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Velocify Lead Manager Reviews & Product Details - Page 2

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
71,761 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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0 people requested security information

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 Computer & Network Security
UC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

used for managing leads or customer relationships Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

without information, it is difficult to provide a specific answer. Review collected by and hosted on G2.com.

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

specific software tool or application used for managing leads or customer relationships in a business context. Review collected by and hosted on G2.com.

Ben J.
BJ
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Velocify Lead Manager?

Nothing. Literally not a single thing inside of velocify that I like over ANY OTHER CRM I'VE EVER USED IN MY ENTIRE SALES CAREER! Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Everything. Do you ever use your own app? Like ever? There are sooooo many bugs. It rarely works the way I need it to. Pull leads is a crap shoot of if that will actually load right. The text messaging system is the worst piece of junk I've ever seen, you can't even clear the notifications of messages received and if that lead is no longer in your name...well you still get a message from them, but you can't view it... and it's always there. Review collected by and hosted on G2.com.

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

The problem I'm solving is how to grow gray hairs and raise my blood pressure on a daily basis... it's really really good at that. Review collected by and hosted on G2.com.

Garrett L.
GL
Senior Salesforce Solution Architect
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Carol S.
CS
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
Velocify Lead Manager
Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Velocify Lead Manager?

The platform does allow you a clear overview of all the leads you have. You also have the option of creating filters to further organize the different leads you may have. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The platform is very outdated, and the aesthetics leave a lot to be desired. Every now and then, the platform will just kick you out; when that happens, you may not be able to log back in for up to a few minutes. Review collected by and hosted on G2.com.

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

Velocify Lead Manager does let me effectively manage my client portfolio and track my history of interactions with those clients. I do appreciate how to-the-point the design is. Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

I liked the sort function and reporting the best Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

That is was not always user friendly for us using went down a lot Review collected by and hosted on G2.com.

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

We used it to list out our students and we had to create lists in a Google Spread sheet Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Velocify Lead Manager?

The site organizes all leads with data needed to complete the job. All information is at your fingertips in one sight. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Limited access for everyday non-manager users Review collected by and hosted on G2.com.

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

Al leads in one site/platform without having to bounce around. Historical data is also accessible. Review collected by and hosted on G2.com.

Chaz T.
CT
IT Specialist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Velocify Lead Manager?

Velocify has structured lead distribution programs that help to route the best opportunities to the best agents. Their pull blind distribution is an incredible mechanism for routing leads based on status and campaign to the proper agent groups. The local caller id rotation helps to increase contact rates and their integrations for lead vendors are very easy to configure. The system also supports automated texting and emails based on lead criteria and triggers. The system allowed us to manage hundreds of lead sources and integrations as well as monitoring of their success. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The reporting is very limited unless data is exported to an external analysis or BI tool. Integrations in the system can only be triggered via status change or action on a record an it would be helpful to trigger on other fields and filter logic on the system as well. As of late the system has been becoming more unstable and having outages. There is also SOW required to complete simple tasks that the system does not support, but are necessary to operate at scale. On of these is the ability to swap numbers out while retaining inbound routing for old numbers. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Be sure to gather all requirements up front for your configuration to avoid the need to go back and re-build campaigns and programs. Review collected by and hosted on G2.com.

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

We are addressing lead prioritization and fulfillment of follow-up processing. We have our call center working all leads in the system and our business analysts making business decisions based on the reporting metrics. Review collected by and hosted on G2.com.

Ronald A.
RA
Sales
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

Velocify helps you to keep customer data Secured and helps you to send emails without any delays, Moreover very easy to learn and Updated all details without any hassle.Its easy to view all details,which helps you give Prompt answers to customer. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Difficult to initially learn, We cannot control much options on velocify.Sometimes lags, More options insatlled in One app makes it bit slow to use.

Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Velocify gives you the ability to customize and view real-time reports its a Must for Companys who use data base profiles for Marketing. Review collected by and hosted on G2.com.

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

Sales.very easy to pull leads, and user friendly Review collected by and hosted on G2.com.

Verified User in Wholesale
AW
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

Has Dial IQ attached you can make 300 calls in a day. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

System goes down periodically and can take up to 3 hours to go back up Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Make sure that you have people that are organized or the system will eat you alive. Review collected by and hosted on G2.com.

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

We are able to get a hold of a lot more people in a timely manner. Review collected by and hosted on G2.com.