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Velocify LeadManager

4.49 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(2533 Reviews, Testimonials & Expert Opinions)
(2533 Reviews, Testimonials & Expert Opinions)

Sales engagement platform that integrates the right mix of communications to help reps

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About Velocify LeadManager

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.

Evaluating Velocify LeadManager for your Auto Dialer need?

wyz, your personal AI advisor

Our AI advisor, Wyz, harnessed 2533 insights from peers and experts who used Velocify LeadManager to help you determine how well it fits your Auto Dialer needs.

Reviews

Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well Velocify LeadManager solves your Auto Dialer needs.

Customer Testimonials

A.J. Franchi

Chief Information Officer

Gold Star Mortgage Financial Group

A.J. Franchi

Chief Information Officer

Gold Star Mortgage Financial Group

I think the biggest time savings that we got from Ellie Mae® was our total life of loan process. We’ve improved five days on warehouse line because of the system and the visibility we have into our pipeline.

Andria Lightfoot

SVP, Information Systems

George Mason Mortgage, LLC

Andria Lightfoot

SVP, Information Systems

George Mason Mortgage, LLC

We’ve seen a three-day pickup in our turn times from application to underwritten loan.

Brandon Durham

Production Support Manager

Homeowners Financial Group USA, LLC

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.

Case Studies

Case Study George Mason Mortgage

George Mason Mortgage Decreases Loan Costs by $2M, Reduces Turn Times by 2½ Days and Improves the Borrower Experience with Encompass Consumer Connect

Read Story →

George Mason Mortgage Decreases Loan Costs by $2M, Reduces Turn Times by 2½ Days and Improves the Borrower Experience with Encompass Consumer Connect

Read Story →

Case Study Homeowners Financial Group

Homeowners Financial Group Leverages Encompass LO Connect to Reduce Borrower Prequalification Cycle Time by 50%

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Homeowners Financial Group Leverages Encompass LO Connect to Reduce Borrower Prequalification Cycle Time by 50%

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Case Study Securityplus FCU

Securityplus FCU Increases Monthly Loan Volumes by 25% and Reduces Time to Close by 16 Days with Encompass LO Connect

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Securityplus FCU Increases Monthly Loan Volumes by 25% and Reduces Time to Close by 16 Days with Encompass LO Connect

Read Story →

Peer and Expert Opinions
for Velocify LeadManager

Goals

Increase sales & revenue and Launch new products are the most popular goals peers achieved using Velocify LeadManager .

Other goals:

  • Scale best practices
  • Improve efficiency
  • Acquire customers
  • Improve ROI
  • Grow market share
  • Shorten ramp up time
  • Improve consistency
  • Enhance customer relationships
  • Improve stakeholder relations
  • Enter new markets internationally or locally
  • Build brand awareness
  • Improve internal communications
See all goals See less goals

Channels

It is the best suited for phone calls, e-mail, text SMS, channels.

Other channels:

  • website
  • mobile
  • chat
  • offline
  • point of sale
  • mobile app
  • on premises
See all channels See less channels

Processes

Peers recommend engagement management, lead management, workflow management, as the business processes that they have been most satisfied while using Velocify LeadManager .

Read Peer and Expert Experience for Business Use Cases

Engagement management With Phone calls

Engaging and following up With Phone calls

Lead management With Phone calls

Workflow management With Phone calls

Lead routing With Phone calls

Products & pricelist management

Communication management With Phone calls and E mail

Tracking & monitoring communications With Phone calls and E mail

Sending & publishing communications With E mail and Website and Text sms

Contact list management With Phone calls and E mail

Tracking contacts With Phone calls

Lead engagement With Phone calls and E mail

Generation of new leads With Phone calls

Helpdesk management With Phone calls

Lead tracking With Phone calls

Lead scoring

Campaign management With E mail and Text sms and Phone calls

Social media management With Phone calls

Social media analytics With Phone calls

Sales call management With Phone calls

Call analytics With Phone calls

Call recording With Phone calls

Sales document management With Website and Mobile

Digital signature With Website and Mobile

Proposal & quote management With Phone calls

Coaching With Phone calls

Conversion management

Customer case management

Training & onboarding

Drip marketing With E mail

Market research

Pipeline management

Lead analytics

Loan management With Mobile

Competitive intelligence

Customer feedback management

Lead nurturing With Phone calls

Product marketing

Lead qualification

Relationship management

Distribution management With Phone calls

See allless Activities

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 Launch new products

Verify if it works for you

Peer and Expert Opinion on Features
for Velocify LeadManager

  • Low
  • Medium
  • High

Recording

Personalization

Alerts: popups & Notifications

Dashboard

Templates

IT and Other Capabilities
for Velocify LeadManager

  • Low
  • Medium
  • High

data

Data Export

Data Import

Support

Phone Support

Email Support

24/7 Support

Chat Support

Other

AI Powered

Analytics

Custom Reports

Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for Velocify LeadManager

Vendor Profile Details

Company Name Ellie Mae
Company Website https://www.elliemae.com/
HQ Location Pleasanton, California
Employees 501-1000
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