# Page 8 | Velocify Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 8 - 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/?page=8

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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/)

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Last updated March 13th, 2026

# Page 8 - Reviews of Velocify

## Showing most helpful reviews

Showing 176-200 of 231 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

CL

Cody L.  
  
Insurance  
Used the software for:

### "Insurance meets Velocify"

July 19, 2014

5.0

Pros

I like that it has a decent price, and it is so easy to use and efficient at getting the maximum amount of calls out while keeping everything organized.

Cons

I can honestly say I don't have anything I dislike about this product.

Review Source

AR

Abby R.  
  
Insurance  
Used the software for:

### "Overall positive trip"

May 1, 2014

3.5

Pros

Velocify is a relatively inexpensive way to manage your leads, and it's pretty easy to use.

Cons

I don't think the metrics portion of Velocify is as easy to use as it seems on the advertisements and on the training video.

Review Source

AK

Arash K.  
  
Media Production  
Used the software for:

### "Improved my sales conversions by 30%!"

July 21, 2014

5.0

Pros

Shotgun Connect is the only way to run your business if you're buying leads from the internet. The reporting I can get is easy to run.

Cons

It takes time to set up this product; however, it will pay off huge dividends.

Review Source

JR

Jabari R.  
  
Marketing and Advertising  
Used the software for:

### "Great CRM. Love it"

August 2, 2014

5.0

Pros

I like the functionality and usability.

Cons

Everything is great! My rep is always available. The interface and functionality of the system is second to none, and the price is very reasonable for everything it does.

Review Source

BH

Brett H.  
  
  
Used the software for:

### "I like it. Would use and recommend again"

November 12, 2014

4.5

Pros

It's intelligent, easy to use, and useful. I'll be sure to follow it for a long time and recommend to others.

Cons

There isn't much I dislike. It took a second to get used to, but I have nothing to complain about.

Review Source

MR

Michael R.  
  
Management Consulting  
Used the software for:

### "Velocify has been a great help!"

October 16, 2014

4.0

Pros

It keep all our client information stored safely and securely. It is a great help to our business.

Cons

I Haven't had any major issues yet. I haven't found any kinks in the operation yet. Seems to flow smoothly.

Review Source

AN

Alex N.  
  
Real Estate  
Used the software for:

### "Strong LMS Software"

October 17, 2014

4.5

Pros

The software allows for multiple strategies for calling on leads.

Cons

It can be difficult training all users to fully understand and take the proper steps on how to use the software during the sales process.

Review Source

AN

Adam N.  
  
Financial Services  
Used the software for:

### "My experience has been OK"

October 21, 2014

3.5

Pros

I like that the leads are real people that actually are interested in purchasing or refinancing.

Cons

Lead Manager Page layout and tracking of customers. It really comes down to the over all look and format.

Review Source

NE

Niki E.  
  
Insurance  
Used the software for:

### "Great program for what I do!"

July 16, 2014

5.0

Pros

I like the fact that pertinent information is listed on each row.

Cons

When you click into edit the lead, I would like to see the DOB for the lead on the Primary contact page to make that a little easier.

Review Source

DS

Debbie S.  
  
Management Consulting  
Used the software for:

### "Excellent services and product"

November 16, 2014

5.0

Pros

It's easy to work with. People are very nice and understanding and explain everything to you! It's sweet!

Cons

There is nothing I like least and the vendor is excellent. I have nothing negative to say!

Review Source

SK

Sarah K.  
  
  
Used the software for:

### "null"

March 27, 2019

5.0

Review Source

KN

Kyle N.  
  
  
Used the software for:

### "null"

August 18, 2018

5.0

Review Source

KA

Kirk A.  
Vice President Digital Marketing and Strategy  
Marketing and Advertising  
Used the software for:

### "null"

March 22, 2018

5.0

Review Source

AR

Amanda R.  
  
  
Used the software for:

### "null"

May 28, 2018

5.0

Review Source

EM

Erik M.  
  
  
Used the software for:

### "null"

March 30, 2018

5.0

Review Source

RL

RAHSAAN L.  
Office Manager/Licensed Insurance Agent  
Insurance  
Used the software for:

### "null"

November 16, 2017

4.0

Review Source

SB

Stephanie B.  
  
Utilities  
Used the software for:

### "A much valued long-term relationship"

July 28, 2014

4.0

Pros

Their one-on-one hands-on approach is lacking in modern day companies. Velocify has been top-notch with customer care and support.

Cons

It lacks integration access outside of the mortgage industry.

Review Source

LK

Lexi K.  
  
Financial Services  
Used the software for:

### "I am a Loan Partner 1 and use Velocify to manage all of our leads"

December 11, 2014

4.0

Pros

We can use it in a collaborative environment and stay on top and in close contact with all of our leads and new contact additions.

Cons

It took a little while to learn how to use it the right way.

Review Source

DD

Doug D.  
  
Financial Services  
Used the software for:

### "Velocify is a Powerful Beast"

July 16, 2014

4.0

Pros

It has a lot of bells and whistles. It is a pretty comprehensive package. It can do a lot of things other programs cannot.

Cons

It is fairly complex, and there is definitely a learning curve

Review Source

EW

Eric W.  
  
Insurance  
Used the software for:

### "Contact tracking software"

July 16, 2014

5.0

Pros

It's flexible and customizable. It has good tools to track productivity.

Cons

Frequent restarts are required sometimes, especially when talking with one client for a long period of time.

Review Source

KM

Kamyie M.  
  
Primary/Secondary Education  
Used the software for:

### "Very useful system"

June 5, 2014

4.0

Pros

The best thing is how clear and user-friendly this system is. Extremely helpful!

Cons

The worst thing about Velocify is how easy it is to lose data if you don't hit Save on each tab.

Review Source

CT

Charles T.  
  
Management Consulting  
Used the software for:

### "My experience with Velocify."

June 3, 2014

3.0

Pros

I like how fast the program operates when there are no glitches of time operation.

Cons

Sometimes, the system crashes and does not save data to assist our clients proficiently.

Review Source

RF

Ryan F.  
  
Financial Services  
Used the software for:

### "Very Robust Lead Management Software"

October 23, 2014

4.5

Pros

I like that it allows me to automate lead distribution to my loan officers.

Cons

It's fairly pricey and complex. There could be better built-in email drip campaign features.

Review Source

SK

Sandy K.  
  
Primary/Secondary Education  
Used the software for:

### "Manage forms which post lead information to Velocify."

June 5, 2014

3.0

Pros

Easy to collect data. Posting lead information is easy.

Cons

Reporting is confusing and, at times, convoluted. It isn't intuitive how to create a report so I can see trends.

Review Source

JR

John R.  
  
Financial Services  
Used the software for:

### "Velocify is your friend "

August 6, 2014

4.5

Pros

The ability to quickly and efficiently access my leads is an asset; I cannot live without it any longer.

Cons

It is tough to use on my smartphone. They need a mobile app.

Review Source

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