Velocify Reviews

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.

Rating breakdown

Likelihood to recommend: 10/10

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 date. Another thing I would like to see you add would be the ability to take one day or even better multiple days and have the ability to move all of the calendar events on that day to another day. The key to our business is time. With all the apps that we do and the little time we have to organize the leads those little things would be tremendously helpful. Again, the ability to take old dates and roll all of those callbacks to a date of choosing would be awesome and even better if we could select several days. Contact me with any other questions at todd@hskinsurance.com

Rating breakdown

Likelihood to recommend: 8/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

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

Likelihood to recommend: 8/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
The best thing about this software is its ability to do click to call. This works in the dialer view or directly from a lead/contact/opportunity page. This type of automation really saves times when you have to make a lot of phone calls and are working inside of Salesforce all day.

Cons
I wish that the system had the ability to transcribe recorded phone calls. Recorded phone calls are often stored 2 or 3 times on the Salesforce record, which makes it difficult when you need to go back and listen to something. Transcribing phone calls would be nice so that you could pinpoint certain conversations, and provide coaching opportunities to your team members. If there were also analytics around call times and close rates, that would be helpful as well.

Rating breakdown

Likelihood to recommend: 7/10

Pros
I love the ease of setup for this product. They make the back end interface easy to figure out and the customer support for questions is on all the points. I have utilized Velocify for a few years now and absolutely love it. Turned our sales teams 8 mins between lead to call down to 2 mins (avg). Can't argue with results.

Cons
There can be intermittent down times, they are still fixing a few things but while they are rare, it is a pain in the face. The program also runs primarily on Java, which means that a lot of cookie clean up has to happen in your browser. Which can sort of be a little rough, but its a minor issue.

Rating breakdown

Likelihood to recommend: 10/10

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

Rating breakdown

Pros
See above

Cons
See above

Rating breakdown

Pros
It helped me orgainze my leads. I actully spent many nights helping them taylor this program for Insurance Agents.

Cons
Not only did I spend a ton of my time helping them taylor this program for Insurance Agents, I also helped them get into Allstate Insurance. The least part I like is how they used me and then once they where done they disgaured me like a piece of trash. Shame on them.

Rating breakdown

Likelihood to recommend: 1/10

Pros
Multiple views and charts to work with to track overall performance and productivity. Click to dial function is nice for tracking. Priority view is nicely customizable.

Cons
Some limitations in customization for ability to pull lead specific reports from the system. Would like to be able to pull email lists of clients to allow for email campaigns on top of call campaigns but that may be a company restriction placed upon the product and not a product limitation.

Rating breakdown

Likelihood to recommend: 9/10

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!

Rating breakdown

Likelihood to recommend: 9/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Functionality. You can easily filter leads based on your wants or needs. I also like the function where I can search a name and see how many times we have spoken to them in the past and how often. It helps with building rapport.

Cons
Unless I don't know how to do this, I would like to see a function that allows you to capture multiple emails at once for a generalized email.

Rating breakdown

Likelihood to recommend: 9/10

Pros
The ease of the website, lots of options for follow up borrowers. I can mark an option that will bring back a particular borrower in a specified list. The calling feature is great when it works. The information and automated text and email is great for initial contact.

Cons
Sometimes the calling feature doesn't advance to the next borrower, I have to go in and do it manually. Incoming calls are always gone when I recieve the notice .

Rating breakdown

Likelihood to recommend: 9/10

Pros
It's foolproof! Once the system is set up to fit your individual company's needs, you'll wonder how you ever lived without it. Every client we have is in this system. We send out all necessary forms directly through Velocify thanks to the auto emails/drip campaign and their merge feature. You enter in all information one time and can send out documents, emails, and nurture campaigns automatically based on your company's individual needs. Even better than the software itself are the employees of Velocify. I have never encountered a group of individuals as kind or as knowledgeable as them. There are no "dumb questions" they take their time to explain and teach you everything you could ever need and more.

Cons
If I had to pick on thing, I would say the dialer. It doesn't allow mutli-line/multi-call dialing for aged data. The program is perfect for new fresh leads or (as we do) if you post (transfer) data from a dialer system. All of our good leads live in Velocify, and the aged data is in our dialer.

