What users are saying about
20 Ratings
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Score 7.8 out of 101

Likelihood to Recommend

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.
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Pros

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!
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Cons

Velocify by Ellie Mae

  • Filtering by boolean fields in priority rules can be bothersome as you may need to use both TRUE and FALSE conditions to get what you desire
  • "Email Verify" functionality is not always dependable
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Likelihood to Renew

Velocify by Ellie Mae

Velocify by Ellie Mae 5.1
Based on 5 answers
Renewed it year after year and most clients do.
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Usability

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.
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Reliability and Availability

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
The system is always up!!
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Performance

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.
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Support

Velocify by Ellie Mae

Velocify by Ellie Mae 6.1
Based on 3 answers
We single-handedly were involved in having the company change their response email to say that they would have a response in less than 4 hours, as it previously stated 1 hour and they never, ever met this. Velocify does not learn its customer's business, it tries to fit it into the cookie cutter of the platform
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In-Person Training

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.
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Online Training

Velocify by Ellie Mae

Velocify offers online training via videos and written descriptions of implementation procedures.
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Implementation

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.
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Alternatives Considered

Velocify by Ellie Mae

Allows lead distribution at a branch and user level
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Scalability

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.
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Return on Investment

Velocify by Ellie Mae

  • Customer Follow-up
  • Speed to customer contact
No photo available

Pricing Details

Velocify by Ellie Mae

General

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

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