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Velocify

4.3
(231)

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Generate sales with auto-prioritization

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(9)

Velocify Pricing

Pricing overview

Value for money rating

4.2

/5

231

Price starts from

60

Per month

Flat Rate

Pricing options
Free plan
Subscription
Free trial

Pricing details

- Standard
- Plus
- Advanced
- Pemium

What users say

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.
I like that it has a decent price, and it is so easy to use and efficient at getting the maximum amount of calls out while keeping everything organized.

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Reviewers who mentioned pricing said:

TH
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Todd H.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

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

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I enjoy using Velocify and have commended many changes they have made over the years. They seem to be always striving to improve and I value that.

Reviewed 6 years ago

See Cons for comments. Thanks for listening.

Pros

Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze.

Cons

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...

JD
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John D.

Medical Practice, 501-1,000 employees

Used weekly for 2+ years

Review source

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

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Was good early on - but falling off

Reviewed 5 years ago

The lack of flexibility, plus the pricing increase has left us to look for other solutions. Overall, a decent, stable platform if their best practices suit your model.

Pros

This is a very good product when it comes to lead routing in Salesforce. It has been very stable and user-friendly as well.

Cons

The lead prioritization platform is very rigid, and holds to Velocify's best practices - not your own. In the end, our reps did not use it, and it became an expensive routing tool. It seems that the representative has not done much to enhance the platform for the native Salesforce side.

JB
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Justin B.

Financial Services, 501-1,000 employees

Used daily for 6-12 months

Review source

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

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Expensive and difficult to handle data

Reviewed 6 years ago
Pros

Nurture program and the ability to text from the platform is great. The ability to have it continually contact candidates automatically is invaluable.

Cons

Expensive, hard to handle large amounts of data, expensive to nurture large campaigns from inside the software. Would need to look outside for that ability.

JS
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J Stephen S.

Financial Services, 51-200 employees

Used daily for 2+ years

Review source

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

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Client since 2009

Reviewed 6 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.

BM
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Brian M.

Used daily for 2+ years

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

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Miserable, o verpromised and under delivered.

Reviewed 6 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.

MG
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Maud G.

Financial Services, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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It simplifies your sales process.

Reviewed 10 months ago
Pros

It is very simple to use and set up. Intuitive and customizable enhanced Ul. The whole marketing process is easy and fast.

Cons

It is the most expensive of the products I have used.

AR
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Verified reviewer

Financial Services, 501-1,000 employees

Used daily for 6-12 months

Review source

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

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Easy to pull leads

Reviewed 6 years ago
Pros

Velocity is very easy to use and is a great software for pulling leads. Customer service is also really helpful and they are willing to fly out to your office for additional training with an additional cost. There are few bugs too with the software.

Cons

No cons were added to this review

BM
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Brett M.

Financial Services,

Review source

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

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The Backbone of Our Sales Strategy

Reviewed 9 years ago
Pros

The software provides an excellent framework to design our consistent and repeatable strategy to sales. Instead of 50 loan officers doing things 50 different ways, we build the process around best practices. We then monitor and make adjustments as necessary. Furthermore, the implementation team is the best I've ever worked with, and the support staff is highly responsive.

Cons

I've never been a huge fan of the pricing model I felt like I was buying an airline ticket on Spirit Airlines. I know the reporting is lacking, but that isn't a big deal as long as we have a better way to pull the data out of Velocify and load it into our intelligence software. We're really struggling with this now.

DF
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Donald F.

Banking,

Review source

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

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Make the most of your marketing dollars

Reviewed 9 years ago
Pros

If you are going to spend money on Marketing, you need a device that can track the results. It allows me to track the activity by originator(actions), leads to apps, apps to loans and what vendor is the most cost-effective. The tracking and reminder features are great. I use the pops-ups, hit them as they appear and then leave the email as a reminder to get ahold of the client before I am done that day. The program helps me keep track of my personal results daily.

Cons

I don't like the fact that you need an administrator to format standard emails.

CG
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Corey G.

Management Consulting,

Review source

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

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Using for five years - the best out there!

Reviewed 9 years ago
Pros

All CRMs have their complexities, positives and negatives. We tried pretty much every one out there, and even tried building our own several times before choosing Velocify, (formerly Leads360) I like the fact that our manager has always been there for us when we needed him. When times got tough, he worked with us, and because of that, I have told many colleagues about them.

Cons

I would like to be able to have some of the enterprise features without the higher price, as my sales team has downsized.

BL
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Brian L.

Accounting,

Review source

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

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Priority Tax Group

Reviewed 9 years ago
Pros

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. The integration with other products seemed pretty easy. The leads seemed to be in the same place, and that helps with tracking calls and potential clients.

