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4.7 out of 5
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Velocify Lead Manager
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AB
Verified User in Banking
Enterprise(> 1000 emp.)
What do you like best about Velocify Lead Manager?
The lead pages can be customized to include custom tabs and fields that allow for endless possibilities. This technology, coupled with the help of the Velocify technology team, has allowed for integration with our existing telephony and Loan Origination System to allow us to create reports and route calls in ways we didn't have the ability to do previously. Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
Velocify is geared to work better with Google Chrome, but some of our other systems require Internet Explorer to function. Some of our users also don't have Chrome installed. While Velocify still works with Internet Explorer, it's functionality and views work better in Chrome (having seen them side by side). Better support for Internet Explorer to mirror functionality may help serve clients who can't / don't have Chrome.
I also don't like that reports don't allow the user to use an "Or" statement. I.E. If I want to see all loans with Field A = blank or Field B = 5, I would have to pull two separate reports and then combine them. Review collected by and hosted on G2.com.
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294 Velocify Lead Manager Reviews
4.4 out of 5
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AK
Abhishek K.
Mid-Market(51-1000 emp.)
What do you like best about Velocify Lead Manager?
I have been using Velocify Lead Manager for my business for several months now, and I must say it has been a game-changer. The software provides an intuitive and user-friendly interface that makes managing leads a breeze. It streamlines the entire lead management process, from capturing leads to distributing them among team members. The automated lead routing feature ensures that every lead is assigned to the right person, eliminating any confusion or manual work. The reporting and analytics tools have also been incredibly helpful in tracking the performance of our leads and identifying areas for improvement. Overall, Velocify Lead Manager has significantly improved our lead management efficiency and has become an indispensable tool for our sales team. Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
Cost: Velocify Lead Manager is a paid software solution, and some users have criticized the pricing structure, considering it to be expensive, particularly for smaller businesses or organizations with limited budgets. Review collected by and hosted on G2.com.
NK
Navya K.
Business Development Manager
Mid-Market(51-1000 emp.)
What do you like best about Velocify Lead Manager?
Better management of sales cycles that makes sales managers and team respond quick to the leads. It is the best CRM and lead management tool with a greater drill down. Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
The email integration feature is not so accurate but otherwise it serves the basic needs of the email linking for easy mails to the leads and prospects directly from the tool. Review collected by and hosted on G2.com.
AH
Verified User in Higher Education
Mid-Market(51-1000 emp.)
Rating Updated ()
Original
What do you like best about Velocify Lead Manager?
Velocify has enhanced our overall production, and has an easy to use interface for the end- user. Its by far the best CRM product on the market. The support from client care to support is outstanding. Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
Needs added features for bulk emailing and being able to bulk text, can only do one off texting and emails Review collected by and hosted on G2.com.
HS
Harsh S.
Small-Business(50 or fewer emp.)
What do you like best about Velocify Lead Manager?
It's a very helpful & Rare of such an amazing platform. I really liked the way they have kept everything together. I will continue using it & would recommend it to others. Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
Nothing as of now! Everything is smooth.
I really liked the way they have kept everything together. I will continue using it & would recommend it to others. Review collected by and hosted on G2.com.
JT
John T.
Loan officer
Financial Services
Small-Business(50 or fewer emp.)
What do you like best about Velocify Lead Manager?
Warehouses large volumes of lead data effectively and can search and recognize specific lead data in different fields with little need for updating Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
To make any integrations with other vendors or services requires a corporate account rep to setup a lot of functionality which can increase your costs. Review collected by and hosted on G2.com.
CD
Chetna D.
Mid-Market(51-1000 emp.)
What do you like best about Velocify Lead Manager?
The lead management tool is useful to remember the important things about leads. Was very useful to use the reminder. Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
The layout of the CRM tool should be more accessible to change the design. Review collected by and hosted on G2.com.
CE
Verified User in E-Learning
Mid-Market(51-1000 emp.)
What do you like best about Velocify Lead Manager?
It is a remarkably beneficial and uncommon platform. I genuinely appreciate the cohesive manner in which they have consolidated everything. I intend to persist in its usage and enthusiastically recommend it to others. Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
Cost, I believe it is less competitive while dealing with smaller businesses. Review collected by and hosted on G2.com.
P
Prashant .
Team Leader - BNPL B2B
Enterprise(> 1000 emp.)
What do you like best about Velocify Lead Manager?
Team management, team handling, sales working culture, minth target achieving, new employees training, in side sales, revenue generating Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
Nothing is there, everything is best, working environment is very best Review collected by and hosted on G2.com.
SK
Saurabh K.
Mid-Market(51-1000 emp.)
What do you like best about Velocify Lead Manager?
Velocify Lead Management looks user friendly and the overall experience was good Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
Functionality could be improved better . overall good Review collected by and hosted on G2.com.
UI
Verified User in Information Technology and Services
Small-Business(50 or fewer emp.)
What do you like best about Velocify Lead Manager?
it's a quick tool, that helps you save a lot of time and effort to prioritize reach outs and get back to clients. Review collected by and hosted on G2.com.
What do you dislike about Velocify Lead Manager?
nothing as such that I see is a challenge, just that the UI needs to be more simpler Review collected by and hosted on G2.com.
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