Velocify

Workbooks

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Ratings & Reviews

Overall Rating

4.26 / 5 (229)

4.36 / 5 (102)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

January 2, 2020

August 6, 2019

Pros/Cons

  • Pros

  • I absolutely love this program, it is so easy to navigate and I love that I can customize my options.

  • Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze.

  • Cons

  • Some connection issues at times and you can call a lead when another is already on the phone with them. Other than that, no complaints.

  • It can become overwhelming for some not so technologically inclined users. It does require a lot of time to be invested in keeping it up to date.

  • Pros

  • The product is customizable and affordable. The customer service is prompt and thorough.

  • Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

  • Cons

  • The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

  • The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications.

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