# Page 2 | Velocify Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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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 2 - Reviews of Velocify

## Showing most helpful reviews

Showing 26-50 of 231 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MN

Michelle N.  
Executive Assistant to Owner/CEO  
Financial Services  
Used the software for: 1-2 years

### "Velocify helps Loan Officers"

May 24, 2023

4.0

The learning curve is pretty steep but once you are trained it’s easy to use.

Pros

I like the many different reporting options and ease with assigning leads.

Cons

Velocify is very complicated, and you can’t combine leads and call data into reports together. Tech support could be better and customization is not available.

Switched from

[RingEX](https://www.capterra.com/p/242188/RingCentral-MVP/)[Trackforce Valiant](https://www.capterra.com/p/141676/TrackforceValiant/)

cost, ease of use, accessibility for multiple users

Review Source

VC

Victor C.  
Agency Owner  
Insurance  
Used the software for: 1-2 years

### "Velocify"

May 4, 2018

1.0

I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print on contract when I signed as I was in a bind at the time I had tried to set up another CRM and then afterwards they could not take leads from lead provider directly and I had to change quick, I did look at the contract but probably buried somewhere in fine print year to year. The CRM worked well for a while I had an email provider integrated that I was having issues with I canceled the email provider but when I went to sign a new email provider volocify told me they are no longer doing integrations to use their email system I tried to work with them on this but I could not get emails to look right, This is besides the fact that over in AEP all of a sudden on my internet leads if client put # for apt number then most of the lead info did not show, I spent 2 weeks in mid AEP trying to work with them to fix this but they never were able to fix this or explain why what previously worked no longer worked. There were several other issues besides this and the customer service went downhill very much since they were bought out. I called and spoke to a manager who told me I was in contract till sept, I told her of the issues I was having and that I was not told about this yearly contract but moreover I am no longer being provided with the services I was originally getting She said no problem just send email to cancel and she would take care of it right away. I did this but was charged again the next month, I emailed her what happened then she emails me my contract I have been trying to get high up to managers, Mostly I get told I will get a callback but never do. but today I snapped and finally got a phone number to another manager and she gave final no regardless they will continue to charge through sept no matter what I would urge anyone looking into this CRM to choose another

Pros

none none none anymore they will charge you full year if you cancel, even if they made changes that dont work for you

Cons

they will charge you full year if you cancel, even if they made changes that don't work for you. if you have an issue with it its very hard to speak with someone

Review Source

Aaron K.  
Sales Training Manager  
Computer Software  
Used the software for: 2+ years

### "This tool checks a lot of boxes"

October 21, 2017

4.0

The ability to make a lot of phone calls very quickly.

Pros

The best thing about this software is its ability to do click to call. This works in the dialer view or directly from a lead/contact/opportunity page. This type of automation really saves times when you have to make a lot of phone calls and are working inside of Salesforce all day.

Cons

I wish that the system had the ability to transcribe recorded phone calls. Recorded phone calls are often stored 2 or 3 times on the Salesforce record, which makes it difficult when you need to go back and listen to something. Transcribing phone calls would be nice so that you could pinpoint certain conversations, and provide coaching opportunities to your team members. If there were also analytics around call times and close rates, that would be helpful as well.

Review Source

VR

Verified Reviewer  
Application Support Analyst: Tier II  
Higher Education  
Used the software for: 1-2 years

### "Velocify: Automating Communication Efforts"

November 29, 2018

4.0

Overall, working with Velocify has been great thus far. We have support when we need it and the application automates things I didn't know were previously possible. It allows our Admissions Officers to focus on the important things instead of meeting daily call volume goals.

Pros

I liked the canned voicemail options Velocify provided. I formerly worked as an Admissions Officer, and I cannot tell you how many times a day I would leave the same voicemail verbatim. Velocify allows me to make a call and designate a prerecorded message to leave on a voicemail, so I'm not wasting my time or breath. The shotgun connect feature as it makes connecting with customers easy, basically doing a round robin of all available reps when there's a live customer on the phone.

Cons

The effort it takes to configure the software to pass along information to our Student Information System. It's a costly and time-consuming effort.

Review Source

Zakory B.  
Account Executive  
Computer Software  
Used the software for: 2+ years

### "Great at cadence and keeping your organized. "

December 8, 2017

5.0

Pros

The cadence is fantastic. Helps keep me organized with leads and integrates with other software. Very clean interface that's easy to understand.

Cons

I don't like that it can only have 100 leads at a time front facing. It also populates time zones internationally incorrectly. I.e. Australia leads pop up on Friday when it's Saturday down under.

Review Source

SM

Scott M.  
Mortgage Professional  
Financial Services  
Used the software for: 2+ years

### "Easy to use system that helps to organize lead management"

July 13, 2017

5.0

Good product overall that leads to improved lead management. Would recommend this product to any company in the mortgage industry.

