Who Uses This Software?

Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.

Average Ratings

195 Reviews
  • 4.5 / 5
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    Velocify LeadManager is an intelligent sales automation platform.
  • Free Demo
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Velocify
  • www.velocify.com/
  • Founded 2004
  • United States

About This Software

Velocify is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by streamlining and optimizing the sales process from start to finish. Velocifys platform helps sales teams prospect with more precision, accelerate lead engagement, and implement effective workflows, ultimately helping sales teams find and convert more leads.

Velocify Features

  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

Velocify Reviews

Velocify Consulting-Creating Simplicity, Efficiency, reporting and Consistency of use

Nov 08, 2014
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: I have been an administrator on this system since 2005. I have used the system at a high level longer than anyone in the U.S. The system can be used in any industry in B2C or B2B that needs to manage their leads. It can be used for inside sales or far flung outside sales reps. Proper use of Velocify will be a game changer if the system is set up properly.

Jay Dunsing V Consulting 630-936-0621 JayDunsing@Gmail.com

Pros-Top product features:
- Totally customizable to any industry or work flow (use your company language)
- Shotgun connect (increases speed to call)
- Pull Distribution (leads can be shared based up criteria)
- Click to Dial (increases calls made by users)
- Lead Prioritization (management sets criteria for which leads are priority)
- Reporting (various canned and ad hoc reports)
- Status specific and smart drip email
- Ease of use (ramp up time for users 2-5 days)
- Blast email capability
- Local caller ID (customer sees local area code on caller ID)
- Lead distribution (granular lead distribution capability)
- Calendar Events/Reminders (via dashboard, email, pop-up or phone call)
- Pre-recorded voice mail messages
- Many other features

Cons-While I personally have not had an issue with customer support, I have heard that some companies have had issues. Support requests are done via email. Your request/issue has to be spelled out very clearly. It's difficult to talk with a live person.

Ease-of-use--If the system is set up correctly, it is very easy to use. Less is more in the initial setup. There can be a lot of moving parts behind the scenes that have causal effects. A well-thought-out strategy for using Velocify is needed upfront.

Functionality--The system is feature-rich. Most companies don't use all the features provided effectively.

Product Quality--In my opinion, Velocify is the Cadillac of the lead management space. The company regularly enhances the product features.