Rating breakdown

Likelihood to recommend: 9/10

Pros
The website is easy to navigate though. Its a clean webpage without a lot going on (colors, advertisements, etc) & all the details that I need are located in one screen.

Cons
The only thing that's a Con for me would be that I have to choose a "search" method when looking up a borrower every time I finish a file. I like searching by the last name, if I could some way keep that setting, it would save me a few clicks and some time.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
The customer service/support team can use some assistance when an issue needs to be escalated. The product can also improve on the internal calendar management.

Rating breakdown

Likelihood to recommend: 7/10

Pros
Velocify allows you to be "Proactive"....it'll remind you, you don't have to try to remember...or set other calendar events somewhere else.

Cons
No software solution is "Perfect" (just it's users;)....but, they've really tried hard! This is not an intuitive product...but, it is also customizable..that may be where it becomes more difficult. It's ability to be customizable is where it becomes more effective for each user...no "Out of the Box" solution would be able to provide the level of functionality which we are getting from Velocify....for that, we needed to be able to customize.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 6/10

Pros
I love the ease of use Velocify provides. 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.

Cons
I really do not know what to write about the cons. I only use the software as an outbound caller and do not know the inner workings of it.

Rating breakdown

Likelihood to recommend: 10/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I like that a lot of info can be saved in each profile. I also I like the fact that each note saved has a time and date stamp which helps when needing to know when some action was taken on the profile.

Cons
If you do not remember to click save than no reminder msg comes up asking you if you want to save before exiting

Rating breakdown

Likelihood to recommend: 9/10

Pros
Easy to use. Very simple to organize and track my loan officers progress with their leads. The direct dial and email features are nice as well.

Cons
Searching for lost leads can be time consuming. More automatic features making the lead pop up again as a new lead rather than just a reminder email or pop up would be easier to use.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Velocify has helped our business tremendously in many different ways. The solution allows us to track and measure just about every aspect of our business. At any time, we can see productivity results by staff member to recognize positive behavior and have visibility to opportunities which allows us to have teachable moments and coaching with our sales team. Velocify gives us a real-time update of what is working and where our efforts are best spent. It allows us to see the return on investment and track every marketing campaign so we can dedicate the bulk of our efforts to what is working and market with laser-like precision.

Cons
Honestly, there's nothing I can think of there are so many features and capabilities that there is nothing I haven't been able to do by customizing our enterprise solution.

Rating breakdown

Likelihood to recommend: 10/10

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.

Rating breakdown

Likelihood to recommend: 10/10

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...?"

Rating breakdown

Likelihood to recommend: 8/10

Pros
I absolutely love this program, it is so easy to navigate and I love that I can customize my options.

Cons
I haven't really found anything that I am unhappy with, it gives me many options and I love that I can click on a client and review our previous conversations

Rating breakdown

Likelihood to recommend: 10/10

Pros
I've been using Velocify for 3 years running and couldn't be happier with the platform. Makes connecting to customers enjoyable and efficient.

Cons
We are a very high volume shop so latency issues and stuttering happen from time to time. Invest a bit more in de-cluttering to maximize speed.

Rating breakdown

Likelihood to recommend: 8/10

Pros
The best feature is the click to dial option and call counter. It is easy to filter leads by different sources, point of contacts, and status.

Cons
We do not have a feature to run daily reports and export to excel. Also a column for set appointment/ activities instead of sorting them.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Ease of import, reminders, Keeping the status of transactions organized, accessing client data quickly

Cons
Velocify has a habit of timing out and this causes you to lose the information that has been put into the system This is especially prevalent using the interface with Five9 software

Rating breakdown

Likelihood to recommend: 10/10

Pros
Velocify is my lifeline. Scheduling and notation are essential and it's nice to have both capabilities within one resource. It's also great that it communicates with other software.

Cons
None that I can think of. I just wished I'd have started using it sooner. Maybe better marketing to sales and service related businesses/individuals.

