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Velocify Lead Manager Reviews & Product Details - Page 11

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.
Seth M.
SM
Loan Officer NMLS #632086
Real Estate
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?

What I like best about Velocify is the ease of making outbound calls. With the click of a button, I'm dialing through my list of potential candidates, dispositioning them appropriately, and setting appointment reminders. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

There isn't anything with Velocify to dislike. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

If you're in mortgage sales and rely on making a ton of outbound calls to succeed, I highly recommend this software. Review collected by and hosted on G2.com.

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

I've made dials without Velocify, and my volume of calls was much lower. I'm closing more deals since my volume of dials is much higher. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

The ability to call straight out of salesforce.com through Velocify. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

It is slows down salesforce. It messes up sequences and lead cadences. It errors out all of the time so that no leads populate in the dialer. Doesn't take into consideration time zones and you can't designate your call sequence so you are stuck calling into leads you don't want. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Do your research before you purchase. Review collected by and hosted on G2.com.

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

I stopped using it as a solution and am calling out of a custom report that I wrote. Review collected by and hosted on G2.com.

Response from Jaime Lee of Velocify Lead Manager

Hi there -- The detail you've provided really helps us better understand your situation so we can resolve these issues. Other customers have not reported issues you have mentioned of slowing down Salesforce or changing call sequence/cadence. This shouldn't be happening. It sounds like we might be able to address this by having one of our experts review the configurations on your account. Feel free to reach out to me to chat further -- jlee@velocify.com

Verified User in Insurance
UI
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?

easy to use, quick to get info ;on customer. can set appointments, keeps notes Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

not , i have no issues using the system, Review collected by and hosted on G2.com.

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

can dial customers quickly and go on to next one if no answer. Review collected by and hosted on G2.com.

Agent Zach F.
AF
Insurance - Affluent Relations Executive
Insurance
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?

ok product, but this company switched over to being very unethical. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

unethical company. buyer beware. Think twice before you spend your hard earned money here. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Do not do it. Very unethical! Review collected by and hosted on G2.com.

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

It would have been great if this company valued clients. Review collected by and hosted on G2.com.

Response from Jaime Lee of Velocify Lead Manager

Agent Zach -- We appreciate the time you took to give us feedback. Our company is very united on taking a 'customer first' approach, so this is disappointing to hear. I'd like to better understand your experience, so we can fix this. Feel free to reach out to me directly -- jlee@velocify.com

Andrew H.
AH
Mortgage Consultant
Financial Services
Enterprise(> 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?

This is a great lead management system. The calendar events that sync to outlook are amazing, and an invaluable tool. There are a ton of things in this program that allow you to do so much and stay organized. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I can not think of anything that needs to be changed at this time. Review collected by and hosted on G2.com.

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

I am solving organization and lead managemtn problems by using velocify. This has helped me stay in touch with potential clients even after the initial contact. Review collected by and hosted on G2.com.

Verified User in Pharmaceuticals
UP
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 like that the system was never down and always running Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

i did not dislike anything about velocity Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

i would absolutely consider velocity its very easy to use and met all requirements Review collected by and hosted on G2.com.

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

providing leads Review collected by and hosted on G2.com.

JB
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 screen display, additional links, & efficiency Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Sometimes there are glitches or delays when transferring leads Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Very easy to use & navigate through. Many different links for efficiency Review collected by and hosted on G2.com.

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

the benefits of efficiently transferring leads over, filtering through leads, & prioritizing Review collected by and hosted on G2.com.

Verified User in Internet
UI
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 like that it basically sets up my entire day for me. I don't have to think about who I'm calling next or what stage of the pipeline I'm in. My "priority leads" view shows me exactly what I need to be doing and when I need to be doing it. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Clicking into leads could be a little cleaner and smoother, but I'm sure Velocify will make those changes as they continue to evolve and update their versions. Review collected by and hosted on G2.com.

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

It can really solves any organizational issues that your salespeople have. Sales can be a disorganized and messy business. Velocify really cleans the whole process up and prevents it's users from making sloppy mistakes. Review collected by and hosted on G2.com.

Tom G.
TG
Mortgage Loan Officer
Financial Services
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?

My favorite thing is the "create your own" filter for leads. Everyone has their preferred methods and this option gives you that ability to personalize for success Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The only thing I somewhat dislike is the location of select action in the bottom left. I wish it was right next to the green call button and Submit button. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Just do it and give it a shot. You wont go back. Review collected by and hosted on G2.com.

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

None at the momemnt. N/A Review collected by and hosted on G2.com.

Verified User in Renewables & Environment
AR
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?

They listened to our questions, concerns, and needs during two different project opportunities using the lead manager. The developers understood our needs in detail, and support is always available. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Little to dislike. However, if I had to comment, there were a few times they took our suggestions and implemented them later down the line without telling us,and I just found out they were now available. (Would love some credit, or at least a note that the feature was then later made available for us to implement!) And otherwise some things were a little quirky that I would think would be easier to customize that were not available. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Great tool, and great support team. Review collected by and hosted on G2.com.

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

More analytics! Great support community helped to get the most out of the product. Review collected by and hosted on G2.com.