Velocify Lead Manager Reviews & Product Details - Page 14

Being able to see who I am working with all on one sheet Review collected by and hosted on G2.com.

How you have to action it a certain way just to be able to keep it in your name with out it being funneled to someone else in the same office.

How my potential and current customers are on the same page and is confusing to organize and look at.

How I have to use 2 different systems for customers.

How it gets so cluttered with leads that are no deals that stay in my list of customers.

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you can organize your day and search leads Review collected by and hosted on G2.com.

that it does not recognize if you duplicate a lead in another loan officers pipeline

the next lead button should save your work automatically

there should be a button to email from the work flow screen Review collected by and hosted on G2.com.

There is a different filter and way for you to prospect. Every person has a different way to prospect depending on how they operate. The proof is in the pudding. There is a different way for everyone to be successful. PUT YOUR MIND TO IT AND BE THE BEST. Review collected by and hosted on G2.com.

The inability to filter by multiple options without having to refresh it after a few minutes. Duplicate leads coming in has caused issues within our office before. We try very hard to resolve it but money is money at the end of the day. We want to be successful. I think Velocify should also change the coloring grid. Review collected by and hosted on G2.com.

Very simple, intuitive, and user-friendly. Velocify makes my recruiting job very simple, and I cannot imagine doing my job without it. Review collected by and hosted on G2.com.

I dislike that sometimes, the call list does not resize when I minimize my browser window. Review collected by and hosted on G2.com.

Velocify is a great lead management system. I love the way it prioritizes the leads allowing me to move through each person seamlessly without wasting time cherry picking. I also feel it save me a lot of time by automatically scheduling them for a return call just by me requisition it with an action. Added bonus is that it sends an email to anyone I select as closed business without me doing anything. Great software Review collected by and hosted on G2.com.

At this time there is nothing that I dislike Review collected by and hosted on G2.com.

Ease of use and quality of software. This program definitely makes everything much easier when on the go. Review collected by and hosted on G2.com.

Could be easier to reorganize based on state or age, but it's no big deal Review collected by and hosted on G2.com.

I have had an awesome experience with Velocify. So much of the "busy work" is taken over once you begin using this program, which leaves more time for building rapport with new clientele. The speed-dialing is very helpful! Review collected by and hosted on G2.com.

The only thing I disliked was the setup for indicating bad leads, and there were a lot of duplicates. Also, there were some issues with prospects saying they weren't requesting an insurance quote intentionally, which cut into my closing ratio. Review collected by and hosted on G2.com.

1. Very easy to keep track of leads

2. The action window lets you keep detailed info on lead

3. You can call leads through Velocify

4. You can setup software with your cellphone Review collected by and hosted on G2.com.

There seems to be a lag with the shotgun dialing and I can never beat out competition no matter how quickly I answer the phone. It is difficult to take an app through Velocify because there are too many questions. Purchase and Refi templates should be separated. Review collected by and hosted on G2.com.

When a lead cycles to me or when I answer the phone I'm able to see what I need to start the quoting process for a potential client. Autodrips and Messages are customizable and easily editable as needed. That saves a lot of time. Reminders via autodrip keep us in front of the client prior to the sale. All statuses are date and time stamped. The texting feature was a great addition. The calendar feature is also very helpful when I need follow up reminders for myself. I have visibility of my team's actions as well. All around, it is a very good program. Review collected by and hosted on G2.com.

Although autodrip can be customized, I don't think the font can be. I could be wrong about that. I also don't like that when the New Lead pop up comes up, if you accept it, it throws you out of the lead you're working on without saving it. A lot of what we do is not by phone so I can work on more than one lead at a time. Duplicate leads. Review collected by and hosted on G2.com.

The ease of use, not only was it very easy to learn how to utilize the program using the program on a daily basis is not complicated. I love that I can keep track of my activity not just on a daily basis, but on a monthly and/or campaign basis. Having the ability to use the Dial-IQ is great it makes for quick responses to our leads. Review collected by and hosted on G2.com.

One thing I would say could be more detailed is the reporting. Now this could simply be a user error but when I run a report to see my detailed activity for a certain time frame there are certain things that don't come up. The call log is a bit difficult to look through when trying to determine how many calls I actually made for the day it would be helpful to show the number of calls in a report, the number of contacts made, it would also be nice to be able to select the items you want to include on a custom report. Review collected by and hosted on G2.com.