What is Velocify?

"Velocify is online customer relationship management and sales automation software."

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.


Velocify scored 91/100 in the CRM category. This is based on user satisfaction (92/100), press buzz (44/100), recent user trends (falling), and other relevant information on Velocify gathered from around the web.

The score for this service has declined over the past month. What is this?

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Velocify Review

Editors' Review by the CRM Software Review Team

Velocify is a cloud-based customer relationship management (CRM) solution designed to help small to medium-sized businesses effectively control and evaluate high sales volumes and organize all crucial company data into a single centralized platform.

The solution also automates several key business processes including lead management, sales management, sales enablement, and CRM, making Velocify a feature-rich and user-friendly web-based CRM platform.

Velocify allows users to monitor all sales and lead generation activities to help maximize conversion rates and ensure comprehensive and detailed revenue analytics with customized real-time reports. It also comes with a wide array of features designed to assist with the day-to-day processes of your company, including the ability to integrate with the third-party solutions you currently use.

Velocify homepage screenshot sales software connect convert more customer salespeople automation

Velocify Features

Velocify is a comprehensive, web-based software solution equipped with features and capabilities specifically tailored for CRM, lead management, and many other business processes a lot of companies in different industries, from real estate to insurance, often deal with on a daily basis.

This platform is especially helpful for businesses that mostly market products and/or services via email or by phone. Velocify is primarily geared towards helping businesses convert prospects and leads into paying customers, as well as to automate the company’s sales operations.

Velocify comes with robust features, allowing you to improve the performance and productivity of your sales and management teams. Keep sales and marketing personnel up-to-date by providing them with reliable and accurate reports so they have a complete picture of everything that’s happening in the pipeline.

In addition to CRM and lead management features, Velocify also has other capabilities in the bag including lead scoring and prioritization, duplicate lead management tools, lead routing capabilities, and workflow automation.

The Velocify CRM software solution supports Salesforce integration, allowing you to leverage everything that is good from both systems, further enhancing your capabilities when it comes to identifying real leads, converting those leads, and closing sales. The web-based platform also provides users with a free mobile application that enables field agents and representatives to monitor sales leads and activities whenever and wherever they are.

The solution is integrated with a Dial-IQ system as well, which provides your sales team and field reps easy access to new leads and prospects via mobile devices. The algorithm powering the platform automatically allocates leads to specific teams and team members. The system sends out notifications via email or SMS.

Velocify Benefits

Velocify offers four key products for SMBs and organizations in various industries. These four products are Velocify Pulse, Velocify LeadManager, Velocify LoanEngage, and Velocify Dial-IQ. All of these solutions offer different kinds of features and capabilities that benefit all sorts of businesses, such as IT service providers, lending companies, and online marketing agencies to name a few.

Velocify Pulse

Velocify Pulse is designed to give sales teams and marketers the ability to keep pace or stay in touch with the modern consumer. The solution allows your team to turn fast-paced, high-volume opportunities into better conversion rates and improved customer satisfaction. The product and its many different features allow agents and sales reps to be quick on their feet when engaging new leads and maintaining consistent follow-ups.

Velocify Pulse comes with opportunity management, team management, and business management tools and capabilities that allow your sales team to connect with more leads and convert them more efficiently.

Velocify pulse product webpage screenshot sales multichannel communication workflow builder prioritised sales activities buyer insights accurate data automation

Velocify LeadManager

Velocify LeadManager is a lead management software solution designed specifically for sales teams relying on finding the right lead to engage with and convert. Trying to convert a lead can be rather time-consuming and requires a lot of patience and good strategy. But sometimes all the effort you put into a lead just doesn’t pay off.

Velocify LeadManager helps to put the right lead next to the right salesperson so you have a far greater chance of converting that lead into a customer. The solution helps to improve productivity by automating routine communications, allowing sales personnel to respond quickly by providing actionable sales insights and making the process of following the appropriate sales process a lot easier for sale reps and teams.

Velocify LoanEngage

Velocify LoanEngage is a feature-rich, mortgage CRM solution designed to help establish and develop business relationships. This CRM solution is ideal for retail mortgage lenders and loan companies as it allows them to effectively manage customer relationships—arguably the most important asset in the industry.

