Adapt.io vs. Velocify by ICE Mortgage Technology

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Adapt.io
Score 6.2 out of 10
N/A
Adapt.io is a unified sales acceleration platform whose creators promise that it helps companies across the globe take control of their marketing and sales campaigns/strategies with industry-leading products—Lead Builder, and Prospector. The vendor states that Adapt.io brings data and technology in one place for sales teams to drive more revenue and marketing teams to generate more leads and conversions. According to the vendor, Adapt.io's B2B database adapts to the latest…N/A
Velocify by ICE Mortgage Technology
Score 8.1 out of 10
N/A
Velocify is a sales acceleration and automation solution acquired by Ellie Mae (now ICE Mortgage Technology) in 2017. The product suite includes Velocify Pulse automation app, Velocify Lead Manager for lead management and distribution, and Velocify Dial-IQ sales dialer. Also , Velocify LoanEngage is a sales referral management app for loan officers.N/A
Pricing
Adapt.ioVelocify by ICE Mortgage Technology
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Adapt.ioVelocify by ICE Mortgage Technology
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
Adapt.ioVelocify by ICE Mortgage Technology
Top Pros
Top Cons
Features
Adapt.ioVelocify by ICE Mortgage Technology
Prospecting
Comparison of Prospecting features of Product A and Product B
Adapt.io
7.2
1 Ratings
4% below category average
Velocify by ICE Mortgage Technology
-
Ratings
Advanced search7.01 Ratings00 Ratings
Identification of new leads7.01 Ratings00 Ratings
List quality6.01 Ratings00 Ratings
List upload/download7.01 Ratings00 Ratings
Ideal customer targeting7.01 Ratings00 Ratings
Load time/data access9.01 Ratings00 Ratings
Sales Intelligence Data Standards
Comparison of Sales Intelligence Data Standards features of Product A and Product B
Adapt.io
7.3
1 Ratings
2% below category average
Velocify by ICE Mortgage Technology
-
Ratings
Contact information6.01 Ratings00 Ratings
Company information8.01 Ratings00 Ratings
Industry information8.01 Ratings00 Ratings
Data Augmentation & Lead Qualification
Comparison of Data Augmentation & Lead Qualification features of Product A and Product B
Adapt.io
6.4
1 Ratings
14% below category average
Velocify by ICE Mortgage Technology
-
Ratings
Salesforce integration6.01 Ratings00 Ratings
Company/business profiles6.01 Ratings00 Ratings
Automatic data refresh7.01 Ratings00 Ratings
Tags7.01 Ratings00 Ratings
Filters and segmentation6.01 Ratings00 Ratings
Best Alternatives
Adapt.ioVelocify by ICE Mortgage Technology
Small Businesses
Lead411
Lead411
Score 9.1 out of 10
Lead411
Lead411
Score 9.1 out of 10
Medium-sized Companies
Lead411
Lead411
Score 9.1 out of 10
Lead411
Lead411
Score 9.1 out of 10
Enterprises
LinkedIn Sales Navigator for Gmail
LinkedIn Sales Navigator for Gmail
Score 8.5 out of 10
Responsive
Responsive
Score 7.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Adapt.ioVelocify by ICE Mortgage Technology
Likelihood to Recommend
6.0
(1 ratings)
10.0
(11 ratings)
Likelihood to Renew
-
(0 ratings)
5.1
(5 ratings)
Usability
-
(0 ratings)
10.0
(1 ratings)
Availability
-
(0 ratings)
10.0
(1 ratings)
Performance
-
(0 ratings)
10.0
(1 ratings)
Support Rating
-
(0 ratings)
10.0
(4 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
Configurability
-
(0 ratings)
10.0
(1 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Adapt.ioVelocify by ICE Mortgage Technology
Likelihood to Recommend
Adapt.io
This is best suited if you are doing cold outreach and want to get in touch with people with specific roles, in specific industries, and locations. For example, I can choose the United States or some states therein and then choose a number of employees in a company, revenue and also the level of seniority (CXO, VP etc.)of the particular person and find his details. Adapt.io gives the correct email address of these people along with the complete information of the company. As far as prospecting and contact discovery is concerned there is not scenario where Adapt.io is not useful.
