SnapEngage vs. Velocify by ICE Mortgage Technology

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
SnapEngage
Score 6.5 out of 10
N/A
SnapEngage can be installed on any website and is designed for companies of any size. Sales and Support teams can chat with company website visitors while they browse and offer assistance in real time. This solution includes a "Call Me" feature to incorporate voice and text communication in one bundle. SnapEngage's real-time integration with CRM platforms and Help Desk automatically creates new leads or support cases when visitors request help from the company website. Chat transcripts are…
$60
per month
Velocify by ICE Mortgage Technology
Score 6.2 out of 10
N/A
Velocify is a sales acceleration and automation solution acquired by Ellie Mae (now ICE Mortgage Technology) in 2017. The product suite includes Velocify Pulse automation app, Velocify Lead Manager for lead management and distribution, and Velocify Dial-IQ sales dialer. Also , Velocify LoanEngage is a sales referral management app for loan officers.N/A
Pricing
SnapEngageVelocify by ICE Mortgage Technology
Editions & Modules
Business
60/month
includes 4 agents licenses
Plus
140/month
includes 8 agent licenses, premium integrations
Premier
420/month
includes 16 agent licenses, premium integrations, advanced features
No answers on this topic
Offerings
Pricing Offerings
SnapEngageVelocify by ICE Mortgage Technology
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsEnterprise plans are also available and are custom tailored to the business' specific needs.—
More Pricing Information
Community Pulse
SnapEngageVelocify by ICE Mortgage Technology
Top Pros
Top Cons
Best Alternatives
SnapEngageVelocify by ICE Mortgage Technology
Small Businesses
Gist
Gist
Score 9.6 out of 10
Lead411
Lead411
Score 9.1 out of 10
Medium-sized Companies
Genesys DX (discontinued)
Genesys DX (discontinued)
Score 10.0 out of 10
Lead411
Lead411
Score 9.1 out of 10
Enterprises
Genesys DX (discontinued)
Genesys DX (discontinued)
Score 10.0 out of 10
Alyce by Sendoso
Alyce by Sendoso
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
SnapEngageVelocify by ICE Mortgage Technology
Likelihood to Recommend
7.5
(13 ratings)
10.0
(11 ratings)
Likelihood to Renew
9.0
(4 ratings)
5.1
(5 ratings)
Usability
-
(0 ratings)
10.0
(1 ratings)
Availability
-
(0 ratings)
10.0
(1 ratings)
Performance
-
(0 ratings)
10.0
(1 ratings)
Support Rating
5.0
(1 ratings)
10.0
(4 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
Configurability
-
(0 ratings)
10.0
(1 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
SnapEngageVelocify by ICE Mortgage Technology
Likelihood to Recommend
SnapEngage
It helps business grow, if your business is more reliable on marketing or if your business is in starting stage implementing SnapEngage to your website will give a kick start to your business because it helps to get close with the customers which are in need with those quick questions and responses we are getting from customers using chat agent.
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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.
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Pros
SnapEngage
  • Allows team members to see type in real-time before it is submitted. This enables us to gather information for responses in a more timely manner.
  • We can see which of our team members are available, busy, or not-available.
  • Ability to see some biographical information of chatters and to sync information with Salesforce.
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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!
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Cons
SnapEngage
  • The admin dashboard is the hardest to navigate of any tool I've ever used! THere are 7 tabs in the left-hand panel. Just within the one tab that reads "Settings" (there is a separate tab for "My Account", also Permissions?) there are 9 tabs at the top (which include names like "Agent Settings", "Integrations", "Design Studio", "Options", "Hub"), then at least another 8 tabs WITHIN those 9 tabs, giving you a total of 14 different pages of settings to search through, again, JUST in the Settings tab. What the heck?!
  • Something as simple as notification settings are spread throughout the 14 different settings pages mentioned above. Rather than having one area where you can enter email addresses for notifications, I've had to search through the 14 pages and use Ctrl+F on multiple occasions to fully remove a user from all the notifications they received. This should be much simpler!
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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)
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Likelihood to Renew
SnapEngage
I give SnapEngage a 9 due to how successful our company has been while using it. