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Velocify Review

Velocify
Our score: 9.0 User satisfaction: N/A
Logo of Velocify

What is Velocify?

Velocify is a web-based CRM application that is designed to control and evaluate high levels of sales and organize all data into one CRM platform. The tool automates your sales management, lead management, sales enablement, and customer relationship management in one user-friendly solution.

Velocify monitors all lead generation and sales actions to further increase maximum conversion rates as well as ensure detailed and accurate revenue reports that can be customized in real-time.

The management platform is integratable completely with Salesforce, gives you a free smart phone application for your field representatives and managers to monitor sales leads or activities, and is also integrated with a Dial-IQ system—giving your sales teams quick mobile access to new leads.

The sales algorithm within the tool’s application automatically allocates gives leads to specific team members and will notify your employees via email or SMS.

Overview of Velocify Benefits

Velocify benefits are mentioned below:

Velocify is a cloud-based management application that combines the power of email marketing, sales management, telecommunications, calendar scheduling, and customer/staff management all within easy-to-use platform. From the management’s user dashboard, you can easily navigate to check live reports of sales activities as well as staff success rates both at present and in the past. You can check out custom reports as Velocify will generate automatically your preferred reporting as well as analysis criteria.

A calendar and scheduling application is also embedded into the management software for users to be able to monitor and plan sales meetings, appointments, training days, and contractual anniversaries. Managers can also utilize this management tool to check on employee success and monitoring as well as reviewing special sales occasions or even your client’s birthdays.

It is fully integrated and comes with a free mobile application which you can download. Once installed, you can login with your credentials and see the entire software backend and database with complete transparency. You can also add sales leads, close leads, schedule meetings, edit leads, edit events and contact clients or leads using SMS, email or telephone.

Velocify gives you the ability to customize and view real-time reports as well as allocates specific sales leads to specific sales reps.

Overview of Velocify Features

  • Rapid sales automation
  • Integrates with Salesforce
  • Instant sales notification
  • Captures forms leads
  • Multiple distribution programs
  • Automated SMS and Email
  • Appointment scheduling
  • Interactive voice response
  • Call transfers and conferencing
  • Call recording
  • Real-time reports
  • Free mobile app
  • Automatic sales prioritization
  • Customizable insights
  • De-duplicates leads
  • Monitors employee sales
  • Integrated calendar
  • Automatic call distribution
  • Customer telephone detection
  • Call analytics

Velocify Position In Our Categories

Since businesses have particular business wants, it is only rational they abstain from seeking an all-in-one, “perfect” software solution. Just the same, it is almost impossible to find such application even among well-known software systems.
The reasonable thing to undertake should be to set down the different key factors which merit investigation including key features, packages, skill levels of staff members, business size, etc. The second step is, you should conduct the research systematically. Read some of these Velocify reviews and scrutinize the other applications in your list in detail. Such comprehensive research makes sure you steer clear of ill-fitting applications and pay for the system that provides all the function your company requires.

Position of Velocify in our main categories:

TOP 20

Velocify is one of the top 20 CRM Software products

TOP 20

Velocify is one of the 20 Sales Software products

If you are considering Velocify it could also be a good idea to examine other subcategories of CRM Software gathered in our database of B2B software reviews.

There are popular and widely used applications in each software category. But are they essentially the best fit for your company’s specific wants? A trendy software application may have thousands of users, but does it present what you require? For this reason, do not blindly spend on popular systems. Read at least a few Velocify CRM Software reviews and consider the factors that you want in the software such as the cost, main functionality, available integrations etc. Then, choose a few solutions that fit your needs. Try out the free trials of these apps, read online comments, get information from the vendor, and do your investigation meticulously. This in-depth groundwork is sure to help you choose the best software solution for your firm’s specific requirements.

How Much Does Velocify Cost?

Velocify Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Here are the Velocify cost details:

Contact Velocify for full pricing details or if you want a package customized for your business needs. Velocify readily offers four packages:

Standard
Designed for smaller teams
2-10 Users

Plus

Designed for small teams with additional configuration needs
3-15 Users
Includes Standard features plus other additional functionalities

Advanced

Designed for Mid-sized Businesses
16-100+ Users
Includes Plus features plus other additional functionalities

Velocify for Salesforce

Designed for Salesforce.com Sales Cloud Clients
2+ Users

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Velocify reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Velocify. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • iPhone/iPad
  • Mac

Deployment

Language Support

  • English

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Velocify Comparisons

Velocify user reviews

It needs some improvements but on the other hand, it works perfectly

Read full review >
Alex
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2018 Company Size: More than 100 Employees Industry: Higher Education

Great tool to be more organized

Read full review >
Lola
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.09.2018 Company Size: 11-50 Employees Industry: Higher Education

I like this product

Read full review >
Nellie
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.08.2018 Company Size: More than 100 Employees Industry: Financial Services

We are satisfied from this product

Read full review >
Robert
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.03.2018 Company Size: 11-50 Employees Industry: Education Management

This tool helps me to do my job perfectly and effortlessly

Read full review >
Floyd
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.03.2018 Company Size: More than 100 Employees Industry: Financial Services

What are Velocify pricing details?

Velocify Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Here are the Velocify cost details:

Contact Velocify for full pricing details or if you want a package customized for your business needs. Velocify readily offers four packages:

Standard
Designed for smaller teams
2-10 Users

Plus

Designed for small teams with additional configuration needs
3-15 Users
Includes Standard features plus other additional functionalities

Advanced

Designed for Mid-sized Businesses
16-100+ Users
Includes Plus features plus other additional functionalities

Velocify for Salesforce

Designed for Salesforce.com Sales Cloud Clients
2+ Users

What integrations are available for Velocify?

  • Infusionsoft
  • iContact
  • HubSpot
  • GoToWebinar
  • Eventbrite
  • Constant Contact
  • MailChimp
  • Marketo
  • Recurly ®
  • SlideShare
  • Magento

Velocify average rating:

Average score
5/5 (6 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Robert

PROS: Velocify is easy to use and you can easily learn how to use it on a daily basis. It’s not complicated at all. It allows me to keep track of all my activities even on monthly basis and campaign basis. I like that I can use the Dial-IQ so I can make quick responses to our leads.

CONS: I’m not sure whether this is my issue or product’s issue, but I think that this tool lack in-depth reports. Whenever I want to see detailed activities for specific time frame some things won’t come up. Also, the call log is not as intuitive when I try to look through and to determine the number of calls I have made on actual day. I’d like to see the number of calls within the reports and the number of contacts made or an ability to select items that we want to see within the report.

Reviewed 2 years ago

Read full review >

The least favorable review

Jessie

PROS: I like that I can easily keep track of leads and detailed info of the lead. It allows me to call leads through this software. I also like that I can sync the software with my mobile phone.

CONS: It seems like there is a gap with dialing and I feel like I can never win the competition no matter the speed of answering the phone. Also, because there are too many questions I cannot take an app via Velocify. Furthermore, it would be great if they could separate Purchase and Refi templates.

Reviewed 2 years ago

Read full review >

More reviews from 6 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

It needs some improvements but on the other hand, it works perfectly

Read full review >
Alex
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2018 Company Size: More than 100 Employees Industry: Higher Education

PROS: Velocify offers me with ability to send out SMS and emails, I can even send bulk SMS. I like that I can customize this program so it can meet all our needs.

CONS: When hitting back button I cannot go back to the previous page and I cannot easily set up a bulk text, it’s not user friendly and it requires some effort. In addition, I don’t really see the necessity of map and timeline within the account, all I want is to navigate through the calls smoothly and with this new version this is not possible.

What do you think about this review? Great Poor

Great tool to be more organized

Read full review >
Lola
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.09.2018 Company Size: 11-50 Employees Industry: Higher Education

PROS: I like the filters and search results I get, also I like that the structure is basic and easy to comprehend it. I can easily navigate it and making it simpler to train others. We look forward to grow even more and we need a tool that would comprehend our growth and teach us. We constantly train out staff how to use Velocify. The team behind this product makes everything to meet our needs.

CONS: It would be great if they could add more filter options, it would be effective if we could create custom filets so we can easily create reports. Even though the dashboard counts action it doesn’t provide detailed report of the actions.

What do you think about this review? Great Poor

I like this product

Read full review >
Nellie
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.08.2018 Company Size: More than 100 Employees Industry: Financial Services

PROS: I like the ability of dialing out the system in less time. It allows me to keep track of leads and to search through the system via mobile so I can verify the calls. The reporting of the loans is extremely helpful feature. I like that I can see counselors’ pipelines, and this is great option for me and my managers.

CONS: I don’t have dislikes about this tool.

What do you think about this review? Great Poor

We are satisfied from this product

Read full review >
Robert
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.03.2018 Company Size: 11-50 Employees Industry: Education Management

PROS: Velocify is easy to use and you can easily learn how to use it on a daily basis. It’s not complicated at all. It allows me to keep track of all my activities even on monthly basis and campaign basis. I like that I can use the Dial-IQ so I can make quick responses to our leads.

CONS: I’m not sure whether this is my issue or product’s issue, but I think that this tool lack in-depth reports. Whenever I want to see detailed activities for specific time frame some things won’t come up. Also, the call log is not as intuitive when I try to look through and to determine the number of calls I have made on actual day. I’d like to see the number of calls within the reports and the number of contacts made or an ability to select items that we want to see within the report.

What do you think about this review? Great Poor

This tool helps me to do my job perfectly and effortlessly

Read full review >
Floyd
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.03.2018 Company Size: More than 100 Employees Industry: Financial Services

PROS: I can easily keep track of my leads and loan profiles. I can easily organize everything with just one click. I’m able to keep all loans progressing through the system and to update the level of completion. I love the color schemes and all its services.

CONS: I don’t like that I can’t just park many loans or to get two loan profiles up head to head so I can do more detailed comparison. Also, it would be great if they could add a feature that will show the price on Velocify so I don’t need programs in order to complete the job, this one will save lot of time and it will provide more value.

What do you think about this review? Great Poor

Great product

Read full review >
Jessie
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.02.2018 Company Size: More than 100 Employees Industry: Banking

PROS: I like that I can easily keep track of leads and detailed info of the lead. It allows me to call leads through this software. I also like that I can sync the software with my mobile phone.

CONS: It seems like there is a gap with dialing and I feel like I can never win the competition no matter the speed of answering the phone. Also, because there are too many questions I cannot take an app via Velocify. Furthermore, it would be great if they could separate Purchase and Refi templates.

What do you think about this review? Great Poor
Reviewed By Nestor Gilbert
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