# Velocify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Velocify the right Sales Force Automation solution for you? Explore 231 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/129463/Velocify/reviews --- Velocify 4.3 (231) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Velocify Ease of use 4.2 Customer Service 4.2 ## Pros and Cons in Reviews MG Maud G Digital Marketing & Communications ManagerFinancial Services, 11 - 50 employeesUsed the software for: 6-12 months. “The whole marketing process is easy and fast.“ November 13, 2022 ## Showing most helpful reviews Showing 1-25 of 231 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Graphic Designer Financial Services Used the software for: 6-12 months ### "Easy to pull leads" December 15, 2017 5.0 Pros Velocity is very easy to use and is a great software for pulling leads. Customer service is also really helpful and they are willing to fly out to your office for additional training with an additional cost. There are few bugs too with the software. Review Source JS Joseph S. Financial Services Used the software for: ### "Velocify's LeadManager and Dial-IQ are in a Class of their Own" March 31, 2014 5.0 Pros Velocify demonstrates a deep and unique understanding of the fundamentals of lead conversion and the science which goes into it. The research, studies, surveys, and whitepapers behind their solution are extremely valuable resources that helped us implement and improve our best sales practices for optimal results. Specifically, LeadManager paired with Dial-IQ have helped us dial a new lead within seconds, positioning us to be among the first to contact a prospect, and as a result, we have achieved a 90% contact rate we were never able to achieve in the past. The custom and infinite automated lead distribution programs and methods allow us to create a unique and custom sales cycle for each marketing campaign with a combination of automated calls, emails, and SMS text to optimize conversions. This ensures that no leads fall through the cracks and continues to nurture our database. Velocify's performance-based lead distribution and lead prioritization have helped us leverage our best performers, pairing each lead with the most suited sales rep as well as prioritizing our leads to make the most out of both our leads' and salesforce's time and resources. Call scripts, automated emails, and SMS ensure that all sales reps presentations are consistent with our brand. The infinite reporting abilities make our data 100% transparent, allowing us to measure metrics and analyze data in ways we never knew possible. Results, along with Velocify's lead scoring feature, are instrumental in measuring and fine-tuning our contact and distribution strategies, as well as modifying and adjusting our marketing and buying strategy, saving us very valuable marketing dollars. The list goes on and on. Cons If I had to write something in this box, I would say that I can see how some users who are new to Velocify (or who are generally new to sales automation) may feel that certain functionality, such as reporting, distribution, or email capabilities may seem limited or difficult. It is absolutely the opposite, and I feel that Velocify should better educate its clients on how to truly uncover its full potential so that they can unleash its true power. Each of our businesses has unique needs, and the uniqueness of Velocify lies in its infinite customization abilities, which makes it fit each of our needs. Velocify comes built with the most basic, fundamental sales practices and reporting for the beginner. However, as your needs change and experience level expands, Velocify becomes the sales executive's and administrator's playground, a place where you can let your imagination run wild while knowing that automating almost everything is possible and easy. The reporting functionality and transparency's ability to inspect, modify, and fine-tune is second to none. Review Source BM Brian M. Managing Partner Used the software for: 2+ years ### "Miserable, o verpromised and under delivered." March 8, 2018 1.0 It's better than nothing but has way too many glitches for the cost of it. Would recommend jungo, salesforce. Pros You can make changes on the fly but not anything like as promised upon on boarding. Very difficult to find a lot of positive to say about this program or the account reps. Cons Company is extremely unethical. Blatantly lied about it being out of the box, hundreds of hours customizing, duplication of leads, lack of mobile capability and automated emails look like they are sent from a commodore 64. Extremely pricey system to not be able to use from cell phone. Reps lie. Charged us for 10 licenses they knew were not in use and refused to answer questions or refund money. They fully understand the switching costs associated with a CRM and are not afraid to exploit customers. Review Source TH Todd H. Health and Life Agent Insurance Used the software for: 2+ years ### "I enjoy using Velocify and have commended many changes they have made over the years. They seem to be always striving to improve and I value that." July 6, 2017 4.0 See Cons for comments. Thanks for listening. Pros Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze. Cons I would like some improvements personally. Where I would like to see changes is on the dashboard. When I go to the Dashboard it auto sends you to todays day, which is good, but if I go to any other day, say to manage the leads and or push them to another date, when I go back after having changed the calendar date it doesnt leave me on that day to continue my changes... instead it takes me to that days date. Another thing I would like to see you add would be the ability to take one day or even better multiple days and have the ability to move all of the calendar events on that day to another day. The key to our business is time. With all the apps that we do and the little time we have to organize the leads those little things would be tremendously helpful. Again, the ability to take old dates and roll all of those callbacks to a date of choosing would be awesome and even better if we could select several days. Contact me with any other questions at todd@hskinsurance.com Review Source RP Roxanne P. Director of Admissions Primary/Secondary Education Used the software for: 1-2 years ### "Efficient program for outreach and contact tracking" July 6, 2017 4.0 Overall, the product is good as long as it's drawbacks don't inherently interfere with your needs. I also appreciate the improvement efforts they've made in the last 1.5 years that we've been with them and look forward to even more added benefit. Pros I like how easily customized it is to your individual needs everything from reporting to statuses, to action options, to prioritization. I like how it ties into outside phone systems and allows for detailed prioritization when figuring out how to do your day. It has increased the teams outreach efficiency by about 80% compared to last and other system options, went from 13 clicks to 3. Customer service is mostly responsive. Cons How many layers have to be factored in when customizing, but once you know them all it's not that bad, just can't be overlooked. I don't care for the standard reports, or how the system prefers to look at user activity in the same date ranges as the date that a lead is added to the system - disregards work on older leads. While they're making strides on some reporting I've had mostly limited benefit from the Report Hub, and have had many that don't work, where a ticket has to be submitted. Review Source JSS J Stephen S. IT Manager Financial Services Used the software for: 2+ years ### "Client since 2009" July 7, 2017 5.0 A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure. Pros Features, performance, and support are superb. Rarely experience downtime and the interruptions in service that do occur are resolved quickly. Very flexible system that can be tailored to exacting specifications and needs. Readily accessible support documents and instructional videos assists users in educating/familiarizing themselves with how to use system features. Cons Price can get prohibitive when adding additional features beyond the basic lead management functions. Per user fees and restrictive contract terms can leave companies with very expensive empty "seats" if the number of active users decreases (especially early in the annual contract cycle). Administrator seats incur all the same fees that basic users do even though few to none of the features being charged for are needed or utilized by Admin. Review Source ZF Zach F. CEO / Owner Insurance Used the software for: 2+ years ### "Watch out" February 28, 2019 4.0 It was very pleaseant while I was helping them taylor the program to break into the insurance industry, but after I gave them a ton of my time and helped them get thier foot into Allstate Insurance, they disguared me like a piece of trash. They got a little too big to care about the little guys so buyer beware. Pros It helped me orgainze my leads. I actully spent many nights helping them taylor this program for Insurance Agents. Cons Not only did I spend a ton of my time helping them taylor this program for Insurance Agents, I also helped them get into Allstate Insurance. The least part I like is how they used me and then once they where done they disgaured me like a piece of trash. Shame on them. Review Source RH Rosemary H. Admissions Representative Used the software for: 2+ years ### "Velocify - Your Right Hand Software" July 6, 2017 5.0 I am very happy with the software and recommend it. Pros Velocify is that the program that works for you, based on your settings. For instance, I am able to make notes and follow up when the client wants to be reached as velocify emails you a reminder to contact them. I am also able to filter search results/settings based on how many times a client was reached or if they are non-responsive. Under each tab (based on your settings) you are able to enter quite a bit of information and required infomation in order for the lead to be saved. Cons Every so often I do see glitches here and there just like you would with any software, but the support team is very responsive and will guide you through the process of fixing any glitches that may arise. They are also able to do screensharing to fix any issue. Review Source KC Kevin C. Consultant Telecommunications Used the software for: 2+ years ### "Amazing product for accelerating Sales teams in Salesforce" March 19, 2018 5.0 I would recommend this over soooo many other platforms that claim to do the same thing. Velocify has transformed how we work as a sales team, and its amazing. Pros I love the ease of setup for this product. They make the back end interface easy to figure out and