Avaliações do Velocify

Velocify

4,3 (232)
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Classificação geral

4,3 /5
(232)
Relação qualidade/preço
4,2/5
Recursos
4,2/5
Praticidade
4,2/5
Suporte ao cliente
4,2/5

86%
dos usuários recomendam este app
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232 avaliações

Scott
Classificação geral
  • Setor: Imobiliárias
  • Porte da empresa: 501 - 1 000 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

The easiest software to navigate for a high volume mortgage lead fed environment

Avaliado em 06/07/2017

I would highly recommend this to anyone who runs a high volume lead fed company. There is nothing...

I would highly recommend this to anyone who runs a high volume lead fed company. There is nothing better!

Vantagens

Navigation, reporting, scheduling is second to none. Great! Allows reviewing of recorded calls, monitoring who is on the line at any given moment and total hours spent on phone.

Desvantagens

Not too many as I can tell. Seems as if there is a slight delay in conversation when speaking through the software to a client

Todd
Classificação geral
  • Setor: Seguros
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

I enjoy using Velocify and have commended many changes they have made over the years. They...

Avaliado em 06/07/2017

See Cons for comments. Thanks for listening.

See Cons for comments. Thanks for listening.

Vantagens

Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze.

Desvantagens

I would like some improvements personally. Where I would like to see changes is on the dashboard. When I go to the Dashboard it auto sends you to todays day, which is good, but if I go to any other day, say to manage the leads and or push them to another date, when I go back after having changed the calendar date it doesnt leave me on that day to continue my changes... instead it takes me to that days date. Another thing I would like to see you add would be the ability to take one day or even better multiple days and have the ability to move all of the calendar events on that day to another day. The key to our business is time. With all the apps that we do and the little time we have to organize the leads those little things would be tremendously helpful. Again, the ability to take old dates and roll all of those callbacks to a date of choosing would be awesome and even better if we could select several days. Contact me with any other questions at [email protected]

Briar
Classificação geral
  • Setor: Ensino fundamental e médio
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 5.0 /10

Customizable but Complicated

Avaliado em 11/07/2017

This may be good for a smaller company, but can be a real headache with a growing company/organizati...

This may be good for a smaller company, but can be a real headache with a growing company/organization. It could really use some updated functionality features.

Vantagens

I like that I can build out the forms myself and format everything we see on our screen for each lead. Building and customizing reports is also a great feature.

Desvantagens

When moving data fields around, you have to click Up or Down for each single field you want adjusted. A drag-and-drop feature would be great here when things need to be moved more than one or two spaces. We also have significant issues when doing API imports, as leads are not always automatically updated and have to then be manually adjusted.

Roxanne
Classificação geral
  • Setor: Ensino fundamental e médio
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Efficient program for outreach and contact tracking

Avaliado em 06/07/2017

Overall, the product is good as long as it's drawbacks don't inherently interfere with your needs....

Overall, the product is good as long as it's drawbacks don't inherently interfere with your needs. I also appreciate the improvement efforts they've made in the last 1.5 years that we've been with them and look forward to even more added benefit.

Vantagens

I like how easily customized it is to your individual needs everything from reporting to statuses, to action options, to prioritization. I like how it ties into outside phone systems and allows for detailed prioritization when figuring out how to do your day. It has increased the teams outreach efficiency by about 80% compared to last and other system options, went from 13 clicks to 3. Customer service is mostly responsive.

Desvantagens

How many layers have to be factored in when customizing, but once you know them all it's not that bad, just can't be overlooked. I don't care for the standard reports, or how the system prefers to look at user activity in the same date ranges as the date that a lead is added to the system - disregards work on older leads. While they're making strides on some reporting I've had mostly limited benefit from the Report Hub, and have had many that don't work, where a ticket has to be submitted.

Yll
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 501 - 1 000 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Daily user of Velocify

Avaliado em 06/07/2017

Vantagens

I love the ease of use Velocify provides. Also the ability to customize it is awesome. In the end I am an end user but my marketing team raves about their ability to do what's needed to improve our contact rate all the time.

Desvantagens

I really do not know what to write about the cons. I only use the software as an outbound caller and do not know the inner workings of it.

Tamara
Classificação geral
  • Setor: Seguros
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

I like that I am able to find all my clients with ease.

Avaliado em 12/07/2017

Overall I like using Velocify.

Overall I like using Velocify.

Vantagens

I like that a lot of info can be saved in each profile. I also I like the fact that each note saved has a time and date stamp which helps when needing to know when some action was taken on the profile.

Desvantagens

If you do not remember to click save than no reminder msg comes up asking you if you want to save before exiting

Russell
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 1 001 - 5 000 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 10.0 /10

Velocify review

Avaliado em 06/07/2017

Vantagens

Easy to use. Very simple to organize and track my loan officers progress with their leads. The direct dial and email features are nice as well.

