# Page 6 | Velocify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Velocify ## Showing most helpful reviews Showing 126-150 of 231 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use ML Marissa L. Insurance Used the software for: ### "I reccomend Velocify to everyone" July 17, 2014 5.0 Pros It's very user-friendly and helps keep all of my prospects organized. Cons Sometimes, I find duplicate leads in the system, and my colleagues and I are each calling the same prospect. Review Source BM Brigitte M. Financial Services Used the software for: ### "An Admin's Point of View" July 17, 2014 3.5 Pros The product is very detailed and works well with all the vendors we work with. And with so many data fields, it makes data analysis a breeze. Cons The customer service has drastically declined from a few years ago. The company seems to be expanding at the expense of customer service to its clients. And the support level, it doesn't appear to be as accurate as it once was. Review Source RH Rebecca H. Financial Services Used the software for: ### "I am an LP2 and use Velocify with my Loan Officer and our LP1 for leads" December 11, 2014 4.5 Pros We work in a team environment, and having the Loan Officer always have the latest information available is important. Our LP1 and LP2 do a lot of the lead entry, and the LO can use their phone to keep track of the progress we are making while they are out of the office. Cons Sometimes it is a little too advanced, but it's nothing we have not been able to overcome. Review Source MN Masana N. Financial Services Used the software for: ### "We love Velocify!" August 1, 2014 5.0 Pros I would highly recommend this product because it has the ability to integrate with other vendors. In terms of the vendor itself, their support staff members - from implementation and support to account management - are incredible. They are quick to respond, flexible, and very competent. Cons I'm unable to white-label the product or to create dynamic fields. Review Source RM Richard M. Financial Services Used the software for: ### "Velocify is outstanding!" July 17, 2014 5.0 Pros This product allows tremendous flexibility as an administrator. It allows you to create and run reports at any time, as well as to add additional fields allowing you to capture important vendor data to help optimize your business model. Cons I would like to see additional tutorials/videos that can show you how to do hands-on post, batch, and recycle work. Review Source MM MIchael M. Insurance Used the software for: ### "Now that's personalized service" July 28, 2014 5.0 Pros What I like most is the time my rep has taken to learn my business. This allows us to have a strategic conversation on what would work best for me. Cons What I like least is the price, but as the saying goes, "You get what you pay for." Velocify is the Mercedes-Benz of lead management software and a must have for anyone in the internet lead business. Review Source JP Jasmine P. Insurance Used the software for: ### "Velocify is the key driver to my success!" July 24, 2014 5.0 Pros Velocify's software has ultimately increased our bottom line. They allowed us to quickly follow-up with prospects and has helped us close more deals. Cons I wouldn't say it's something that I like least, but I would definitely say that you need to spend a little extra time learning it's capabilities if you're looking to maximize what Velocify can do. Review Source DB Deidra B. Primary/Secondary Education Used the software for: ### "Happy Velocify User!" July 23, 2014 4.0 Pros Velocify can be built to your company's specifications and meet most, if not all, of your tracking needs. Velocify is very user-friendly and has all the tools you need right there at your fingertips. Cons I used Leads360 in the past and see that we do not have some of the same features we had back then and have issues with the upload document feature. Review Source CS Christopher S. Primary/Secondary Education Used the software for: ### "Onboarding manager & Day-to-day Manager for 3 separate Lead Managers" July 19, 2014 5.0 Pros It's immensely simple to use while still providing powerful analytics and customization. Vendor is cost-friendly and eager to help when needed. Their uptime is immensely impressive, as is the response time from support. Cons I wish that the system provided sufficient document storage. Having to work through a third party is not ideal for our business. Review Source MS Mark S. Management Consulting Used the software for: ### "Velocify in the Workplace." May 29, 2014 4.5 Pros The ease of use of the program is what I like most. It is laid in out in a manner that even a newcomer could grasp what to do! Cons The inability to back up after a mistake has been made. I believe this is in part because of the way the program is setup at my workplace. The vendor keeps us well-informed of changes that improve the work experience. Review Source AB Anastasia B. Primary/Secondary Education Used the software for: ### "Weekly Velocify user" May 30, 2014 3.5 Pros Simple lay out with tasks bars that are easily navigable. After training, pretty easy to understand and then maneuver your way around. It is also a pretty quick system most of the time and doesn't spend a lot of time loading. Cons Unable to upload more than one report at a time. Would be easier if I could search everything on the same search bar. Review Source DG Dave G. Financial Services Used the software for: ### "I have used Velocify at multiple mortgage banks" October 29, 2014 4.5 Pros We purchase a lot of leads and work with Boomtown as well. Managing leads within Velocify helps organize all of our leads from all of our sources. We can map all leads from Zillow, Bankrate, Really Great Rate and Lending Tree to name a few. Cons I dislike the automated