the customer support for questions is on all the points. I have utilized Velocify for a few years now and absolutely love it. Turned our sales teams 8 mins between lead to call down to 2 mins (avg). Can't argue with results. Cons There can be intermittent down times, they are still fixing a few things but while they are rare, it is a pain in the face. The program also runs primarily on Java, which means that a lot of cookie clean up has to happen in your browser. Which can sort of be a little rough, but its a minor issue. Review Source VR Verified Reviewer Business Development Representative Computer Software Used the software for: 6-12 months ### "Its fine for what it is" November 19, 2018 3.0 Pros Great if you only need to build one sales sequence/cadence Cons If you need to build out multiple cadences for different instances, then this is not the platform for your organization. Review Source SM Scott M. Branch Manager Real Estate Used the software for: 2+ years ### "The easiest software to navigate for a high volume mortgage lead fed environment" July 6, 2017 5.0 I would highly recommend this to anyone who runs a high volume lead fed company. There is nothing better! Pros Navigation, reporting, scheduling is second to none. Great! Allows reviewing of recorded calls, monitoring who is on the line at any given moment and total hours spent on phone. Cons Not too many as I can tell. Seems as if there is a slight delay in conversation when speaking through the software to a client Review Source TM Tamara M. Independent Insurance Agent Insurance Used the software for: 2+ years ### "I like that I am able to find all my clients with ease." July 12, 2017 5.0 Overall I like using Velocify. Pros I like that a lot of info can be saved in each profile. I also I like the fact that each note saved has a time and date stamp which helps when needing to know when some action was taken on the profile. Cons If you do not remember to click save than no reminder msg comes up asking you if you want to save before exiting Review Source AM Ashley M. Management Consulting Used the software for: ### "Great product and AMAZING customer and tech support! " July 31, 2014 5.0 Pros It's foolproof! Once the system is set up to fit your individual company's needs, you'll wonder how you ever lived without it. Every client we have is in this system. We send out all necessary forms directly through Velocify thanks to the auto emails/drip campaign and their merge feature. You enter in all information one time and can send out documents, emails, and nurture campaigns automatically based on your company's individual needs. Even better than the software itself are the employees of Velocify. I have never encountered a group of individuals as kind or as knowledgeable as them. There are no "dumb questions" they take their time to explain and teach you everything you could ever need and more. Cons If I had to pick on thing, I would say the dialer. It doesn't allow mutli-line/multi-call dialing for aged data. The program is perfect for new fresh leads or (as we do) if you post (transfer) data from a dialer system. All of our good leads live in Velocify, and the aged data is in our dialer. Review Source NH Nathan H. Sr Mortgage Banker Banking Used the software for: 2+ years ### "Velocify has been a good tool in my prospecting plan" July 12, 2017 5.0 Pros Ease of import, reminders, Keeping the status of transactions organized, accessing client data quickly Cons Velocify has a habit of timing out and this causes you to lose the information that has been put into the system This is especially prevalent using the interface with Five9 software Review Source AB Alexandra B. Primary/Secondary Education Used the software for: ### "I would avoid Velocify if you're looking for a CRM" May 29, 2014 1.5 Pros The lead dialer can be helpful when it doesn't have glitches. The system is also relatively easy to learn. Having actions that drive status is also a good feature that helps with driving leads through the process according to what they do or the follow-ups taken and not someone arbitrarily assigning a status. Cons Customer service can be a pain to get hold of. Downtime typically doesn't have a resolution ETA. Reporting limits having standard emails sent out with the reports. Fields cannot be deleted by an admin, and you have to go through an account rep. We had a terrible account rep when launching the product, and both a colleague and I had to work through the weekend to get everything up and running to go live. Imports can only occur one at a time and have limits on the number of records, which end up taking forever. The email integrated is not user-friendly and very complex to develop. Deliverability of the messages is also extremely poor and led us to have to integrate an outside automation platform. The API integration from Velocify has caused us multiple headaches with our outside platforms as well . Review Source WH Woody H. Loan Officer Financial Services Used the software for: 2+ years ### "Used for several years, excellent product." July 6, 2017 5.0 Great product, I would recommend it. Pros I have used Velocify at the last few jobs that I have had as a loan office. It easy to use, very powerful and customizable. Cons For my business, I have not run into anything that is bad about the software since it can be customized. Review Source RH Rob H. Moortgage Loan Officer