Velocify LeadManager Overview

This is a summary of the comprehensive capabilities and benefits of Velocify LeadManager based on over 1666 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Velocify LeadManager, ReadyMode (Formerly XenCALL), Voiptime Cloud, Phoneburner, Sales Sling, etc., all belong to a category of solutions that help Auto Dialer. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Velocify LeadManager is right for your needs? Our Cuspera AI engine can evaluate how Velocify LeadManager fits your specific business needs, industry, and context. Get your personalized assessment report today.

Velocify LeadManager supports business activities such as:

  • Lead Management
  • Engagement Management
  • Workflow Management
  • Lead Routing
  • Contact List Management

Velocify LeadManager can help you with many business goals, such as Increase Sales & Revenue, Acquire Customers, Launch New Products, Enhance Customer Relationships, Scale Best Practices, etc. It can help manage these activities if you use Phone Calls for these needs. As a solution, Velocify LeadManager's capabilities include Recording, Alerts: Popups & Notifications, Personalization, etc.

Velocify LeadManager Financial Services Vertical is its biggest customer base.

Reviews

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

Cuspera Reviews

46 buyers and buying teams have used Cuspera to assess how well Velocify LeadManager solved their Auto Dialer needs. Cuspera uses 1666 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
  • 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)

"...Velocify Lead Manager has completed changed how we do business... for the better!...."
Engagement Management with Phone Calls

4.74/5 ★

Read Reviews (76)

"...I would like to make it easier to follow up with existing clients...."
engaging and following up

4.82/5 ★

Read Reviews (65)

"...Although the company s 736 loan officers were engaging with new customers out in the field, until recently, they had to come back to the office to start the loan process. ..."
Workflow Management

4.66/5 ★

Read Reviews (36)

"...Everything is branded for the individual client and follows that credit union s preferred workflow. ..." Case Study TruHome Solutions
PEER EXPERIENCES
Lead Management with Phone Calls

4.88/5 ★

Read Reviews (90)

"...Velocify Lead Manager has completed changed how we do business... for the better!...." Peer review by User
Engagement Management with Phone Calls

4.74/5 ★

Read Reviews (76)

"...I would like to make it easier to follow up with existing clients...." Peer review by Salomon Q, Loan Consultant, Financial Services
engaging and following up

4.74/5 ★

Read Reviews (65)

Workflow Management

4.66/5 ★

Read Reviews (36)

"...Everything is branded for the individual client and follows that credit union s preferred workflow. ..." Case Study TruHome Solutions

40+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1666 insights from peers and experts to help you assess how these Velocify LeadManager use cases fit your Auto Dialer needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

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. Testimonial By Andria Lightfoot

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. Testimonial By A.J. Franchi

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

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. Testimonial By Andria Lightfoot

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. Testimonial By A.J. Franchi

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 Texas Capital Bank

Texas Capital Bank has fast, easy access to investor guidelines with AllRegs Market Clarity

Read More
Case Study Primary Residential Mortgage

Encompass Loan Officer Connect Helps Primary Residential Mortgage Drive More Business

Read More
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 More

Based on peer insights

Cuspera recommends Velocify LeadManager for

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

Frequently Asked Questions(FAQ)

for Velocify LeadManager

What is 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.

What is Velocify LeadManager used for?

Velocify LeadManager is a Auto Dialer Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Lead Management, Engagement Management and Workflow Management .

What are the top features of Velocify LeadManager?

Recording, Alerts: popups & Notifications and Personalization are some of the top features of Velocify LeadManager.

Who uses Velocify LeadManager?

Velocify LeadManager is used by Financial Services, Education and Banking among other industries.

What are Velocify LeadManager alternatives?

ReadyMode (Formerly XenCALL), Voiptime Cloud, Phoneburner and Sales Sling are popular alternatives for Velocify LeadManager.

Where is Velocify LeadManager located?

Velocify LeadManager is headquartered at Pleasanton, California.

Popular Business Setting

for Velocify LeadManager

Top Industries

  • Financial Services
  • Education
  • Banking

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)
Alerts: popups & Notifications

3.61/5 ★

Read Reviews (23)
Personalization

3.35/5 ★

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)
Alerts: popups & Notifications

3.61/5 ★

Read Reviews (23)
Personalization

3.35/5 ★

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

3.63/5 ★

Read Reviews (86)
Data Import

3.29/5 ★

Read Reviews (218)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

3.63/5 ★

Read Reviews (86)
Data Import

3.29/5 ★

Read Reviews (218)
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

3.97/5 ★

Read Reviews (160)
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

3.97/5 ★

Read Reviews (160)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

1.58/5 ★

Read Reviews (1)
Analytics

4.45/5 ★

Read Reviews (46)
Custom Reports

3.31/5 ★

Read Reviews (229)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

1.58/5 ★

Read Reviews (1)
Analytics

4.45/5 ★

Read Reviews (46)
Custom Reports

3.31/5 ★

Read Reviews (229)

Software Failure Risk Guidance

?

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

Social

Financials

PRIVATE