Rating breakdown

Likelihood to recommend: 10/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
The ability to limit Actions based on Statuses is a good way to force leads through certain conversion points.

Cons
An easier way to send text messages, or group messages, would be helpful for our sales/admissions team.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I have used Velocify at the last few jobs that I have had as a loan office. It easy to use, very powerful and customizable.

Cons
For my business, I have not run into anything that is bad about the software since it can be customized.

Rating breakdown

Likelihood to recommend: 10/10

Pros
The lead dialer can be helpful when it doesn't have glitches. The system is also relatively easy to learn. Having actions that drive status is also a good feature that helps with driving leads through the process according to what they do or the follow-ups taken and not someone arbitrarily assigning a status.

Cons
Customer service can be a pain to get hold of. Downtime typically doesn't have a resolution ETA. Reporting limits having standard emails sent out with the reports. Fields cannot be deleted by an admin, and you have to go through an account rep. We had a terrible account rep when launching the product, and both a colleague and I had to work through the weekend to get everything up and running to go live. Imports can only occur one at a time and have limits on the number of records, which end up taking forever. The email integrated is not user-friendly and very complex to develop. Deliverability of the messages is also extremely poor and led us to have to integrate an outside automation platform. The API integration from Velocify has caused us multiple headaches with our outside platforms as well .

Rating breakdown

Likelihood to recommend: 1/10

Pros
Ease of Use. The product allows you to action and reminds you when follow ups are needed. No client goes without a follow up.

Cons
I have no cons about this product. it integrates well with all of the other programs I run. Thank you!

Rating breakdown

Likelihood to recommend: 10/10

Pros
I love the Lead distribution and disposition. It makes it easy to do business and be super efficient.

Cons
The only con Is the Non alphabetically ordered titles of recorded voice messages. If this is he only con I'm in good shape!

Rating breakdown

Likelihood to recommend: 10/10

Pros
User friendly..Easy to navigate. Easy to keep continuing notes on a given lead by making clear and concise notes

Cons
locating leads by group is hard sometimes, don't get full lis. Cant dial directly through software we have

Rating breakdown

Likelihood to recommend: 8/10

Pros
Velocify is an organized system that is easy to use and easy to train others on. The layout and design of Velocify is very relevant to the purpose which it serves. Velocify has done a great job of making leads accessible within a particular time frame (for example, priority queues). I am able to quickly access what I need and move through the information in a timely manner.

Cons
The system houses so much information, sometimes it moves a little slow. The refresh period takes a little longer when there are lots of users (within my company) on at once. I really don't have many complaints, though, about the product. In my years of experience, I have used many different lead management systems, and Velocify is by far the best.

Rating breakdown

Likelihood to recommend: 8/10

Pros
The format and layout of Velocify makes it easy to navigate between the screens and locate the leads needed to dial. Being able to call the leads within the specific account allows for information to be documented quickly and accurately. I had little training at the start of my position with using Velocify but was able to quickly pick it up. The reports that can be generated through its use can assist the user with productivity and overall task completion.

Cons
At peak times, the system will log me out, and I will have to log back in and re-access the lead I was working. This does slow down the pace of completing work. The system will also state that dials are being made when they are not. There are times that this happens frequently in a day. In addition, when reviewing a list of leads, once the lead is accessed and you wish to return back to the list of leads, you have to start from the beginning; it does not pick up where you left off, which can be time consuming when you have several pages.

Rating breakdown

Likelihood to recommend: 5/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I use this product every day as a Loan Officer and it makes my life extremely easy. It organizes all of my leads and doesnt let them fall through the cracks.

Cons
I am continually logged out of the app sometimes while on the phone. I have even had the app hang up the phone on me during a phone call.

Rating breakdown

Likelihood to recommend: 9/10

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

Likelihood to recommend: 10/10

Pros
I love how easy Velocify is to use! I am able to keep up with my leads much better than with other products I have used in the past. I would definitely recommend Velocify!

Rating breakdown

Likelihood to recommend: 10/10

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

Likelihood to recommend: 0/10

Pros
Very great and efficient in the insurance industry. I love how it organizes my leads, and dispositions so quickly.

