Overview

Velocify is a cloud-based solution designed to accelerate sales and streamline lead management. With features such as lead scoring, automated selling and performance management, Velocify software helps sales teams increase efficiency and drive revenue. 

Velocify CRM Specifications

Contact Management
Lead Management
Opportunity Management
Sales Forecasting

What Is Velocify CRM?

Velocify CRM is a highly versatile cloud-based solution designed to cater to diverse markets, such as education, insurance, real estate and finance. It is used to automate sales activities like lead generation, tracking leads, and customer engagement. Real estate sales representatives and teams smoothly handle follow-ups, qualify leads, and track performance activity.

It is used by more than 1,500 sales teams, Velocify’s simple-to-use selling solution streamlines the sales process from start to finish. The solution offers solid lead targeting and a more simplified workflow for quick engagement when dealing with leads.

The platform offers multiple features:

  • Velocify Pulse : Salesforce automation software that makes it easy to manage calls, emails and scheduling follow-ups.
  • Velocify Lead Manager: Organizes lead communication through calls, texts, and emails, with conversation history tracking.
  • Velocify Loan Engage : Mortgage and financial sales engagement-focused.
  • Dial IQ : Automates call management for faster prospect outreach.

Velocify CRM Pricing

Velocify CRM Pricing begins at $60/month with prices changing according to the business size and needs. Get Pricing to get a customized plan.

Users of Velocify CRM

Velocify is suitable for businesses of all sizes in many industries. Good for sales automation and organized workflow, supporting:

  • Telecommunications
  • Financial Services
  • Higher Education
  • IT Services
  • Insurance
  • Construction
  • Wellness and Fitness
  • Real Estate
  • Software Companies
  • Management Consulting

Velocify CRM Integrations

The platform is seamlessly integrated with some of the best business solutions such as Mailchimp, Eventbrite, HubSpot Marketing Hub, io, Keap, iContact, Adobe Commerce, Marketo Engage, Grow, truDigital.

Request a free Velocify demo to see how software integrates.

Benefits of Velocify Software

  • Lead Qualification: Score leads based on customizable needs , helping your team focus on high-potential prospects.
  • Lead Assignment : Distribute leads to the accurate sales representatives with predefined objectives.
  • Reporting analytics: Offers performance data and sales activity.
  • Pipeline Tracking : Keeps track of sales opportunities through the pipeline and increases communication and conversion.
  • Source Tracking : Tracks lead to optimize marketing efforts and ROI.

Choose Velocify for Sales Efficiency and Lead Management

It is a good fit for teams that want to:

  • Automate lead management
  • Improve sales conversion rates
  • Streamline communication and follow-ups

Velocify Software Features

Velocify CRM helps you manage your leads effectively. You can structure, monitor and rank leads and integrate with other business applications. Flexible follow-ups help you keep your sales team disciplined.

It offers call management features like an auto-dialer, click-to-dial options, and ready-to-use voicemail scripts. Such tools simplifies calling, save time and boost team productivity. 

Velocify CRM optimizes customer management through intuitive tools .Teams benefits from communication and high-quality assistance from the support team

See The Software In Action Watch Free Demo!

    Velocify Reviews

    Overall Rating

    4

    5 Review(s)

    Rating Distribution

    5

    (0)

    4

    (5)

    3

    (0)

    2

    (0)

    1

    (0)

    Share your experience
    Spencer

    Technology

    Ease of use
    7
    Value for money
    9
    Customer Support
    8
    Functionality
    9

    Easy to Use Once Familiarized

    Pros

    Once you get the hang of it, I like how easy it is to use. I also love the ability to filter everything as needed.

    Cons

    Customer service is a bit slow, but once they assist you, it\'s smooth and the service itself is excellent.

    Justin

    Healthcare

    Ease of use
    8
    Value for money
    8
    Customer Support
    9
    Functionality
    8

    Valuable Tools but Expensive

    Pros

    The nurture program and the option to text from the platform are fantastic. Being able to consistently reach out to candidates automatically is incredibly valuable.

    Cons

    It\'s pricey and handling large amounts of data is challenging. Managing extensive campaigns within the software is also expensive; I might need to seek external solutions for that.

    Paula

    Retail

    Ease of use
    9
    Value for money
    8
    Customer Support
    9
    Functionality
    8

    Efficient CRM for Insurance Professionals

    Pros

    I find it incredibly efficient in the insurance industry. The way it organizes my leads and dispositions so swiftly is something I really like.

    Cons

    After arranging in the Normal view, using the blade doesn\'t automatically move me to the next caller; I have to click to dial.

    Frequently Asked Questions

    Velocify offers support through FAQs, email, helpdesk, phone support and live chat.

    Education, finance and IT firms rely on Velocify.

    Velocify CRM integrates  with Mailchimp, Eventbrite, HubSpot Marketing Hub  and Constant Contact.

    The platform supports the English language.

    Velocify pricing  starts at $60 a month but also offers customized plans.