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Less Annoying CRM vs Velocify Comparison

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Overview

Category Leaders

A simple customer relationship manager made for small businesses. Track leads, manage contact info, and never miss a follow-up.

Velocify is a cloud CRM application designed to manage and track high levels of sales and organize them into a CRM platform....

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

15

Per month

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

60

Per month

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.8

496

5

4

3

2

1

411

71

10

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
99%
would recommend this app

4.3

229

5

4

3

2

1

129

67

22

9

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

Pros

I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.

JM

Jessica M.

The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.

DW

David W.

LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.

RW

Robert W.

Pros

Also the ability to customize it is awesome. In the end I am an end user but my marketing team raves about their ability to do what's needed to improve our contact rate all the time.

YM

Yll M.

The features are great, click to dial, easy logging of activity, call tracking for management. Gives users the ability to call the most appropriate leads at the most appropriate times.

MU

Michael U.

The product seems to be user-friendly, and the vendor's pricing is very competitive. The vendor is also extremely responsive in making sure that we get the best service for our company's needs.

BL

Brian L.

Cons

We haven't found anything about the app that is a problem for us.

JL

John L.

Haven't used it enough to see if there is anything missing.

TM

Trina M.

There are some features in development I am anxious to see roll out, but none of them are business critical.

DK

David K.

Cons

Charged us for 10 licenses they knew were not in use and refused to answer questions or refund money.

BM

Brian M.

The dialer option is horrible. It never functions properly, and there is a constant lag when working from home vs. working from the office (even when you change the dialer-iq phone number).

MM

Michael M.

The more frustrated you get, the more likely you will have more issues.

MS

Marione S.

  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features57
  • API
  • Alerts/Notifications
  • Auto-Dialer
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Call Transfer
  • Campaign Management
  • Cataloging/Categorization
  • Channel Management
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Support
  • Customizable Fields
  • Dashboard
  • Data Import/Export
  • Data Management
  • Document Management
  • Document Storage
  • Email Marketing
  • FAQ
  • Field Sales Management
  • For Financial Institutions
  • For Insurance Industry
  • For Real Estate
  • For Startups
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Policy Management
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Product Catalog
  • Quotes/Estimates
  • Real Time Reporting
  • Referral Tracking
  • Relationship Tracking
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Task Management
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • Total features33
  • API
  • Alerts/Notifications
  • Auto-Dialer
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Call Transfer
  • Campaign Management
  • Cataloging/Categorization
  • Channel Management
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Support
  • Customizable Fields
  • Dashboard
  • Data Import/Export
  • Data Management
  • Document Management
  • Document Storage
  • Email Marketing
  • FAQ
  • Field Sales Management
  • For Financial Institutions
  • For Insurance Industry
  • For Real Estate
  • For Startups
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Policy Management
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Product Catalog
  • Quotes/Estimates
  • Real Time Reporting
  • Referral Tracking
  • Relationship Tracking
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Task Management
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations15
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations32
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Velocify logo

Velocify

Velocify Review

Reviewed 8 years ago
Pros

It keeps me on track and helps me mange my day. The automatic management of calls and updates is great and helps me avoid letting things slip through the cracks.

Cons

It can be annoying at times and it doesn't have the smarts to know the less obvious things about a contact. It would be great if it could work off of "soft" intel.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Velocify logo

Velocify

Very Good CRM program

Reviewed 4 years ago
Pros

Excellent CRM with just the minimum requirement to take your contacts with you anywhere also love the capability to text

Cons

the CRM is a little complex when it comes the time to import data od extract data from it also little costly per user

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Velocify logo

Velocify

Velocify is Okay but not as Good as Salesforce

Reviewed 2 years ago

We transitioned fully over to Salesforce about a month ago.

Pros

.Velocify is okay to use. There are some functionality limitations if you want to use it as a CRM.

Cons

The system is not bad to use, but does not have the functionality of Salesforce. We have found more that can be done in Salesforce.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Velocify

Constant struggle

Reviewed 8 years ago
Pros

At the time when we signed the contract with Velocify, they were the less-expensive option, and they suited our needs very well.

Cons

Their customer service is very poor. I've been left waiting for hours after submitting a request for a really simple fix.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Velocify logo

Velocify

Great Product

Reviewed 5 years ago
Pros

Ease of use for CRM tool. The ability to incorporate other software to communicate with the program is an added bonus as well.

Cons

I have no issues with the program. The only thing that could be improved on is when you save and close a file, that it doesn't put you back where you left off. It takes you to the top of the list

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Velocify

Mortgage loan originator experiance.

Reviewed 5 years ago

Leads are easy to locate and track.

Pros

I have always been able to easily organize my day, and work the leads in a most effective way. Utilizing time zones, states etc.

Cons

I wish the reminders were more refined. Basically the pop ups for the reminders can be more annoying than helpful.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Velocify logo

Velocify

Client since 2009

Reviewed 5 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Velocify logo

Velocify

Is a complete tool for a sales team

Reviewed 3 years ago
Pros

It has lots of functionalities to keep track and prioritize in a way to avoid lose sales, is a good companion if you already have a CRM.

Cons

I'm still configuring some stuff to make more suitable for my needs, I think the interface can be improved more UI/UX.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Velocify logo

Velocify

It looked complicated at first but easily to manage in a short period of time.

