# Page 3 | Velocify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of Velocify ## Showing most helpful reviews Showing 51-75 of 231 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LM Luisa M. Senior Admissions Primary/Secondary Education Used the software for: 2+ years ### "Click to Dial is amazing!" July 6, 2017 4.0 Pros The best feature is the click to dial option and call counter. It is easy to filter leads by different sources, point of contacts, and status. Cons We do not have a feature to run daily reports and export to excel. Also a column for set appointment/ activities instead of sorting them. Review Source TM Tyson M. Mortgage Loan Officer Financial Services Used the software for: 1-2 years ### "I'm a mortgage loan officer and I truly would not be able to function effectively without Velocify. " July 6, 2017 5.0 I don't know how anyone is sales can live without this. It's paperless, it's convenient, and it's helped me to be more efficient. Pros Velocify is my lifeline. Scheduling and notation are essential and it's nice to have both capabilities within one resource. It's also great that it communicates with other software. Cons None that I can think of. I just wished I'd have started using it sooner. Maybe better marketing to sales and service related businesses/individuals. Review Source SY Skyler Y. Account executive Financial Services Used the software for: 2+ years ### "Mortgage loan originator experiance." July 7, 2017 5.0 Leads are easy to locate and track. Pros I have always been able to easily organize my day, and work the leads in a most effective way. Utilizing time zones, states etc. Cons I wish the reminders were more refined. Basically the pop ups for the reminders can be more annoying than helpful. Review Source JM Jessica M. Corporate Office Director Health, Wellness and Fitness Used the software for: 2+ years ### "It may not be in the top 10, but it's worth a look" November 12, 2019 5.0 It saved us. It grew our enrollments. It kept us organized. It helped guide us to how often to contact leads. It helped us track our moves. Pros I used this software at my previous employer. We went from binders of information to a software program that not only kept us organized, but PROMPTED US when to contact someone. Trust in their sales schedule, it works! Cons I liked it better when it was called Leads360. To me, the name alone told you what the program was. Marking within it's own name! Reason for choosing Velocify Cost Review Source RS Ryan S. Mortgage Loan Originator Financial Services Used the software for: 2+ years ### "Very Intuitive" July 6, 2017 5.0 Pros Ease of Use. The product allows you to action and reminds you when follow ups are needed. No client goes without a follow up. Cons I have no cons about this product. it integrates well with all of the other programs I run. Thank you! Review Source MC Michael C. Mortgage Loan Officer Financial Services Used the software for: 2+ years ### "Great Functionality " July 11, 2017 4.0 Pros I love the Lead distribution and disposition. It makes it easy to do business and be super efficient. Cons The only con Is the Non alphabetically ordered titles of recorded voice messages. If this is he only con I'm in good shape! Review Source JB Justin B. Director Financial Services Used the software for: 6-12 months ### "Expensive and difficult to handle data" January 9, 2018 4.0 Pros Nurture program and the ability to text from the platform is great. The ability to have it continually contact candidates automatically is invaluable. Cons Expensive, hard to handle large amounts of data, expensive to nurture large campaigns from inside the software. Would need to look outside for that ability. Review Source JD John D. Owner Medical Practice Used the software for: 2+ years ### "Was good early on - but falling off" November 26, 2018 3.0 The lack of flexibility, plus the pricing increase has left us to look for other solutions. Overall, a decent, stable platform if their best practices suit your model. Pros This is a very good product when it comes to lead routing in Salesforce. It has been very stable and user-friendly as well. Cons The lead prioritization platform is very rigid, and holds to Velocify's best practices - not your own. In the end, our reps did not use it, and it became an expensive routing tool. It seems that the representative has not done much to enhance the platform for the native Salesforce side. Review Source Nathan S. Executive Director Consumer Services Used the software for: 2+ years ### "null" March 14, 2017 4.0 Review Source PG Peter G. LO Financial Services Used the software for: 6-12 months ### "Excellent Product" July 10, 2017 5.0 When I came to work at the this firm, which uses Velocify, I was told by multiple people that I would be impressed with the software and should look forward to it. I have been impressed with the accuracy of their statements. Pros I have only ever had a positive experience with Velocify. It is simple to use and simple to understand. Cons The only complaint I have is when updates are made to the UI and there is no notice, so I click on buttons that did not previously exist. It isn't a problem, just slightly annoying. Review Source JW Joseph W. Loan Officer Financial Services Used the software for: 1-2 years ### "Velocify's Advantages" July 11, 2017 5.0 Pros I use this product every day as a Loan Officer and it makes my life extremely easy. It organizes all of my leads and doesnt let them fall through the cracks. Cons I am continually logged out of the app sometimes while on the phone. I have even had the app hang up the phone on me during a phone call. Review Source PD Patrick D. Information Technology and Services Used the software for: 1-2 years ### "Simple Cloud Based CRM Dialed" January 29, 2016 4.0 I have been using the Velocify even before they were Velocify, back then it was called Leads360. I have to admit when it comes to dialing and smiling this is best choice hands down ...or up. :-\] Pros So let's be honest here, everyone needs sales and there's no shortage of sales CRM's. Velocify has a very user friendly interface that is a fantastic and advantageous when training new salesman. Cons I really don't have anything negative to comment necessarily. The only thing I would say is the lack of iOS integration. Review Source OF Odanys F. Insurance Broker Insurance Used the software for: 1-2 years ### "Follow ups and lead mgmt made easy " July 6, 2017 5.0 Pros Reminder pop ups, emails, txt and email to clients. Organization is simple. Data entry is simple. Export an excel with ease Cons There isnt anything Inwould change, I