# Page 5 | Velocify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Velocify ## Showing most helpful reviews Showing 101-125 of 231 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use jV john V. Financial Services Used the software for: ### "Vice President, Customer Acquisition Marketing" July 24, 2014 4.5 Pros I like the simplicity of functions. It's great for a small-to-mid-sized company that is growing and doesn't have the time or financial resources to build a customized proprietary tool of their own. Cons Since we did not have a separate marketing customer data warehouse at the time we integrated with Velocify, we encountered a number of limitations when we tried to customize this tool and make it provide this functionality. Although the Velocify folks were very clear about this upfront, we had to come up with some workarounds in the beginning. Review Source AB Ashley B. Primary/Secondary Education Used the software for: ### "It is a bit slow but nice" June 3, 2014 4.0 Pros It's not hard to figure things out. It is not complicated software. It's easy to put the different actions and move through to different things. I will let them know that the product runs slow at times but is very helpful. I would also let them know how easy it is to navigate through the software. Velocify is also informing. Cons The software can be really slow. At times, I can't click to see who my lead is, and I will have to restart the program. It's hard sometimes to keep going at the pace I need because the software runs slow. Review Source AG Angela G. Financial Services Used the software for: ### "Very Efficient!" July 22, 2014 4.5 Pros It's set up to send out leads, so I don't have to. And I love that their help desk is so very helpful! They always answer and know what they're talking about! They have awesome customer service. Cons The lead distribution has a lot of different components to it, so it takes a minute to really understand it. And it would be nice to be able to turn some of the emails from the drip campaigns on and off according to what the LO is looking to do. Because some of my LOs like the drip emails, while others want to send their own. Review Source MP Michael P. Admissions Consultant Primary/Secondary Education Used the software for: Less than 6 months ### "Great Product" July 6, 2017 5.0 Pros Ease of use for CRM tool. The ability to incorporate other software to communicate with the program is an added bonus as well. Cons I have no issues with the program. The only thing that could be improved on is when you save and close a file, that it doesn't put you back where you left off. It takes you to the top of the list Review Source MK Michael K. Mortgage Loan Officer Banking Used the software for: Less than 6 months ### "Velocify makes me MONEY!" July 6, 2017 5.0 So far so good and my production in the last 5 months proves Velocify works! Pros It keeps my lead generation system organized so I don't need an Excel spreadsheet and database which makes my work easier to manage. Cons In using Shotgun connect, it would be nice to be able to close out the prior screen prior to taking the new lead call. Review Source CG Corey G. Management Consulting Used the software for: ### "Using for five years - the best out there!" July 23, 2014 5.0 Pros All CRMs have their complexities, positives and negatives. We tried pretty much every one out there, and even tried building our own several times before choosing Velocify, (formerly Leads360) I like the fact that our manager has always been there for us when we needed him. When times got tough, he worked with us, and because of that, I have told many colleagues about them. Cons I would like to be able to have some of the enterprise features without the higher price, as my sales team has downsized. Review Source FP Franz P. Engineer Telecommunications Used the software for: I used a free trial ### " my experience with velocify" May 2, 2019 4.0 They would have more scope if they include the Spanish language Pros It is one of the best CRM applications I have seen, the interface is very friendly, the colors are very appropriate, in terms of the fluency to perform tasks and reports I think it is very well balanced. I thought it was excellent, the automatic voice mail function Cons I found the cost a little high, the mobile application still has errors with mid-range smartphones, it is only available in English. Review Source TM Tyler M. Mortgage Consultant Financial Services Used the software for: Less than 6 months ### "Velocify benefits" July 13, 2017 5.0 Pretty good overall Pros It is easy to use and pretty self explanatory. Its not hard to go through the columns and pick and choose what it is that you need to do Cons Sometimes, the shotgun calls interfere with being able to action anything else. I don't find using priority view as very helpful Review Source BL Brian L. Accounting Used the software for: ### "Priority Tax Group " July 30, 2014 4.5 Pros The product seems to be user-friendly, and the vendor's pricing is very competitive. The vendor is also extremely responsive in making sure that we get the best service for our company's needs. The integration with other products seemed pretty easy. The leads seemed to be in the same place, and that helps with tracking calls and potential clients. Cons It could be easier to view more detail for a snapshot for each lead instead of pressing so many buttons. Review Source EK Enock K. Dessinateur bâtiment Civil Engineering Used the software for: I used a free trial ### "Logiciel de gestion" October 23, 2023 5.0 Pros Ce logiciel nous permet la bonne gestion de nos clientèle dans le domaine l'assurance habitation. Cons Nous n'avons pas trouvé aucun inconvénients pour ce logiciel c'est recommandable aux utilisateurs. Review Source vV victor V. financial consultant Management Consulting Used the software for: 6-12 months ### "intuitive" July 6, 2017 5.0 please help our firm organize leads by time zone Pros organizes leads by several different values that are lucrative to production. The pre recorded voicemails are awesome! Cons would like to have the functionality to organize by time zone. This will help in improving the the contact ratio for sales presentations. Review Source HH Helmi H. Primary/Secondary Education Used the software for: ### "Velocify review" August 1, 2014 4.5 Pros Velocify is a very user-friendly system. It allows me to train a new hire, access performance reports, assign leads, etc. with ease. This system is one of the ways I manage my teams production. Cons I would