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Who Uses Velocify?
Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.
What Is Velocify?
Velocify is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by streamlining and optimizing the sales process from start to finish. Velocifys platform helps sales teams prospect with more precision, accelerate lead engagement, and implement effective workflows, ultimately helping sales teams find and convert more leads.
Velocify Details
Velocify
http://www.velocify.com/
Founded 2004
Compare Velocify with similar products
Starting price
Free Version
Free Trial
Velocify deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Phone Support
- Chat
Deployment
- Cloud, SaaS, Web-based
- Mac (Desktop)
- Windows (Desktop)
- Linux (Desktop)
Training
- In Person
- Live Online
- Webinars
- Videos
Velocify Features
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Inside Sales Software
- API
- Activity Dashboard
- Activity Tracking
- Appointment Scheduling
- Auto-Dialer
- Automatic Call Distribution
- CRM
- Calendar Management
- Call Centre Management
- Call Disposition
- Call List Management
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Tracking
- Call Transfer
- Callback Scheduling
- Caller ID
- Campaign Management
- Chat/Messaging
- Contact Database
- Contact Management
- Customer Database
- Customisable Templates
- Customizable Fields
- Dashboard
- Data Management
- Email Management
- Email Templates
- IVR / Voice Recognition
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Meeting Management
- Monitoring
- Multi-Channel Communication
- Performance Management
- Real Time Analytics
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Reports
- Sales Trend Analysis
- Task Management
- Third Party Integrations
- Voice Mail
- Workflow Management
Lead Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Monitoring
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Social Media Integration
- Source Tracking
- Task Management
- Template Management
- Third Party Integrations
- Web Forms
- Workflow Management
P&C Insurance Software
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Audit Trail
- Billing & Invoicing
- Broker / Agent Portal
- Campaign Management
- Case Management
- Claims Management
- Client Portal
- Commission Management
- Configurable Workflow
- Contact Management
- Customer Database
- Customer Portal
- Customisable Branding
- Customisable Forms
- Customisable Reports
- Data Import/Export
- Data Storage Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Electronic Payments
- Email Management
- Forms Management
- General Ledger
- Insurance Rating
- Marketing Automation
- Partner Portal
- Policy Management
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Reinsurance Administration
- Reminders
- Reporting & Statistics
- Risk Assessment
- Sales Reports
- Secure Login
- Self Service Portal
- Task Management
- Third Party Integrations
- Underwriting Management
- User Management
- Workflow Management
Predictive Lead Scoring Software
- AI/Machine Learning
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Management
- Contact Database
- Contact Management
- Customer Segmentation
- Customisable Templates
- Customizable Fields
- Customizable Scoring
- Data Enrichment
- Demographic / Firmographic Data
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Multiple Scoring Models
- Opportunity Management
- Pipeline Management
- Predictive Analytics
- Prioritisation
- Process/Workflow Automation
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Social Media Integration
- Task Management
- Third Party Integrations
- Web Forms
- Workflow Management
Sales Force Automation Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Call Management
- Campaign Management
- Channel Management
- Commission Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Field Sales Management
- Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Proposal Generation
- Real Time Data
- Real Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
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Velocify Reviews
Read all reviewsOverall rating
Average score
Zakory B.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 8/12/2017
"Great at cadence and keeping your organized."
Pros: The cadence is fantastic. Helps keep me organized with leads and integrates with other software. Very clean interface that's easy to understand.
Cons: I don't like that it can only have 100 leads at a time front facing. It also populates time zones internationally incorrectly. I.e. Australia leads pop up on Friday when it's Saturday down under.
- Reviewer Source
- Reviewed on 8/12/2017
Joseph S.
-
Overall Rating5 /5
-
Ease of Use4.5 /5
-
Features & Functionality4.5 /5
-
Customer Support5 /5
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 31/03/2014
"Velocify's LeadManager and Dial-IQ are in a Class of their Own"
Pros: Velocify demonstrates a deep and unique understanding of the fundamentals of lead conversion and the science which goes into it. The research, studies, surveys, and whitepapers behind their solution are extremely valuable resources that helped us implement and improve our best sales practices for optimal results. Specifically, LeadManager paired with Dial-IQ have helped us dial a new lead within seconds, positioning us to be among the first to contact a prospect, and as a result, we have achieved a 90% contact rate we were never able to achieve in the past. The custom and infinite automated lead distribution programs and methods allow us to create a unique and custom sales cycle for each marketing campaign with a combination of automated calls, emails, and SMS text to optimize conversions. This ensures that no leads fall through the cracks and continues to nurture our database. Velocify's performance-based lead distribution and lead prioritization have helped us leverage our best performers, pairing each lead with the most suited sales rep as well as prioritizing our leads to make the most out of both our leads' and salesforce's time and resources. Call scripts, automated emails, and SMS ensure that all sales reps presentations are consistent with our brand. The infinite reporting abilities make our data 100% transparent, allowing us to measure metrics and analyze data in ways we never knew possible. Results, along with Velocify's lead scoring feature, are instrumental in measuring and fine-tuning our contact and distribution strategies, as well as modifying and adjusting our marketing and buying strategy, saving us very valuable marketing dollars. The list goes on and on.