would add color selection options to the background to maybe a light blue feature or choice of user Review Source HM Henry M. High School Admissions Consultant Primary/Secondary Education Used the software for: 1-2 years ### "Useful" September 17, 2018 3.0 Pros I like that this product lets you access all your leads and their information. The new update made it easier to search for a lead. Cons I don't like that it has a very busy home page. It's overwhelming when you open it up and you have a bunch of data in your face. Review Source MS Megan S. Loan Officer Real Estate Used the software for: 1-2 years ### "Keeps you Organized" July 6, 2017 5.0 Pros Very customizable. it allows you to stay on track with your leads. I love how you can create views to see different types of leads Cons The report generating feature could be a little bit better, and add more options. It is also not very user friendly. Review Source VV Victor V. Admissions Advisor Primary/Secondary Education Used the software for: 1-2 years ### "Great Overall Experience" July 6, 2017 5.0 Would Highly recommended Pros How easy it is to use not difficult at all and how everything you need can be found in one place Cons I still have not found something I dislike it has been exactly what I expected to do just get me what I need without any issues Review Source TM Tiffany M. Mortgage Loan Originator Financial Services Used the software for: 1-2 years ### "Easy to Use!" July 7, 2017 5.0 Great product for business use Pros Many great features such as text and visual voicemail. it is secure so I know my clients information is secure! Cons I connected it to my cell phone and now it rings all the time! I removed the setting but it still rings! Review Source RM Ryan M. Insurance Used the software for: ### "There is no better solution for aquiring customers" July 17, 2014 5.0 Pros Velocify is a highly specialized CRM for managing sales leads, and in my humble opinion, there is no better system. It's incredibly powerful yet simple and intuitive, which is a tough combination to find. The system is laser focused on one thing: acquiring customers. In any competitive sales environment, there are a few things that are incredibly important to acquiring customers and beating your competition: speed, persistence, automation, and metrics. Velocify provides all of those things to its users, and that provides all the tools a user needs to stack the odds in their favor, provide vital competitive advantages, and win more customers. Cons These are really nice-to-haves, but I would like to see the system do more with data using gamification mechanics. The current dashboards are highly effective at motivating users and keeping them focused on the right activities, but gamification could take that to another level. Review Source pO paul O. License loan Officer Real Estate Used the software for: 1-2 years ### "Very Good CRM program " February 27, 2018 4.0 Pros Excellent CRM with just the minimum requirement to take your contacts with you anywhere also love the capability to text Cons the CRM is a little complex when it comes the time to import data od extract data from it also little costly per user Review Source RL Ralph L. MLO Financial Services Used the software for: 1-2 years ### "Powerfull when used to its fullest extent" July 6, 2017 5.0 Pros I like the integration with the additional software we are required to use and the ease of categorizing all prospects for campaigns Cons the calendar popup that doesn't disappear once complete after you have made the call and categorized it. Review Source sL spencer L. loan officer Financial Services Used the software for: 1-2 years ### "Great product" November 14, 2017 4.0 Pros How simple it is to use once you get the hang of it, I love how you can filter everything you want to use. Cons customer service is a little slow, but once you get them to help you it was easy and the customer service is great. Review Source RT Rodney T. Sr. Mortgage Specialist Financial Services Used the software for: 6-12 months ### "Velocify is a very strong and solid tool for production" July 6, 2017 5.0 Thanks for the great program, it's definitely living up to its reputation Pros This program is very user friendly and it keeps me very organized when it comes to my leads. I have used other programs at other companies and this one is definitely the best. Cons There aren't very many cons about the program. I have had some issues when transferring lead info over but those times were very rare. Review Source MA Moe A. Sales Manager Financial Services Used the software for: 1-2 years ### "Overall very good" July 8, 2017 4.0 Pros Very easy to use. The system allows the user to navigate easily and does not require much training. Cons Limited from a control purspective. it would be nice to be able to limit the timelines users can be on Review Source CL Colleen L. Relationship Manager Information Technology and Services Used the software for: Less than 6 months ### "Excellent lead tracker" March 27, 2019 5.0 Velocity has been really helpful for keeping track of the status of leads. It's made it easier for us to grow our lead base in an organized fashion. It is simplistic and easy to use. It's also particularly helpful with call volume - it has allowed us to reach so many more potential clients than ever before. Pros \-ease of contacting clients (ability to speed dial through calls, avoidance of misdials) -updates in real time -great for file organization -great for note taking on leads Cons \-difficult to filter out old leads -notes aren't available in main view -learning curve for some Review Source AR Aracely R. Primary/Secondary Education Used the software for: ### "Velocify Review by SBBCollege" July 29, 2014 5.0 Pros We like that this is a quick way to reach out to our inquiries in a timely manner. You don't have to think about when you need to call them back. Instead, with the click of a button, they will come back up to your prioritized queue. The shotgun connect feature is also a great way to give a new inquiry to an available rep. It's easy for administration users to monitor call volume, create reports, reassign inquiries when needed, and assist all employees when needed. Cons There are some limitations in the reporting, such as finding out what status an inquiry was in before they were set (interview scheduled). As an administrator, you are limited to Normal view only. It would be great if they could see the reps' prioritized queue. I hear a lot of complaints about the Calls button turning off on its own at random times during the day. Review Source Similar Products Featured