4.5 / 5 207 reviews

Who Uses This Software?

Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.

Average Ratings

207 reviews
  • 4.5 / 5
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service
  • 4 / 5
  • 4.5 / 5
    Value for Money

Product Details

  • Starting Price
  • Pricing Details
    Velocify LeadManager is an intelligent sales automation platform.
  • Free Version
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • Velocify
  • Founded 2004

About This Software

Velocify is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by streamlining and optimizing the sales process from start to finish. Velocifys platform helps sales teams prospect with more precision, accelerate lead engagement, and implement effective workflows, ultimately helping sales teams find and convert more leads.

  • Activity Tracking
  • Auto-Dialing
  • Billing & Invoicing
  • Broker / Agent Portal
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Management
  • Channel Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Customer Portal
  • Dashboard
  • Data Management
  • Document Management
  • Email Marketing
  • Field Sales Management
  • Insurance Rating
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Marketing Automation
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Policy Management
  • Proposal Generation
  • Prospecting Tools
  • Quote Management
  • Referral Tracking
  • Reinsurance Administration
  • Sales Forecasting
  • Source Tracking
  • Territory Management
  • Underwriting Management

Velocify Latest Reviews

Automatically translated. Show original review

Velocify's LeadManager and Dial-IQ are in a Class of their Own

4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Value for Money

Pros: Velocify demonstrates a deep and unique understanding of the fundamentals of lead conversion and the science which goes into it. The research, studies, surveys, and whitepapers behind their solution are extremely valuable resources that helped us implement and improve our best sales practices for optimal results. Specifically, LeadManager paired with Dial-IQ have helped us dial a new lead within seconds, positioning us to be among the first to contact a prospect, and as a result, we have achieved a 90% contact rate we were never able to achieve in the past. The custom and infinite automated lead distribution programs and methods allow us to create a unique and custom sales cycle for each marketing campaign with a combination of automated calls, emails, and SMS text to optimize conversions. This ensures that no leads fall through the cracks and continues to nurture our database. Velocify's performance-based lead distribution and lead prioritization have helped us leverage our best performers, pairing each lead with the most suited sales rep as well as prioritizing our leads to make the most out of both our leads' and salesforce's time and resources. Call scripts, automated emails, and SMS ensure that all sales reps presentations are consistent with our brand. The infinite reporting abilities make our data 100% transparent, allowing us to measure metrics and analyze data in ways we never knew possible. Results, along with Velocify's lead scoring feature, are instrumental in measuring and fine-tuning our contact and distribution strategies, as well as modifying and adjusting our marketing and buying strategy, saving us very valuable marketing dollars. The list goes on and on.

Cons: If I had to write something in this box, I would say that I can see how some users who are new to Velocify (or who are generally new to sales automation) may feel that certain functionality, such as reporting, distribution, or email capabilities may seem limited or difficult. It is absolutely the opposite, and I feel that Velocify should better educate its clients on how to truly uncover its full potential so that they can unleash its true power. Each of our businesses has unique needs, and the uniqueness of Velocify lies in its infinite customization abilities, which makes it fit each of our needs. Velocify comes built with the most basic, fundamental sales practices and reporting for the beginner. However, as your needs change and experience level expands, Velocify becomes the sales executive's and administrator's playground, a place where you can let your imagination run wild while knowing that automating almost everything is possible and easy. The reporting functionality and transparency's ability to inspect, modify, and fine-tune is second to none.

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I enjoy using Velocify and have commended many changes they have made over the years. They seem to be always striving to improve and I value that.

3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: See Cons for comments. Thanks for listening.

Pros: Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze.

Cons: I would like some improvements personally. Where I would like to see changes is on the dashboard. When I go to the Dashboard it auto sends you to todays day, which is good, but if I go to any other day, say to manage the leads and or push them to another date, when I go back after having changed the calendar date it doesnt leave me on that day to continue my changes... instead it takes me to that days date. Another thing I would like to see you add would be the ability to take one day or even better multiple days and have the ability to move all of the calendar events on that day to another day. The key to our business is time. With all the apps that we do and the little time we have to organize the leads those little things would be tremendously helpful. Again, the ability to take old dates and roll all of those callbacks to a date of choosing would be awesome and even better if we could select several days. Contact me with any other questions at