Velocify Reviews

“Management software

Pros

This software helps me efficiently manage our clients in the home insurance industry.

Cons

I didn't find any downsides to this software; I would definitely recommend it to other users.

“Velocify helps Loan Officers

Pros

I like the variety of reporting options and how easy it is to assign leads.

Cons

Velocify is quite intricate, and merging leads and call data into reports is not possible. The support could be improved, and customization options are limited.

“It simplifies your sales process.

Pros

Using it is simple , and setting up is easy. The intuitive and adaptable UI streamlines the entire marketing process, making it quick and simple.

Cons

Among the products I've used, this one is the most expensive.

“Great options, had to restart more than once

Pros

I've never experienced dropped calls, and I'm impressed with its features for organizing clients and tracking calls.

Cons

I often found myself restarting the software when it froze or didn't function correctly. With multiple programs running, these issues were more noticeable with this one.

“Velocify is Okay but not as Good as Salesforce

Pros

Velocify serves its purpose adequately, though there are some limitations if used as a CRM.

Cons

While the system is not difficult to use, it lacks the extensive functionality of Salesforce. We've discovered that there's much more that can be done with Salesforce.

“Dated UXI & Use Limitations

Pros

It supports multiple marketing platforms and nearly full-stack capabilities, but there are usage limits on members, emails, texts, etc.

Cons

The user interface feels outdated, and finding specific sections quickly can be challenging. Buying credits is required, making it more costly compared to integrating our own service with Twilio.

“It may not be in the top 10, but it's worth a look

Pros

At my previous job, we transitioned from binders to a software that not only kept us organized but also prompted us when to reach out to clients. Trust in its sales schedule, it works!

Cons

I preferred it when the program was called Leads360. To me, the name itself clearly described what the program was about, a mark of its own identity!

“my experience with velocify

Pros

This CRM application stands out with its user-friendly interface and appropriately chosen colors. It strikes a great balance in task fluency and reporting. I particularly liked the automatic voicemail feature.

Cons

I found the cost slightly high, and the mobile application still has issues with mid-range smartphones. Also, it's only available in English.

“Excellent lead tracker

Pros

Contacting clients is easy (with speed dialing to avoid misdials), real-time updates, excellent file organization, and easy note-taking on leads.

Cons

Filtering out old leads is difficult, Notes aren't accessible in the main view,There's a learning curve for some features

“Is a complete tool for a sales team

Pros

It offers extensive functionalities for tracking and prioritizing to prevent lost sales, it's a great complement if you already use a CRM.

Cons

I'm still configuring some aspects to better suit my needs. I believe the user interface and overall user experience could be enhanced.

“Watch out

Pros

This software helped me streamline my lead organization. I spent many nights customizing this program specifically for insurance agents.

Cons

Not only did I spend a lot of time customizing this program for Insurance Agents, but I also helped them get into Allstate Insurance. What bothers me the most is how they used me and then discarded me like trash. Shame on them.

“Great for Calling

Pros

It is ideal for automated outbound calls, it's a simple program that displays client names and their locations.

Cons

I experienced issues with the program freezing or shutting down frequently. I'm unsure if it was due to my internet connection.

“Velocify

Pros

I value the seamless integration of SMS capabilities within this software, which greatly facilitates the process of locating potential leads with remarkable ease.

Cons

Velocify has had issues freezing up; sometimes it posts multiple comments when you think it's down.

“It's a useful tool overall.

Pros

We use it alongside Salesforce. One of its best features is the ability to customize Velocify to ensure our sales team follows up on leads promptly, rotating them after 14 days to other agents who might have a different approach.

Cons

One drawback is that you can only view 100 leads at a time. Another issue is its handling of duplicate leads, which can be awkward and frustrating.

“Velocify: Automating Communication Efforts

Pros

I found the canned voicemail options from Velocify invaluable. In my previous role as an Admissions Officer, leaving the same voicemail repeatedly was common. Velocify lets me designate pre-recorded messages, saving time and effort. The shotgun connect feature makes connecting with customers seamless, it cycles through available reps when there's a live customer on the line.

Cons

Configuring the software to integrate with our Student Information System requires significant effort, both in terms of time and cost.

“Was good early on - but falling off

Pros

This product excels in lead routing within Salesforce, it's stable and easy to use.

Cons

The lead prioritization platform is very rigid, sticking strictly to Velocify's best practices rather than allowing for customization. As a result, our representatives didn't find it useful and saw it more as an expensive routing tool.

“Its fine for what it is

Pros

Perfect if you're focusing on building a single sales sequence or cadence.

Cons

If your organization needs to create multiple cadences for different scenarios, this platform may not be suitable.

“Useful

Pros

I like that this product gives me quick access to all my leads and their details. The recent update has made searching for leads even easier.

Cons

I dislike its cluttered homepage. It's overwhelming to open it up and be bombarded with so much data.

“Good for newbies

Pros

It is user-friendly, offers a clear view of my day, and is perfect for new salespeople.

