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Powerful and intuitive lead management tool.
Awesome software
294 Velocify Lead Manager Reviews
Overall Review Sentiment for Velocify Lead Manager
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I like that we only have to use 1 database for sales and CRM. I am especially excited that we may eventually be able to have Encompass update status and action codes automatically. There is a management hold on that project right now Review collected by and hosted on G2.com.
I think 1. that the settings menu is too complicated
No live chat capabilities?
RE the dialq needs to have predictive dialing capabilities. Is that available on the Advanced Software? Review collected by and hosted on G2.com.
Real time updates for all types of leads Review collected by and hosted on G2.com.
Automatic refresh glitches and does not show the current call. Fixes itself quickly but sometimes the exact second the individual answers their phone I do not have their name in front of me. Review collected by and hosted on G2.com.
Velocify has streamlined the lead/referral task for my business tremendously. I have become far more efficient using the auto-dialer, and I like that you can prioritize the view of the lead pipeline. Review collected by and hosted on G2.com.
I would like to be able to more quickly view the notes in the Contacted Leads. Review collected by and hosted on G2.com.
I like that it is an all in one operation from incoming and outgoing calls to software integration. Easy to use even for a first time user. The ability to set specific campaigns for new leads and follow-up calls is priceless. I would highly recommend this to any sales professional. Review collected by and hosted on G2.com.
No issues to dislike at this time. I would like to see a mobile app if possible. Review collected by and hosted on G2.com.
Instant lead alerts. I am notified via email as soon as a lead hits my account.... Review collected by and hosted on G2.com.
How quickly you are logged out. The system logs you out very briefly. This should be extended if possible... Review collected by and hosted on G2.com.
Great at keeping track of leads and scheduling follow ups. Review collected by and hosted on G2.com.
Requires manual input of information from another system. It would be nice if it could automatically pull the information from another system.
Sometimes my leads show a record of me making several calls within a short period of time when I never made those calls. Review collected by and hosted on G2.com.
It is very easy to use and very helpful. I enjoy using it. Review collected by and hosted on G2.com.
I would like it to be a little more intuitive. When on a conversation with a client it is easy to lose track. Review collected by and hosted on G2.com.
Automatically sets up future calendar events for leads who have not yet responded. Review collected by and hosted on G2.com.
Would like to send out personalized group emails, for example, all of those whom are all ready pre approved, without having to go through each one. Review collected by and hosted on G2.com.