Financial Services Used the software for: 2+ years ### "satisfaction" July 6, 2017 5.0 Pros User friendly..Easy to navigate. Easy to keep continuing notes on a given lead by making clear and concise notes Cons locating leads by group is hard sometimes, don't get full lis. Cant dial directly through software we have Review Source MK Megan K. Primary/Secondary Education Used the software for: ### "Gets the job done with ease, most of the time." May 30, 2014 4.0 Pros The format and layout of Velocify makes it easy to navigate between the screens and locate the leads needed to dial. Being able to call the leads within the specific account allows for information to be documented quickly and accurately. I had little training at the start of my position with using Velocify but was able to quickly pick it up. The reports that can be generated through its use can assist the user with productivity and overall task completion. Cons At peak times, the system will log me out, and I will have to log back in and re-access the lead I was working. This does slow down the pace of completing work. The system will also state that dials are being made when they are not. There are times that this happens frequently in a day. In addition, when reviewing a list of leads, once the lead is accessed and you wish to return back to the list of leads, you have to start from the beginning; it does not pick up where you left off, which can be time consuming when you have several pages. Review Source SC Sasha C. Mortgage Loan Officer Financial Services Used the software for: 6-12 months ### "Very easy to use! Love the reminders!" July 6, 2017 5.0 Great lead management product! This product has enabled me to keep up with my clients, and no one gets lost in the cracks. I have used other lead management systems in the past. I and other Loan Officers consistently had clients that fell through the cracks and never got followed up with. Velocify has been a huge game changer for me! Pros I love how easy Velocify is to use! I am able to keep up with my leads much better than with other products I have used in the past. I would definitely recommend Velocify! Review Source IR Ivis R. Producer Insurance Used the software for: 1-2 years ### "great lead management software" July 7, 2017 5.0 Pros It is very customizable to your business needs and a great way to organize your leads in a more functional system Cons It can become overwhelming for some not so technologically inclined users. It does require a lot of time to be invested in keeping it up to date. Review Source NH Nathan H. Banker Assistant Financial Services Used the software for: 1-2 years ### "Easy and organized" July 6, 2017 4.0 Pros How easy it is to stay on top of the leads and make sure you're calling the clients in the right time frames. Cons Some connection issues at times and you can call a lead when another is already on the phone with them. Other than that, no complaints. Review Source TL Taylor L. Loan Officer Real Estate Used the software for: 1-2 years ### "Functionality" July 11, 2017 4.0 Pros Its user friendly. It moves very quickly and very seldom gives me any sort of errors or runs slowly. Cons There are not enough disposition reasons. The disposition reasons need to be more in depth. Sometimes I cannot find a good enough reason. Review Source PK Phanat K. Loan agent Financial Services Used the software for: 1-2 years ### "Very good" July 6, 2017 5.0 Everything Pros Ease of access and very reliable. Helps keep me really efficient while at work and helps remind me of what i need to do Cons Nothing at all I think that this program I've very easy to use and would highly recommend it to everyone Review Source DM Daniel M. Marketing Affiliate Manager Used the software for: 1-2 years ### "Lots of functionality, but little difficult to navigate." June 27, 2018 4.0 Tracks leads through our process every well. Can get almost all information on a lead I need quickly with a few shortcut buttons. Pros Velocify has a lot of functions and a lot of quick button views. I can find all the information I need on leads with just a few clicks on a couple of shortcut buttons. Cons Difficult to navigate at first. Once I figured out the shortcuts, it was easier. Still, there are some functions I don't use on a regular basis and it becomes a chore again to figure things out. Also could use some better duplicate lead logic, but that might be how it is set up in my company. Review Source OR Omar R. Admissions Counselor Primary/Secondary Education Used the software for: Less than 6 months ### "Not For Educational Institutions" July 6, 2017 3.0 I would say if this was for educational institutions, limit the size of the school to 100 students once that limit is broken then everything becomes clunky, also add in real desktop notification features like Salesforce. What I also do not like is that this software is not designed for processes such as logging in one action in two different areas in order for reports to come up nicely. It needs to be more streamlined to say the least. Pros Easy to build enrollment reports, easy to filter views, dashboard provides overview of actions taken with many parameters to choose from. Cons No consistent reminder feature, no add in for outlook, no automatic call logging, and comment box does not weigh in to action log report, inefficient action logging system. Review Source Similar Products Featured