Velocify LeadManager Overview
Velocify LeadManager helps sales professionals automate tasks, improve productivity, and close deals faster through unified communications. It integrates data from multiple sources to prioritize and manage leads efficiently.
Use Cases
Customers recommend Lead Management, Engagement Management, Workflow Management, as the business use cases that they have been most satisfied with while using Velocify LeadManager.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Velocify LeadManager.
Velocify LeadManager Use-Cases and Business Priorities: Customer Satisfaction Data
Velocify LeadManager works with different mediums / channels such as Phone Calls.
Velocify LeadManager's features include Recording, Alerts: Popups & Notifications, Personalization, etc. and Velocify LeadManager support capabilities include Email Support, Phone Support, Chat Support, etc. also Velocify LeadManager analytics capabilities include Analytics, and Custom Reports.
Reviews
"We had to quickly expand our capacity to be able to support this increase in interested members. Using tools like Velocify, and leveraging text and emails to stay in front of those consumers, ensured that we didn’t miss out on the opportunities. Thi...s wouldn’t have been possible without automation." - Jerad Bjugstad
Velocify LeadManager, DialedIn by ChaseData, Phoneburner, Voiptime Cloud, Ricochet360, 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.
Popular Business Setting
for Velocify LeadManager
Top Industries
- Financial Services
- Education
- Banking
Popular in
- Mid Market
- Small Business
- Enterprise
Velocify LeadManager is popular in Financial Services, Education, and Banking and is widely used by Mid Market, Small Business, and Enterprise.
Comprehensive Insights on Velocify LeadManager Use Cases
How can Velocify LeadManager enhance your Lead Management process?
How can Velocify LeadManager optimize your Engagement Management Workflow?
How efficiently Does Velocify LeadManager manage your Workflow Management?
What makes Velocify LeadManager ideal for Lead Routing?
What makes Velocify LeadManager ideal for Contact List Management?
40+ more Business Use Cases
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.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
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We had to quickly expand our capacity to be able to support this increase in interested members. Using tools like Velocify, and leveraging text and emails to stay in front of those consumers, ensured that we didn’t miss out on the opportunities. This wouldn’t have been possible without automation. Testimonial By Jerad Bjugstad |
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The responsible thing to do is take the good fortune that you had and reinvest for that next cycle to make sure that you’re positioned to compete, and data is a huge piece of that. Testimonial By A.J. Franchi Chief Information Officer Gold Star Mortgage Financial Group |
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Our company culture has changed. We have a Simply Mortgage meeting every month and everybody comes to the table with, 'How do we automate more?' We have business leaders coming up to us saying, 'Can you automate this for me? Can you make my work life experience better by creating technology?' Which... is great. |
CUSTOMERS | TESTIMONIALS |
---|---|
![]() Jerad Bjugstad Senior Director of Demand Generation PenFed Credit Union |
We had to quickly expand our capacity to be able to support this increase in interested members. Using tools like Velocify, and leveraging text and emails to stay in front of those consumers, ensured that we didn’t miss out on the opportunities. This wouldn’t have been possible without automation. Testimonial By Jerad Bjugstad |
![]() A.J. Franchi Chief Information Officer Gold Star Mortgage Financial Group Chief Information Officer Gold Star Mortgage Financial Group |
The responsible thing to do is take the good fortune that you had and reinvest for that next cycle to make sure that you’re positioned to compete, and data is a huge piece of that. Testimonial By A.J. Franchi Chief Information Officer Gold Star Mortgage Financial Group |
![]() Tom Moreno CIO Lennar Mortgage, LLC |
Our company culture has changed. We have a Simply Mortgage meeting every month and everybody comes to the table with, 'How do we automate more?' We have business leaders coming up to us saying, 'Can you automate this for me? Can you make my work life experience better by creating technology?' Which... is great. |
Case Studies
CASE STUDY MSP
CASE STUDY MSP
Case Study Mann Mortgage
Case Study TD Bank
Case Study Lennar Mortgage, LLC
Case Study PenFed Credit Union
Video
Velocify LeadManager Essentials: Product Overview

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.
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.
What is Velocify LeadManager used for?
What are the top features of Velocify LeadManager?
Who uses Velocify LeadManager?
What are Velocify LeadManager alternatives?
Where is Velocify LeadManager located?
Velocify LeadManager Competitors
Velocify LeadManager Features
- Low
- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Analytics | Read Reviews (46) |
Custom Reports | Read Reviews (229) |
CAPABILITIES | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Analytics | Read Reviews (46) |
Custom Reports | Read Reviews (229) |
Software Failure Risk Guidance
?for Velocify LeadManager
Overall Risk Meter
Top Failure Risks for Velocify LeadManager
ICE Mortgage Technology, Inc News
News: Argyle debuts integration with Encompass Consumer Connect, upgrades existing integration with Encompass from ICE Mortgage Technology | CitizenWire - CitizenWire
Argyle has launched a new integration with Encompass Consumer Connect, the digital mortgage point-of-sale platform from ICE Mortgage Technology. The update also includes enhancements to Argyles existing integration with Encompass. These integrations aim to streamline the mortgage process by pre-populating the URLA, reducing lender costs, speeding up closings, and improving the borrower experience.
Cloudvirga completes an enhanced integration with ICE Mortgage Technology
Cloudvirga has completed an enhanced integration with ICE Mortgage Technology's Encompass Partner Connect, a modern API framework for mortgage technology, to improve its Horizon Retail POS platform.
Cloudvirga completes enhanced Horizon Retail POS integration with ICE Mortgage Technology
Cloudvirga announced an enhanced integration of its Horizon Retail POS with ICE Mortgage Technology's Encompass Partner Connect, improving loan export performance for lenders.
Cloudvirga completes enhanced integration with ICE Mortgage Technology : National News
Cloudvirga has completed an enhanced integration with ICE Mortgage Technology using the Horizon Retail POS integration and Encompass Partner Connect API framework, aiming to improve development, performance, and security in mortgage technology.
ICE Mortgage Technology, Inc Profile
Company Name
ICE Mortgage Technology, Inc
Company Website
https://www.icemortgagetechnology.com/HQ Location
Pleasanton, California
Employees
501-1000
Social
Financials
PRIVATE