Cons

It could be easier to view more detail for a snapshot for each lead instead of pressing so many buttons.

BD
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Brandon D.

Insurance,

Review source

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

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Velocify helps sell policies, which helps to sell leads

Reviewed 9 years ago
Pros

I work in the Lead Gen space, and being able to refer agents to a third party vendor who is going to help them to be more successful helps me sell more internet leads to my agents. Velocify is proven technology and a great partner to both sides of the industry.

Cons

The biggest complaint for any technology will always be cost. However, until you're ready to give away a free product, I don't think consumers will ever drop that one.

EA
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Eren A.

Marketing and Advertising,

Review source

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

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Excellent product based on highly quantifiable best practices

Reviewed 9 years ago
Pros

Velocify is a data-driven company, and the basis of their software comes from years of experience analyzing what inside sales practices result in higher conversions. They are not guessing, but rather letting the data drive the features of their product. Because of this, unlike many other software platforms, users get huge value out of the box.

Cons

There wasn't a Salesforce app for a while, but they have solved this now.

FP
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Franz P.

Telecommunications, 5,001-10,000 employees

Review source

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

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my experience with velocify

Reviewed 4 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.

CS
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Christopher S.

Primary/Secondary Education,

Review source

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

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Onboarding manager & Day-to-day Manager for 3 separate Lead Managers

Reviewed 9 years ago
Pros

It's immensely simple to use while still providing powerful analytics and customization. Vendor is cost-friendly and eager to help when needed. Their uptime is immensely impressive, as is the response time from support.

Cons

I wish that the system provided sufficient document storage. Having to work through a third party is not ideal for our business.

MM
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MIchael M.

Insurance,

Review source

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

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Now that's personalized service

Reviewed 9 years ago
Pros

What I like most is the time my rep has taken to learn my business. This allows us to have a strategic conversation on what would work best for me.

Cons

What I like least is the price, but as the saying goes, "You get what you pay for." Velocify is the Mercedes-Benz of lead management software and a must have for anyone in the internet lead business.

MF
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Matt F.

Financial Services,

Review source

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

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Great product. It's extremely valuable to our business.

Reviewed 9 years ago
Pros

The product is very easy to use. The Velocify team is very helpful and always finds a solution.

Cons

They need to have more custom reporting available for each account. All the canned reports are there for your use; however, I'm in need of combining the canned reports and this is an extra programming and development cost.

JH
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Jason H.

Financial Services,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Velocify Experience

Reviewed 9 years ago
Pros

The system's functionality is easy to understand, and I appreciate the ease of filtering for needed criteria & making updates/comments/follow-up reminders.

Cons

I dislike the higher price for leads, amount of different company's allowed to purchase the same lead, and the inability to return certain bad leads.

KH
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Kristeen H.

Primary/Secondary Education,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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It works, but it's not ideal.

Reviewed 9 years ago
Pros

The price. This product is a lot cheaper then some of its competitors. The product does the job we need it to do.

Cons

The customer support is not good. The support team tries to point their fingers anywhere except at their own product. However, 9 times out of 10, the problem is with the product.

PS
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Patrick S.

Primary/Secondary Education,

Review source

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

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Constant struggle

Reviewed 9 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.

BS
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Brent S.

Media Production,

Review source

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

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General Manager

Reviewed 9 years ago
Pros

I like the ease of use and the analytics. I also like seeing what my Agents are doing and not doing, along with all the info necessary to correct.

Cons

The cost is a bit high, and with no prior knowledge, it was difficult to get things tuned up.

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Brandon M.

Marketing and Advertising, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Dated UXI & Use Limitations

Reviewed 4 years ago

Good company, just cost more than others with limitations others don't have. Keep looking.

Pros

It allows multi marketing platform, near full stack possibilities but has usage limits on members, emails, text, etc..

Cons

Dated User Interface, Hard to find sections you need to navigate quickly. You have to buy credits, costs more than having your own service integrated with Twilio.

CL
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Cody L.

Insurance,

Review source

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

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Insurance meets Velocify

Reviewed 9 years ago
Pros

I like that it has a decent price, and it is so easy to use and efficient at getting the maximum amount of calls out while keeping everything organized.

Cons

I can honestly say I don't have anything I dislike about this product.

JR
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Jabari R.

Marketing and Advertising,

Review source

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

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Great CRM. Love it

Reviewed 9 years ago
Pros

I like the functionality and usability.

Cons

Everything is great! My rep is always available. The interface and functionality of the system is second to none, and the price is very reasonable for everything it does.