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294 Velocify Lead Manager Reviews
Overall Review Sentiment for Velocify Lead Manager
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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.
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.
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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.
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.
I like the quickness of making calls. It allows me to reach potential clients very quickly Review collected by and hosted on G2.com.
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.
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The way Velocify consistently improves the platform to enhance performance. Review collected by and hosted on G2.com.
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.
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.
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.
I love the magnifying glass. A quick glance at the lead is my most used button. Review collected by and hosted on G2.com.
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.
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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.
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.
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Detailed. I like it better than salesforce or other programs I have used. Review collected by and hosted on G2.com.
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.
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.
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.