Velocify Review

Overview

Velocify is an effective lead management tool that is ideal for insurance organizations, educational institutions, and mortgage brokers that sell their services or products via email or phone. The software assists you to convert leads into customers and automate your sales operations. Its powerful reporting capabilities keep your management updated on what’s occurring in the pipeline. Other key features are lead scoring and prioritization, workflow automation, lead routing, and duplicate lead management.

Velocify is perfect for enterprises that sell high-value services or goods in the B2C segment and want an efficient platform to manage leads generated on the internet. It can be deployed effectively by both small companies and large corporations. Pricing is per month per user.

Benefits

All-in-One System

Velocify is a cloud CRM platform that includes the use of calendar scheduling, customer/staff management, sales management, email marketing, and telecommunications all in a single system. The user dashboard gives you access to live reports of staff success rates and sales activity both past and present. Plus, you can look at custom reports as the program automatically generates your chosen analysis and reporting criteria.

Prioritizes Leads

Velocify’s inbuilt sales algorithm automatically assigns certain leads to particular sales reps and notifies them by SMS or email. The leads are assigned based on the seniority of the rep and the priority of the customer. The solution also recognizes client phone numbers, and can record and monitor phone calls for sales and training purposes.

Calendar and Scheduling Module

With this functionality, you can plan and monitor sales meetings, contractual anniversaries, appointments, and training days. Managers can leverage this capability to audit staff tracking and success, and to review special sales occasions and client birthdays. The embedded detailed calendar allows you to produce appointments, assign specific meeting times to employees, and look at previous appointments for training purposes.

Mobile App

Velocify’s mobile app can be downloaded for free and it allows you to look at the software’s database and entire backend with full transparency. You can also add, edit, and close leads, edit events, schedule meetings, and contact leads and clients via phone, email, or SMS.

Reporting and Management

Velocify allows you to customize and view real-time reports and delegates specific leads to qualified sales reps.

Automatic Lead Management

The program prioritizes sales and will send you email or SMS notification to remind you about crucial leads.

Integrated Phone Management

Velocify records sales calls and stores them in a database for referencing and training. The software also facilitates call conferencing and call transfers.

Track User Success Levels

Finally, Velocify permits you to look at and analyze staff sales output and success rates by offering real-time sales and revenue reporting.

Product Features

Pricing

Velocify LeadManager offers quote-priced Standard and Advanced editions.

Velocity Dial-IQ provides quote-priced Outbound and Plus editions.

Contact the vendor to get a customized quote for the edition you want.