Cons: If I had to write something in this box, I would say that I can see how some users who are new to Velocify (or who are generally new to sales automation) may feel that certain functionality, such as reporting, distribution, or email capabilities may seem limited or difficult. It is absolutely the opposite, and I feel that Velocify should better educate its clients on how to truly uncover its full potential so that they can unleash its true power. Each of our businesses has unique needs, and the uniqueness of Velocify lies in its infinite customization abilities, which makes it fit each of our needs. Velocify comes built with the most basic, fundamental sales practices and reporting for the beginner. However, as your needs change and experience level expands, Velocify becomes the sales executive's and administrator's playground, a place where you can let your imagination run wild while knowing that automating almost everything is possible and easy. The reporting functionality and transparency's ability to inspect, modify, and fine-tune is second to none.
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 31/03/2014
Victor C.
-
Overall Rating1 /5
-
Ease of Use2 /5
-
Features & Functionality2 /5
-
Customer SupportUnrated
-
Value for MoneyUnrated
-
Likelihood to RecommendUnrated
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 4/05/2018
"Velocify"
Comments: I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print on contract when I signed as I was in a bind at the time I had tried to set up another CRM and then afterwards they could not take leads from lead provider directly and I had to change quick, I did look at the contract but probably buried somewhere in fine print year to year. The CRM worked well for a while I had an email provider integrated that I was having issues with I canceled the email provider but when I went to sign a new email provider volocify told me they are no longer doing integrations to use their email system I tried to work with them on this but I could not get emails to look right, This is besides the fact that over in AEP all of a sudden on my internet leads if client put # for apt number then most of the lead info did not show, I spent 2 weeks in mid AEP trying to work with them to fix this but they never were able to fix this or explain why what previously worked no longer worked. There were several other issues besides this and the customer service went downhill very much since they were bought out. I called and spoke to a manager who told me I was in contract till sept, I told her of the issues I was having and that I was not told about this yearly contract but moreover I am no longer being provided with the services I was originally getting She said no problem just send email to cancel and she would take care of it right away. I did this but was charged again the next month, I emailed her what happened then she emails me my contract I have been trying to get high up to managers, Mostly I get told I will get a callback but never do. but today I snapped and finally got a phone number to another manager and she gave final no regardless they will continue to charge through sept no matter what I would urge anyone looking into this CRM to choose another
Pros: none none none anymore they will charge you full year if you cancel, even if they made changes that dont work for you
Cons: they will charge you full year if you cancel, even if they made changes that don't work for you. if you have an issue with it its very hard to speak with someone
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 4/05/2018
J stephen S.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money4 /5
-
Likelihood to Recommend
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 7/07/2017
"Client since 2009"
Comments: A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.
Pros: Features, performance, and support are superb. Rarely experience downtime and the interruptions in service that do occur are resolved quickly. Very flexible system that can be tailored to exacting specifications and needs. Readily accessible support documents and instructional videos assists users in educating/familiarizing themselves with how to use system features.
Cons: Price can get prohibitive when adding additional features beyond the basic lead management functions. Per user fees and restrictive contract terms can leave companies with very expensive empty "seats" if the number of active users decreases (especially early in the annual contract cycle). Administrator seats incur all the same fees that basic users do even though few to none of the features being charged for are needed or utilized by Admin.
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 7/07/2017
Rosemary H.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer SupportUnrated
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 6/07/2017
"Velocify - Your Right Hand Software"
Comments: I am very happy with the software and recommend it.
Pros: Velocify is that the program that works for you, based on your settings. For instance, I am able to make notes and follow up when the client wants to be reached as velocify emails you a reminder to contact them. I am also able to filter search results/settings based on how many times a client was reached or if they are non-responsive. Under each tab (based on your settings) you are able to enter quite a bit of information and required infomation in order for the lead to be saved.
Cons: Every so often I do see glitches here and there just like you would with any software, but the support team is very responsive and will guide you through the process of fixing any glitches that may arise. They are also able to do screensharing to fix any issue.
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 6/07/2017
