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Velocify Lead Manager Reviews & Product Details - Page 10

Velocify Lead Manager Overview

What is Velocify Lead Manager?

To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify® by ICE Mortgage Technology® puts sales automation to work to keep your team organized and focused on activities that drive more business. Discover the industry’s leading sales automation solution that enables loan officers to more efficiently and effectively drive sales, communicate with borrowers, and close loans faster. Core features include: • Lead Capture and De-Dupe • Configurable Lead Scoring • Flexible Lead Distribution • Continuous Activity Prioritization • Outbound Cloud Dialing • Inbound Call Handling • Automated Lead Nurturing • Real-Time Dashboard and Reporting

Velocify Lead Manager Details
Languages Supported
English
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Product Description

Velocify Lead Manager is a solution that helps you manage and respond to leads by capturing and automatically de-duping, and distributing inquiries coming from a variety of sources.


Seller Details
Year Founded
2000
HQ Location
Pleasanton, CA
Twitter
@ICE_Markets
71,840 Twitter followers
LinkedIn® Page
www.linkedin.com
511 employees on LinkedIn®
Ownership
NYSE: ELLI
Total Revenue (USD mm)
$360

Tracy R.
TR
Overview Provided by:
B2B SaaS Marketing Leader & Revenue Driver

Recent Velocify Lead Manager Reviews

Verified User
C
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Great tool!"
It is a remarkably beneficial and uncommon platform. I genuinely appreciate the cohesive manner in which they have consolidated everything. I inten...
Navya K.
NK
Navya K.Mid-Market (51-1000 emp.)
5.0 out of 5
"Best tool designed for the unique needs of today's high velocity sales environments"
Better management of sales cycles that makes sales managers and team respond quick to the leads. It is the best CRM and lead management tool with a...
Harsh S.
HS
Harsh S.Small-Business (50 or fewer emp.)
5.0 out of 5
"A 100% useful software"
It's a very helpful & Rare of such an amazing platform. I really liked the way they have kept everything together. I will continue using it & would...
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Velocify Lead Manager Media

Velocify Lead Manager Demo - Continuously Prioritize Activities
Velocify PriorityView ensures reps stay focused on the most important sales activity with a single, centralized list of high-priority sales activities.
Velocify Lead Manager Demo - Dial-IQ Allows Reps to Power Through Call Lists
Velocify's integrated sales dialer Dial-IQ, is built specifically for sales teams that need to operate with a sense of urgency.
Velocify Lead Manager Demo - Gain Actionable Sales Insights
Leverage company and individual performance stats to pinpoint areas of weakness and use insights to focus coaching efforts.
Velocify Lead Manager Demo - Motivate the Right Behaviors and Recognize Success
Leaderboards keep sales teams engaged and competitive each and every day with up to the minute sales activity rankings.
Velocify Lead Manager Demo - Respond Within Seconds With Shotgun Connect
Award hot new incoming leads to sales reps fastest to respond. Shotgun Connect automatically alerts all reps when a new lead comes in. First one to respond wins the lead.
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Video Reviews

294 Velocify Lead Manager Reviews

4.4 out of 5
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294 Velocify Lead Manager Reviews
4.4 out of 5
294 Velocify Lead Manager Reviews
4.4 out of 5

Overall Review Sentiment for Velocify Lead ManagerQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

I like how convenient and clean the interface is Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

There are issues with comments getting deleted on occasion Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Organizational effectiveness Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Velocify Lead Manager?

Very easy to dial out, and do a continuous dial chain if needed. Very thorough options of what kind of activity/action can be done. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

If I could change anything it would be that you could delete actions- there have been several times that I have added an action incorrectly due to being on the wrong page, etc.

I would also love the feature of being able to do a continuous call chain from any screen that I am currently on, you only have the ability to do continuous calling on Priority Screen. Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

We are able to reach more individuals quicker. Review collected by and hosted on G2.com.

Robert P.
RP
Sales Manager
Banking
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

I have used the system for some time now. It has many great features that help me Manage my team.

Its help staying organized and in control of prospects. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I was spoiled with a much more use some additional features custom made version from my old job.

The standard edition, could use some additional features without the extra cost. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Make certain you review standard edition and if that woreks great. If not it will cost more for customizing it for

you based on additional features. Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Organizing leads ,calls and management of sales team.

Better production and reporting of day to day actitives. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
UV
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

I like the quickness of making calls. It allows me to reach potential clients very quickly Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The fact that it will automatically send you another call on the dialer before you finish your notes Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Simplicity and ease of use are big benefits to a salesfloor Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Customer information. Knowing my customers wants and needs is important Review collected by and hosted on G2.com.

Darling C.
DC
Mortgage Loan Officer
Financial Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

The way Velocify consistently improves the platform to enhance performance. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Has minimal filter options. Would like more filter options since we work with over hundreds of leads per day. Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

I have been able to organize leads prioritizing them effectively. Received feedback from consumers on how the customer service quality has improved since its easier to keep track of scheduled appointments etc. Review collected by and hosted on G2.com.

Verified User in Education Management
AE
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

It is very user friendly and efficient! I like that i am able to call and see all of the information about a prospective student on the same screen. I am able to run my business and see the results easily on the dashboard. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The only thing that I dislike about this system is that it is very small font and I wish it would be a little larger. I think the priority queue could offer more options so that leads in different statuses can be seen. It would also be beneficial to set up an email/text to automatically be sent when an appointment no shows. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

USE IT! It is very easy to manage! Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

I am getting students enrolled in school. This system is very helpful to manage a student's admission process in all steps. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Velocify Lead Manager?

I love the magnifying glass. A quick glance at the lead is my most used button. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

In the beginning, it took me a while to figure out how to use it. I could have definitely used a "how to" navigation screen when you log in the first couple of times. It definitely lags when I export a lead to encompass. When im on the phone with a customer i need quick quick quick! Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

100% WORTH IT!!!! Definitely try it Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

sales, we can call the people we need to do mortgage loans. Review collected by and hosted on G2.com.

Sarah H.
SH
Mortgage Loan Originator
Financial Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

Lead and follow up priority view and the ability to tag hot leads for immediate follow up. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Not being able to differentiate between a borrower actively shopping for a home and someone who is just starting the process and not actively seeking to purchase. Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Effective follow up has benefited my conversion ratio Review collected by and hosted on G2.com.

Bryan B.
BB
Mortgage Loan Officer
Financial Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

Detailed. I like it better than salesforce or other programs I have used. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

It seems to have a short lag between the time the lead is assigned versus when it shows in Volicify Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Its good Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

All prospecting sales calls. Its is nice and has many categories to separate leads based on status. Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

How user friendly and how it is full of options. I literally can't find anything missing or needed to be added Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The fact that they can mislead you with the leads as in, when velocify gets the leads from lending tree or whom ever they need to be scrubbed and double checked for duplicate requests/leads. Changing the loan amount doesn't mean new lead. Then when we call the client is mad because they didn't request new information it was just never closed out from before. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

just fix the scrubbing of duplicate leads Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Problems - duplicate leads not not having them scrubbed for name and information. Just changing the loan amount is not a new lead.

Realized- need to double check before you just start calling Review collected by and hosted on G2.com.