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Velocify vs LeadSquared Sales CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Velocify medium Failure Risk for LeadSquared Sales CRM low
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Comparison Summary

This comparison report of Velocify vs. LeadSquared Sales CRM is based on a specific set of business needs and context. The comparison uses 6559 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Velocify and LeadSquared Sales CRM

Velocify, LeadSquared Sales CRM, myphoner, ClickPoint Software, etc., belong to a category of solutions that help Sales Engagement. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Velocify covers Lead Management with Phone Calls, Engagement Management with Phone Calls, Lead Routing with Phone Calls, Helpdesk Management with Phone Calls, etc.

LeadSquared Sales CRM focuses on Engagement Management, Lead Management with E-Mail, Campaign Management with E-Mail, Capturing Leads with Website, etc.

"Our company culture has changed. We have a Simply Mortgage meeting every month and everybody comes to the table with, 'How do we automate more?' We have business leaders coming up to us saying, 'Can you automate this for me? Can you make my work lif...e experience better by creating technology?' Which is great. " - Tom Moreno

"Due to pre-screening automation, we are able to reject files right at the onset. By doing that we are able to improve our main funnel quality by 60 to 70%. Only the quality data moves to the core underwriting process, and our underwriting bandwidth ...is not getting choked. " - Vaibhav Maheshwari

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Velocify

Focus area

Velocify is better than LeadSquared Sales CRM for

Software Failure Risk

  • medium

logo LeadSquared Sales CRM

Focus area

LeadSquared Sales CRM is better than Velocify for

Software Failure Risk

  • low

About

Mortgage sales software enabling sales engagement through sales process automaton

Sales CRM Software that transform sales across all channels

Age

2012

Financials

PRIVATE

SERIES C

Business Need

Total Processes
(we found evidences for)

61

94

Total Goals
(we found evidences for)

11

14

Top Processes

Evidences indicate better relative satisfaction

lead management

Read Reviews (160)

Read Reviews (173)

engagement management

Read Reviews (85)

Read Reviews (289)

engaging and following up

Read Reviews (75)

Read Reviews (252)

engaging with scheduling & cadence

Read Reviews (2)

Read Reviews (1)

lead routing

Read Reviews (61)

Read Reviews (23)

communication management

Read Reviews (56)

Read Reviews (49)

tracking & monitoring communications

Read Reviews (33)

Read Reviews (14)

sending & publishing communications

Read Reviews (22)

Read Reviews (31)

helpdesk management

Read Reviews (55)

Read Reviews (74)

sales call management

Read Reviews (43)

Read Reviews (1)

call recording

Read Reviews (21)

Read Reviews (0)

meeting management

Read Reviews (5)

Read Reviews (0)

call analytics

Read Reviews (5)

Read Reviews (0)

contact list management

Read Reviews (41)

Read Reviews (10)

generation of new leads

Read Reviews (38)

Read Reviews (71)

workflow management

Read Reviews (26)

Read Reviews (58)

conversion management

Read Reviews (22)

Read Reviews (22)

campaign monitoring

Read Reviews (3)

Read Reviews (8)

sales document management

Read Reviews (19)

Read Reviews (29)

contract management

Read Reviews (8)

Read Reviews (3)

proposal & quote management

Read Reviews (6)

Read Reviews (23)

social media management

Read Reviews (14)

Read Reviews (40)

social media analytics

Read Reviews (14)

Read Reviews (40)

training & onboarding

Read Reviews (7)

Read Reviews (40)

pipeline management

Read Reviews (2)

Read Reviews (4)

products & pricelist management

Read Reviews (2)

Read Reviews (8)

rating and review management

Read Reviews (2)

Read Reviews (1)

relationship management

Read Reviews (2)

Read Reviews (11)

lead qualification

Read Reviews (2)

Read Reviews (24)

lead qualification: technographic

Read Reviews (1)

Read Reviews (3)

lead qualification: demographic

Read Reviews (0)

Read Reviews (2)

follower management

Read Reviews (2)

Read Reviews (5)

distribution management

Read Reviews (2)

Read Reviews (2)

calendar management

Read Reviews (1)

Read Reviews (4)

account management

Read Reviews (1)

Read Reviews (3)

identify target customers

Read Reviews (0)

Read Reviews (7)

loyalty management

Read Reviews (0)

Read Reviews (8)

identify target customers

Read Reviews (0)

Read Reviews (7)

business development

Read Reviews (0)

Read Reviews (7)

content management

Read Reviews (0)

Read Reviews (7)

segmentation and targeting

Read Reviews (0)

Read Reviews (5)

personalized marketing

Read Reviews (0)

Read Reviews (3)

touchpoint management

Read Reviews (0)

Read Reviews (2)

social media marketing

Read Reviews (0)

Read Reviews (2)

database marketing

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Scale best practices

  • Acquire customers

  • Improve ROI

  • Enhance customer relationships

  • Shorten ramp up time

  • Improve consistency

  • Grow market share

  • Launch new products

  • Enter new markets internationally or locally

  • Improve internal communications

  • See 8 more

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve ROI

  • Improve efficiency

  • Improve internal communications

  • Enter new markets internationally or locally

  • Reduce bounce

  • Grow market share

  • Improve digital and social presence

  • Improve visibility

  • Improve consistency

  • Scale best practices

  • Increase customer life time value

  • See 11 more

Top Channels

Channels Used

  • e-mail

  • website

  • phone calls

  • text SMS

  • social media

  • offline

  • chat

  • Facebook

  • on premises

  • mobile

  • mobile app

  • Whatsapp

  • promotions

  • user generated content

  • blogs

  • omnichannel

  • Twitter

  • LinkedIn

  • print media

  • point of sale

  • newsletter

  • Facebook page

  • magazine

  • channel partners

  • out of home

  • billboards

  • newspaper

  • video

  • Instagram

  • trade shows

  • See 27 more

  • e-mail

  • website

  • phone calls

  • text SMS

  • social media

  • offline

  • chat

  • Facebook

  • on premises

  • mobile

  • mobile app

  • Whatsapp

  • promotions

  • user generated content

  • blogs

  • omnichannel

  • Twitter

  • LinkedIn

  • print media

  • point of sale

  • newsletter

  • Facebook page

  • magazine

  • channel partners

  • out of home

  • billboards

  • newspaper

  • video

  • Instagram

  • trade shows

  • See 27 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting