a Con for me would be that I have to choose a "search" method when looking up a borrower every time I finish a file. I like searching by the last name, if I could some way keep that setting, it would save me a few clicks and some time.

 
 

Tom from Allstate Insurance - Dow Insurance Associates, Inc.
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

No software solution is "Perfect" (just it's users;)

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

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.

Cons

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.

 
 

Taylor from Nationstar Mortgage
Specialty: Real Estate
Number of employees: 10,000+ employees Employees number: 10,000+ employees

July 2017

July 2017

Functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Its user friendly. It moves very quickly and very seldom gives me any sort of errors or runs slowly.

Cons

There are not enough disposition reasons. The disposition reasons need to be more in depth. Sometimes I cannot find a good enough reason.

 
 

Michael from Finance of America DNA eRates
Specialty: Mortgage
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

July 2017

July 2017

Great Functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I love the Lead distribution and disposition. It makes it easy to do business and be super efficient.

Cons

The only con Is the Non alphabetically ordered titles of recorded voice messages. If this is he only con I'm in good shape!

 
 

Joseph from TruHome Solutions
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Velocify's Advantages

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I use this product every day as a Loan Officer and it makes my life extremely easy. It organizes all of my leads and doesnt let them fall through the cracks.

Cons

I am continually logged out of the app sometimes while on the phone. I have even had the app hang up the phone on me during a phone call.

 
 

Briar from LACM
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Customizable but Complicated

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

This may be good for a smaller company, but can be a real headache with a growing company/organization. It could really use some updated functionality features.

Pros

I like that I can build out the forms myself and format everything we see on our screen for each lead. Building and customizing reports is also a great feature.

Cons

When moving data fields around, you have to click Up or Down for each single field you want adjusted. A drag-and-drop feature would be great here when things need to be moved more than one or two spaces. We also have significant issues when doing API imports, as leads are not always automatically updated and have to then be manually adjusted.

 
 

Nygel from E Mortgage Management
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Best CRM Out There!

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

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.

Cons

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!

 
 

Steve from ELG
Specialty: Mortgage
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Makes keeping up with sales leads easy

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

The software helps me stay organized, and always up to date on who I need to contact and when, and the notes are always there for easy review before I make contact.

Cons

My competition uses the software also, so I wish I was the only one. I would prefer to be a step ahead.

 
 

Peter from NASB
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2017

July 2017

Excellent Product

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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.

Pros

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

Cons

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.

 
 

Moe from CIt Bank
Specialty: Mortgage
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

July 2017

July 2017

Overall very good

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Very easy to use. The system allows the user to navigate easily and does not require much training.

Cons

Limited from a control purspective. it would be nice to be able to limit the timelines users can be on

 
 

Natalie from Stevens Henager College CEHE
Specialty: Education
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

July 2017

July 2017

Great system to manage leads

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to look up leads and easy to manage. I also really enjoy the software interface it is easy to use.

Cons

I wish it would detect duplicates a little bit better. If it was better at detecting this it would save everyone a lot of time.

 
 
 
Showing 1-8 of 8

Jeremy from IBMC College
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2017

November 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 201-500 employees

October 2017

October 2017

This tool checks a lot of boxes

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 

Patrick Number of employees: 2-10 employees Employees number: 2-10 employees

January 2016

January 2016

Simple Cloud Based CRM Dialed

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

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. :-]

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.

Review Source: GetApp
 

V Consulting

November 2014

November 2014

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

Product Quality

Product Quality
Quality

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

Review Source: GetApp
 

Jay from V Consulting

November 2014

November 2014

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

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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 up 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.

Review Source: Capterra
 

E Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2017

November 2017

Product Quality
Quality
Source: GetApp
 

Nathan from LTC Consumer
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Damien from AGIR EFFICACE
Number of employees: 1 employee Employees number: 1 employee

October 2015

October 2015

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp