What users are saying about
21 Ratings
21 Ratings
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Score 8.2 out of 100
22 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.5 out of 100

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

Velocify by Ellie Mae

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.
Tim Gossett | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
9.2
Velocify by Ellie Mae
Customer data management / contact management
Close
9.0
Velocify by Ellie Mae
Workflow management
Close
8.6
Velocify by Ellie Mae
Territory management
Close
8.0
Velocify by Ellie Mae
Opportunity management
Close
9.9
Velocify by Ellie Mae
Integration with email client (e.g., Outlook or Gmail)
Close
9.1
Velocify by Ellie Mae
Contract management
Close
10.0
Velocify by Ellie Mae
Interaction tracking
Close
9.5
Velocify by Ellie Mae
Channel / partner relationship management
Close
9.7
Velocify by Ellie Mae

Customer Service & Support

Close
9.3
Velocify by Ellie Mae
Case management
Close
8.3
Velocify by Ellie Mae
Call center management
Close
9.7
Velocify by Ellie Mae
Help desk management
Close
10.0
Velocify by Ellie Mae

Marketing Automation

Close
10.0
Velocify by Ellie Mae
Lead management
Close
10.0
Velocify by Ellie Mae
Email marketing
Close
10.0
Velocify by Ellie Mae

CRM Project Management

Close
9.1
Velocify by Ellie Mae
Task management
Close
7.4
Velocify by Ellie Mae
Billing and invoicing management
Close
10.0
Velocify by Ellie Mae
Reporting
Close
10.0
Velocify by Ellie Mae

CRM Reporting & Analytics

Close
9.4
Velocify by Ellie Mae
Forecasting
Close
10.0
Velocify by Ellie Mae
Pipeline visualization
Close
8.3
Velocify by Ellie Mae
Customizable reports
Close
10.0
Velocify by Ellie Mae

Customization

Close
9.2
Velocify by Ellie Mae
Custom fields
Close
9.5
Velocify by Ellie Mae
Custom objects
Close
10.0
Velocify by Ellie Mae
Scripting environment
Close
8.3
Velocify by Ellie Mae
API for custom integration
Close
9.1
Velocify by Ellie Mae

Security

Close
7.7
Velocify by Ellie Mae
Single sign-on capability
Close
8.3
Velocify by Ellie Mae
Role-based user permissions
Close
7.2
Velocify by Ellie Mae

Social CRM

Close
10.0
Velocify by Ellie Mae
Social data
Close
10.0
Velocify by Ellie Mae
Social engagement
Close
10.0
Velocify by Ellie Mae

Integrations with 3rd-party Software

Close
9.0
Velocify by Ellie Mae
Marketing automation
Close
9.0
Velocify by Ellie Mae

Platform

Close
10.0
Velocify by Ellie Mae
Mobile access
Close
10.0
Velocify by Ellie Mae

Pros

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  • Manages leads.
  • Followup & reminders.
  • Organization of everything in one place.
  • Add-ons that are worth every penny.
Jason Vance | TrustRadius Reviewer

Velocify by Ellie Mae

  • 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!
Sara Razmus | TrustRadius Reviewer

Cons

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  • Difficult to understand and build search queries.
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

  • 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)
Kristi Brannon | TrustRadius Reviewer

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 5.1
Based on 5 answers
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
Anonymous | TrustRadius Reviewer

Usability

Close

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
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.
Jay Dunsing | TrustRadius Reviewer

Reliability and Availability

Close

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
The system is always up!!
Jay Dunsing | TrustRadius Reviewer

Performance

Close

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
If the system is set up correctly it will be a game changer for your organization.
Jay Dunsing | TrustRadius Reviewer

Support Rating

Close

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 4 answers
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.
Anonymous | TrustRadius Reviewer

In-Person Training

Close

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 1 answer
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.
Jay Dunsing | TrustRadius Reviewer

Online Training

Close

No answers on this topic

Velocify by Ellie Mae

Velocify offers online training via videos and written descriptions of implementation procedures.
Jay Dunsing | TrustRadius Reviewer

Implementation Rating

Close

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 1 answer
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.
Jay Dunsing | TrustRadius Reviewer

Alternatives Considered

Close

Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.
Joe Gatto | TrustRadius Reviewer

Velocify by Ellie Mae

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
Tim Gossett | TrustRadius Reviewer

Scalability

Close

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
The system is fully scaleable both vertically and horizontally across the enterprise.
Jay Dunsing | TrustRadius Reviewer

Return on Investment

Close

  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
Ryan McCarty | TrustRadius Reviewer

Velocify by Ellie Mae

  • 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.
Tim Gossett | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Close Editions & Modules

Edition
Starter$351
Basic$651
Professional$951
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

Velocify by Ellie Mae

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Velocify by Ellie Mae Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
Velocify by Ellie Mae
9.9

Likelihood to Renew

Close
Velocify by Ellie Mae
5.1

Usability

Close
Velocify by Ellie Mae
10.0

Reliability and Availability

Close
Velocify by Ellie Mae
10.0

Performance

Close
Velocify by Ellie Mae
10.0

Support Rating

Close
Velocify by Ellie Mae
10.0

In-Person Training

Close
Velocify by Ellie Mae
8.0

Implementation Rating

Close
Velocify by Ellie Mae
8.0

Scalability

Close
Velocify by Ellie Mae
10.0

Add comparison