Reviewed 5 years ago

I wish there was a box for email in the Add-Action box

Pros

The dashboard screen allows me to see all my appointments/activities for the day. It also allows me to change or update cancels or reschedule appointments

Cons

The pop screen because if I am in the middle of a call, text or email a student, something will pop up and it's annoying.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Velocify logo

Velocify

Many of our clients use Velocify to manage their lead buys with us

Reviewed 8 years ago
Pros

It's very easy to integrate with and straightforward for the client to use (they don't have to be an expert in CRM software). It's far easier to integrate with than Salesforce.

Cons

There isn't anything that immediately comes to mind in regards to negatives associated with the Velocify LMS solution.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Velocify

Easy & Conveniant

Reviewed 5 years ago

Overall great software that helps me keep track of my book of business

Pros

Task reminder keep me on track to ensure that I follow through with every call I schedule. Great managing tool.

Cons

I don't really like the it logs me out after a short period of inactivity. Having to renter my credential every time after a long call is pretty annoying

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Velocify logo

Velocify

Velocity on the go

Reviewed 8 years ago
Pros

Easy usage and usually very fast to use. I use velocity for many things but not the only thing I use. It's easiest to use on my desktop, but on occaasion use it with my laptop, seldom on my tablet and never on my smartphone.

Cons

Sometimes I have a difficult time connecting and that is annoying but most off the time it works fine for what I need it to do. That is pretty much my only complaint.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Velocify logo

Velocify

Excellent Product

Reviewed 5 years ago

When I came to work at the this firm, which uses Velocify, I was told by multiple people that I would be impressed with the software and should look forward to it. I have been impressed with the accuracy of their statements.

Pros

I have only ever had a positive experience with Velocify. It is simple to use and simple to understand.

Cons

The only complaint I have is when updates are made to the UI and there is no notice, so I click on buttons that did not previously exist. It isn't a problem, just slightly annoying.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Velocify logo

Velocify

Easy to use

Reviewed 5 years ago
Pros

This is an easy to use CRM system. I love to use the calendar so that it keeps accountable and on track with my follow up phone calls. The automated emails is great and helps me avoid letting things slip through the cracks.

Cons

I really don't have anything that I don't like about this product or vendor. If I had to say something it would be that I would like to be able to add some more email campaigns. We are on a Standard User, I am told if we were Premium we could add campaigns.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Velocify logo

Velocify

my experience with velocify

Reviewed 3 years ago

They would have more scope if they include the Spanish language

Pros

It is one of the best CRM applications I have seen, the interface is very friendly, the colors are very appropriate, in terms of the fluency to perform tasks and reports I think it is very well balanced. I thought it was excellent, the automatic voice mail function

Cons

I found the cost a little high, the mobile application still has errors with mid-range smartphones, it is only available in English.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Velocify logo

Velocify

It's a useful tool overall.

Reviewed 3 years ago
Pros

We use this as a tool alongside SalesForce. One of my favorite features is that you can tailor Velocify to "force" your sales team to work on a lead or it "velociefies" away from them in 14 days, rotating to other sales agent who may have a different pitch and thus may be able to close the deal.

Cons

One con is that you can only view 100 leads at a time. Another con is that I think it could be better at duplicate leads. It's just awkward and annoying if someone on the sales floor has just called a lead, and then you call it immediately next and the customer is like "I just spoke with your company...?"

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Velocify logo

Velocify

Best CRM Out There!

Reviewed 5 years ago
Pros

I like the call back calendar the best. The interface to use it is not clunky like other CRMs. I actually used to use outlook because I didn't like the feel of the other call back calendars. In addition, the auto-voicemail feature is awesome! I've never used a CRM that had this feature but it makes dialing out that much easier and more efficient. I also like how you can customize many different voicemails for each different situation.

Cons

There is not much to not like. A few suggestions though. For the call back calendar, make the date boxes a different color for days that have calls scheduled. It would be cool to be able to customize the tabs in the lead data section and to customize the layout of the page to suit my personal preferences. That may be an option with the folks on the back end who customize it for us though!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Velocify logo

Velocify

Miserable, o verpromised and under delivered.

Reviewed 4 years ago

It's better than nothing but has way too many glitches for the cost of it. Would recommend jungo, salesforce.

Pros

You can make changes on the fly but not anything like as promised upon on boarding. Very difficult to find a lot of positive to say about this program or the account reps.

Cons

Company is extremely unethical. Blatantly lied about it being out of the box, hundreds of hours customizing, duplication of leads, lack of mobile capability and automated emails look like they are sent from a commodore 64. Extremely pricey system to not be able to use from cell phone. Reps lie. Charged us for 10 licenses they knew were not in use and refused to answer questions or refund money. They fully understand the switching costs associated with a CRM and are not afraid to exploit customers.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Velocify

There is no better solution for aquiring customers

Reviewed 8 years ago
Pros

Velocify is a highly specialized CRM for managing sales leads, and in my humble opinion, there is no better system. It's incredibly powerful yet simple and intuitive, which is a tough combination to find. The system is laser focused on one thing: acquiring customers. In any competitive sales environment, there are a few things that are incredibly important to acquiring customers and beating your competition: speed, persistence, automation, and metrics. Velocify provides all of those things to its users, and that provides all the tools a user needs to stack the odds in their favor, provide vital competitive advantages, and win more customers.

Cons

These are really nice-to-haves, but I would like to see the system do more with data using gamification mechanics. The current dashboards are highly effective at motivating users and keeping them focused on the right activities, but gamification could take that to another level.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Velocify logo

Velocify

Velocify

Reviewed 4 years ago

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...

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