Velocify LeadManager Overview

Velocify LeadManager is a lead management software that helps sales professionals automate routine tasks, improve productivity, close on deals faster, and run analytical reports to generate better insights.

The primary features of the platform includes sales dialing, triggered & unlimited communication, pipeline accuracy, data trend visualization, lead source analysis and content strategy optimization. It also provides industry-specific and custom workflows, communication templates and predefined sales actions.

The tool connects and integrates to data from multiple lead source providers, including website lead forms and marketing automation systems. The collected data is used by the system to identify prospect leads entering the system and run an automated consolidation to avoid duplication of records. It also computes the lead scores based on varied attributes to prioritize lead distribution.

Cuspera Reviews

46 buyers and buying teams have used Cuspera to assess how well Velocify LeadManager solved their Auto Dialer needs. Cuspera uses 1720 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Auto Dialer needs.

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities peers achieved using Velocify LeadManager.

Other priorities:

  • Launch New Products
  • Enhance Customer Relationships
  • Scale Best Practices
  • Improve Efficiency
  • Improve ROI
  • Grow Market Share
  • Shorten Ramp Up Time
  • Improve Consistency
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
  • Build Brand Awareness
  • Improve Internal Communications
See all business priorities See less business priorities

Use Cases

Peers recommend Lead Management , Engagement Management , Workflow Management , as the business use cases that they have been most satisfied while using Velocify LeadManager.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Lead Management with Phone Calls

4.88/5

Read Reviews (90)

"...organizing my leads...." Peer review by Simon T, Mortgage Professional, Financial Services
Engagement Management with Phone Calls

4.74/5

Read Reviews (82)

"...During the three-day engagement, the Ellie Mae consultant reviewed settings, workflows and spent time with the Gold Star Mortgage staff. ..." Case Study Gold Star Mortgage
engaging and following up

4.82/5

Read Reviews (71)

Workflow Management

4.67/5

Read Reviews (38)

"...The reason we decided to move forward with Velocify is because of the unique features they offered and the fact we could create a work flow that worked for our business model...." Peer review by Administrator
PEER EXPERIENCES
Lead Management with Phone Calls

4.88/5

Read Reviews (90)

"...organizing my leads...." Peer review by Simon T, Mortgage Professional, Financial Services
Engagement Management with Phone Calls

4.74/5

Read Reviews (82)

"...During the three-day engagement, the Ellie Mae consultant reviewed settings, workflows and spent time with the Gold Star Mortgage staff. ..." Case Study Gold Star Mortgage
engaging and following up

4.74/5

Read Reviews (71)

Workflow Management

4.67/5

Read Reviews (38)

"...The reason we decided to move forward with Velocify is because of the unique features they offered and the fact we could create a work flow that worked for our business model...." Peer review by Administrator

38+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1720 insights from peers and experts to help you assess how these Velocify LeadManager use cases fit your Auto Dialer needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Carla Zoellner

VP, Product Development & Production Strategy

South State Bank

Ellie Mae even pulls in loan-level price adjustments for the loans we're selling. The information is more reliable and it saves us a lot of time. Testimonial By Carla Zoellner

Brandon Durham

Production Support Manager

Homeowners Financial Group USA, LLC

Our customers can eSign loan documents and upload them on their break from work, or wherever they are, and from any device. It makes their life a little easier and the whole experience more convenient. Testimonial By Brandon Durham

Ray Miller

Senior Marketing Operations Manager

Social Tables

With Velocify Pulse, I know my sales development team will work with the neccessary rigor and discipline to achieve their goals. Testimonial By Ray Miller
CUSTOMERS TESTIMONIALS

Carla Zoellner

VP, Product Development & Production Strategy

South State Bank

Ellie Mae even pulls in loan-level price adjustments for the loans we're selling. The information is more reliable and it saves us a lot of time. Testimonial By Carla Zoellner

Brandon Durham

Production Support Manager

Homeowners Financial Group USA, LLC

Our customers can eSign loan documents and upload them on their break from work, or wherever they are, and from any device. It makes their life a little easier and the whole experience more convenient. Testimonial By Brandon Durham

Ray Miller

Senior Marketing Operations Manager

Social Tables

With Velocify Pulse, I know my sales development team will work with the neccessary rigor and discipline to achieve their goals. Testimonial By Ray Miller

Case Studies

COMPANY CASE STUDIES
Case Study LeaderOne Financial

LeaderOne Financial Improves Efficiency and Compliance Management With a Significant Increase in Loan Volume

Read More
Case Study Chemical Bank

Merged Institutions Successfully Implement Encompass in 60 Days

Read More
Case Study PHMC

PHMC Cuts Loan Delivery Submission Upload Time to Wells Fargo by 90% with Encompass Investor Connect

Read More

Based on peer insights

Cuspera recommends Velocify LeadManager for

Use Cases Lead Management , Engagement Management , Workflow Management
Medium Phone Calls
Features Recording, Personalization, Alerts: Popups & Notifications
Business Priorities Increase Sales & Revenue, Acquire Customers, Launch New Products
Industries Financial Services, Education, Insurance

Popular Business Setting

for Velocify LeadManager

Top Industries

  • Financial Services
  • Education
  • Insurance

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Peers used Velocify LeadManager to Increase sales & revenue and Acquire customers

Peer and Expert Opinion on Features

for Velocify LeadManager

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Recording

3.89/5

Read Reviews (25)
Personalization

3.35/5

Read Reviews (24)
Alerts: popups & Notifications

3.61/5

Read Reviews (23)
Dashboard

3.05/5

Read Reviews (11)
Templates

3.43/5

Read Reviews (7)
FEATURES RATINGS AND REVIEWS
Recording

3.89/5

Read Reviews (25)
Personalization

3.35/5

Read Reviews (24)
Alerts: popups & Notifications

3.61/5

Read Reviews (23)
Dashboard

3.05/5

Read Reviews (11)
Templates

3.43/5

Read Reviews (7)

IT and Other Capabilities

for Velocify LeadManager

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

3.69/5

Read Reviews (90)
Data Import

3.32/5

Read Reviews (223)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

3.69/5

Read Reviews (90)
Data Import

3.32/5

Read Reviews (223)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.56/5

Read Reviews (23)
Phone Support

4.21/5

Read Reviews (27)
Chat Support

3.99/5

Read Reviews (14)
24/7 Support

3.95/5

Read Reviews (163)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.56/5

Read Reviews (23)
Phone Support

4.21/5

Read Reviews (27)
Chat Support

3.99/5

Read Reviews (14)
24/7 Support

3.95/5

Read Reviews (163)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

1.58/5

Read Reviews (1)
Analytics

4.43/5

Read Reviews (47)
Custom Reports

3.30/5

Read Reviews (238)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

1.58/5

Read Reviews (1)
Analytics

4.43/5

Read Reviews (47)
Custom Reports

3.30/5

Read Reviews (238)

Failure Risk Guidance Security Report

?

for Velocify LeadManager

Overall Risk Meter

Low Medium High

Top Failure Risks for Velocify LeadManager

Vendor Profile Details

Company Name

ICE Mortgage Technology

HQ Location

Pleasanton, California

Employees

501-1000

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