Cons

The lack of view customization is frustrating, particularly the limit to viewing only 100 leads.

“Needs work

Pros

Having instant access to contact information is invaluable. The login screen's animal and human pictures are a nice touch!

Cons

Moving leads to the next user is slow, causing delays when timing is critical. The report dropdown options and admin organization can be confusing without a proper explanation.

“Lots of functionality, but little difficult to navigate.

Pros

Velocify has numerous functions and quick access buttons. With just a few clicks on shortcuts, I can find all the lead information I need.

Cons

It was initially challenging to navigate, but once I learned the shortcuts, it became easier. However, there are still some functions I rarely use, which can be tedious to figure out each time. Improved logic for handling duplicate leads would also be beneficial.

“Velocify

Pros

I've had some issues with billing, if you cancel, they charge you for the full year, even if recent changes don't work for you.

Cons

If you cancel, they charge you for the entire year, even if recent changes are not working for you. Getting in touch with someone to address issues can be very difficult.

“Amazing product for accelerating Sales teams in Salesforce

Pros

The back-end interface is intuitive, and customer support is always on point. I've been using Velocify for years and love how it reduced our sales team's lead-to-call time from 8 minutes to just 2 minutes on average.

Cons

There are occasional downtimes, though rare, which can be frustrating. The program primarily runs on Java, requiring frequent cookie clean-ups in the browser, which can be a bit cumbersome but is a minor issue.

“Miserable, o verpromised and under delivered.

Pros

While I can make changes on the go, it has not lived up to all the promises made during onboarding. It's challenging to find many positives about this program or its account reps.

Cons

The company's practices are highly unethical. They blatantly lied about the software being ready out of the box, leading to hundreds of hours spent on customization. Issues with duplicate leads, lack of mobile capabilities, and outdated automated emails add to the frustration of an expensive system that isn't fully usable on a cell phone. Their representatives misled us, overcharged for unused licenses, and refused to address our concerns or refund our money. They are fully aware of the high costs associated with switching CRMs and exploit their customers without hesitation.

“Very Good CRM program

Pros

It's an excellent CRM that meets the basic requirements for managing contacts, and I especially like the capability to send texts.

Cons

The CRM is somewhat complex when it comes to importing or extracting data, and it's also costly per user.

“Velocify great for insurance

Pros

I find it incredibly efficient in the insurance industry. The way it organizes my leads and dispositions so swiftly is something I really like.

Cons

After arranging in Normal view, using the blade doesn't automatically move me to the next caller; I have to click to dial.

“Organized and efficient

Pros

Velocify has really streamlined and organized my sales calling strategy, significantly improving our lead contact times.

Cons

I'd like more choices in dependencies when creating priority lists. Working with many existing customers and partners, we struggle to find a configuration in Velocify that suits our teams.

“Expensive and difficult to handle data

Pros

The nurture program and the option to text from the platform are fantastic. Being able to consistently reach out to candidates automatically is incredibly valuable.

Cons

It's pricey and handling large amounts of data is challenging. Managing extensive campaigns within the software is also expensive; I might need to seek external solutions for that.

“Easy to pull leads

Pros

Velocity is very intuitive and serves excellently for pulling leads. The customer service is also top-notch, and they are willing to come to our office for additional training at an extra cost. There are a few minor issues with the software.

Cons

I linked it to my cell phone, and now it rings constantly! I removed the setting, but it continues to ring!

“Great at cadence and keeping your organized.

Pros

The cadence is outstanding. It helps me stay on top of leads and integrates seamlessly with other software. The interface is very neat and easy to grasp.

Cons

I'm not fond of the limitation of only 100 leads at a time facing forward. Also, it incorrectly displays time zones internationally; for instance, Australian leads appear on Friday when it's already Saturday down under.

“Great product

Pros

Once you get the hang of it, I like how easy it is to use. I also love the ability to filter everything as needed.

Cons

Customer service is a bit slow, but once they assist you, it's smooth and the service itself is excellent.

“Velocify acts as a nice interface between my lead data and myself.

Pros

The feature to restrict Actions based on Statuses is a clever way to guide leads through specific conversion points.

Cons

It would be helpful for our sales and admissions team to have a simpler way to send text or group messages.

“This tool checks a lot of boxes

Pros

One of the best aspects of this software is the click-to-call functionality. Whether in the dialer view or directly from a lead page, this automation really saves time, especially when I'm spending all day in Salesforce making numerous calls.

Cons

I wish the system could transcribe recorded phone calls. Having multiple recordings stored on Salesforce records makes it cumbersome to review. Transcribing calls would allow pinpointing specific conversations and offering coaching opportunities to team members. Analyzing call times and close rates would also be beneficial.

“I started using Velocify a two months ago when I started my job, and I was able to grasp the product very quickly.

Pros

The simplicity stands out. Navigating through the website is very easy. I like how the product allows us to have a personalized script for our company.