Cons
After sorting in Normal view, using the blade does not disposition to the next caller. You have to click to dial.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Reminder pop ups, emails, txt and email to clients. Organization is simple. Data entry is simple. Export an excel with ease

Cons
There isnt anything Inwould change, I would add color selection options to the background to maybe a light blue feature or choice of user

Rating breakdown

Likelihood to recommend: 10/10

Pros
It is very customizable to your business needs and a great way to organize your leads in a more functional system

Cons
It can become overwhelming for some not so technologically inclined users. It does require a lot of time to be invested in keeping it up to date.

Rating breakdown

Likelihood to recommend: 9/10

Pros
I used this software at my previous employer. We went from binders of information to a software program that not only kept us organized, but PROMPTED US when to contact someone. Trust in their sales schedule, it works!

Cons
I liked it better when it was called Leads360. To me, the name alone told you what the program was. Marking within it's own name!

Rating breakdown

Likelihood to recommend: 10/10

Pros
Very customizable. it allows you to stay on track with your leads. I love how you can create views to see different types of leads

Cons
The report generating feature could be a little bit better, and add more options. It is also not very user friendly.

Rating breakdown

Likelihood to recommend: 9/10

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

Rating breakdown

Likelihood to recommend: 9/10

Pros
How easy it is to use not difficult at all and how everything you need can be found in one place

Cons
I still have not found something I dislike it has been exactly what I expected to do just get me what I need without any issues

Rating breakdown

Likelihood to recommend: 10/10

Pros
How easy it is to stay on top of the leads and make sure you're calling the clients in the right time frames.

Cons
Some connection issues at times and you can call a lead when another is already on the phone with them. Other than that, no complaints.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Many great features such as text and visual voicemail. it is secure so I know my clients information is secure!

Cons
I connected it to my cell phone and now it rings all the time! I removed the setting but it still rings!

Rating breakdown

Likelihood to recommend: 10/10

Pros
Its user friendly. It moves very quickly and very seldom gives me any sort of errors or runs slowly.

Cons
There are not enough disposition reasons. The disposition reasons need to be more in depth. Sometimes I cannot find a good enough reason.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I like the integration with the additional software we are required to use and the ease of categorizing all prospects for campaigns

Cons
the calendar popup that doesn't disappear once complete after you have made the call and categorized it.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Ease of access and very reliable. Helps keep me really efficient while at work and helps remind me of what i need to do

Cons
Nothing at all I think that this program I've very easy to use and would highly recommend it to everyone

Rating breakdown

Likelihood to recommend: 10/10

Pros
How simple it is to use once you get the hang of it, I love how you can filter everything you want to use.

Cons
customer service is a little slow, but once you get them to help you it was easy and the customer service is great.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Velocify has a lot of functions and a lot of quick button views. I can find all the information I need on leads with just a few clicks on a couple of shortcut buttons.

Cons
Difficult to navigate at first. Once I figured out the shortcuts, it was easier. Still, there are some functions I don't use on a regular basis and it becomes a chore again to figure things out. Also could use some better duplicate lead logic, but that might be how it is set up in my company.

Rating breakdown

Likelihood to recommend: 8/10

Pros
This program is very user friendly and it keeps me very organized when it comes to my leads. I have used other programs at other companies and this one is definitely the best.

Cons
There aren't very many cons about the program. I have had some issues when transferring lead info over but those times were very rare.

Rating breakdown

Likelihood to recommend: 10/10

Pros
My experience is that my sales rep is easy to get along with and helps me with solutions that he has control of and gets me assistance when needed. The system, for the most part, is a solution for most of our marketing and lead needs. I would recommend it to a peer. It's much easier if they have an administrator with existing experience. Its a great solution. The support group has gotten back to being very prompt and helpful as well.

Cons
I cannot buy products for just certain users/branches and separate billing. Its all or nothing, but that's probably not an issue for most.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Very easy to use. The system allows the user to navigate easily and does not require much training.

Cons
Limited from a control purspective. it would be nice to be able to limit the timelines users can be on

Rating breakdown

Likelihood to recommend: 8/10