Likelihood to Recommend Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
Read full review 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.
Read full review Pros Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually. Email sync. Syncs in real time with your email account, which is huge. Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time. Read full review 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! Read full review Cons Make it so one can set the time at which the emails go out. Make it easier to set up my workflow. Joe Gatto VP of Marketing & International Business Development
Read full review 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) Read full review Likelihood to Renew 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
Read full review Usability It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
Read full review 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.
Read full review Reliability and Availability ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is always up!!
Read full review Performance 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 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.
Read full review 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.
Read full review In-Person Training 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.
Read full review Online Training ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Velocify offers online training via videos and written descriptions of implementation procedures.
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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.
Read full review 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
Read full review Scalability ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is fully scaleable both vertically and horizontally across the enterprise.
Read full review Return on Investment 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. Read full review 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. Read full review ScreenShots