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Small businesses who do not need complex reporting and analytics would fit well into the Velocify model. There needs to be specific segments that appeal to this type of CRM, and the best feature is within an added layer--dialer. The ability to turn things around and contact your leads immediately was very beneficial to us, and could prove to be a boon for a small to midsize business.
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Pros
Adapt.io
  • Finding email addresses of potential clients.
  • Company info in terms of revenue and number of employees
  • Contact discovery in terms of location, role and industry
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
  • The prioritized queue allows for management to set contact standards and hold users accountable. It removes all the guess work out of what lead to call next.
  • The Dial IQ feature is fantastic for powering through calls and maximizing speed to contact.
  • The Shotgun lead distribution puts the lead into the hand of the user that is ready and available to call that lead immediately. No handing off a lead to an originator and hoping they call. This feature allows for the system to notify multiple users simultaneously and first user to press 1 wins the lead. Talk about creating a competitive sales environment!
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Cons
Adapt.io
  • I don't see any need of improvement
  • Industry Filters can be more specific.
  • Number of credits are less.
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
  • Velocify would be well served to create a more robust email drip campaign platform.
  • Velocify could revamp their dashboards and prioritized views our individuals work out of daily. It's rather overwhelming when working with a lot of leads. Adding interactive graphics - calendars, easy to view alerts, etc would be great. (Big Purple Dot does this well)
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Likelihood to Renew
Adapt.io
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
I am sure that we as a company are likely to continue using Velocify. I am not involved in the selection process, but I have not heard any negative feedback and switching programs would more than likely be too much work
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Usability
Adapt.io
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Users can gain a very good understanding of the system quickly. The administrator can use terms that are familiar to their company when setting the system up. Most new administrators error to the side of complexity when setting up the system. With Velocify less is more.
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Reliability and Availability
Adapt.io
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is always up!!
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Performance
Adapt.io
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
If the system is set up correctly it will be a game changer for your organization.
Read full review
Support Rating
Adapt.io
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
While I didn't speak with the Support team often, they seemed very accepting and reliable. My favorite was the company emails that we would receive whenever something wasn't working correctly so that we would know that it's being worked on, providing a bit of relief to the other employees that were having trouble.
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In-Person Training
Adapt.io
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The in-person training if you will is done via GoToMeeting or some other service. I have been told that the moderator goes way too in-depth and too fast.
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Online Training
Adapt.io
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Velocify offers online training via videos and written descriptions of implementation procedures.
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Implementation Rating
Adapt.io
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
If you plan to have more than 20 users on Velocify you should outsource implementation to someone that knows how the system can best be implemented for your business/process flows. If you have fewer proposed users try to use one of the canned levels.
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Alternatives Considered
Adapt.io
Adapt.io id pretty much similar to all the above tools (Lusha, Seamless.ai, hunter, D&B hoovers) The interface is easy on the eyes and the search time is quick. However the most important criterion is the accuracy of the data, if you get incorrect email ID and you use your SMTP to send mails with incorrect IDs it will spoil you domain reputation and your domain may even get black listed. The accuracy of Adapt is good. however there were cases where the company information was not available, this is in comparison to the tools like Lusha and Seamless. Good tool to use but maybe a bit expensive since the credits given are less
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with Velocify were not exactly truthful as we found out during the implementation process or much later that there were things they said that they could do that once we started getting into the weeds with it they weren't able to execute. From a lead conversion and speed to lead standpoint, this is a good product. From a reporting and lifecycle management standpoint, this is a very poor product compared to the other two
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Scalability
Adapt.io
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is fully scaleable both vertically and horizontally across the enterprise.
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Return on Investment
Adapt.io
  • Helped me increase the volume of outreach
  • Helped me find relevant data of people to connect with
  • The ROI can take time to achieve as the number of credits are less.
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ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
  • Faster lead conversion lead us to higher potential for "first school wins" philosophy.
  • Negative return on time spent maintaining Velocify. Because manual reporting was needed and much had to be done outside of the system, there was a monetary loss of time because of this.
  • Predictability was near impossible for us, and the fact that we had to purchase an email automation system because Velocify did not do anything we needed was a negative ROI for our business.
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