Velocify
About Velocify
Velocify is a cloud CRM application that incorporates the use of telecommunications, email marketing, sales management, customer/staff management and calendar scheduling all within the one platform. From the user dashboard you can navigate to view live reports of sales activity and staff success rates both present and past. You can view custom reports as Velocify will automatically generate your preferred reporting and analysis criteria.
The built in sales algorithm within the application automatically allocates certain leads to specific members of staff and will notify employees via email or SMS. These leads are determined based on the priority of the client and the seniority of the member of staff. The software also recognizes customer telephone numbers and will monitor and record telephone calls for training and sales purposes.
A scheduling and calendar application is embedded into the software for all users to monitor and plan sales meetings, training days, appointments and contractual anniversaries. Managers can also use this tool to audit employee success and tracking as well as review client birthdays and special sales occasions.
Velocify is fully integrated with it's free to download mobile application. Once downloaded users can login with their credentials and view the entire backend of the software and database with complete transparency. Users can also add leads, edit leads, close leads, schedule meetings, edit events and contact clients/leads via SMS, email or telephone.
Key benefits of Velocify
- Reporting and management: Velocify offers you the ability to view and customize real-time reports and allocates specific sales leads to certain sales reps.
- Automatic lead handling: The platform prioritizes sales and Velocify will send SMS or email notification prompting you of important leads.
- Integrated telephone management: Velocify can record sales calls and keep them on a database for training and referencing. The application can also facilitate call transfers and call conferencing.
- Mobile application: The mobile application by Velocify will all you to view all leads, both recent and historic, contact leads via email, SMS or call, edit and upload new leads, create events and sales email campaigns.
- Calendar and scheduling: A complete detailed calendar is embedded into the software allowing you to create appointments, allocate certain meeting times to staff, and view old appointments for training purposes.
- Monitor user success levels: Velocify allows user admins to view and evaluate staff success rates and sales output with real-time revenue and sales reporting.
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Reviews
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- Industry: Financial Services
- Company size: 5,001–10,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Easy to use system that helps to organize lead management
Reviewed on 2017/07/13
Good product overall that leads to improved lead management. Would recommend this product to any...
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.
- Industry: Financial Services
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Best CRM Out There!
Reviewed on 2017/07/11
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!
- Industry: Primary/Secondary Education
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 5.0 /10
Customizable but Complicated
Reviewed on 2017/07/11
This may be good for a smaller company, but can be a real headache with a growing company/organizati...
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.
- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
It's a useful tool overall.
Reviewed on 2018/12/31
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...?"
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easy to use
Reviewed on 2017/07/06
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.
Velocify FAQs
Below are some frequently asked questions for Velocify.Q. What type of pricing plans does Velocify offer?
Velocify offers the following pricing plans:
- Starting from: US$60.00/month
- Pricing model: Subscription
- Free Trial: Available
- Standard - Plus - Advanced - Pemium
Q. Who are the typical users of Velocify?
Velocify has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Velocify support?
Velocify supports the following languages:
English
Q. Does Velocify support mobile devices?
Velocify supports the following devices:
Q. What other apps does Velocify integrate with?
Velocify integrates with the following applications:
Adobe Commerce, Constant Contact, Eventbrite, GoTo Webinar, HubSpot Marketing Hub, Keap, Mailchimp, Marketo Engage, Recurly, SlideShare, iContact
Q. What level of support does Velocify offer?
Velocify offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, Chat
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