--- description: Review of Velocify Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Velocify | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Auto Dealership CRM Software](/directory/3171/dealership/software) > [Velocify](/software/1679/velocify-crm-smb) # Velocify Canonical: https://www.softwareadvice.ie/software/1679/velocify-crm-smb Page: 1 / 11\ Next: [Next page](https://www.softwareadvice.ie/software/1679/velocify-crm-smb?page=2) > Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, velocify lead manager, velocify loan engage and dial IQ. Velocify pulse is a salesforce automation tool that helps sales teams to manage calls, compose emails and send to prospects and group recipients using built-in templates. It also assists sales representatives to schedule tasks using data automation and also helps to manage follow ups by updating status and setting reminders on the velocify portal. Velocify’s lead management feature helps salesforce to manage leads by allowing sales teams to initiate phone calls, send text messages, emails and review conversation history in order to communicate with prospects. Additional capabilities include workflow automation, lead scoring and prioritization, duplicate lead management tools, and lead routing capabilities. The solution is on a per user per month subscription basis. > > Verdict: Rated **4.3/5** by 231 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 231 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.2/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Velocify - **Founded**: 2004 ## Commercial Context - **Starting Price**: US$60.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: - Standard - Plus - Advanced - Pemium - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Alerts/Notifications - Auto-Dialer - CRM - Calendar Management - Call List Management - Call Recording - Campaign Management - Contact Management - Dashboard - Email Marketing - Interaction Tracking - Lead Capture - Lead Distribution - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile App - Monitoring ## Integrations (11 total) - Adobe Commerce - Constant Contact - Eventbrite - GoTo Webinar - HubSpot Marketing Hub - Keap - Mailchimp - Marketo Engage - Recurly - SlideShare - iContact ## Support Options - Email/Help Desk - FAQs/Forum - Phone Support - Chat ## Category - [Auto Dealership CRM Software](https://www.softwareadvice.ie/directory/3171/dealership/software) ## Related Categories - [Auto Dealership CRM Software](https://www.softwareadvice.ie/directory/3171/dealership/software) - [Higher Education CRM Software](https://www.softwareadvice.ie/directory/3231/higher-education/software) - [Mortgage CRM Software](https://www.softwareadvice.ie/directory/345/mortgage-crm/software) - [CRM Apps](https://www.softwareadvice.ie/directory/1491/mobile-crm/software) - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) ## Alternatives 1. [Bitrix24](https://www.softwareadvice.ie/software/128326/bitrix24) — 4.2/5 (984 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.ie/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 3. [Odoo](https://www.softwareadvice.ie/software/77019/odoo-pos) — 4.2/5 (1294 reviews) 4. [Vanillasoft](https://www.softwareadvice.ie/software/122131/vanilla-soft) — 4.6/5 (233 reviews) 5. [Salesforce Starter](https://www.softwareadvice.ie/software/82914/salesforceiq) — 4.4/5 (223 reviews) ## Reviews ### "Velocify great for insurance" — 5.0/5 > **Paula** | *8 February 2018* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Very great and efficient in the insurance industry. I love how it organizes my leads, and dispositions so quickly. > > **Cons**: After sorting in Normal view, using the blade does not disposition to the next caller. You have to click to dial. > > Would recommend this system over anybody\! ----- ### "Velocify helps Loan Officers" — 4.0/5 > **Michelle** | *24 May 2023* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: I like the many different reporting options and ease with assigning leads. > > **Cons**: Velocify is very complicated, and you can’t combine leads and call data into reports together. Tech support could be better and customization is not available. > > The learning curve is pretty steep but once you are trained it’s easy to use. ----- ### "Velocify" — 1.0/5 > **Victor** | *4 May 2018* | Insurance > > **Pros**: none none none anymore they will charge you full year if you cancel, even if they made changes that dont work for you > > **Cons**: they will charge you full year if you cancel, even if they made changes that don't work for you. if you have an issue with it its very hard to speak with someone > > I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print on contract when I signed as I was in a bind at the time I had tried to set up another CRM and then afterwards they could not take leads from lead provider directly and I had to change quick, I did look at the contract but probably buried somewhere in fine print year to year. The CRM worked well for a while I had an email provider integrated that I was having issues with I canceled the email provider but when I went to sign a new email provider volocify told me they are no longer doing integrations to use their email system I tried to work with them on this but I could not get emails to look right, This is besides the fact that over in AEP all of a sudden on my internet leads if client put \# for apt number then most of the lead info did not show, I spent 2 weeks in mid AEP trying to work with them to fix this but they never were able to fix this or explain why what previously worked no longer worked. There were several other issues besides this and the customer service went downhill very much since they were bought out. I called and spoke to a manager who told me I was in contract till sept, I told her of the issues I was having and that I was not told about this yearly contract but moreover I am no longer being provided with the services I was originally getting She said no problem just send email to cancel and she would take care of it right away. I did this but was charged again the next month, I emailed her what happened then she emails me my contract I have been trying to get high up to managers, Mostly I get told I will get a callback but never do. but today I snapped and finally got a phone number to another manager and she gave final no regardless they will continue to charge through sept no matter what I would urge anyone looking into this CRM to choose another ----- ### "Velocify: Automating Communication Efforts" — 4.0/5 > **Verified Reviewer** | *29 November 2018* | Higher Education | Recommendation rating: 6.0/10 > > **Pros**: I liked the canned voicemail options Velocify provided. I formerly worked as an Admissions Officer, and I cannot tell you how many times a day I would leave the same voicemail verbatim. Velocify allows me to make a call and designate a prerecorded message to leave on a voicemail, so I'm not wasting my time or breath. The shotgun connect feature as it makes connecting with customers easy, basically doing a round robin of all available reps when there's a live customer on the phone. > > **Cons**: The effort it takes to configure the software to pass along information to our Student Information System. It's a costly and time-consuming effort. > > Overall, working with Velocify has been great thus far. We have support when we need it and the application automates things I didn't know were previously possible. It allows our Admissions Officers to focus on the important things instead of meeting daily call volume goals. ----- ### "Great at cadence and keeping your organized." — 5.0/5 > **Zakory** | *8 December 2017* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: The cadence is fantastic. Helps keep me organized with leads and integrates with other software. Very clean interface that's easy to understand. > > **Cons**: I don't like that it can only have 100 leads at a time front facing. It also populates time zones internationally incorrectly. I.e. Australia leads pop up on Friday when it's Saturday down under. ----- Page: 1 / 11\ Next: [Next page](https://www.softwareadvice.ie/software/1679/velocify-crm-smb?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/1679/velocify-crm-smb) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data