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Velocify Lead Manager Reviews & Product Details - Page 22

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 Banking
UB
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?

Velocify is great at automating your lead follow-up and helping you set and keep appointments Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Seems to work pretty well, no complaints Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Go for it Review collected by and hosted on G2.com.

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

Efficiently following up and converting mortgage leads Review collected by and hosted on G2.com.

Verified User in Investment Banking
UI
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 flow of the application questions make it very easy Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I do not have any dislikes for the system Review collected by and hosted on G2.com.

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

I have seen benefits of filling out full applications by using this system. 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?

The call response choices are plentiful and clear Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Too much jumping around to get assigned leads, my manager would rather give me the lead verbally than try and switch it. 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.

Verified User in Financial Services
IF
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 enjoy calling to customers from Velocify, leaving message...keep notes ...all in one click of a button Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

There is nothing I dislike. The system is easy to navigate and use. 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.

BD
Business Analyst II
Financial Services
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 ability to customize actions, statuses, distributions and posts to create a desired workflow. The ability to gain a lead via DialIQ inbound for all incoming calls. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Report and distribution filtering is not as strong as it could/should be. The ability to utilize grouped and Boolean expressions would significantly increase the utility. Review collected by and hosted on G2.com.

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

Managing sales lead activity via multiple sales channels Review collected by and hosted on G2.com.

Lauren R.
LR
Leadership Development Consultant
Education Management
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?

I like seeing the leads come in at real time. It creates better connection rates. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I do not like that you are not able to see the notes placed in the lead on the open queue. I feel like this is a disservice to our clients. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

notes available on open lead queue Review collected by and hosted on G2.com.

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

It creates one platform for various lead sources. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
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?

being about to follow up with prospects. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Nothing I really dislike. There may be some things to improve, however. 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?

The best part is being able to follow up. Review collected by and hosted on G2.com.

Alyce R.
AR
Loan Originator Assistant/Business Development
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?

Leads all in one place to access I can send emails from the site directly to me new client. I can review new leads quickly to generate my morning business. Easy to use. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The system isn't easy to toggle back and forth from campaigns theirs no drop down. Since we use more than one lead source which are named in the campaign section I would like and easy drop down. Review collected by and hosted on G2.com.

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

The tracking of the number of phone calls and notes section keeps me on point with my potential clients until we complete a transaction. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
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?

The ease of use, makes things quicker and efficient. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The lag to assign leads, we frequently must assign manually. Review collected by and hosted on G2.com.

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

Less leads are being lost in the shuffle Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Velocify Lead Manager?

I like the integration with multiple systems and Dial-IQ. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Inability to track leads offered through shotguns distributions. Also, reporting in general and the lack thereof. Review collected by and hosted on G2.com.

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

We are solving lead follow-up concerns. Velocify's prioritized view and a clean action status menu allows us to do that. Review collected by and hosted on G2.com.