# Page 4 | Velocify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Velocify ## Showing most helpful reviews Showing 76-100 of 231 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use OG Oscar G. PHP Developer Legal Services Used the software for: 6-12 months ### "Velocity" March 14, 2017 4.0 Velocify is an extremely powerful tool for lead management, it's large collection of options for users makes it a hard system to adopt, but great once comfortable with. It's developer tools are there, but aren't very friendly. Maybe make authentication a bit easier. Pros It's powerful, thorough, and scalable Cons Difficult to initially learn, weak developer tools Review Source TB Terie B. LO Financial Services Used the software for: 2+ years ### "user for 17 years - love it - but could use improvements" July 6, 2017 4.0 highly recommended over other products on the market Pros keeps me on track - sets priorities - love the scheduled call back feature - and the auto dialer - it's the layout that could be improved on Cons could use some improvements - but overall I love it - when you are making calls & open a file - it does not go to the next file - it goes all the way back to the beginning of the list Review Source KK Kyle K. Business Development Specialist Financial Services Used the software for: 6-12 months ### "Great for Calling" January 28, 2019 4.0 Pros Great for automated dialing for outbound calls. Very simple program to use and easy to read. Would give me the client name and where they were calling from Cons I would have issues with the program freezing up or shutting down a lot. Not sure if it was my internet connection however. Review Source SB Steve B. RMLO Financial Services Used the software for: 6-12 months ### "Makes keeping up with sales leads easy" July 11, 2017 5.0 Pros The software helps me stay organized, and always up to date on who I need to contact and when, and the notes are always there for easy review before I make contact. Cons My competition uses the software also, so I wish I was the only one. I would prefer to be a step ahead. Review Source DW David W. Insurance Used the software for: ### "Velocify is the core of our business" June 30, 2014 5.0 Pros Velocify has helped our business tremendously in many different ways. The solution allows us to track and measure just about every aspect of our business. At any time, we can see productivity results by staff member to recognize positive behavior and have visibility to opportunities which allows us to have teachable moments and coaching with our sales team. Velocify gives us a real-time update of what is working and where our efforts are best spent. It allows us to see the return on investment and track every marketing campaign so we can dedicate the bulk of our efforts to what is working and market with laser-like precision. Cons Honestly, there's nothing I can think of there are so many features and capabilities that there is nothing I haven't been able to do by customizing our enterprise solution. Review Source MW Michael W. Loan Officer Banking Used the software for: 2+ years ### "Efficient" July 6, 2017 4.0 nothing additional at this time although if I think of something in the future I will let you know Pros The tracking ability and lead management is second to none I have used other systems and overall this seems to be the best Cons I called for customer support about a month ago and still have not received a return call, really? What more could I say about this? Review Source TC Tom C. Loan Officer Financial Services Used the software for: 2+ years ### "Great tool to help stay in control of your customer base" July 7, 2017 5.0 One of the best systems I've used to contact customers Pros Reminders are great and easy to use helping to keep you on track for following up with customers. Dialer is easy to use Cons nothing that I can think of that is terribly wrong, I think that just like anything there could always be a tweak or adjustment to improve but overall is good Review Source PA Paula A. Insurance sales agent Insurance Used the software for: 1-2 years ### "Velocify great for insurance " February 8, 2018 5.0 Would recommend this system over anybody! Pros Very great and efficient in the insurance industry. I love how it organizes my leads, and dispositions so quickly. Cons After sorting in Normal view, using the blade does not disposition to the next caller. You have to click to dial. Review Source DM Debra M. Human Resources Manager Accounting Used the software for: 6-12 months ### "Great options, had to restart more than once" December 31, 2019 3.0 I used it for a short time to make and track calls. I found it's more of a salesman's tool so we switched. It was a good program with many uses, but ended up being wrong for me in the long run. Pros I never had a dropped call and I liked the options it has for organizing clients and tracking calls. Cons I found myself restarting when things froze up or didn't work properly. With so many programs running, it stands out when one had issues more than others. Review Source Brandon M. Creative Strategist Marketing and Advertising Used the software for: I used a free trial ### "Dated UXI & Use Limitations" December 10, 2019 4.0 Good company, just cost more than others with limitations others don't have. Keep looking. Pros It allows multi marketing platform, near full stack possibilities but has usage limits on members, emails, text, etc.. Cons Dated User Interface, Hard to find sections you need to navigate quickly. You have to buy credits, costs more than having your own service integrated with Twilio. Review Source MC Meghan C. Sales Development Representative Computer Software Used the software for: Less than 6 months ### "Needs work" July 1, 2018 4.0 A way to organize people interested in our software and how many times they have been contacted. Pros Information on who to contact is at your fingertips. The pictures of animals and people when you log in are cute. Cons It is slow to move the lead to the next user causing a delay when it is most important not to have a future client on hold and their designers don't seem to care to fix it. Report drop-down options. You still have to know the admin and how they organize to understand what they have placed in it. They will always have to set up a meeting to explain. Review Source LM Lindsay M. Primary/Secondary Education Used the software for: ### "A better way to organize information " June 5, 2014 4.5 Pros Velocify is an organized system that is easy to use and easy to train others on. The layout and design of Velocify is very relevant to the purpose which it serves. Velocify has done a great job of making leads accessible within a particular time frame (for example, priority queues). I am able to quickly access what I need and move through the information in a timely manner. Cons The system houses so much information, sometimes it moves a little slow. The refresh period takes a little longer when there are lots of users (within my company) on at once. I really don't have many complaints, though, about the product. In my years of experience, I have used many different lead management systems, and Velocify