Calendly vs. Setmore vs. Velocify by ICE Mortgage Technology

It's well suited for music students' lessons. It's well suited for online coaching, primarily through places like Zoom and more. It helps simplify things for your clients, lets you program your schedule, and allows it all to go automatically! If you are working with a senior population, it may be a little tricky for them to sign up and then really hard for them to cancel lessons. There isn't a way to go to the site and cancel. You have to pull up the confirmed email and cancel from there, but people can lose emails.

Incentivized

SetMore is getting aged as it is. we have been moving progressively to other solutions for scheduling with far better integration. however, SetMore is a good tool to implement in start-ups and small business where you need to have plans and activities scheduled with individuals inside and outside of the organization. As mentioned, this tool is used internally with the support team, sales team, RRHH. This last uses with recruitment prospects that can go to the website and schedule its interview with an assigned person considering the availability of it.

Incentivized

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.

• Sync with multiple calendar types so my schedule is always current.
• Integration with Zoom to schedule meetings, send invites, and populate my Zoom app accordingly.
• Automatic email communication to all parties with all relevant details in a clear format.
• Allowing team members to do the same in a way that I'm also notified of what meetings are taking place saves a lot of time in terms of coordinating to find out what other people are doing.
• Well-designed interface that simplifies everything down to its clearest expression. Language instruction and interaction are wonderfully simple and clear.

Incentivized

• Good/fair price compared to competitors.
• Every user on the account gets their own personalized appointment scheduling link.
• Flexibility with services you can make available.

Incentivized

• 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!

• After a meeting is booked, having the ability to change the location without canceling the entire booking.
• Being able to offer 2 different locked in locations for certain time periods of the day within the same event. So you're not having to create 2 events for the same thing, only different locations.
• Giving users permission to create their own routing forms. We run an independent business model where our users like to have control over their subscriptions.

Incentivized

• Would like if it could sync directly to Google calendar (i.e have a direct plugin) without going through the website.
• Could have a "how to" tutorial for booking appointments for users.

Incentivized

• 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)

Incentivized

For all reasons like workflows, UI, and the way Calendly keeps all of us engaged through the Collective forum. It's indeed undeniable that no other product covers all business needs like Calendly does. On the other side, this has also reduced the workload by enabling us to focus more on other tasks for the day

Incentivized

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

Calendly is extremely easy to use for selecting times and days for meetings. From my end, it's very easy to indicate the days and times that I am available for meetings. I have used other scheduling products, but Calendly has the smoothest way of operating. I highly recommend it for scheduling meetings

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.

The system is always up!!

If the system is set up correctly it will be a game changer for your organization.

There is a lot of support for Calendly. Whenever I have had issues navigating through it, especially as a new user, I found multiple support on the web addressing my questions or concerns. There is a lot of in app informative notes accessible to users to navigate through Calendly when needed.

Incentivized

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.

Incentivized

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.

Velocify offers online training via videos and written descriptions of implementation procedures.

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.

When I started using it, there were not many competitors in this space. I've seen some like Mixmax that seem to work well for solopreneurs or where free version might be better than Calendly's free version. I use the paid version of Calendly and it's just kept serving us well so why change?

Incentivized

SetMore is so much simpler while providing great features. The ease of use makes this a better product for our clients and staff without sacrificing many of the bells and whistles that others tout. The online booking pages ability to schedule without creating a login has led to more visitors scheduling appointments instead of clicking away when scheduling.

Incentivized

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

The system is fully scaleable both vertically and horizontally across the enterprise.

• Positive: When people want to meet, I can simply send my Calendly link and it takes less than 5 seconds to do.
• Positive: It integrates well with Zoom, which means that by default all my appointments include Zoom information for a remote call.

Incentivized

• Planning meetings
• Schedule Demos or Coaching with prospects and customers
• Recruitment interviews set up without making a call and confirming both sides for availability to arrange the meeting
• Web interface for internal and external users

Incentivized

• 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.