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Velocify REVIEW

CRM Software

6 user reviews
USER SATISFACTION 93%
OUR SCORE 9.0

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

Position of Velocify in our main categories:

50

Velocify is one of the top 50 CRM Software products

20

Velocify is one of the top 20 Sales Software products

50

Velocify is one of the top 50
CRM Software products

20

Velocify is one of the top 20
Sales Software products


Velocify is also listed in the following subcategories:

Category:Position:Category:Position:
Customer Service Software#1
Category:Position:
Customer Service Software#1

It's essential to keep in mind that hardly any software in the CRM Software category is going to be an ideal solution that can meet all the goals of all company types, sizes and industries. It may be a good idea to read a few Velocify reviews first as specific software can perform well just in a really small group of applications or be prepared with a very specific type of industry in mind. Others might work with an intention of being simple and intuitive and therefore lack complex functions desired by more experienced users. You can also come across apps that focus on a large group of customers and provide a powerful feature set, but that usually comes at a higher price of such a software. Be certain that you're aware of your requirements so that you choose a software that has all the functionalities you search for.

How Much Does Velocify Cost?

Velocify Pricing Plans:

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

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.

POSITIVE SOCIAL MENTIONS

71

NEGATIVE SOCIAL MENTIONS

5

Video

Technical details

Devices Supported
  • Windows
  • Linux
  • iPhone/iPad
  • Mac
Language Support
  • USA
Pricing Model
  • Monthly payment
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

Velocify User Reviews

What are Velocify pricing details?

Velocify Pricing Plans:

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

User reviews


User reviews in total: 6

5
1
0
0
0

Average Rating:

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The most favorable review

Alex

2 months ago


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.

The least favorable review

Jessie

7 months ago


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.

Published 2 months ago
Verified
user
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.



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
I like the ability of dialing out the system in less time. It allows me to keep track of...



What do you think about this review? Great Poor

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