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Velocify Pricing, Features, Reviews and Alternatives
Velocify FAQs
Velocify product overview
What is Velocify?
Velocify is a cloud CRM application that incorporates the use of telecommunications, email marketing, sales management, customer/staff management and calendar scheduling all within the one platform. From the user dashboard you can navigate to view live reports of sales activity and staff success rates both present and past. You can view custom reports as Velocify will automatically generate your preferred reporting and analysis criteria.
Key benefits of using Velocify
- Automatic lead handling: The platform prioritizes sales and Velocify will send SMS or email notification prompting you of important leads.
- Integrated telephone management: Velocify can record sales calls and keep them on a database for training and referencing. The application can also facilitate call transfers and call conferencing.
- Mobile application: The mobile application by Velocify will all you to view all leads, both recent and historic, contact leads via email, SMS or call, edit and upload new leads, create events and sales email campaigns.
- Calendar and scheduling: A complete detailed calendar is embedded into the software allowing you to create appointments, allocate certain meeting times to staff, and view old appointments for training purposes.
- Monitor user success levels: Velocify allows user admins to view and evaluate staff success rates and sales output with real-time revenue and sales reporting.
Typical customers
Platforms supported
Support options
Training options
Not sure about Velocify? Compare it with a popular alternative
Velocify
Starting from
60
Per month
Flat Rate
Starting from
25
/user
Per month
Velocify pricing information
Value for money
4.2
/5
230
Starting from
60
Per month
Flat Rate
Pricing options
Value for money contenders
Velocify features
Functionality
4.2
/5
230
Total features
31
7 categories
Most valued features by users
Functionality contenders
Velocify users reviews
Overall Rating
4.3
/5
230
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.21/10
129
68
22
9
2
Overall rating contenders
Scott M.
Real Estate, 501-1,000 employees
Used daily for 2+ years
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I would highly recommend this to anyone who runs a high volume lead fed company. There is nothing better!
Navigation, reporting, scheduling is second to none. Great! Allows reviewing of recorded calls, monitoring who is on the line at any given moment and total hours spent on phone.
Not too many as I can tell. Seems as if there is a slight delay in conversation when speaking through the software to a client
Todd H.
Insurance, 11-50 employees
Used daily for 2+ years
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See Cons for comments. Thanks for listening.
Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze.
I would like some improvements personally. Where I would like to see changes is on the dashboard. When I go to the Dashboard it auto sends you to todays day, which is good, but if I go to any other day, say to manage the leads and or push them to another date, when I go back after having changed the calendar date it doesnt leave me on that day to continue my changes... instead it takes me to that days...
Briar T.
Primary/Secondary Education, 11-50 employees
Used daily for 1-2 years
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This may be good for a smaller company, but can be a real headache with a growing company/organization. It could really use some updated functionality features.
I like that I can build out the forms myself and format everything we see on our screen for each lead. Building and customizing reports is also a great feature.
When moving data fields around, you have to click Up or Down for each single field you want adjusted. A drag-and-drop feature would be great here when things need to be moved more than one or two spaces. We also have significant issues when doing API imports, as leads are not always automatically updated and have to then be manually adjusted.
Roxanne P.
Primary/Secondary Education, 11-50 employees
Used daily for 1-2 years
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Overall, the product is good as long as it's drawbacks don't inherently interfere with your needs. I also appreciate the improvement efforts they've made in the last 1.5 years that we've been with them and look forward to even more added benefit.
I like how easily customized it is to your individual needs everything from reporting to statuses, to action options, to prioritization. I like how it ties into outside phone systems and allows for detailed prioritization when figuring out how to do your day. It has increased the teams outreach efficiency by about 80% compared to last and other system options, went from 13 clicks to 3. Customer service is mostly responsive.
How many layers have to be factored in when customizing, but once you know them all it's not that bad, just can't be overlooked. I don't care for the standard reports, or how the system prefers to look at user activity in the same date ranges as the date that a lead is added to the system - disregards work on older leads. While they're making strides on some reporting I've had mostly limited benefit from the Report Hub, and have had many that don't work, where a ticket has to be submitted.
Verified reviewer
Higher Education, 501-1,000 employees
Used weekly for 1-2 years
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Overall, working with Velocify has been great thus far. We have support when we need it and the application automates things I didn't know were previously possible. It allows our Admissions Officers to focus on the important things instead of meeting daily call volume goals.
I liked the canned voicemail options Velocify provided. I formerly worked as an Admissions Officer, and I cannot tell you how many times a day I would leave the same voicemail verbatim. Velocify allows me to make a call and designate a prerecorded message to leave on a voicemail, so I'm not wasting my time or breath. The shotgun connect feature as it makes connecting with customers easy, basically doing a round robin of all available reps when there's a live customer on the phone.
The effort it takes to configure the software to pass along information to our Student Information System. It's a costly and time-consuming effort.
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