LeadFuze vs. Velocify by ICE Mortgage Technology vs. Clari Copilot

I give Lead Fuze an excellent rating because the double-checking feature for email addresses makes it so you don't have to purchase additional software and you don't have to worry about emails bouncing back from old, wrong emails like some other lead scrapers do. You can scrape 1000 quality leads in about 1 day and feed them directly into your cold emailing software like High Level, Woodpecker, Active Campaign, etc.

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.

Wingman would be well suited for any organisation with more than 5+ reps in their sales team. Recording all the demo calls will create a playbook which will help the reps learn from each other and also to ramp up new reps with how to conduct the demo and discovery calls

Incentivized

• I really like the 'no nonsense' interface and simplicity of LeadFuse. As a digital marketing agency, I also really like the AdWords budget filter... This is great! I can target prospects who are already spending at least 'X' amount of money on paid ads, so I have a basic idea of their budget before I even approach them. This avoids the 'what's your budget' question evasiveness that prospects often give. I can tell them I already know how much they are spending on PPC and cut through the BS.
• I also like the 'technology used' filter. Since we work primarily with Wordpress, I can target prospects NOT using WordPress and pitch web design in a more meaningful way. Or, conversely, I can target ONLY companies using WordPress.
• Finally, I like the semi-automation feature. I can have FuseBot pull down 100 new leads based on my criteria every Monday and, before I dump them into my automated email outreach/nurture campaign, I can glance over them and make sure the all look ok (admittedly, sometimes there are some weird strays in the results that are not in the geography or industry I'm looking for, so I can skip those).

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!

• Filtering calls by keywords - saves you time so that you don't have to listen to entire calls.
• Creating game tapes - so that you can easily onboard new team members.
• Great support team (love for Sushma).
• Much cheaper than competitors.

Incentivized

• LeadFuze could use more leads in other countries, we service Canada and find it not as robust as the US options
• While a large %, we do find invalid lead data when we run them through verification
• When contacts leave jobs or change positions, it's not always updated

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

• Searching for specific calls (you can scroll through the list, but that takes time)
• The dashboard isn't as user friendly as it could be, but a seasoned user can navigate it just fine
• The AI-driven insights aren't always accurate but are still very useful nonetheless

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

I think Wingman is one of the best software in their segment. Very few companies are cost-effective and offer similar solutions.

Incentivized

LeadFuze is super easy to get going and start to work with. There are videos to walk you through it but all you have to do is fill out the form that tells the system what kind of leads you're looking for and you're good to go - it does the rest of the work for you!

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.

Super user friendly tool! There are some features that I think might be improved over time, like navigation assistance or tutorials, and quick tips, like how to ensure calls always get recorded, how to add Wingman to calls last-minute, or how to use their playlist feature Game Tapes, but those are nice to haves, not need to haves.

Incentivized

The system is always up!!

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

Very poor again. I booked 3 demonstrations with them, the first failed to support due to tech issues, the second one failed to arrive for the meeting, as did the third meeting arranged. I had difficulty trying to find anywhere to engage online with them, so the customer experience is very low down in my opinion.

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

Wingman is always quick and thorough with their support and often offer to proactively connect on Zoom. I love that.

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.

I wasn't directly involved but no news is good news in our organization for topics like this!

Incentivized

LeadFuze has more filters than other software I've been using such as FindThatLead and Snovio and that gives me the chance to drill down even further into specific niches. Also, the system is really more user friendly and simple to use even more than other software I used in the past.

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

Gong is expensive but it has a lot better AI/Intelligence feature compared to Wingman. Wingman definitely does the job, is cheap, and also support is pretty amazing and I personally like Shruti a lot in terms of what she is doing in this space. Also, Wingman is in an Indian company.

Incentivized

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

• We have been able to reduce PPC spend and spend a fraction of that with LeadFuze. We are producing leads and a reasonable percentage is converting into orders and long term clients. Can't beat that.
• We now spend less time chasing and generating leads. LeadFuze does all the heavy lifting and we have more time to build the business.
• We have obtained several larger, long term clients from being able to get in front of them due to LeadFuze. LeadFuze helps us make that initial contact....the rest is up to us. That is the way it should be and the way I like it.

• 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.

• Training of new Sales representatives has gone from 1 month to 2 weeks using Wingman as part of the training tools.
• The transcripts have also helped us to decrease the number of disputes "Lost" on Stripe, by providing evidence needed to win the case.

Incentivized