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Velocify Lead Manager Reviews & Product Details - Page 12

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 Telecommunications
UT
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?

The priority view which allows me to view which leads and workflow needs to be completed before others. Also the way in which it presents this data to be is very economical. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

It doesn't allow me to check for duplicates on the Velocify screen and I have to go into the Salesforce section to check for this. Sometimes the program freezes and runs quite slowly loading up a customers file. Review collected by and hosted on G2.com.

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

The need to contact customers after new leads come through in a quick and concise manner so it is still fresh in their mind. And then being able to send template emails to them based around our conversation Review collected by and hosted on G2.com.

Verified User in Retail
UR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

Velocify made my life SO easy as the Director of Client Services and the Director of Sales for my small personal training company. It allowed me to better manage and organize my pipeline and client database and it felt like the program itself was equivalent to having a second version of myself in the office! Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

There wasn't much I disliked about Velocify except for the lack of continuity between the online program on my desktop and the iPhone application. I did not feel these were as synchronized as they should have been and this is really the only complaint I had. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

DEFINITELY the best in the business, bar-none the top dog for lead management and organization! Review collected by and hosted on G2.com.

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

Managing my pipeline of clients and keeping everything, everyone and all their little details organized and in a place where everyone has access and visibility. Review collected by and hosted on G2.com.

Rachelle W.
RW
Mortgage Loan Officer NMLS#1414159
Banking
Enterprise(> 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?

different areas to find different information. Pop Up information helps me remember appointments Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

would like to customize the filters for my personal tracking Review collected by and hosted on G2.com.

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

taking better notes helps me sell more Review collected by and hosted on G2.com.

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

Velocify is a great system. They have an awesome support team to assist with any questions or ideas you may have. They will bend over backwards to make you happy. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I dislike the hold times to reach Velocify support at times. Review collected by and hosted on G2.com.

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

Velocify has solved many problems. Their customizable platform really empowers you to solve anything reporting wise. Their new parent/child campaign naming structures are now even easier to get great data. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
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 are very responsive to needs and very good at building what we need as an agency Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

They are not an all inclusive Lead Management / Customer Relationship Management system. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

They are a very good, responsive company to work with. Loading lead files is easy once you understand the lead mapping functions of Velocify. It is a great product, Review collected by and hosted on G2.com.

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

Lead flow optimization and maximum touches to leads Review collected by and hosted on G2.com.

Verified User in Banking
UB
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?

the organization of priority view is very user friendly Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

i think the calendar could be a little more user friendly Review collected by and hosted on G2.com.

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

none Review collected by and hosted on G2.com.

Herb Ziev T.
HT
Mortgage Loan Officer-Mortgage Planner
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?

It is a good system to receive leads, keep track of them and be able to schedule a call back date and time. it works well for us. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The mobile app leaves some to be desired. I cannot email potential clients from the mobile app so that is a down side to it. Review collected by and hosted on G2.com.

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

Receiving mortgage leads and tracking them and scheduling call back dates and times. Review collected by and hosted on G2.com.

Angel D.
AD
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?

Ease of use and features. I like that you can call out and it generates a local number. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Looks plain. Could use interface uplift. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

update user interface. Review collected by and hosted on G2.com.

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

none. Review collected by and hosted on G2.com.

Chad L Simmons N.
CN
Senior Loan Officer
Real Estate
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 love the click to dial, I love the automated voicemail system click to leave a message. I love the ability to flow through all my leads. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I wish I could view the notes easier before I call the lead. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

I recommend voice command. We need the ability to add notes and do thinks without using the keyboard. Review collected by and hosted on G2.com.

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

The benefit is calling more efficiently. Review collected by and hosted on G2.com.

Brooke F.
BF
Admissions Representative
Higher Education
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 love that this software is simple and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I wish there was a way I could use this to set reminders to call people. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

I feel as though velocify is a great tool to use when documenting inbound and outbound phone contact as well as any documentation of notes needed that would relate to the leads. Review collected by and hosted on G2.com.

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

scheduling apt and making calls Review collected by and hosted on G2.com.