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Velocify Lead Manager Reviews & Product Details - Page 18

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 Insurance
II
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?

user friendly, lead database, search database, inbound distribuition Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

nothing very user friendly, couldn't suggest amything at this time. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

utilizie it Review collected by and hosted on G2.com.

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

writing insurance Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
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 ability to manage my clients efficiently, and the ability to text and email through Velocify. I have been using it for 2 years and it is nice to set reminders and notes directly in the system, Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

There are no real dislikes, I wish they had a mobile app. Review collected by and hosted on G2.com.

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

Just making sure we reach the client as quick as possible. Review collected by and hosted on G2.com.

Chris B.
CB
Home Loan Professional
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?

variety of ways to filter leads to best make calls Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

faster response time maybe or less glitch Review collected by and hosted on G2.com.

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

which calls are most effective Review collected by and hosted on G2.com.

Brian L.
BL
Senior Insurance Professional
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?

The quickness of making phone calls and inputing data Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Not being able to see what callers are calling in Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Do it! Review collected by and hosted on G2.com.

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

Speed Review collected by and hosted on G2.com.

Verified User in Banking
UB
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?

I like the dial IQ feature the best...saves time and is more accurate than manual dialing. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Sometimes it lags or freezes. I would like improvements made with the overall accessibility. Mobile operation would be a huge plus Review collected by and hosted on G2.com.

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

I am utilizing as sales tool in order to contact and track my outbound calls. It has increased my overall sales productivity. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
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 the ease of finding leads and searching. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I don't how once I select a lead and tag it I lose my place in the search. Also sometimes when I tag a lead or make notes it doesn't always save. I have to hit save more than once in some leads to get it to save. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

none 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.

David H.
DH
Manager, Sales Enablement
Internet
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Velocify Lead Manager?

End to end lead flow. I have full control over distribution and prioritization. Inbound and outbound teams are rocking and rolling as I write this, a team of about 15. looking forward to more to come from these guys. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Dialer is not 100% always online. other then that its great Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

take your time with implementation Review collected by and hosted on G2.com.

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

Lead management is easy now Review collected by and hosted on G2.com.

Verified User in Banking
UB
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?

It sends me a notification via text when I receive a new lead. I can set appointments and tasks in my calendar. It allows for me to make notes for each lead when contacted and fast and easy look up for follow up. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

It can take up to an hour to receive a lead notification. Review collected by and hosted on G2.com.

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

Better contact management. Review collected by and hosted on G2.com.

Jaye Anne G.
JG
Owner
Insurance
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?

BEING ABLE TO FIND A LIST WITH THE SAME INTENTION THAT I HAVE (QUOTE/BIND)

CLICK TO DIAL

AUTOMATED EMAILS ARE MY ABSOLUTE FAVORITE

EASY TO USE AS LONG AS ALL THE FIELDS ARE BEING USED

DIFFERENT CAMPAIGNS MAKE IT EASY TO TRACK THE LEAD SOURCES

INTEGRATION WITH OTHER LEAD SOURCE COMPANIES Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

LEADS BOUNCE TOO MUCH FOR ABSOLUTELY NO REASON

EXTRA FIELDS LIKE AUTO ONE IS UNNECESSARY Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

USE IT! Review collected by and hosted on G2.com.

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

THE BIGGEST BENEFIT IS THE CLARITY OF MY LEADS AND WHO I AM TALKING TO AT ANY GIVEN MOMENT Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
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 calendar functions are a big help in organizing the leads. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Nothing major. The general comment is a good option. However, it would be nice to have an option to include this as an action. Currently it is not, but it is a minor concern. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Good system and industry wide. Review collected by and hosted on G2.com.

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

Velocify is the only system I have used. Review collected by and hosted on G2.com.