Velocify Review - why 4.3 stars?

Shlomi 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.

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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.

Pros

• 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.

Cons

• 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.

Frequently Asked Questions (FAQs)