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
Ease of use
Value for money
Main features of Velocify are:
Integrates with Salesforce
Immediate sales notification
Call transfers and conferencing
Multiple distribution programs
Quick sales automation
Auto SMS and Email
Interactive voice response
Captures forms leads
Real time reports
Automatic sales prioritization
Customer telephone detection
Free mobile app
Monitors employee sales
Automatic call distribution
-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.
Customer Support Types
The following Velocify integrations are currently offered by the vendor:
Velocify pricing is available in the following plans: