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Velocify Lead Manager Reviews & Product Details - Page 8

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.
Lisa R.
LR
Strategic Campaign Director
Higher Education
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 have been a Velocify user since it's days as Leads 360. As far as CRMs go, proper implementation is key. There have been several compliance bugs that have been fixed over time (canned spam, TCPA, DNC etc) but overall I am happy with the versatility of the product. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

It is extremely key to have the right account manager/team from the velocify staff on your team. Have encountered situations where rather than telling you that an implementation or change will have a negative effect they have waited too long. Impact made and time needed to untangle the mess. Timing on projects/workflow can take longer than what I would consider to be normal for a client. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

They are a well known well thought of organization/product. Easy API integration. Review collected by and hosted on G2.com.

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

In the EDU space we use the system to contact and manage the admission process across all 16 campuses and a customer contact center. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
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?

Makes staying on top of sales and files so easily! Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

What is there to dislike? Not much I can think of Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

stay on top of priority view Review collected by and hosted on G2.com.

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

I used to be very disorganized and bad at callbacks - this has changed my life. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
IM
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?

This is both a positive and a negative - the system is very pulled back and has limited functionality. It is very straightforward as a lead management tool with little bells and whistle to make it overwhelming to users across marketing, sales and IT. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Again, the system has minimal functionality, so beyond acting as a database to store lead contact information, it doesn't help to move leads through your sales funnel. Compared to the mother of lead management/CRM tools, Salesforce, this is an extremely limited tool that will require use of other systems layered on top of it to make it useful. If you do go the integration route, it is an absolute headache - the support team seems to be learning as they go which makes for a very disappointing, painful experience. We specifically wanted to integrate Marketo and have since thrown in the towel. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

If you are considering something that is only meant to serve one function in terms of lead/demand generation, this may be a low cost option. Even as a small business, I would caution that you will outgrow it's services and find yourself interested in a more robust and capable system that can easily integrate with other technology used in your marketing stack. Review collected by and hosted on G2.com.

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

Velocify was brought on to replace our use of Salesforce, which, to many on the team, was too much of a beast to manage. Velocify, being a minimalistic lead management tool, seemed to answer the teams frustrations with too many options or too many steps to log a lead and their information. The time saved in working in the system is one of the positives to note. Review collected by and hosted on G2.com.

Response from Jaime Lee of Velocify Lead Manager

Thank you for your feedback. We are glad time saved was one of the positives. We are disappointed to hear of your integration experience and have circulated these details internally.

Verified User in Internet
UI
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?

The immediate benefit was massive time savings through 1: using the ability to click on a phone number rather than dialing it, 2: being able to record activities more quickly, and 3: setting up recorded voicemails. I could now click a button and move on to the next call instead of leaving the same voicemail multiple times throughout the day. It has also taken away the "guess-work" of who I should call next. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Sometimes it loads a little slowly within my CRM, but that may actually be attributed to other factors like connectivity or the integration. Review collected by and hosted on G2.com.

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

We use a Priority View with specific queues around timing and specific events. Velocify has helped me focus on what's important, and save time while doing that! Review collected by and hosted on G2.com.

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?

I like of the capabilities that are used to make the experience with encompass a streamlined process Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

nothing the product is great and I have found no error Review collected by and hosted on G2.com.

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

Mobile app could use improvement Review collected by and hosted on G2.com.

Nick K.
NK
Community Investment - Connected for Success
Telecommunications
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 enjoy how easy it is to use. I am not very technical but I found it didn't take long for me to start working with Velocify Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I think the colors on the page could be a bit sharper, pop more. My personal opinion is my eyes don't focus on key parts and I have to sometimes look for it Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Get your sales team using Velocify Review collected by and hosted on G2.com.

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

We're trying to be available to our customers and fair to our sales staff with inbound calls Review collected by and hosted on G2.com.

Candace C.
CC
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 manages my leads and my day in a streamlined, professional, and user-friendly manner. Now that I have it I could not live without it. I have used similar programs such as Prospector+ and Velocify takes the cake! Everything about it gets down to business. I have increased my closing ratio by 5% in the last month of using velocify! The call queues are amazing, the ease of dialing out right from the program is stellar, and the automated emails get more responses than my personal ones do. I love this program! Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

It could aethetically look a little more up to date, . Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

DO it, pull the trigger, it will change your life Review collected by and hosted on G2.com.

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

Follow ups tracking and closing ratio! Review collected by and hosted on G2.com.

CG
Store Manager
Consumer Services
Small-Business(50 or fewer 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 color scheme. Very easy on the eyes and simplistic, allowing for easy viewing of all tabs and menus. Unlike other systems, its easy to be distracted by too many color schemes and buttons. Velocify keeps it simplistic and unique. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

nothing. I have not been able to 'break' the system. At times it may run slow due to internet connection, but overall my experience is excellent! Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Make the switch and don't turn back!! Velocify has stream lined the process and made a user friendly system to operate. Review collected by and hosted on G2.com.

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

home loan processing. Velocify's ability to search using SEVERAL avenues and sub categories. allowing for easy transition from one lead to the next without creating a loss of time. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
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?

This software is extremely sophisticated Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

That I haven't send Andrew Kellerman a gift for all his hard work! Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

The analytics are key and the reporting is extremely comprehensive Review collected by and hosted on G2.com.

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

Pipeline management - and brand integrity Review collected by and hosted on G2.com.

KV
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?

It's very easy to use, and has very little issues. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Sometimes it lags and my calls go in and out with bad connection. Review collected by and hosted on G2.com.

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

It's easy to make calls and the leads have easy access. Review collected by and hosted on G2.com.