Desvantagens

Searching for lost leads can be time consuming. More automatic features making the lead pop up again as a new lead rather than just a reminder email or pop up would be easier to use.

Henry
Classificação geral
  • Setor: Construção
  • Porte da empresa: 51 - 200 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 8.0 /10

It's a useful tool overall.

Avaliado em 31/12/2018

Vantagens

We use this as a tool alongside SalesForce. One of my favorite features is that you can tailor Velocify to "force" your sales team to work on a lead or it "velociefies" away from them in 14 days, rotating to other sales agent who may have a different pitch and thus may be able to close the deal.

Desvantagens

One con is that you can only view 100 leads at a time. Another con is that I think it could be better at duplicate leads. It's just awkward and annoying if someone on the sales floor has just called a lead, and then you call it immediately next and the customer is like "I just spoke with your company...?"

Sandra
Classificação geral
  • Setor: Consultoria de gestão
  • Porte da empresa: 1 001 - 5 000 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Love this program

Avaliado em 06/07/2017

Great program for keeping clients at your fingertips.

Great program for keeping clients at your fingertips.

Vantagens

I absolutely love this program, it is so easy to navigate and I love that I can customize my options.

Desvantagens

I haven't really found anything that I am unhappy with, it gives me many options and I love that I can click on a client and review our previous conversations

Avaliador Verificado
Classificação geral
  • Setor: Indústria têxtil
  • Porte da empresa: 1 001 - 5 000 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 2.0 /10

Good for newbies

Avaliado em 23/08/2018

Vantagens

Easy to use.
Easy view of day.
Great for new sales people.

Desvantagens

Lack of view customization.
View of 100 leads.

Maud
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

It simplifies your sales process.

Avaliado em 13/11/2022

Vantagens

It is very simple to use and set up. Intuitive and customizable enhanced Ul. The whole marketing process is easy and fast.

Desvantagens

It is the most expensive of the products I have used.

Ashley
Classificação geral
  • Setor: Consultoria de gestão
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Great product and AMAZING customer and tech support!

Avaliado em 31/07/2014

Vantagens

It's foolproof! Once the system is set up to fit your individual company's needs, you'll wonder how you ever lived without it. Every client we have is in this system. We send out all necessary forms directly through Velocify thanks to the auto emails/drip campaign and their merge feature. You enter in all information one time and can send out documents, emails, and nurture campaigns automatically based on your company's individual needs. Even better than the software itself are the employees of Velocify. I have never encountered a group of individuals as kind or as knowledgeable as them. There are no "dumb questions" they take their time to explain and teach you everything you could ever need and more.

Desvantagens

If I had to pick on thing, I would say the dialer. It doesn't allow mutli-line/multi-call dialing for aged data. The program is perfect for new fresh leads or (as we do) if you post (transfer) data from a dialer system. All of our good leads live in Velocify, and the aged data is in our dialer.

Nathan
Classificação geral
  • Setor: Bancos
  • Porte da empresa: 51 - 200 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Velocify has been a good tool in my prospecting plan

Avaliado em 12/07/2017

Vantagens

Ease of import, reminders, Keeping the status of transactions organized, accessing client data quickly

Desvantagens

Velocify has a habit of timing out and this causes you to lose the information that has been put into the system This is especially prevalent using the interface with Five9 software

Woody
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 51 - 200 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Used for several years, excellent product.

Avaliado em 06/07/2017

Great product, I would recommend it.

Great product, I would recommend it.

Vantagens

I have used Velocify at the last few jobs that I have had as a loan office. It easy to use, very powerful and customizable.

Desvantagens

For my business, I have not run into anything that is bad about the software since it can be customized.

Rob
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 51 - 200 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

satisfaction

Avaliado em 06/07/2017

Vantagens

User friendly..Easy to navigate. Easy to keep continuing notes on a given lead by making clear and concise notes

Desvantagens

locating leads by group is hard sometimes, don't get full lis. Cant dial directly through software we have

Jeff
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 201 - 500 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 5.0 /10

Velocify is Okay but not as Good as Salesforce

Avaliado em 10/12/2019

We transitioned fully over to Salesforce about a month ago.

We transitioned fully over to Salesforce about a month ago.

Vantagens

.Velocify is okay to use. There are some functionality limitations if you want to use it as a CRM.

Desvantagens

The system is not bad to use, but does not have the functionality of Salesforce. We have found more that can be done in Salesforce.

Sasha
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 201 - 500 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 10.0 /10

Very easy to use! Love the reminders!

Avaliado em 06/07/2017

Great lead management product! This product has enabled me to keep up with my clients, and no one...

