Velocify Overview
This is a summary of the comprehensive capabilities and benefits of Velocify based on over 2325 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, myphoner, ClickPoint Software, Koncert, Dialpad Ai Voice, etc., all belong to a category of solutions that help Sales Engagement. 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 is right for your needs? Our Cuspera AI engine can evaluate how Velocify fits your specific business needs, industry, and context. Get your personalized assessment report today.
Velocify supports business activities such as:
- Lead Management
- Engagement Management
- Lead Routing
- Communication Management
- Helpdesk Management
Velocify can help you with many business goals, such as Increase Sales & Revenue, Scale Best Practices, Acquire Customers, Improve ROI, Enhance Customer Relationships, etc. It can help manage these activities if you use Phone Calls and E-Mail for these needs. As a solution, Velocify's capabilities include Recording, Personalization, Dashboard, etc.
Velocify Financial Services Vertical is its biggest customer base.
Reviews
"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 lif...e experience better by creating technology?' Which is great. " - Tom Moreno
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well Velocify solved their Sales Engagement needs. Cuspera uses 2325 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 Sales Engagement needs.
Business Priorities
Increase Sales & Revenue and Scale Best Practices are the most popular business priorities peers achieved using Velocify.
Use Cases
Peers recommend Lead Management , Engagement Management , Lead Routing , as the business use cases that they have been most satisfied while using Velocify.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Lead Management with Phone Calls |
4.76/5 ★ |
"...Velocify is a relatively inexpensive way to manage your leads, and it's pretty easy to use...." Peer review by Abby R., Insurance |
| Engagement Management with Phone Calls |
4.81/5 ★ |
"...The tools it provides are priceless, as they give a whole new meaning to following up...." Peer review by Melissa M., Management Consulting |
| engaging and following up |
4.91/5 ★ |
"...Follow ups tracking and closing ratio!..." Peer review by Candace C. |
| engaging with scheduling & cadence |
2.50/5 ★ |
"...The cadence is fantastic...." Peer review by Zakory B., Account Executive, Computer Software |
| Lead Routing with Phone Calls and E-Mail |
4.92/5 ★ |
"...Lead distribution optimization and speed to contact w/o spending hundreds of thousands on a home grown call center and dialer Ease of use and reporting...." Peer review by Administrator in Financial Services |
| PEER EXPERIENCES | |
|---|---|
| Lead Management with Phone Calls |
4.76/5 ★ |
"...Velocify is a relatively inexpensive way to manage your leads, and it's pretty easy to use...." Peer review by Abby R., Insurance |
|
| Engagement Management with Phone Calls |
4.81/5 ★ |
"...The tools it provides are priceless, as they give a whole new meaning to following up...." Peer review by Melissa M., Management Consulting |
|
| engaging and following up |
4.81/5 ★ |
| engaging with scheduling & cadence |
4.81/5 ★ |
| Lead Routing with Phone Calls and E-Mail |
4.92/5 ★ |
"...Lead distribution optimization and speed to contact w/o spending hundreds of thousands on a home grown call center and dialer Ease of use and reporting...." Peer review by Administrator in Financial Services |
|
42+ more Business Use Cases
Our AI advisor, Wyz, harnessed 2325 insights from peers and experts to help you assess how these Velocify use cases fit your Sales Engagement needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
The impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in lead conversion because we're getting to them fas...ter. |
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Tom Moreno CIO Lennar Mortgage |
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. |
|
Jeffrey McCabe Senior Vice President, Head of Home Lending Group TD Bank |
The impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in lead conversion because we're getting to them fas...ter. |
|
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 |
Frequently Asked Questions(FAQ)
for Velocify
What is Velocify?
What is Velocify used for?
What are the top features of Velocify?
Who uses Velocify?
What are Velocify alternatives?
Where is Velocify located?
Popular Business Setting
for Velocify
Top Industries
- Financial Services
- Education
- Insurance
Popular in
- Mid Market
- Small Business
- Enterprise
Peers used Velocify to Increase sales & revenue and Scale best practices
Velocify Alternatives
Peer and Expert Opinion on Features
for Velocify
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (55) |
| Personalization | Read Reviews (33) |
| Dashboard | Read Reviews (33) |
| Alerts: popups & Notifications | Read Reviews (19) |
| Templates | Read Reviews (13) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (55) |
| Personalization | Read Reviews (33) |
| Dashboard | Read Reviews (33) |
| Alerts: popups & Notifications | Read Reviews (19) |
| Templates | Read Reviews (13) |
IT and Other Capabilities
for Velocify
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (118) |
| Data Import | Read Reviews (331) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (118) |
| Data Import | Read Reviews (331) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (40) |
| Chat Support | Read Reviews (32) |
| Phone Support | Read Reviews (77) |
| 24/7 Support | Read Reviews (345) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (40) |
| Chat Support | Read Reviews (32) |
| Phone Support | Read Reviews (77) |
| 24/7 Support | Read Reviews (345) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (9) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (301) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (9) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (301) |
Software Failure Risk Guidance
?for Velocify
Overall Risk Meter
Top Failure Risks for Velocify
Vendor Profile Details
Company Name
ICE Mortgage Technology
Company Website
https://www.icemortgagetechnology.com/HQ Location
Pleasanton, California
Employees
501-1000
Social
Financials
PRIVATE
Get a personalised risk report for Velocify
See Sample Risk ReportTell us more about yourself so that we can personalise incidents for your location, industry etc.
Connect to vendor request
Velocify may get in touch with you regarding your request.
Request Custom Quote
ICE Mortgage Technology will get in touch with you regarding your request.