Velocify Lead Manager
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Velocify Lead Manager
By Intercontinental Exchange, Inc.
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4.4 out of 5 stars
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Velocify Lead Manager Reviews & Product Details - Page 15

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Velocify Lead Manager Overview

Editedit
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
Discussions
Velocify Lead Manager Community
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
Seller
Intercontinental Exchange, Inc.
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:
Tracy Rahman
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...
Read more
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...
Read more
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...
Read more

Velocify Lead Manager Pricing

Standard
$60
user/month (billed annually)
Advanced
$95
user/month (billed annually)
Outbound
$40
user/month (billed annually)
Plus
$60
user/month (billed annually)
See all 4 Velocify Lead Manager pricing levels
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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.
Answer a few questions to help the Velocify Lead Manager community
Have you used Velocify Lead Manager before?
Yes

Video Reviews

Review by Garrett L.
Velocify Lead Manager review by Garrett L.
Play Velocify Lead Manager review by Garrett L.
Powerful and intuitive lead management tool.
Review by Carol S.
Velocify Lead Manager review by Carol S.
Play Velocify Lead Manager review by Carol S.
Awesome software
See all video reviews

294 Velocify Lead Manager Reviews

4.4 out of 5
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4.4 out of 5
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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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Michael D.
MD
Senior Mortgage Banker
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?

Easy to use. Everything is very simple and you do not have to be tech savvy to use or understand Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I am not a manager, but would like the ability to query old leads to be able to create a call or email campaign Review collected by and hosted on G2.com.

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

lead aggregation Review collected by and hosted on G2.com.

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Admin Approval Link
Verified User in Insurance
AI
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Velocify Lead Manager?

keeps me up to date as I go through out my day Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Lead from some company's take longer to be added to the system Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

allow for multi status changes. Sometime we go through lead and would like to mark them as a group Review collected by and hosted on G2.com.

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

N/A Review collected by and hosted on G2.com.

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Iris M.
IM
Sales Representative
Insurance
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?

very user friendly. It has great functionality, many options to track and keep up with your sales targets and goals. I love it! Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

inability to delete notes entered in error Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Give Velocify a chance to simplify your workflow. Review collected by and hosted on G2.com.

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

Organization of leads contacts and outcomes Review collected by and hosted on G2.com.

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Michael U.
MU
Personal Consultant
Education Management
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

Velocify is a really effective tool that allows you to reach your customers and potential clients quickly. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Support can continue to be improved upon and communication when something is not working can increase. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

The company should reach out to customers periodically in order to have suggested improvements to the program. Review collected by and hosted on G2.com.

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

Solving the ability to reach the customer at the customers best time. Review collected by and hosted on G2.com.

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Logan D.
LD
Business and QA Analyst
Banking
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Velocify Lead Manager?

Velocify makes it simple to categorize and prioritize leads for maximum conversion. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The system itself is solid but it may take a bit of time to truly master how to apply filters and arrange leads effectively. Review collected by and hosted on G2.com.

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

This application makes it simple to group similar leads and organize effective sales campaigns. It also helps simplify the process of distributing potential customers evenly among salespeople. Review collected by and hosted on G2.com.

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Verified User in Real Estate
UR
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?

I like the live time keeping and reminders to keep updates , how it will not allow you to close unless you update

Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

unable to print screens needs a print option Review collected by and hosted on G2.com.

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

not having to use and save excess excel sheets Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
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?

The organization of the customer information and the management of it. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Nothing yet, so far I like most everything Review collected by and hosted on G2.com.

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

Able to effectively contact and follow up with clients through it and have benefited in using it for organizational flow. Review collected by and hosted on G2.com.

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Helpful?
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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
What do you like best about Velocify Lead Manager?

Ease of use and reporting. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Not as flexible as it could be for custom integrations and design work Review collected by and hosted on G2.com.

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

Lead distribution optimization and speed to contact w/o spending hundreds of thousands on a home grown call center and dialer Review collected by and hosted on G2.com.

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Helpful?
Share
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Danielle M.
DM
Independent Business Owner
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?

the automated features, we use this to manage our mortgage loan database and it is the best thing I have ever worked with Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I wish the system would send emails to both borrowers with emails

I also think that it needs to have more than two borrower options Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

see previous comments Review collected by and hosted on G2.com.

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

constant communication for the client Review collected by and hosted on G2.com.

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AC
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?

How fast the system works most of the time and the layout of the program is easy to understand Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

How the system glitches or gets really slow sometimes. Review collected by and hosted on G2.com.

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

I've realized this system makes everything a lot easier. Review collected by and hosted on G2.com.

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