Great lead management product! This product has enabled me to keep up with my clients, and no one gets lost in the cracks. I have used other lead management systems in the past. I and other Loan Officers consistently had clients that fell through the cracks and never got followed up with. Velocify has been a huge game changer for me!

Vantagens

I love how easy Velocify is to use! I am able to keep up with my leads much better than with other products I have used in the past. I would definitely recommend Velocify!

Megan
Classificação geral
  • Setor: Ensino fundamental e médio
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 5.0 /10

Gets the job done with ease, most of the time.

Avaliado em 30/05/2014

Vantagens

The format and layout of Velocify makes it easy to navigate between the screens and locate the leads needed to dial. Being able to call the leads within the specific account allows for information to be documented quickly and accurately. I had little training at the start of my position with using Velocify but was able to quickly pick it up. The reports that can be generated through its use can assist the user with productivity and overall task completion.

Desvantagens

At peak times, the system will log me out, and I will have to log back in and re-access the lead I was working. This does slow down the pace of completing work. The system will also state that dials are being made when they are not. There are times that this happens frequently in a day. In addition, when reviewing a list of leads, once the lead is accessed and you wish to return back to the list of leads, you have to start from the beginning; it does not pick up where you left off, which can be time consuming when you have several pages.

Jessica
Classificação geral
  • Setor: Saúde, bem-estar e condicionamento físico
  • Porte da empresa: 11 - 50 funcionários
  • Usado Outro durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 10.0 /10

It may not be in the top 10, but it's worth a look

Avaliado em 12/11/2019

It saved us. It grew our enrollments. It kept us organized. It helped guide us to how often to...

It saved us. It grew our enrollments. It kept us organized. It helped guide us to how often to contact leads. It helped us track our moves.

Vantagens

I used this software at my previous employer. We went from binders of information to a software program that not only kept us organized, but PROMPTED US when to contact someone. Trust in their sales schedule, it works!

Desvantagens

I liked it better when it was called Leads360. To me, the name alone told you what the program was. Marking within it's own name!

Victor
Classificação geral
  • Setor: Ensino fundamental e médio
  • Porte da empresa: 201 - 500 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great Overall Experience

Avaliado em 06/07/2017

Would Highly recommended

Would Highly recommended

Vantagens

How easy it is to use not difficult at all and how everything you need can be found in one place

Desvantagens

I still have not found something I dislike it has been exactly what I expected to do just get me what I need without any issues

Taylor
Classificação geral
  • Setor: Imobiliárias
  • Porte da empresa: 10 000+ funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Functionality

Avaliado em 11/07/2017

Vantagens

Its user friendly. It moves very quickly and very seldom gives me any sort of errors or runs slowly.

Desvantagens

There are not enough disposition reasons. The disposition reasons need to be more in depth. Sometimes I cannot find a good enough reason.

spencer
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Great product

Avaliado em 14/11/2017

Vantagens

How simple it is to use once you get the hang of it, I love how you can filter everything you want to use.

Desvantagens

customer service is a little slow, but once you get them to help you it was easy and the customer service is great.

Ryan
Classificação geral
  • Setor: Seguros
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

There is no better solution for aquiring customers

Avaliado em 17/07/2014

Vantagens

Velocify is a highly specialized CRM for managing sales leads, and in my humble opinion, there is no better system. It's incredibly powerful yet simple and intuitive, which is a tough combination to find. The system is laser focused on one thing: acquiring customers. In any competitive sales environment, there are a few things that are incredibly important to acquiring customers and beating your competition: speed, persistence, automation, and metrics. Velocify provides all of those things to its users, and that provides all the tools a user needs to stack the odds in their favor, provide vital competitive advantages, and win more customers.

Desvantagens

These are really nice-to-haves, but I would like to see the system do more with data using gamification mechanics. The current dashboards are highly effective at motivating users and keeping them focused on the right activities, but gamification could take that to another level.

Kyle
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 10 000+ funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 8.0 /10

Great for Calling

Avaliado em 28/01/2019

Vantagens

Great for automated dialing for outbound calls. Very simple program to use and easy to read. Would give me the client name and where they were calling from

Desvantagens

I would have issues with the program freezing up or shutting down a lot. Not sure if it was my internet connection however.

Terie
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 201 - 500 funcionários
  • Usado Outro durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

user for 17 years - love it - but could use improvements

Avaliado em 06/07/2017

highly recommended over other products on the market

highly recommended over other products on the market

Vantagens

keeps me on track - sets priorities - love the scheduled call back feature - and the auto dialer - it's the layout that could be improved on

Desvantagens

could use some improvements - but overall I love it - when you are making calls & open a file - it does not go to the next file - it goes all the way back to the beginning of the list