Velocify LoanEngage helps to enhance productivity, compliance, and visibility. It comes with a wide range of features, including referral management, reporting and analytics, marketing automation, and sales lifecycle management. Other useful features are as follows:

  • Unified dashboard
  • Partner management portal
  • Automated communication
  • Intelligent sales workflow
  • Simplified solutions
  • Personalized loan presentations

Velocify Dial-IQ

Velocify Dial-IQ is a click-to-call sales dialer that allows sales agents and teams to have more conversations and engagement with the real leads at the right time. The software solution is designed to help ensure a strong emphasis on efficient voice engagement and sales acceleration, which subsequently facilitates the growth of your company’s conversion rate.

Velocify Dial-IQ comes with a wide range of features, including click-to-dial, inbound/outbound blending, power dialing, reporting and analytics, shotgun connect, international dialing, local presence, pre-recorded voicemails, live coaching, and call recordings.

Velocify is much more than a CRM software solution. It is a cloud-based management platform that essentially combines the strengths of email marketing, telecommunications, calendar scheduling, sales management, and customer and staff management into one cohesive user-friendly package. With the user dashboard, sales reps and agents can easily navigate through the system to check sales activities staff performance and live reports.

The software solution is fully integrated and has a free mobile application. Once installed, agents simply have to log in with their credentials to get access to the solution’s entire backend and database with complete transparency. Users may use the application to schedule meetings, add sales prospects, close leads, edit events, and even contact customers using SMS messaging, email, or voice call.

Velocify is a CRM software solution that gives users the ability to customize and access real-time reports, allocate specific sales leads to specific sales agents and representatives, and other crucial management processes.

Velocify Pricing

Velocify is available in different pricing packages. The solution is offered at highly flexible pricing, allowing customers to pick only the solutions they actually need. Pricing for Velocify LoanEngage and Velocify Dial-IQ is available only on a quote-by-quote basis. You have to contact the sales team directly to get your custom quote for both those products.

Velocify LoanEngage is available in three pricing plans—Velocify LoanEngage, Velocify LoanEngage bundled with Dial-IQ Outbound, and Velocify LoanEngage with Dial-IQ Plus. Visit the Velocify official website to learn more.

Velocify Dial-IQ is available as a bundle with LeadManager & Dial-IQ, Pulse & Dial-IQ, and LoanEngage & Dial-IQ. It also comes bundled with Sales Automation. There is also Velocify Dial-IQ as a sales dialer for Salesforce CRM. Contact the Velocify sales team directly for more info.

Velocify Pulse is available as a standard package starting at $60 per user per month, billed annually. You may also get Velocify Pulse bundled with Dial-IQ Outbound or Plus. Visit the Velocify website for detailed information on the pricing package and its features.

Velocify LeadManager is available in two pricing plans. The standard plan starts at $60 per user per month, while the advanced plan starts at $95 per user per month, both billed annually. There are also bundled options available with Dial-IQ Outbound or Plus.

Conclusion

Velocify is a feature-rich easy-to-use sales acceleration and automation platform primarily designed to build and maintain customer relationships, manage leads, and manage high-volume sales. It allows sales agents and teams to identify real leads, engage those leads with the right tools at the right time, and increase conversion rates for the company.

The software solution facilitates the optimization and streamlining of the lead engagement and sales processes from beginning to end. It is certainly one of the software solutions worth considering.

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Velocify Product Overview

  • 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


Languages: English
THE ULTIMATE Software Buyer Guide 2018

The Ultimate CRM Software Buyer Guide 2018

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in October 2018.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...

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Velocify Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
Compare Pricing

Velocify Pricing Plans

Standard

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

Plus

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

Advanced

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

Plans starting from: $60.00/month Credit card required: No

Velocify FAQs

Does Velocify offer an API?

Yes, Velocify provides API.

Does Velocify 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 Velocify offer multi-user capability (e.g. teams)?

Yes.

What are some applications Velocify is commonly used in tandem with?

This service is most frequently used in tandem with SalesForce.

What is Velocify generally used for?

This service is used for CRM and sales automation.

What platforms does Velocify support?

This is a web-based platform, with iOS mobile app.

Who are the main user groups of Velocify?

Main users of Velocify are sales and customer management departments in SMEs and large enterprises.

Does Velocify offer guides, tutorials and or customer support?

Support offered: Phone Support, Email Support, Video Tutorials, Knowledge Base.

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