Heyflow vs. Velocify by ICE Mortgage Technology

Its well suited for us when we start a new campaign independent from Unbounce, and for making more creative and fluid user flows. Its worked well for us on our lower volume lead campaigns, we havent yet used it for anything high volume. We love the drop off analysis, where it gives you an exit rate each step of the journey, but feel the a/b testing side could be improved, in Unbounce we can test 20 variants at once (due to the amount of traffic), doesnt seem as easy on Heyflow. Also I've hit a max number of flows quite quickly so probably due to upgrade account, however with Unbounce we could have 100s of flows

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.

• anyone can do it, reduces cost/need for engineering team help
• fast to get started, there isn't a lot to implement
• designing and setting up the flow is easy
• allows both out of the box or fully custom options, which makes it compatible with any project

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!

• Restricted webhook functionality, wed like to be able to map fields without having to post the full request and change the receiving webhook our end to cater to Heyflow
• a/b testing, not being able to 'keep' older variants which we may want to retest later
• little things like we only do uk market so all phone numbers start with 01 or 07 so we want to have a placeholder example thats familiar to the user eg 07766554433 but the system is restricted to +447766554433 which is a conversion factor for us

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

Heyflow hat mich von Anfang an begeistert – und das nicht nur wegen der intuitiven Benutzeroberfläche. Die Plattform schafft es, komplexe Prozesse wie Leadgenerierung, Qualifizierung oder Terminvereinbarungen in einfache, interaktive und visuelle Erlebnisse zu verwandeln.







In wenigen Minuten lassen sich Flows erstellen, anpassen und live schalten – ohne auf Entwickler warten zu müssen.







Mit Features wie progressiver Datenerfassung, A/B-Testing, personalisierter Ansprache und reibungsloser UX steigern wir messbar die Conversion Rates. Ich kann CI-konforme, moderne und mobiloptimierte Flows gestalten, die genau zu der Zielgruppe passen. Für mich ist Heyflow nicht nur ein Tool, sondern ein echter Gamechanger im digitalen Marketing. Es verbindet Effizienz mit Kreativität – und das mit einem Wow-Effekt für Nutzer und Kund:innen

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

Heyflow is very user-friendly and intuitive, especially for non-technical users. The drag-and-drop interface makes it easy to design and launch interactive flows quickly, and the real-time preview feature is a big plus.
I’m giving it an eight because while it’s great for most standard use cases, there are some limitations in advanced logic, dynamic behavior, and custom styling that can require workarounds.

Incentivized

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.

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.

Much stronger customization ability, ability to align with our brand styles and integrate with tools like Zapier or Google Sheets, slack, etc.

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.

• Improved lead quality, since we can filter and guide users based on their answers before sending them to sales.
• Faster time-to-market for launching new funnels, reducing development costs.

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.