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Velocify Reviews - Page 5

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230 reviews

Recommended

AG
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Angela G.

Financial Services,

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

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Very Efficient!

Reviewed 9 years ago
Pros

It's set up to send out leads, so I don't have to. And I love that their help desk is so very helpful! They always answer and know what they're talking about! They have awesome customer service.

Cons

The lead distribution has a lot of different components to it, so it takes a minute to really understand it. And it would be nice to be able to turn some of the emails from the drip campaigns on and off according to what the LO is looking to do. Because some of my LOs like the drip emails, while others want to send their own.

TM
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Tyler M.

Financial Services, 51-200 employees

Used daily for less than 6 months

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

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Velocify benefits

Reviewed 6 years ago

Pretty good overall

Pros

It is easy to use and pretty self explanatory. Its not hard to go through the columns and pick and choose what it is that you need to do

Cons

Sometimes, the shotgun calls interfere with being able to action anything else. I don't find using priority view as very helpful

CG
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Corey G.

Management Consulting,

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  • 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.

vv
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victor v.

Management Consulting, 501-1,000 employees

Used other for 6-12 months

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

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intuitive

Reviewed 6 years ago

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.

NS
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Natalie S.

Primary/Secondary Education, 501-1,000 employees

Used daily for less than 6 months

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

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Great system to manage leads

Reviewed 6 years ago
Pros

Easy to look up leads and easy to manage. I also really enjoy the software interface it is easy to use.

Cons

I wish it would detect duplicates a little bit better. If it was better at detecting this it would save everyone a lot of time.

TT
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Trinidad T.

Financial Services, 201-500 employees

Used daily for less than 6 months

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

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Love Velocify

Reviewed 6 years ago
Pros

Customer service is fast! Never had a problem with NOT connecting to anyone to help me! Don't have anything bad to say!

Cons

Sometimes the systems crashes but honestly what system doesn't crash? Either way I don't have an complaints

BL
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Brian L.

Accounting,

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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.

SS
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Stephen S.

Financial Services, 201-500 employees

Used daily for less than 6 months

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

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Have nothing but praise for Velocify!

Reviewed 6 years ago
Pros

Velocify makes it really easy for our Loan Officers to follow up on the leads that we are receiving daily.

Cons

At this time, i do not have anything negative that i can comment on. Has been working as advertised.

BD
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Brandon D.

Insurance,

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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,

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  • 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.

HH
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Helmi H.

Primary/Secondary Education,

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

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Velocify review

Reviewed 9 years ago
Pros

Velocify is a very user-friendly system. It allows me to train a new hire, access performance reports, assign leads, etc. with ease. This system is one of the ways I manage my teams production.

Cons

I would like to be able to send blast e-mails from the system without being charged. I believe there is a charge if you send over 1,000 per month. I have to export leads and send them through another system. I'd rather do it all in one.

JM
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Jon M.

Financial Services,

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

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Lead Management System that helps Sales & Marketing succeed

Reviewed 9 years ago
Pros

I like the core functionality, ease of use, and customization. It was very easy to implement and focuses on creating efficiency for your sales team while providing campaign level insight for our marketing team to measure performance and ROI on our lead generation efforts.

Cons

Velocify has good reporting functionality; however, for some of our needs, we need to export the data into our business intelligence system.

JW
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Justin W.

Primary/Secondary Education,

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

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Good experience, but could use polish

Reviewed 9 years ago
Pros

The software seems to be good at organizing data into reports. I think it also categorizes information well and gives the user a good reference tool for contact data.

Cons

I think it could use a little more functionality. With created reports, you should be able to click on a student from there to view the file. The whole process is a little clunky and at times too restrictive with what you can or cannot do with a file.

BK
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Bob K.

Insurance,

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

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Velocify: How can you run your agency without it?

Reviewed 9 years ago
Pros

From a manager's POV, I can see how productive or not my sales staff is at any time. I can see who is making the calls/sales. It is an invaluable tool that we cannot do without. We've used Velocify for over five years now. About once a year, we check out the industry to see if anyone can do better. They are the BEST.

Cons

We have no complaints. They have constantly improved their product over the years.

JP
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Jay P.

Insurance,

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

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User-friendly, hassle-free product!

Reviewed 9 years ago
Pros

Being able to set up call queues to target certain leads with the click of a button is a huge bonus. On top of everything else, Velocify allows you to set future appointments within the system to remind you to reach back out to a lead that you may have let slip your mind since last calling.

Cons

I have yet to find anything I like least about Velocify. Everything from top to bottom suits all of my needs.

JW
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John W.

Banking,

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

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Easy to use and great customer service

Reviewed 9 years ago
Pros

I have used Velocify at my last three mortgage companies and love it. I like how easy it is to use and that it tells me exactly what, why and when to focus on. With the auto-dialer, I can get to my leads first before competitors, which makes the biggest difference in my industry

Cons

When I use it on a Mac, I can't bring up the right click menu. However, that can be fixed by using a different mouse.

HM
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Helena M.

Primary/Secondary Education,

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

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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.

AW
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Aaron W.

Primary/Secondary Education,

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

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A Great Program with Great Customer Service!

Reviewed 9 years ago
Pros

They have a well-documented setup process; it's powerful software that is customizable as well. They have great customer service. If you need help, just send an email to support@, and they will help you very quickly.

Cons

Some fields are not able to be changed (data input), so if you want to enter DNC (for do not call) in the phone block, you are not able to. The programming will not allow that.

MM
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Michael M.

Primary/Secondary Education,

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

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Great product but needs some upgrades.

Reviewed 9 years ago
Pros

I really like that this LMS is customizable to client needs and requests, being that we can add or remove things as needed in order to help up track student information that may or may not be needed.

Cons

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).

RH
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Rebecca H.

Financial Services,

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

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I am an LP2 and use Velocify with my Loan Officer and our LP1 for leads

Reviewed 8 years ago
Pros

We work in a team environment, and having the Loan Officer always have the latest information available is important. Our LP1 and LP2 do a lot of the lead entry, and the LO can use their phone to keep track of the progress we are making while they are out of the office.

Cons

Sometimes it is a little too advanced, but it's nothing we have not been able to overcome.

BM
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Brigitte M.

Financial Services,

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

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An Admin's Point of View

Reviewed 9 years ago
Pros

The product is very detailed and works well with all the vendors we work with. And with so many data fields, it makes data analysis a breeze.

Cons

The customer service has drastically declined from a few years ago. The company seems to be expanding at the expense of customer service to its clients. And the support level, it doesn't appear to be as accurate as it once was.

FP
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Franz P.

Telecommunications, 5,001-10,000 employees

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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.

MN
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Masana N.

Financial Services,

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

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We love Velocify!

Reviewed 9 years ago
Pros

I would highly recommend this product because it has the ability to integrate with other vendors. In terms of the vendor itself, their support staff members - from implementation and support to account management - are incredible. They are quick to respond, flexible, and very competent.

Cons

I'm unable to white-label the product or to create dynamic fields.

RM
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Richard M.

Financial Services,

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

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Velocify is outstanding!

Reviewed 9 years ago
Pros

This product allows tremendous flexibility as an administrator. It allows you to create and run reports at any time, as well as to add additional fields allowing you to capture important vendor data to help optimize your business model.

Cons

I would like to see additional tutorials/videos that can show you how to do hands-on post, batch, and recycle work.

CS
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Christopher S.

Primary/Secondary Education,

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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.