is by far the best. Review Source BM Brett M. Financial Services Used the software for: ### "The Backbone of Our Sales Strategy" July 24, 2014 4.5 Pros The software provides an excellent framework to design our consistent and repeatable strategy to sales. Instead of 50 loan officers doing things 50 different ways, we build the process around best practices. We then monitor and make adjustments as necessary. Furthermore, the implementation team is the best I've ever worked with, and the support staff is highly responsive. Cons I've never been a huge fan of the pricing model I felt like I was buying an airline ticket on Spirit Airlines. I know the reporting is lacking, but that isn't a big deal as long as we have a better way to pull the data out of Velocify and load it into our intelligence software. We're really struggling with this now. Review Source ZG Zach G. Loan Officer Financial Services Used the software for: 6-12 months ### "Amazing " July 6, 2017 5.0 Pros Easy to use, straight forward, very user friendly. Finding and exporting leads is so simple and fast! Review Source MR Mabel R. Admissions Representative Primary/Secondary Education Used the software for: 1-2 years ### "Easy & Conveniant " July 6, 2017 5.0 Overall great software that helps me keep track of my book of business Pros Task reminder keep me on track to ensure that I follow through with every call I schedule. Great managing tool. Cons I don't really like the it logs me out after a short period of inactivity. Having to renter my credential every time after a long call is pretty annoying Review Source MB Michelle B. Admissions Consultant Philanthropy Used the software for: 1-2 years ### "custom your own reports" July 6, 2017 5.0 Pros I really like that for my job I am able to keep track of my leads and the program automatically moves my leads around to let me know which is the oldest leads that need attention Cons if the lead gets updated by someone other than me then I have to specifically search for that lead and it will not show up under my leads. Review Source RJ Ralph J. Admission Reprensentative Primary/Secondary Education Used the software for: 1-2 years ### "It looked complicated at first but easily to manage in a short period of time." July 12, 2017 4.0 I wish there was a box for email in the Add-Action box Pros The dashboard screen allows me to see all my appointments/activities for the day. It also allows me to change or update cancels or reschedule appointments Cons The pop screen because if I am in the middle of a call, text or email a student, something will pop up and it's annoying. Review Source KK Kyle K. 5 Star Associate Financial Services Used the software for: Less than 6 months ### "I started using Velocify a two months ago when I started my job, and I was able to grasp the product very quickly. " July 18, 2017 4.0 Pros The ease of use. Everything is very simple navigate throughout the website. I like how the products allows my company to have a personalized script. Cons Every so often I will get an error message that pops up when a new lead is added to the system. It is very simple to correct this issue by copy and pasting the leads phone number in the search bar, however sometimes it is a hassle while you are on the phone with someone. Review Source AW Aaron W. Primary/Secondary Education Used the software for: ### "A Great Program with Great Customer Service!" July 24, 2014 4.5 Pros They have a well-documented setup process; it's powerful software that is customizable as well. They have great customer service. If you need help, just send an email to support@, and they will help you very quickly. Cons Some fields are not able to be changed (data input), so if you want to enter DNC (for do not call) in the phone block, you are not able to. The programming will not allow that. Review Source TD Tonia D. Banking Used the software for: ### "VP of Internet Marketing" July 23, 2014 4.0 Pros My experience is that my sales rep is easy to get along with and helps me with solutions that he has control of and gets me assistance when needed. The system, for the most part, is a solution for most of our marketing and lead needs. I would recommend it to a peer. It's much easier if they have an administrator with existing experience. Its a great solution. The support group has gotten back to being very prompt and helpful as well. Cons I cannot buy products for just certain users/branches and separate billing. Its all or nothing, but that's probably not an issue for most. Review Source Alaina G. Social Media Coordinator Higher Education Used the software for: ### "null" December 7, 2017 4.0 Review Source PS Phyllis S. Admissions Coordinator Primary/Secondary Education Used the software for: 1-2 years ### "Awsome!" July 6, 2017 5.0 Pros Very easy and understanding to use. I understand each step of how to use it, and the support customer service is very helpful as well. Cons That one user cant be login at the same time. I believe that it would be more manageable if two user could be login at the same time Review Source GS Gregory S. Primary/Secondary Education Used the software for: ### "Velocify Review" May 29, 2014 2.5 Pros Very simple interface. All records can be browsed from the search page. There's not really much else to like about this product, from my standpoint. It feels very mediocre. Cons There's a lack of robustness on reporting. I can't use complex filters. There's no drag-and-drop interface, which makes it difficult to add or rearrange columns. The process of saving/making changes to an existing report can be clunky and inconsistent. I also wish that individual records had their own pages. It feels like everything is in a pop-up window, which can be difficult to view. Review Source EG Efrain G. Primary/Secondary Education Used the software for: ### "Overall, the experience with system has been good. " July 18, 2014 4.5 Pros The software is very easy to use and understand. The reports are a really nice feature, since you can export them to Excel and really home in on what you are looking for. Cons The phone part of this system really needs improvements. The system does lack some simple daily admissions functions that are very common, such as a daily conversion reports, missed call tracking, inbound call tracking. The initial training from the vendor on how the system functions could use some improvement. This will help the client to hit the ground running with more confidence. Review Source DF Donald F. Banking Used the software for: ### "Make the most of your marketing dollars " October 24, 2014 5.0 Pros If you are going to spend money on Marketing, you need a device that can track the results. It allows me to track the activity by originator(actions), leads to apps, apps to loans and what vendor is the most cost-effective. The tracking and reminder features are great. I use the pops-ups, hit them as they appear and then leave the email as a reminder to get ahold of the client before I am done that day. The program helps me keep track of my personal results daily. Cons I don't like the fact that you need an administrator to format standard emails. Review Source Similar Products Featured