Cons

Occasionally, I get an error message when a new lead is added to the system. It's easy to fix by copying and pasting the lead's phone number into the search bar, but it can be bothersome during calls.

“Love Velocify

Pros

Customer service is incredibly responsive! I've never had an issue connecting with someone to assist me. I really can't complain about anything!

Cons

Sometimes the system crashes, but honestly, which system doesn't? Overall, I don't have any complaints.

“Easy to use system that helps to organize lead management

Pros

There are multiple views and charts available to track overall performance and productivity. The click-to-dial feature is particularly useful for tracking purposes. The priority view is also highly customizable.

Cons

There are some limitations in customizing and pulling lead-specific reports from the system. I'd like to generate email lists for client campaigns in addition to call campaigns, but that might be a restriction imposed by our company rather than a product limitation.

“Velocify benefits

Pros

It's easy to use and quite self-explanatory. Navigating through the columns to prioritize tasks is easy.

Cons

Sometimes, the mass calls disrupt other activities. I find the priority view not very helpful.

“Have nothing but praise for Velocify!

Pros

Velocify makes it extremely easy for our Loan Officers to follow up on daily leads.

Cons

At the moment, I don't have anything negative to mention. It's been functioning as advertised.

“I like that I am able to find all my clients with ease.

Pros

I like that a lot of information can be stored in each profile. The time and date stamp on each note is also helpful for tracking actions taken on profiles.

Cons

If you forget to click save, there's no reminder message prompting you to save before exiting.

“It looked complicated at first but easily to manage in a short period of time.

Pros

The dashboard screen allows me to see all my appointments and activities for the day. It's convenient for making changes, updates, cancellations, or rescheduling appointments.

Cons

The pop-up screen can be annoying, especially when I'm in the middle of a call, text, or email with a student.

“Velocify has been a good tool in my prospecting plan

Pros

Importing data is effortless, and the reminders help keep transaction statuses organized. Accessing client data quickly is another plus.

Cons

Velocify frequently times out, causing information entered into the system to be lost. This issue is particularly noticeable when interfacing with Five9 software.

“Nothing short of exceptional!

Pros

The website navigation is simple. It's a clean webpage without distractions like excessive colors or advertisements. All the necessary details are neatly presented on one screen.

Cons

My only gripe is having to choose a "search" method every time I look up a borrower after completing a file. I prefer searching by last name; if I could retain that setting, it would save me clicks and time.

“No software solution is "Perfect" (just it's users;)

Pros

Velocify encourages a proactive approach, it reminds me of tasks so I don't have to remember everything or set additional calendar events elsewhere.

Cons

No software solution is "perfect" (just like its users!), but they've really put in effort. It's not the most intuitive product, but its customizability makes it effective for each user. An out-of-the-box solution wouldn't provide the functionality we get from Velocify, we needed customization for that.

“Functionality

Pros

It's easy to use. It operates swiftly and rarely encounters errors or slows down.

Cons

There aren't enough disposition reasons, and they should be more detailed. Sometimes, I struggle to find a suitable reason.

“Great Functionality

Pros

I really like the lead distribution and disposition features. They make conducting business efficiently a easy.

Cons

The only downside is the non-alphabetical order of titles in recorded voice messages. If that's the only issue, I'm in good shape!

“Velocify's Advantages

Pros

As a Loan Officer, I rely on this product daily, it simplifies my workload by organizing all my leads and ensuring none slip through the cracks.

Cons

I often find myself logged out of the app, sometimes even during phone calls. It has even hung up on me during a call.

“Customizable but Complicated

Pros

I like the flexibility to build forms and customize everything visible on our screen for each lead. Building and tailoring reports is also a standout feature.

Cons

When reorganizing data fields, I have to click "Up" or "Down" for each individual field adjustment. A drag-and-drop feature would be more convenient when moving multiple spaces. We also encounter significant issues with API imports, as leads aren't always updated automatically and require manual adjustments.

“Best CRM Out There!

Pros

The call back calendar is my favorite feature. The interface is smooth and intuitive, unlike other CRMs I've used before. The auto-voicemail feature is also fantastic, it makes dialing out much smoother and efficient. I also enjoy the ability to customize various voicemails for different situations.

Cons

There isn't much to dislike. A few suggestions though, for the callback calendar, coloring date boxes differently for days with scheduled calls would be helpful. It would also be nice to customize tabs in the lead data section and the layout of the page to suit personal preferences, if possible through backend customization.

“Makes keeping up with sales leads easy

Pros

The software helps me stay organized and always informed about who I need to contact and when. The notes feature makes it easy to review details before reaching out.

Cons

My competitors also use the software, so I wish I had it exclusively. I'd prefer to stay one step ahead.

“Excellent Product

Pros

My experience with Velocify has been consistently positive. It's easy to use and simple to understand.

Cons

My only complaint arises when UI updates occur without notice, causing me to click on buttons that didn't previously exist. It's not a big issue, just a bit annoying.