like to be able to send blast e-mails from the system without being charged. I believe there is a charge if you send over 1,000 per month. I have to export leads and send them through another system. I'd rather do it all in one. Review Source BD Brandon D. Insurance Used the software for: ### "Velocify helps sell policies, which helps to sell leads" July 29, 2014 5.0 Pros I work in the Lead Gen space, and being able to refer agents to a third party vendor who is going to help them to be more successful helps me sell more internet leads to my agents. Velocify is proven technology and a great partner to both sides of the industry. Cons The biggest complaint for any technology will always be cost. However, until you're ready to give away a free product, I don't think consumers will ever drop that one. Review Source NS Natalie S. Receptionist Primary/Secondary Education Used the software for: Less than 6 months ### "Great system to manage leads" July 7, 2017 4.0 Pros Easy to look up leads and easy to manage. I also really enjoy the software interface it is easy to use. Cons I wish it would detect duplicates a little bit better. If it was better at detecting this it would save everyone a lot of time. Review Source TT Trinidad T. 5 Star Financial Services Used the software for: Less than 6 months ### "Love Velocify" July 17, 2017 5.0 Pros Customer service is fast! Never had a problem with NOT connecting to anyone to help me! Don't have anything bad to say! Cons Sometimes the systems crashes but honestly what system doesn't crash? Either way I don't have an complaints Review Source JW Justin W. Primary/Secondary Education Used the software for: ### "Good experience, but could use polish" May 29, 2014 4.0 Pros The software seems to be good at organizing data into reports. I think it also categorizes information well and gives the user a good reference tool for contact data. Cons I think it could use a little more functionality. With created reports, you should be able to click on a student from there to view the file. The whole process is a little clunky and at times too restrictive with what you can or cannot do with a file. Review Source EA Eren A. Marketing and Advertising Used the software for: ### "Excellent product based on highly quantifiable best practices" July 31, 2014 5.0 Pros Velocify is a data-driven company, and the basis of their software comes from years of experience analyzing what inside sales practices result in higher conversions. They are not guessing, but rather letting the data drive the features of their product. Because of this, unlike many other software platforms, users get huge value out of the box. Cons There wasn't a Salesforce app for a while, but they have solved this now. Review Source JM Jon M. Financial Services Used the software for: ### "Lead Management System that helps Sales & Marketing succeed" June 27, 2014 4.5 Pros I like the core functionality, ease of use, and customization. It was very easy to implement and focuses on creating efficiency for your sales team while providing campaign level insight for our marketing team to measure performance and ROI on our lead generation efforts. Cons Velocify has good reporting functionality; however, for some of our needs, we need to export the data into our business intelligence system. Review Source BK Bob K. Insurance Used the software for: ### "Velocify: How can you run your agency without it?" July 18, 2014 5.0 Pros From a manager's POV, I can see how productive or not my sales staff is at any time. I can see who is making the calls/sales. It is an invaluable tool that we cannot do without. We've used Velocify for over five years now. About once a year, we check out the industry to see if anyone can do better. They are the BEST. Cons We have no complaints. They have constantly improved their product over the years. Review Source JP Jay P. Insurance Used the software for: ### "User-friendly, hassle-free product!" July 30, 2014 5.0 Pros Being able to set up call queues to target certain leads with the click of a button is a huge bonus. On top of everything else, Velocify allows you to set future appointments within the system to remind you to reach back out to a lead that you may have let slip your mind since last calling. Cons I have yet to find anything I like least about Velocify. Everything from top to bottom suits all of my needs. Review Source SS Stephen S. Asst. Vice President Financial Services Used the software for: Less than 6 months ### "Have nothing but praise for Velocify!" July 12, 2017 5.0 Pros Velocify makes it really easy for our Loan Officers to follow up on the leads that we are receiving daily. Cons At this time, i do not have anything negative that i can comment on. Has been working as advertised. Review Source JW John W. Banking Used the software for: ### "Easy to use and great customer service" July 18, 2014 5.0 Pros I have used Velocify at my last three mortgage companies and love it. I like how easy it is to use and that it tells me exactly what, why and when to focus on. With the auto-dialer, I can get to my leads first before competitors, which makes the biggest difference in my industry Cons When I use it on a Mac, I can't bring up the right click menu. However, that can be fixed by using a different mouse. Review Source HM Helena M. Primary/Secondary Education Used the software for: ### "Velocity on the go" November 17, 2014 3.0 Pros Easy usage and usually very fast to use. I use velocity for many things but not the only thing I use. It's easiest to use on my desktop, but on occaasion use it with my laptop, seldom on my tablet and never on my smartphone. Cons Sometimes I have a difficult time connecting and that is annoying but most off the time it works fine for what I need it to do. That is pretty much my only complaint. Review Source MM Michael M. Primary/Secondary Education Used the software for: ### "Great product but needs some upgrades." May 29, 2014 3.5 Pros I really like that this LMS is customizable to client needs and requests, being that we can add or remove things as needed in order to help up track student information that may or may not be needed. Cons The dialer option is horrible. It never functions properly, and there is a constant lag when working from home vs. working from the office (even when you change the dialer-iq phone number). Review Source Damien P. Executive coaching for skills and performances Management Consulting Used the software for: Less than 6 months ### "null" October 18, 2015 2.0 Review Source Similar Products Featured