Velocify Review

Velocify OUR SCORE 85%
starting price By quote
our score 85%
free trial
  1. What is Velocify
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Velocify?

Velocify is a cloud CRM software for mid-sized business and large enterprise that seek to drive more leads using better sales insights and tighter sales cycle discipline. The software can process various customer data and histories and sort high level opportunities in a single platform. You can automate the sales pipeline and conduct lead campaigns to increase conversion rates and, ultimately, your bottom line. Likewise, the software helps you to generate accurate revenue reports with real-time data. Among its highlights include: integration with Salesforce and Dial-IQ; free mobile platform for field teams and territory managers; and its sales algorithm that automatically routes leads to the right sales agent using your preset parameters. The agent is notified through email or SMS to let him or her act immediately on the opportunity. Similar to other Velocify reviews, our aim here is to help you gauge the product before you subscribe.

Product Quality Score

Features
9.0
Ease of use
8.5
Customer support
8.0
Value for money
8.5
8.5
TOTAL SCORE

Main features

  • Integrates with Salesforce
  • Immediate sales notification
  • Call transfers and conferencing
  • Multiple distribution programs
  • Quick sales automation
  • Auto SMS and Email
  • Schedule appointments
  • Interactive voice response
  • Captures forms leads
  • Real time reports
  • Automatic sales prioritization
  • Customer telephone detection
  • De-duplicates leads
  • Call recording
  • Free mobile app
  • Customizable insights
  • Monitors employee sales
  • Call analytics
  • Integrated calendar
  • Automatic call distribution

List of Benefits

  • -Combine the leverages of email marketing, sales management, telecommunications, online calendar, and customer support in one platform.
  • -One of the benefits we consistently note in our Velocify reviews is that it can navigate live reports, sales activities, lead developments, conversion rates using the dashboard’s quick lookups.
  • -Customize reports based on your workflows; Velocify also auto generates your preset reports and analysis parameters.
  • -Plan and monitor sales meetings, appointments, training, and contract schedules with the calendar tool.
  • -Use the management tool to assess employee success rates, sales milestones, or client’s birthdays.
  • -Free mobile platform to access the software anywhere and anytime you have Internet connection.
  • -Access the backend and database for full transparency.
  • -Add leads, contacts, conversions, schedules, events, and more via SMS, email, or phone.
  • -Customize reports with real-time data.
  • -Route sales leads to the specific agent.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

Available Integrations

  • Eventbrite
  • iContact
  • GoToWebinar
  • Infusionsoft
  • HubSpot
  • Constant Contact
  • Marketo
  • Recurly ®
  • Magento
  • SlideShare
  • MailChimp

Video

Customer Support

Phone
Online

Pricing Plans

Free trial
Standard
By quote
Plus
By quote
Advanced
By quote
Velocify for Salesforce
By quote
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