email marketing. We wish that more industry best practices were shared. Review Source RB Rick B. Insurance Used the software for: ### "Velocify Review" October 29, 2014 3.5 Pros It keeps me on track and helps me mange my day. The automatic management of calls and updates is great and helps me avoid letting things slip through the cracks. Cons It can be annoying at times and it doesn't have the smarts to know the less obvious things about a contact. It would be great if it could work off of "soft" intel. Review Source DN David N. Used the software for: ### "Velocify changed the way we do sales" July 17, 2014 5.0 Pros It's software designed for salespeople to help them close more deals. I feel so much more efficient during the day since starting in Velocify. It's super easy to use and set up. The support team is responsive and always willing to help. Cons I'm really happy with Velocify. We're closing more deals since singing up with them. Review Source MF Matt F. Financial Services Used the software for: ### "Great product. It's extremely valuable to our business." August 21, 2014 5.0 Pros The product is very easy to use. The Velocify team is very helpful and always finds a solution. Cons They need to have more custom reporting available for each account. All the canned reports are there for your use; however, I'm in need of combining the canned reports and this is an extra programming and development cost. Review Source CB Chris B. Financial Services Used the software for: ### "Mortgage Product Manager" August 1, 2014 5.0 Pros Velocify is what I would consider a market leader in the customer management software arena. They have cutting edge technology combined with features that help their customers to be successful in their sales operations. Cons I have nothing bad to say about this company. I've had a great experience in working with them! Review Source TG Tim G. Primary/Secondary Education Used the software for: ### "Not a CRM. Lead Management Service with bad customer service" February 9, 2014 1.5 Pros Admins have decent control over lead flow design. It's cloud-based. Cons Technology is behind the times, reporting is a nightmare for customization, and the customer service is awful. We've been with Velocify for almost three years, and they still don't know what we do. Out-of-box LMS that is extremely rigid. Review Source GG George G. Insurance Used the software for: ### "Great experience. " July 18, 2014 5.0 Pros With the advanced edition, you can customize the Velocify software to do whatever you need it to do. Cons The learning curve is steep, but that's only because it's a complex program with so many features. It's not a bad thing, but you have to dedicate time to learning the system to truly have a handle on it. Review Source JH Jason H. Financial Services Used the software for: ### "Velocify Experience" October 23, 2014 4.0 Pros The system's functionality is easy to understand, and I appreciate the ease of filtering for needed criteria & making updates/comments/follow-up reminders. Cons I dislike the higher price for leads, amount of different company's allowed to purchase the same lead, and the inability to return certain bad leads. Review Source MC Morgan C. Primary/Secondary Education Used the software for: ### "Not that great. " May 30, 2014 2.5 Pros That you are able to see how your actions and logs. That you are able to access your most recent actions with a student. Cons That the system can be very unreliable. The system always loses connections to the phone line; it doesn't always save the information correctly and kicks you off every now and then. Review Source JL Jesus L. Used the software for: ### "Velocify System is a powerful Sales Automation Tool!" July 17, 2014 5.0 Pros It's easy to use and has great instructional training and videos. Their support team is always reliable and able to assist when possible. Cons I have had clients complain about the API breaking down from time to time, and at times, the dialer has issues, but it seems that those issues have been resolved. Review Source AG Ashley G. Financial Services Used the software for: ### "Good Experience" July 24, 2014 4.0 Pros I like that you can customize your system. The response from the support staff is always good. Velocify is also very easy to use and user-friendly. Cons Although you can customize the interface, you cannot build rules into your system. Also, the mapping of leads from outside vendors is very difficult. Review Source CF Chris F. Financial Services Used the software for: ### "User-Friendly " October 20, 2014 4.0 Pros I like the ease of use. I have Loan Officers that have been in the business for 40 years and LOs that have been in the business for months. All have been able to adapt and use this software with ease. Cons Nothing off the top of my head. I have had nothing but great feedback and experiences with it. Review Source PO Paul O. Financial Services Used the software for: ### "Many of our clients use Velocify to manage their lead buys with us" July 29, 2014 4.5 Pros It's very easy to integrate with and straightforward for the client to use (they don't have to be an expert in CRM software). It's far easier to integrate with than Salesforce. Cons There isn't anything that immediately comes to mind in regards to negatives associated with the Velocify LMS solution. Review Source JN Juan N. Product Owner Computer Software Used the software for: I used a free trial ### "Is a complete tool for a sales team" March 26, 2019 4.0 Pros It has lots of functionalities to keep track and prioritize in a way to avoid lose sales, is a good companion if you already have a CRM. Cons I'm still configuring some stuff to make more suitable for my needs, I think the interface can be improved more UI/UX. Review Source Similar Products Featured