All Velocify Reviews

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Scott

Financial Services, 5,001-10,000 employees

Used daily for more than 2 years

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed 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.

Nygel

Financial Services, 201-500 employees

Used daily for less than 12 months

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2017

Best CRM Out There!

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!

Brian

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed 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.

Paul

Financial Services, 2-10 employees

Used daily for more than 2 years

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2017

Easy to use

PROS

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.

CONS

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.

Mike

Financial Services, 1,001-5,000 employees

Used daily for more than 2 years

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2017

Easiest lead management software

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 I have used several other management systems and they seemed archaic and outdated

PROS

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.

CONS

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.

Stephen

Financial Services, 2-10 employees

Used daily for more than 2 years

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2017

The calling feature delivers larger capacity of customers to speak with.

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

PROS

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.

CONS

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 .

Xavier

Financial Services, 51-200 employees

Used daily for more than 2 years

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2017

Nothing short of exceptional!

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.

Jeremy

Verified reviewer

Higher Education, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed 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.

Patrick

Verified reviewer

Information Technology and Services, 2-10 employees

Used less than 2 years

Review Source: GetApp

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

Reviewed January 2016

Simple Cloud Based CRM Dialed

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.

Tom

Insurance, 2-10 employees

Used daily for less than 2 years

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

FUNCTIONALITY

4

Reviewed July 2017

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

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.

Sarah

Telecommunications, 201-500 employees

Used daily for more than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed 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.

Shawn

Financial Services, 5,001-10,000 employees

Used daily for more than 2 years

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

5

Reviewed July 2017

Experience

PROS

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

CONS

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.

Tyson

Financial Services, 51-200 employees

Used daily for less than 2 years

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2017

I'm a mortgage loan officer and I truly would not be able to function effectively without Velocify.

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.

PROS

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.

CONS

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.

Ryan

Financial Services, 201-500 employees

Used daily for more than 2 years

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2017

Very Intuitive

PROS

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

CONS

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

Alexandra

Primary/Secondary Education

Used free trial

OVERALL RATING:

1

EASE OF USE

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed May 2014

I would avoid Velocify if you're looking for a CRM

PROS

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.

CONS

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 .

Peter

Financial Services, 201-500 employees

Used daily for less than 12 months

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2017

Excellent Product

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.

Henry

Primary/Secondary Education, 501-1,000 employees

Used daily for less than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

3

Reviewed 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.

Odanys

Insurance, 2-10 employees

Used daily for less than 2 years

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2017

Follow ups and lead mgmt made easy

PROS

Reminder pop ups, emails, txt and email to clients. Organization is simple. Data entry is simple. Export an excel with ease

CONS

There isnt anything Inwould change, I would add color selection options to the background to maybe a light blue feature or choice of user

Megan

Real Estate, 51-200 employees

Used daily for less than 2 years

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2017

Keeps you Organized

PROS

Very customizable. it allows you to stay on track with your leads. I love how you can create views to see different types of leads

CONS

The report generating feature could be a little bit better, and add more options. It is also not very user friendly.

Nathan

Financial Services, 201-500 employees

Used daily for less than 2 years

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2017

Easy and organized

PROS

How easy it is to stay on top of the leads and make sure you're calling the clients in the right time frames.

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.

Ralph

Financial Services, 501-1,000 employees

Used daily for less than 2 years

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2017

Powerfull when used to its fullest extent

PROS

I like the integration with the additional software we are required to use and the ease of categorizing all prospects for campaigns

CONS

the calendar popup that doesn't disappear once complete after you have made the call and categorized it.

Daniel

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed 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.

Moe

Financial Services, 1,001-5,000 employees

Used daily for less than 2 years

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

3

Reviewed July 2017

Overall very good

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

Omar

Primary/Secondary Education, 11-50 employees

Used daily for less than 6 months

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed July 2017

Not For Educational Institutions

I would say if this was for educational institutions, limit the size of the school to 100 students once that limit is broken then everything becomes clunky, also add in real desktop notification features like Salesforce. What I also do not like is that this software is not designed for processes such as logging in one action in two different areas in order for reports to come up nicely. It needs to be more streamlined to say the least.

PROS

Easy to build enrollment reports, easy to filter views, dashboard provides overview of actions taken with many parameters to choose from.

CONS

No consistent reminder feature, no add in for outlook, no automatic call logging, and comment box does not weigh in to action log report, inefficient action logging system.

Victor

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

2

FUNCTIONALITY

2

Reviewed 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

Showing 1 - 25 of 223 Reviews