Velocify Lead Manager Reviews & Product Details - Page 6

Very easy to use and navigate through the system. Easy to sort leads and prioritize. Review collected by and hosted on G2.com.

Sometimes slow running and not loading fast enough. Review collected by and hosted on G2.com.

That I can send SMS messages, emails, etc. That I can send bulk SMS messages. That you can customize Velocify based on your organization's needs. Review collected by and hosted on G2.com.

That you are not able to hit the back button and go back to the previous page like I was able to about 7 months ago. I do not like that you cannot effortlessly set up a bulk text. It requires way to much and is not user friendly, therefore I avoid it, which is not good. I also do not like the new change to the Velocify page. I like that it shows all of my calls in the different categories, but once I go into an account, the page has all of this unnecessary stuff like a map and timeline that I do not need to see. I just want to be able to navigate through my calls smoothly and with the new upgrade I am not able to do that. I have to constantly click the top of the corner to go back to the calls. I do not like that if I schedule an appointment inside the lead account that it will not show up in velocify. I think everything should be unified. Other than that, I pretty open to changes and have been trying to accumulate to them as best as possible. I know that Velocify cannot stay the same. Review collected by and hosted on G2.com.

The filters and the search results. The structure is basic and very easy to comprehend. It's easy for us to navigate and also help in making it a lot simpler for us to train new staff. Because our business is growing, it is imperative that the programs and formats we use are easy to comprehend and teach. We consistently have to train new staff in using Velocify and this is definitely something that's easy to do. Also, they go out of their way to make sure that they meet our expectations. Review collected by and hosted on G2.com.

I would like to have more filter options. I'm sure Velocify doesn't just cater to private universities but other businesses as well, but if we can create custom filters to help us create reports more effectively, it would definitely help out a lot. The dashboard counts actions but does not produce a thorough report of each action. This might already be an existing feature that I am not aware of. The time it takes to get a response is a bit slow but once we got the ball rolling everything was put together quite nicely. Review collected by and hosted on G2.com.

It's extremely convenient for the lead generation team. Very easy to use and contact support were easy to get a hold of whenever i ran into a problem. I recommend this to everyone who wants to be more organized when doing business. Review collected by and hosted on G2.com.

There's small glitches here and there from time to time. For example, sometimes i would save the lead information but then i realize later on it wasn't saved, so i had to re-put in everything. Also, although the contact support team were easy to get a hold of, however the wait time is very long. I was being put on hold for more than 15 minutes one time. Review collected by and hosted on G2.com.

Ease of use and ability to quickly call through a lead database. Ability to search by a number of different fields to fine leads in question. Ease of navigation. Simplicity of interface. Review collected by and hosted on G2.com.

Lack of explanation on some of the available options. Some of the different options are difficult to understand based solely on the names alone. I wish there was a more in depth explanation of the option within the system so that Users have an easier time as well as Administrators have an easier time using the system. Review collected by and hosted on G2.com.

The system itself is incredibly easy to use and setup. It allows me as an administrator to make the changes necessary to better run our business, implement our contact strategy, etc. myself without constantly having to rely on support.

Although when support is necessary, the staff is knowledgeable, helpful, and best of all fast. Review collected by and hosted on G2.com.

I have no major issues with the system. As with anything, there are some things I wish were currently available but we were given an opportunity to review their roadmap and I am confident that many of these things will be addressed in the future. Review collected by and hosted on G2.com.

I like that it automatically will have you recall your opportunities every 2 days. I like the fact that you can set an event for a phone appointment etc and it will remind you the day of, without you having to look anywhere else. It is the definition of simplicity and convenience. Review collected by and hosted on G2.com.

I do not have any strong dislikes, however, I would like to see different options/statuses for opportunities/prospects that need more than 2 days to make a decision; not every account needs to be contacted every 2 days. Review collected by and hosted on G2.com.

It's easy to view my leads and loan profiles, it makes doing origination so much easier knowing everything I need is at the click of a mouse. It also helps me keep all of the loans progressing through the system because I can update the level of completion to which they are at. Also I enjoy the pleasant color scheme as many of these services have a more aggressive look that makes working on it much harder and much more strenuous. Review collected by and hosted on G2.com.

The only thing I dislike is that I can't just parking lot loans I don't want but no designation is available to return them to vendor. I also dislike that I can't get two loan profiles up head to head to do a more thorough comparison. I would also like a feature where pricing is available on Velocify so I don't need more programs to complete the one job. That would help save even more time and I think it'd provide more value. Review collected by and hosted on G2.com.

The Ease of use and accessibility, and being able to set up reminders Review collected by and hosted on G2.com.

The fact that I am not directly given the leads once they come in to the system, they have to manually be given to me by a manager which can take days Review collected by and hosted on G2.com.

The organization of leads and call priority! Review collected by and hosted on G2.com.

NOTHING! Makes my job 100% more effective! Review collected by and hosted on G2.com.