Velocify LeadManager Overview

Velocify LeadManager helps sales professionals automate tasks, improve productivity, and close deals faster through unified communications. It integrates data from multiple sources to prioritize and manage leads efficiently.

Use Cases

Customers recommend Lead Management, Engagement Management, Workflow Management, as the business use cases that they have been most satisfied with while using Velocify LeadManager.

Other use cases:

  • Lead Routing
  • Contact List Management
  • Products & Pricelist Management
  • Generation Of New Leads
  • Lead Tracking
  • Lead Scoring
  • Communication Management
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Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Velocify LeadManager.

Other priorities:

  • Launch New Products
  • Enhance Customer Relationships
  • Scale Best Practices
  • Improve Efficiency
  • Improve ROI
  • Grow Market Share
  • Shorten Ramp Up Time
  • Improve Consistency
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
See all business priorities See less business priorities

Velocify LeadManager Use-Cases and Business Priorities: Customer Satisfaction Data

Velocify LeadManager works with different mediums / channels such as Phone Calls,

Velocify LeadManager's features include Recording, Alerts: Popups & Notifications, Personalization, etc.

Reviews

"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

Velocify LeadManager, ReadyMode (Formerly XenCALL), Voiptime Cloud, Phoneburner, Sales Sling, etc., all belong to a category of solutions that help Auto Dialer. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Velocify LeadManager

Top Industries

  • Financial Services
  • Education
  • Banking

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Velocify LeadManager is popular in Financial Services, Education, and Banking and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Velocify LeadManager Use Cases

What benefits does Velocify LeadManager offer for Lead Management?

How does Velocify LeadManager facilitate Engagement Management?

How can Velocify LeadManager optimize your Workflow Management Workflow?

What makes Velocify LeadManager ideal for Lead Routing?

What benefits does Velocify LeadManager offer for Contact List Management?

40+ more Business Use Cases

46 buyers and buying teams have used Cuspera to assess how well Velocify LeadManager solved their Auto Dialer needs. Cuspera uses 1666 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Auto Dialer needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Velocify LeadManager testimonial

Tom Moreno

CIO

Lennar Mortgage, LLC

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 life experience better by creating technology?' Which... is great.

Testimonial By Tom Moreno
Velocify LeadManager testimonial

Shawn Stone

CRO

Mr. Cooper

The most cost-effective change we've implemented at Mr. Cooper is reimagining and redesigning our loan fulfillment process. We've focused on automating decisions with data that's resulted in tremendous opportunity for our customers, lower churn times, better customer satisfaction scores and lower c...ost to originate.

Testimonial By Shawn Stone
Velocify LeadManager testimonial

Colin Tordale

Director of IT

Mann Mortgage

We’ve automated several processes with ICE Mortgage Analyzers. We've had people that have been ingrained in the eFolder for years now saying they don't want to go back because it's much easier to use and they can manage documents much faster. What we're seeing with ICE Income Analyzer™ and ICE Cred...it Analyzer™ is that they are spot on to what our underwriters are calculating by hand. So they're gaining trust in that.

Testimonial By Colin Tordale
CUSTOMERS TESTIMONIALS
Velocify LeadManager testimonial

Tom Moreno

CIO

Lennar Mortgage, LLC

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 life experience better by creating technology?' Which... is great.

Testimonial By Tom Moreno
Velocify LeadManager testimonial

Shawn Stone

CRO

Mr. Cooper

The most cost-effective change we've implemented at Mr. Cooper is reimagining and redesigning our loan fulfillment process. We've focused on automating decisions with data that's resulted in tremendous opportunity for our customers, lower churn times, better customer satisfaction scores and lower c...ost to originate.

Testimonial By Shawn Stone
Velocify LeadManager testimonial

Colin Tordale

Director of IT

Mann Mortgage

We’ve automated several processes with ICE Mortgage Analyzers. We've had people that have been ingrained in the eFolder for years now saying they don't want to go back because it's much easier to use and they can manage documents much faster. What we're seeing with ICE Income Analyzer™ and ICE Cred...it Analyzer™ is that they are spot on to what our underwriters are calculating by hand. So they're gaining trust in that.

Testimonial By Colin Tordale

Case Studies

COMPANY INDUSTRY CASE STUDIES
Velocify LeadManager case study
Financial Services
Financial Services
Case Study Mr. Cooper

Learn How Mr. Cooper provides a friction-free borrower experience with Velocify

Read More
Velocify LeadManager case study
NA
Case Study Lennar Mortgage, LLC

Lennar Mortgage, LLC saves time and money by making automation their central focus

Read More
Velocify LeadManager case study
Financial Services
Financial Services
Case Study PenFed Credit Union

PenFed increases scalability, productivity, and member satisfaction with Velocify

Read More

Video

Velocify LeadManager Essentials: Product Overview

Video Thumbnail

Frequently Asked Questions(FAQ)

for Velocify LeadManager

What is Velocify LeadManager?

Velocify LeadManager is a lead management software that helps sales professionals automate routine tasks, improve productivity, close on deals faster, and run analytical reports to generate better insights.

The primary features of the platform includes sales dialing, triggered & unlimited communication, pipeline accuracy, data trend visualization, lead source analysis and content strategy optimization. It also provides industry-specific and custom workflows, communication templates and predefined sales actions.

The tool connects and integrates to data from multiple lead source providers, including website lead forms and marketing automation systems. The collected data is used by the system to identify prospect leads entering the system and run an automated consolidation to avoid duplication of records. It also computes the lead scores based on varied attributes to prioritize lead distribution.

What is Velocify LeadManager used for?

Velocify LeadManager is a Auto Dialer Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Lead Management, Engagement Management and Workflow Management .

What are the top features of Velocify LeadManager?

Recording, Alerts: popups & Notifications and Personalization are some of the top features of Velocify LeadManager.

Who uses Velocify LeadManager?

Velocify LeadManager is used by Financial Services, Education and Banking among other industries.

What are Velocify LeadManager alternatives?

ReadyMode (Formerly XenCALL), Voiptime Cloud, Phoneburner and Sales Sling are popular alternatives for Velocify LeadManager.

Where is Velocify LeadManager located?

Velocify LeadManager is headquartered at Pleasanton, California.
lightning

Peers used Velocify LeadManager for lead management and engagement management

Velocify LeadManager Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

1.58/5 ★

Read Reviews (1)
Analytics

4.45/5 ★

Read Reviews (46)
Custom Reports

3.31/5 ★

Read Reviews (229)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

1.58/5 ★

Read Reviews (1)
Analytics

4.45/5 ★

Read Reviews (46)
Custom Reports

3.31/5 ★

Read Reviews (229)

Software Failure Risk Guidance

?

for Velocify LeadManager

Overall Risk Meter

Low Medium High

Top Failure Risks for Velocify LeadManager

ICE Mortgage Technology Profile

Company Name

ICE Mortgage Technology

HQ Location

Pleasanton, California

Employees

501-1000

Social

Financials

PRIVATE