Pros

Multiple views and charts to work with to track overall performance and productivity. Click to dial function is nice for tracking. Priority view is nicely customizable.

Cons

Some limitations in customization for ability to pull lead specific reports from the system. Would like to be able to pull email lists of clients to allow for email campaigns on top of call campaigns but that may be a company restriction placed upon the product and not a product limitation.

Review Source

NB

Nygel B.  
Loan Officer  
Financial Services  
Used the software for: 6-12 months

### "Best CRM Out There!"

July 11, 2017

5.0

Pros

I like the call back calendar the best. The interface to use it is not clunky like other CRMs. I actually used to use outlook because I didn't like the feel of the other call back calendars. In addition, the auto-voicemail feature is awesome! I've never used a CRM that had this feature but it makes dialing out that much easier and more efficient. I also like how you can customize many different voicemails for each different situation.

Cons

There is not much to not like. A few suggestions though. For the call back calendar, make the date boxes a different color for days that have calls scheduled. It would be cool to be able to customize the tabs in the lead data section and to customize the layout of the page to suit my personal preferences. That may be an option with the folks on the back end who customize it for us though!

Review Source

VR

Verified Reviewer  
Office Manager  
Textiles  
Used the software for: 1-2 years

### "Good for newbies"

August 23, 2018

2.0

Pros

Easy to use. Easy view of day. Great for new sales people.

Cons

Lack of view customization. View of 100 leads.

Review Source

HL

Henry L.  
Fulfillment Coordinator  
Construction  
Used the software for: 6-12 months

### "It's a useful tool overall. "

December 31, 2018

5.0

Pros

We use this as a tool alongside SalesForce. One of my favorite features is that you can tailor Velocify to "force" your sales team to work on a lead or it "velociefies" away from them in 14 days, rotating to other sales agent who may have a different pitch and thus may be able to close the deal.

Cons

One con is that you can only view 100 leads at a time. Another con is that I think it could be better at duplicate leads. It's just awkward and annoying if someone on the sales floor has just called a lead, and then you call it immediately next and the customer is like "I just spoke with your company...?"

Review Source

PL

Paul L.  
Loan Officer  
Financial Services  
Used the software for: 2+ years

### "Easy to use"

July 6, 2017

5.0

Pros

This is an easy to use CRM system. I love to use the calendar so that it keeps accountable and on track with my follow up phone calls. The automated emails is great and helps me avoid letting things slip through the cracks.

Cons

I really don't have anything that I don't like about this product or vendor. If I had to say something it would be that I would like to be able to add some more email campaigns. We are on a Standard User, I am told if we were Premium we could add campaigns.

Review Source

MG

Mike G.  
Mortgage Professional  
Financial Services  
Used the software for: 2+ years

### "Easiest lead management software"

July 6, 2017

5.0

I would highly recommend Veloficy for lead management. I have used several other management systems and they seemed archaic and outdated

Pros

Functionality. You can easily filter leads based on your wants or needs. I also like the function where I can search a name and see how many times we have spoken to them in the past and how often. It helps with building rapport.

Cons

Unless I don't know how to do this, I would like to see a function that allows you to capture multiple emails at once for a generalized email.

Review Source

BT

Briar T.  
Associate Director  
Primary/Secondary Education  
Used the software for: 1-2 years

### "Customizable but Complicated"

July 11, 2017

3.0

This may be good for a smaller company, but can be a real headache with a growing company/organization. It could really use some updated functionality features.

Pros

I like that I can build out the forms myself and format everything we see on our screen for each lead. Building and customizing reports is also a great feature.

Cons

When moving data fields around, you have to click Up or Down for each single field you want adjusted. A drag-and-drop feature would be great here when things need to be moved more than one or two spaces. We also have significant issues when doing API imports, as leads are not always automatically updated and have to then be manually adjusted.

Review Source

SB

Stephen B.  
Business develop manager  
Financial Services  
Used the software for: 2+ years

### "The calling feature delivers larger capacity of customers to speak with."

July 6, 2017

5.0

I like the system overall and have a lot of success.

Pros

The ease of the website, lots of options for follow up borrowers. I can mark an option that will bring back a particular borrower in a specified list. The calling feature is great when it works. The information and automated text and email is great for initial contact.

Cons

Sometimes the calling feature doesn't advance to the next borrower, I have to go in and do it manually. Incoming calls are always gone when I recieve the notice .

Review Source

Rana G.  
Sales Manager  
Financial Services  
Used the software for: 6-12 months

### "Velocify "

January 23, 2019

4.0

Pros

I like that it integrates sms capability along with ease of finding leads easily

Cons

There has been issues with velocify freezing up and when you think its down it places 10 comments instead.

Review Source

JS

Jeremy S.  
Marketing and Admissions Analyst  
Higher Education  
Used the software for: 2+ years

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

November 7, 2017

4.0

The lifecycle of a lead is better planned out ahead of time.

Pros

The ability to limit Actions based on Statuses is a good way to force leads through certain conversion points.

Cons

An easier way to send text messages, or group messages, would be helpful for our sales/admissions team.

Review Source

TD

Tom D.  
Property & Casualty Insurance - Licensed Sales Producer  
Insurance  
Used the software for: 1-2 years

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

July 11, 2017

4.0

Pros

Velocify allows you to be "Proactive"....it'll remind you, you don't have to try to remember...or set other calendar events somewhere else.

Cons

No software solution is "Perfect" (just it's users;)....but, they've really tried hard! This is not an intuitive product...but, it is also customizable..that may be where it becomes more difficult. It's ability to be customizable is where it becomes more effective for each user...no "Out of the Box" solution would be able to provide the level of functionality which we are getting from Velocify....for that, we needed to be able to customize.

Review Source

XD

Xavier D.  
Loan Processor  
Financial Services  
Used the software for: 2+ years

### "Nothing short of exceptional! "

July 12, 2017

5.0

Pros

The website is easy to navigate though. Its a clean webpage without a lot going on (colors, advertisements, etc) & all the details that I need are located in one screen.

Cons

The only thing that's a Con for me would be that I have to choose a "search" method when looking up a borrower every time I finish a file. I like searching by the last name, if I could some way keep that setting, it would save me a few clicks and some time.

Review Source

MU

Michael U.  
Data Analyst  
Primary/Secondary Education  
Used the software for: 2+ years

### "Great Features, Okay Customer Service"

July 6, 2017

4.0

Velocify is very easy to manage and make changes to on the fly, which helps in a fast paced office.

Pros

The features are great, click to dial, easy logging of activity, call tracking for management. Gives users the ability to call the most appropriate leads at the most appropriate times.

Cons

The customer service/support team can use some assistance when an issue needs to be escalated. The product can also improve on the internal calendar management.

Review Source

MG

Maud G.  
Digital Marketing & Communications Manager  
Financial Services  
Used the software for: 6-12 months

### "It simplifies your sales process."

November 13, 2022

4.0

Pros

It is very simple to use and set up. Intuitive and customizable enhanced Ul. The whole marketing process is easy and fast.

Cons

It is the most expensive of the products I have used.

Review Source

YM

Yll M.  
Loan Originator  
Financial Services  
Used the software for: 2+ years

### "Daily user of Velocify"

July 6, 2017

5.0

Pros

I love the ease of use Velocify provides. Also the ability to customize it is awesome. In the end I am an end user but my marketing team raves about their ability to do what's needed to improve our contact rate all the time.

Cons

I really do not know what to write about the cons. I only use the software as an outbound caller and do not know the inner workings of it.

Review Source

SK

Sarah K.  
project Manager  
Telecommunications  
Used the software for: 2+ years

### "Organized and efficient"

January 23, 2018

3.0

Pros

Using velocify has helped streamline and organize the sales calling strategy to help improve lead contact times.

Cons

Would like to see a few more options on dependencies when trying to create priority lists. We work with a lot of existing customers and partners and seem to have trouble finding a configuration in velocify that works for those teams.

Review Source

RT

Russell T.  
Senior Vice President  
Financial Services  
Used the software for: 2+ years

### "Velocify review"

July 6, 2017

5.0

Pros

Easy to use. Very simple to organize and track my loan officers progress with their leads. The direct dial and email features are nice as well.

Cons

Searching for lost leads can be time consuming. More automatic features making the lead pop up again as a new lead rather than just a reminder email or pop up would be easier to use.

Review Source

JB

Jeff B.  
VP of Customer Service  
Financial Services  
Used the software for: 1-2 years

### "Velocify is Okay but not as Good as Salesforce"

December 10, 2019

3.0

We transitioned fully over to Salesforce about a month ago.

Pros

.Velocify is okay to use. There are some functionality limitations if you want to use it as a CRM.

Cons

The system is not bad to use, but does not have the functionality of Salesforce. We have found more that can be done in Salesforce.

Review Source

SL

Sandra L.  
State Licensed Counselor  
Management Consulting  
Used the software for: 2+ years

### "Love this program"

July 6, 2017

5.0

Great program for keeping clients at your fingertips.

Pros

I absolutely love this program, it is so easy to navigate and I love that I can customize my options.

Cons

I haven't really found anything that I am unhappy with, it gives me many options and I love that I can click on a client and review our previous conversations

Review Source

SS

Shawn S.  
Loan Officer  
Financial Services  
Used the software for: 2+ years

### "Experience"

July 6, 2017

4.0

Pros

I've been using Velocify for 3 years running and couldn't be happier with the platform. Makes connecting to customers enjoyable and efficient.

Cons

We are a very high volume shop so latency issues and stuttering happen from time to time. Invest a bit more in de-cluttering to maximize speed.

Review Source

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