Velocity vs QuoteBooks Comparison

Overview

Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating,...

ATLATL delivers speed and accuracy to power a more productive sales experience.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.1

(15)

5

4

3

2

1

5

9

0

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

4.9

(7)

5

4

3

2

1

6

1

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

The service we received from Velocity was top notch and I would say that's the best part of their company.
Its ability to grow as our company grows and its ability to maintain our database and our accounting information in one place.
Ve also been impressed with VRC's timely response and attention when I have questions.

Pros

Cons

There are certain tasks that are difficult to reverse, such as when a mistake is made when generating an invoice.
The big downside to the software to me is the GUI. But with the addition of all of the portals we can make/use, and the future with the new dashboard, this can be a non issue.

Cons

  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features18
  • API
  • Activity Dashboard
  • Activity Tracking
  • Budgeting
  • Certificate Management
  • Claims Management
  • Client Portal
  • Contact Database
  • Drag & Drop Interface
  • Email Templates
  • Estimating
  • General Ledger
  • Partner Portal
  • Print Management
  • Project Workflow
  • Prospecting Tools
  • Quote Management
  • Real Time Data
  • Reminders
  • Sales Reporting
  • Sales Tracking
  • Scheduled Reporting
  • Territory Management
  • Total features7
  • API
  • Activity Dashboard
  • Activity Tracking
  • Budgeting
  • Certificate Management
  • Claims Management
  • Client Portal
  • Contact Database
  • Drag & Drop Interface
  • Email Templates
  • Estimating
  • General Ledger
  • Partner Portal
  • Print Management
  • Project Workflow
  • Prospecting Tools
  • Quote Management
  • Real Time Data
  • Reminders
  • Sales Reporting
  • Sales Tracking
  • Scheduled Reporting
  • Territory Management

Integrations

  • Total integrations3
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier
  • Total integrations5
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Velocity vs. QuoteBooks

See how Velocity and QuoteBooks stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.