Velocify Review - why 4.3 stars?

Velocify Review
ITQlick Score: 89/100
ITQlick Rating:
Pricing: 4/10 - average cost
Category: Lead Management -> Velocify review
Ranking:Ranked 2 out of 32 Lead Management systems
Company: Leads360
Pricing: starts at $60 per user/month
Typical customers: Small, medium and large size businesses
Platforms: Desktop, Mobile, Cloud
Links: Velocify pricing, Velocify alternatives
Shlomi LaviShlomi Lavi / updated: Mar 24, 2022

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What is Velocify?

Velocify is web-based sales automation software that integrates with your CRM. Two main modules of Velocify include LeadManager, a sales automation application, and Dial-IQ, a cloud-based integrated dialing solution. The company was founded in 2004 by Jeff Solomon, Charles Chase and Tony Christopoulos. The software is designed to provide a secure and flexible platform for mobility and IT integration for the purpose of seamless marketing and sales operations.

Who is it best for?

The core services that Velocify provides make it suitable for small, medium and big business enterprises as well as startups. Velocify has already worked with more than 1500 companies to enhance the sales performance. This includes a broad spectrum of companies across a variety of industries including finance, insurance, education and technology. Prestigious industrial names such as M&T Bank and Kanopy Insurance are among the customers of Velocify.

Main features and functionalities

Different components of Velocify use the strategy and implantation expertise for the purpose of IT integration of core business systems. The essential components of system integration employed are Customer Relationship Management (CRM), Marketing Automation (MA), Enterprise Resource Planning (ERP) etc.

Along with a combination of web services and standard API protocols. Main features of marketing automation include campaign dashboard, product catalogue email marketing and mailing list management. For sales automation, Velocify provides billing and invoicing services, contact management, lead management and lead tracking. Cloud-based services such as outbound cloud dialing, inbound call handling and phone-based lead routing make sure that the sales environment is optimized for improved sales performance.

What is the actual cost?

The cost of license starts at $60 per user/month. ITQlick pricing score is 4 out of 10 (10 is most expensive). Access ITQlick pricing guide for Velocify. You can also find here pricing information from Velocify's website.


  • The real-time integrators of the software are connected with more than 1400 lead providers for timely and regular updates.
  • Lead scoring feature of the software is configurable which significantly simplifies the measurement of lead quality. This also allows manipulating lead scores.
  • You can run multiple distribution programs simultaneously, thanks to the powerful and efficient distribution engine and an administration platform that is highly configurable.
  • Sales activities of the team can be prioritized and streamlined with the proprietary prioritization engine of Velocify.
  • Velocify app for iPhone and iPad is available for download from Apple App Store. Besides, 24/7 customer support service is available via phone and internet.
  • Velocify is supported by major operating systems and platforms such as Windows, Linux and iOS.


  • Excessive manual configuration makes Velocify a bit difficult for users with no technical background.
  • While the application gives a decent control over lead flow design to the user, the control features lose their charm if the user is not directly involved with the lead flow.
  • Available customization options are limited and hardly fulfill the needs of a more advanced user.
  • The out-of-box LMS of the software is rigid which makes operating it difficult.
  • Dynamic validation and data integrity of the software is only average and needs improvement.

How it stacks up?

Access a head to head analysis of Velocify vs alternative software solutions.
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Frequently Asked Questions (FAQs)

Is it the best Lead Management system?

Velocify is ranked 2 out of 32 software in their category (Lead Management systems).

How they are rated on ITQlick?

The rating of Velocify is 4.3 stars out of 5 and the total score is 89 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Is it an easy to use Software?

Yes, Velocify makes it fairly easy to use. This product is user friendly and intuitive.

Is it cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

Yes, you can access Velocify on your mobile/smart phone.

What should we ask during a demo session?

Differences between Velocify and alternatives?

The most popular alternatives to Velocify in 2024: callbox, LeanData, Sales Rabbit, Datanyze, BuzzBoard. Access the complete competitors analysis here - Velocify VS Lead Management Software alternatives.

List of categories

Banking CRM
Call Center
Complaint Management
Customer Relationship Management
Customer Loyalty
Insurance CRM
Mobile CRM
Online CRM
Small Business CRM
Marketing Automation
Sales Automation

List of features

Call Center Management
Campaign Dashboard
Lead Management
Marketing Automation
Sales Automation
Workflow Rules & Management
Automatic Call Scheduling
Campaign Management
Campaign Performance Reports
Contact Management
Contact Scheduler
Email Marketing
Email Performance Reports
Email Triggers

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.