Velocify Lead Manager Reviews & Product Details - Page 9

I can navigate through the system with ease. Everything is titled so that I can utilize an effective approach to my tasks of the day. I can access phone calls, campus reps activities, and so much more. Review collected by and hosted on G2.com.

Being able to locate duplicate accounts is difficult. With over 11 campuses and thousands of leads, I would like to suggest a more convenient way in identifying duplicate accounts without having to manually seek them out. Review collected by and hosted on G2.com.

the layout of the tabs with all the boxes to save my clients info Review collected by and hosted on G2.com.

the blade lagging time its shot but you barely notice it. Review collected by and hosted on G2.com.

The automated reminders to contact customers Review collected by and hosted on G2.com.

sometimes the contact/call back does not allow you to put a comment- must set up another appt Review collected by and hosted on G2.com.

Ease of use, lead search capability's are what I find t be the most valuable Review collected by and hosted on G2.com.

What I feel needs improvement would be the integration with the LOS. Review collected by and hosted on G2.com.

I like the ease of calling with one click, ablility to type in notes quickly, and the fact that Velocify does allow us to view attempted contacts. Review collected by and hosted on G2.com.

Often times notes do not save properly, which means we would have to recall the conversation we had with the borrower, and redo the notes. This can cause issues for management, as they track our progress in order to make sure the loan is moving along properly. Review collected by and hosted on G2.com.

Great system for admissions. All of the best parts of campus vue just dedicated to admissions. Review collected by and hosted on G2.com.

Not much. System gives you access to not only my student's informaiton but can also query other reps students. Review collected by and hosted on G2.com.

Ability to Prioritize Leads and use the Dial IQ System. Dial IQ is extremely advanced feature that can work well for users. The ability as an administrator to manage users and campaigns is great. Also the ability to map our own schemas has proven to be really helpful. Review collected by and hosted on G2.com.

Not a lot to dislike with this product but if I am being critical I would say the price. Implementation usually is a long drawn out process but in the end it is probably necessary. Many times you need the time to learn about the issues of each new implementation. Review collected by and hosted on G2.com.

Ability to organize all of our leads and easily prioritize follow up. Velocify had added a source of organization of lead follow up that we did not have in the past. Review collected by and hosted on G2.com.

Shot gun calling seems to be delayed across out team. There seems to only be glitching in shot gun calls, and with using caller ID functions we get some caller ID leads that are spam/telemarketers. Review collected by and hosted on G2.com.

reporting and pipeline

The GLI generator application successfully migrated. Please share the new URL with your teams. If you have questions please let me know Review collected by and hosted on G2.com.

nothing, I like everything about it,

The GLI generator application successfully migrated. Please share the new URL with your teams. If you have questions please let me know Review collected by and hosted on G2.com.

My whole work day revolves around Velocify. Super easy to use & has great capabilities. SUPER important that it's set up correctly and that you have it programmed to do what you want and how you what which Im sure can be tedious to set up but the functionality of it is great. It can do so many things---click to dial, calendar events, pre recorded VM's, reports...etc Review collected by and hosted on G2.com.

I wish Lead Form View and Script Form view were merged into 1 page.

I wish the app had more functionality--be able to action and move calendar events etc Review collected by and hosted on G2.com.