32 Ratings
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Score 8.7 out of 100
25 Ratings
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Score 8.3 out of 100

Feature Set Ratings

    Sales Force Automation

    8.3

    Close

    83%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 8/8 features

    Customer data management / contact management

    7.2
    72%
    6 Ratings
    N/A
    0 Ratings

    Workflow management

    7.8
    78%
    6 Ratings
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    7.9
    79%
    5 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.0
    90%
    6 Ratings
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    6.5
    65%
    6 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    9.2

    Close

    92%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Case management

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Help desk management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.6

    Close

    86%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Lead management

    7.2
    72%
    4 Ratings
    N/A
    0 Ratings

    Email marketing

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    CRM Project Management

    6.9

    Close

    69%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Task management

    5.1
    51%
    3 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Reporting

    5.7
    57%
    3 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.3

    Close

    93%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Forecasting

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    8.0
    80%
    4 Ratings
    N/A
    0 Ratings

    Customizable reports

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Customization

    7.6

    Close

    76%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 4/4 features

    Custom fields

    7.2
    72%
    6 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    5.2
    52%
    5 Ratings
    N/A
    0 Ratings

    Security

    7.9

    Close

    79%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Single sign-on capability

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    7.7
    77%
    4 Ratings
    N/A
    0 Ratings

    Social CRM

    10.0

    Close

    100%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Social data

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.0

    Close

    70%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Marketing automation

    7.0
    70%
    2 Ratings
    N/A
    0 Ratings

    Platform

    10.0

    Close

    100%

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • Close is rated higher in 1 area: Likelihood to Recommend
    • Velocify by ICE Mortgage Technology (formerly Ellie Mae) is rated higher in 2 areas: Usability, Support Rating

    Likelihood to Recommend

    8.8

    Close

    88%
    6 Ratings
    8.0

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    80%
    12 Ratings

    Likelihood to Renew

    Close

    N/A
    0 Ratings
    5.1

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    51%
    5 Ratings

    Usability

    7.0

    Close

    70%
    1 Rating
    10.0

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    100%
    1 Rating

    Availability

    Close

    N/A
    0 Ratings
    10.0

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    100%
    2 Ratings

    Performance

    Close

    N/A
    0 Ratings
    10.0

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    100%
    2 Ratings

    Support Rating

    7.0

    Close

    70%
    1 Rating
    10.0

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    100%
    8 Ratings

    In-Person Training

    Close

    N/A
    0 Ratings
    8.0

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    80%
    1 Rating

    Implementation Rating

    Close

    N/A
    0 Ratings
    8.0

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    80%
    2 Ratings

    Product Scalability

    Close

    N/A
    0 Ratings
    10.0

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    100%
    1 Rating

    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 ICE Mortgage Technology (formerly 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

    Pros

    Close

    • You can search for prospects by your activity & notes.
    • It helps automate the follow up process.
    • It ties cold emailing into a powerful CRM all in one portal.
    Joe Gatto | TrustRadius Reviewer

    Velocify by ICE Mortgage Technology (formerly 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

    Close

    • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
    Ryan McCarty | TrustRadius Reviewer

    Velocify by ICE Mortgage Technology (formerly 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

    Pricing Details

    Close

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional

    Starting Price

    $29 per user, monthly

    Close Editions & Modules

    Edition
    Starter$291
    Basic$691
    Professional$991
    Business$1491
    1. per user, monthly
    Additional Pricing Details
    15% discount on annual pricing in addition to the month-to-month prices listed here.

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    General

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

    Starting Price

    Velocify by ICE Mortgage Technology (formerly Ellie Mae) Editions & Modules

    Additional Pricing Details

    Likelihood to Renew

    Close

    No score
    No answers yet
    No answers on this topic

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Velocify by ICE Mortgage Technology (formerly 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

    Close 7.0
    Based on 1 answer
    Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
    Anonymous | TrustRadius Reviewer

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Velocify by ICE Mortgage Technology (formerly 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 ICE Mortgage Technology (formerly Ellie Mae)

    Velocify by ICE Mortgage Technology (formerly Ellie Mae) 10.0
    Based on 2 answers
    The system is always up!!
    Jay Dunsing | TrustRadius Reviewer

    Performance

    Close

    No score
    No answers yet
    No answers on this topic

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Velocify by ICE Mortgage Technology (formerly Ellie Mae) 10.0
    Based on 2 answers
    If the system is set up correctly it will be a game changer for your organization.
    Jay Dunsing | TrustRadius Reviewer

    Support Rating

    Close

    Close 7.0
    Based on 1 answer
    I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
    Anonymous | TrustRadius Reviewer

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

    Velocify by ICE Mortgage Technology (formerly Ellie Mae) 10.0
    Based on 8 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 ICE Mortgage Technology (formerly Ellie Mae)

    Velocify by ICE Mortgage Technology (formerly 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 ICE Mortgage Technology (formerly 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 ICE Mortgage Technology (formerly Ellie Mae)

    Velocify by ICE Mortgage Technology (formerly Ellie Mae) 8.0
    Based on 2 answers
    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

    Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
    Jason Vance | TrustRadius Reviewer

    Velocify by ICE Mortgage Technology (formerly 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 ICE Mortgage Technology (formerly Ellie Mae)

    Velocify by ICE Mortgage Technology (formerly 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

    • Has allowed us to have full visibility into our pipeline
    • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
    Erik Zahnlecker | TrustRadius Reviewer

    Velocify by ICE Mortgage Technology (formerly 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

    Velocify by ICE Mortgage Technology (formerly Ellie Mae)

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