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Velocify Lead Manager Reviews & Product Details - Page 3

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 Education Management
UE
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
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?

I like that I can sync my phone with the system to save me time on dialing numbers. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I wish the software would talk with my outlook calendar. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Take the time to check all of the features the software has to offer to fully utilize it as a resource. Review collected by and hosted on G2.com.

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

I use Velocify to keep track of leads, update contact information, and make notes about my interactions with prospective students. The benefits are using the notes to make connections with students and to show them that we listen when they speak which helps to break the ice and put them at ease. Review collected by and hosted on G2.com.

Verified User in Management Consulting
UM
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?

The flow of tasks and lead order is great. It prioritizes your day quite easily. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The interface is bland. The inability to edit notes. Unless you are an admin, tracking things is very difficult. Review collected by and hosted on G2.com.

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

It automates certain things very well, but it's very bland and not suited for 2018. Review collected by and hosted on G2.com.

Supreet M.
SM
Business Development Manager
Marketing and Advertising
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

It's simple to use, very few glitches or bugs, and provided me with the data that I needed to assist my prospects with. I was able to organize my leads and follow-ups quite easily. Velocify also worked great partnered up with an autodialer called Five9. Their customer service is great. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Velocify sometimes did not play nicely with Five9. It required two separate windows to be opened taking up space on my monitor. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Velocify is a great CRM for heavy outbound calling and inbound calling. When paired with an autodialer such as Five9, be wary that there might latency issues. Lead information may not load up in a prompt manner. Review collected by and hosted on G2.com.

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

Customer Relationship Management, lead management, data management. CRM's provide excellent data management when compared to using a paper list to call leads from, and they are much more efficient than SpreadSheets. Review collected by and hosted on G2.com.

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

Easy to enter the lead and very simple to use Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I've used plenty of other software that provided so much more than this program. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

If you are looking for something simple this is for you. Review collected by and hosted on G2.com.

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

We make our day to day calls via this software so I would say lead calling is something we solve. Benefit is that keeps people calling. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Velocify Lead Manager?

I cannot say there is really anything I liked about the product. It seemed like a great product on paper and in the original demo, but nothing after that. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Very clunky. The software simply was not intuitive and did not work as promised. The sales reps way over promised. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Do all of the research you can. Make sure the product meets the requirements you need and ensure it works as they say it does. I would highly recommend extended, heavy, user based testing in sandboxes prior to signing or launching if possible. Review collected by and hosted on G2.com.

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

Lead follow up. I never realized a true benefit. Review collected by and hosted on G2.com.

CJ S.
CS
Branch Manager
Financial Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

Velocify does a goos job of prioritizing leads. This makes the process of deciding which lead to call, and how often to call, a pretty thouhtless process. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Other CRMs offer better options for unique, one time text and email blasts. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Determine if your primary goal is to have a lead management/dialer system. If that is it, velocify is good.

If you’re looking for more modern features, such as text - I’d look elsewhere. Review collected by and hosted on G2.com.

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

Solves the problem of being able to manage a large number of leads with many users. Being able to anayze lead performance is a huge benefit. Review collected by and hosted on G2.com.

Douglas S.
DS
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 love how the data is easy to pull but also how user friendly it is Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I don't know if I have any, when it comes to CRM systems there are a lot of capabilities but I like velocifys structure. Review collected by and hosted on G2.com.

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

Organizing lead managagement Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
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?

Easy to view the lead info while still going through calls quickly Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I wish there were a multiple line dialer feature Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Remember the old saying "Keep it simple" and you should find much success using the product. Review collected by and hosted on G2.com.

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

Helps me stay on top of calling my leads Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Velocify Lead Manager?

Nothing. Dishonest and untruthful sales techniques. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

We were lied to from the get go. Gouged on prices and provided the worst level of customer service I have ever experienced. Strung us out on extra charges, fine print in contract allows for addition of users during the year, but not deletions which with any turnover whatsoever will cause you to pay for licenses not in use. This company is extremely transactional, overpriced and treats clients like numbers. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Better off configuring sales force or jungo. Both companies are extremely client focused and not as decentralized as Velocify. Review collected by and hosted on G2.com.

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

Very clunky, lack of support, ZERO mobile capabilities. Review collected by and hosted on G2.com.

Kody C.
KC
Loan Assistant
Financial Services
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?

How fast responses are between phone, program and leads. It keeps all of my leads organized. Easy to keep notes and access file information while I'm taking the call. It completes an application and moves everything into my other program, "encompass" very well. Everything updates as it's put in and makes sure it's correctly filled out before the file is saved and transferred. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Sometimes there's a lag for shotgun calls. When clicking a specific magnifying glass on the front page, it covers the other leads from being clicked/accessed. There's sometimes lag between the call starting and the phone ringing that ranges anywhere from 5-15 seconds. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Make sure to use all of the customizable features to make your co-worker's jobs easier. Review collected by and hosted on G2.com.

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

I go through a thousand leads a week and it keeps everything organized for me. It saves hours worth of time a week just in existing. It makes the job easier and more manageable and I find myself and the entire workforce more productive. Review collected by and hosted on G2.com.