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Velocify Lead Manager Reviews & Product Details - Page 4

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

I appreciate ease of access from taking leads by their appropriate status (e.g. adult general, adult enterprise learning). Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I truly must say that there is nothing that I happen to find wrong with it. No changes are necessary at this point. Review collected by and hosted on G2.com.

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

I am resolving following up with students who were once in a nurturing status and either have re-inquired and/or called in to move to the next step. Additionally, the benefits allows me to successfully categorized them in Velocify so that I don't have to worry about writing anything down on paper. Review collected by and hosted on G2.com.

Devin R.
DR
Senior Account Executive
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

Makes it really easy for a rep to make a high number of calls in a short amount of time. If you have a good sales operations team, it requires very little thought from a rep to choose which prospect to target next since the lists are auto-generated. Taking notes and moving to the next call is very easy as well. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I was using Velocify as I moved from a small business team to an enterprise team, and we were still expected to use the system on ENT. The big issue we ran into is that Velocify didn't allow us to take a more targeted approach with our leads, and despite multiple calls between Velocify support and our operations team, they were never able to get lists generating properly Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

With systems like Connectandsell easily available to do mass outbound calling with little effort from each rep, I worry that Velocify and many of its competitors will fall off the map. Velocify was great for what we used it for, but if you're outside of the SMB and MM spaces and wanting to take a more targeted approach (esp ABSD, ABM, ABE, other AB buzzwords) it would be better to look at another product Review collected by and hosted on G2.com.

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

With an average call volume for SMB and MM teams being around 80-100, Velocify enabled our teams to be able to achieve those call volumes daily with no problems! Review collected by and hosted on G2.com.

Verified User in Banking
UB
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?

My favorite thing about Velocify is the organization, with the dashboard and calendar system, but most important the tracking of actions are very important in a Sales environment. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Seems like there's a couple bugs here and there with the phone forwarding, but they're not soul crushing. Review collected by and hosted on G2.com.

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

It allows me to measure my metrics, thus allowing me to scale my business more effeciently. Review collected by and hosted on G2.com.

Victor M.
VM
Security Consultant
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 simplicity is the best thing about Velocify. All the buttons are in the right place. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I don't like the error we get when looking up leads, having to re enter because it doesn't load the first time. 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?

We have solved our contact speed thus bringing up our overall increase in loans funded. The first person to speak to the borrower has more chance of earning business. Review collected by and hosted on G2.com.

Christina C.
CC
Loan Officer
Financial Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

It has multiple views that can be customized to show you exactly what you are looking for Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

It constantly kicks you out of the system even if you are in the middle of an active call Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Do it. Its a great way to manage tons of calls, Review collected by and hosted on G2.com.

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

It's helping us to manage leads. This way we can sort through the relevant leads and ignore the people who have closed or are no longer interested in purchasing a home 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?

the fact that the lead id makes it easy for everyone to share once the client is added into the system Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

starts becoming a bit slower at times. Tendency of just my own network slowing down. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

very simple program Review collected by and hosted on G2.com.

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

we use velocify for sorting leads and dispositioning them within a company. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
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?

The Calendar Event feature which allows me to set and adhere to appointments without any issues! I like to use it to create multiple appointments and the fact that it lets me use it and then see on my dashboard my upcoming contacts is a wonderful feature that definitely helps me maximize my workflow. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Wish there were more options on the popup for calendar events like allow me to leave notes and even create actions when the window pops up for an appointment to avoid me going into the lead fully sometimes Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

GET IT! Velocify is the best software I know for lead management Review collected by and hosted on G2.com.

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

Calling back customers in a timely manner as well as providing excellent follow up services. I realize that the benefits of this will allow me to sell more effectively and grow with the market. Review collected by and hosted on G2.com.

Verified User in Education Management
AE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

I like the ability to easily manage and update leads. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The way our IS team has worked with velocity and implemented the software. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Make sure your tech team is able to understand and imement changes. Review collected by and hosted on G2.com.

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

The management and lead flow and lead lifecycle. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
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 options of updating the lead status and comments. Also the dial IQ feature is amazing to help insure your clients will actually take the call and get them on the phone. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

duplicate leads. there needs to be a way the system can pick up if there is any other leads in the system with the same name, address etc.. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

anyone and everyone who is in the sales industry NEEDS velocify to expend your business and help you reach goals. Review collected by and hosted on G2.com.

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

the fact that we are able to narrow down to even the times to call clients. that has solved a lot of our selling problems. Pin pointing exact problems and coming up with a solution. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
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 like how easy it is to run reports while using this software Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

That they don't keep a history of the records and that you can't use conditionals for reporting Review collected by and hosted on G2.com.

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

CRM and reporting tool Review collected by and hosted on G2.com.