Velocify Lead Manager Reviews & Product Details - Page 23

Dashboard allows me to access performance metrics quickly, and my sip phone sync is fast very fast Review collected by and hosted on G2.com.

Actions aren't always reported accurately Review collected by and hosted on G2.com.

I like that I can edit my leads and reconcile duplicate leads easily. Review collected by and hosted on G2.com.

I would like it more if we could disable and trim down some of the fields that my company do not need. Also the reporting dashboard could be a little more user-friendly and turnkey. Review collected by and hosted on G2.com.

Easy of use. It is a very intuitive design. Review collected by and hosted on G2.com.

Calls are often times dropped with little explanation about why that happened. Review collected by and hosted on G2.com.

You set to phone for notifications, lead nurturing, easy to follow up, Review collected by and hosted on G2.com.

wish bad contacts were verified before posting Review collected by and hosted on G2.com.

The program is easy to use, and very user-friendly. Everyone I've ever known to use it, has been able to figure out the program in minutes. The age range of people in our company is 20-60, and no one has ever had a problem using the software. Review collected by and hosted on G2.com.

The "new lead in pipeline" prompt can be a bit jarring at times. However this is really the only problem many of us have ever encountered. For the most part, Velocify has been a boon to our success here in the company, and a pleasure to use. Review collected by and hosted on G2.com.

it manages leads. there is nothing i can say about it that is remarkable. i really do not like it and use it bc i am forced to. Review collected by and hosted on G2.com.

i dont love it. i find it to have to many things going on and it just needs to simplify. the way it prioritizes leads is illogical. you cannot just pull up everything you have. they should have a function where you can simply sort the category at the top like excel does. you should be able to just click on an email withour having to open a lead. teh sorting is really ineffective and does not help me to do my job. Review collected by and hosted on G2.com.

The separation from new leads to contact attempts Review collected by and hosted on G2.com.

very basic outlay of the site can add more features Review collected by and hosted on G2.com.

I've used Velocify daily for the past 2 years and it is integrated with all of our lead providers. My favorite aspect of the site is it's follow-up and reminder system. Review collected by and hosted on G2.com.

There are too many tabs, such as borrower contact info on one tab, then I must flip to another tab to see the property address and another to see the loan terms etc.. Review collected by and hosted on G2.com.

Very user friendly and customizable. It is very helpful that it can be accessed from anywhere including my mobile phone. There are so many additional features that can be utilized to increase efficiency and reporting. Review collected by and hosted on G2.com.

Wish there was better integration with individuals dialing out through dial IQ or something similar. To my knowledge this is something that may be in the works right now. Review collected by and hosted on G2.com.

I'm relatively new to Velocify, I've only used it for about 5 weeks but so far it seems easy to use and integrates nicely with our other systems. Review collected by and hosted on G2.com.

In my version the Filters still seem a little clumsy and often once I've filtered if I leave the screen for a few minutes it defaults back to a main view and I have to refilter. Review collected by and hosted on G2.com.