Compare Velocify vs DealerSocket vs Insightly

Velocify

CRM
 (294)

Insightly

CRM
 (580)
More Information More Information More Information

Crozscore:

92%
what is this?
93%
44%
interest falling

Crozscore:

84%
what is this?
76%
44%
no significant changes

Crozscore:

89%
what is this?
87%
49%
interest falling
Velocify screenshot view 5 more DealerSocket screenshot view 5 more Insightly screenshot

Software Description:

Velocify is one of leading web-based CRM and sales management platforms, serving more than 1,500 companies. It enables them to reach prospects, generate leads, accelerate sales, and keep pace with customer needs. Velocify incorporates online marketing, sales, customer care, and communication features. It is all combined in one online and user-friendly platform.

Users are able to control all operations and check reports from management’s user dashboard, along with calendar and scheduling function, for organizing essential activities.

Software Description:

DealerSocket offers a CRM solution for Franchise, Independent, and car dealers to handle fresh ups, phone ups and Internet leads all from one central platform. Many businesses spend a lot of time and money to get test drive appointments, and DealerSocket is taking aim at just this problem.

The platform comes with stylish and intuitive design, along with the dashboard that shows the review of the dealers performance. It streamlines car sales and marketing activities with proactive tools to manage leads, inventory, and customer experience.

The marketing automation module of this solution is mainly intended to create profitable opportunities designed to contact the right customer with the right message at the right time. The marketing features include: Multi-step Campaign Management, Email Marketing, Data Mining, MarketPlace, Reporting, and Call Management.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Features:

  • Multi-User
  • CRM Integration
  • Call Disposition
  • Data Export
  • Data Import
  • Contact Management
  • Click-to-Dial
  • Email Integration
  • Marketing Automation
  • Notifications
  • Calendar Management
  • Customer Management
  • Lead Management
  • Lead Scoring
  • External Integrations
  • API
  • Scheduling
  • Dashboard
  • Call Tracking

Features:

  • Call Tracking
  • Scheduling
  • Lead Management
  • Notifications
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • Marketing Automation
  • Inventory Tracking
  • External Integrations
  • Lead Scoring
  • Dashboard
  • Customer Management

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Summary:

  • Rapid Sales Automation

  • Integrates With Salesforce

  • Instant Sales Notification

  • Captures Forms Leads

  • Multiple Distribution Programs

  • Automated SMS and Email

  • Appointment Scheduling

  • Interactive Voice Response

  • Call Transfers and Conferencing

  • Call Recording

Summary:

  • Customer Database

  • Form Printing

  • Lease Management

  • Multi-step Campaign Management

  • Email Marketing

  • Email Marketing

  • MarketPlace

  • Fresh-ups

  • Phone-ups

  • Internet leads

Summary:

    No key features associated with this application.

Standard

$60.00
1 user(s) / month
Included in plan:
  • Designed for smaller teams.
  • 2-10 Users.

Plus

$60.00
1 user(s) / month
Included in plan:
  • Designed for small teams with additional configuration needs.
  • 3-15 Users.

Advanced

$95.00
1 user(s) / month
Included in plan:
  • Designed for Mid-sized Businesses.
  • 16-100+ Users.

FAQs:

    Does this service offer an API?
  • Yes, Velocify provides API.

  • Does this service integrate with any other apps?
  • It integrates with SalesForce, Infusionsoft, iContact, HubSpot, GoToWebinar, Eventbrite, Constant Contact, MailChimp, Marketo, Recurly ®, SlideShare, Magento, Asana, truDigital Signage, Five9, X5 Cloud Contact Center, SlideShare.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • This service is most frequently used in tandem with SalesForce.

  • What is this service generally used for?
  • This service is used for CRM and sales automation.

  • What platforms does this service support?
  • This is a web-based platform, with iOS mobile app.

  • Who are the main user groups of this service?
  • Main users of Velocify are sales and customer management departments in SMEs and large enterprises.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Phone Support, Email Support, Video Tutorials, Knowledge Base.

FAQs:

    Does this service offer an API?
  • Yes, it offers API.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: Auto/Mate, AutoStar, Autosoft, CDK Digital Marketing, FEX DMS, DealerTrack, Reynolds & Reynolds, Quorum, MyDealerLot.

  • What is this service generally used for?
  • This service is generally used for CRM, marketing automation, and sales management.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Live Support, Email Support, Phone Support.

  • What platforms does this service support?
  • This is a web-based software, with Android and iOS native apps offered.

  • Who are the main user groups of this service?
  • DealerSocket is used by more than 100,000 users at over 3800 auto dealerships throughout the U.S., Canada, and Australia.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
-
Based in:
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Employees:
-
Likes:
Followers:

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Other:

Who uses Velocify
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses DealerSocket
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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