Velocify Pricing Plan & Cost Guide

Velocify

Generate sales with auto-prioritization

4.26/5 (229 reviews)

Velocify Pricing

Starting from: $60.00/month

Pricing model: Subscription

Free Trial: Available

- Standard
- Plus
- Advanced
- Pemium

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Velocify Pricing Reviews

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.Yll M.Read the full review
  • The team is outstanding to work with, and the product provides meaningful results for agencies.Ian H.Read the full review
  • I like the simplicity of functions. It's great for a small-to-mid-sized company that is growing and doesn't have the time or financial resources to build a customized proprietary tool of their own.john V.Read the full review

Cons

  • Charged us for 10 licenses they knew were not in use and refused to answer questions or refund money.Brian M.Read the full review
  • 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).Michael M.Read the full review
  • The more frustrated you get, the more likely you will have more issues.Marione S.Read the full review
92%
recommended this to a friend or a colleague

23 reviewers had the following to say about Velocify's pricing:

Kristeen H.

It works, but it's not ideal.

Reviewed 2014-05-29
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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J Stephen S.

Client since 2009

Used daily for 2+ years
Reviewed 2017-07-07
Review Source: Software Advice

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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John D.

Was good early on - but falling off

Used weekly for 2+ years
Reviewed 2018-11-26
Review Source: Software Advice

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Corey G.

Using for five years - the best out there!

Reviewed 2014-07-23
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Cody L.

Insurance meets Velocify

Reviewed 2014-07-19
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jason H.

Velocify Experience

Reviewed 2014-10-23
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Jabari R.

Great CRM. Love it

Reviewed 2014-08-02
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Patrick S.

Constant struggle

Reviewed 2014-05-30
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 1/10

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MIchael M.

Now that's personalized service

Reviewed 2014-07-28
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Brian L.

Priority Tax Group

Reviewed 2014-07-30
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Justin B.

Expensive and difficult to handle data

Used daily for 6-12 months
Reviewed 2018-01-09
Review Source: Software Advice

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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victor v.

intuitive

Used occasionally for 6-12 months
Reviewed 2017-07-06
Review Source: Software Advice

please help our firm organize leads by time zone

Pros
organizes leads by several different values that are lucrative to production. The pre recorded voicemails are awesome!

Cons
would like to have the functionality to organize by time zone. This will help in improving the the contact ratio for sales presentations.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Brandon M.

Dated UXI & Use Limitations

Used occasionally for free trial
Reviewed 2019-12-10
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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Brett M.

The Backbone of Our Sales Strategy

Reviewed 2014-07-24
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Brian M.

Miserable, o verpromised and under delivered.

Used daily for 2+ years
Reviewed 2018-03-08
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Brent S.

General Manager

Reviewed 2014-08-01
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Franz P.

my experience with velocify

Used weekly for free trial
Reviewed 2019-05-02
Review Source: Software Advice

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Christopher S.

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

Reviewed 2014-07-19
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Brandon D.

Velocify helps sell policies, which helps to sell leads

Reviewed 2014-07-29
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Easy to pull leads

Used daily for 6-12 months
Reviewed 2017-12-15
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Matt F.

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

Reviewed 2014-08-21
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Eren A.

Excellent product based on highly quantifiable best practices

Reviewed 2014-07-31
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Donald F.

Make the most of your marketing dollars

Reviewed 2014-10-24
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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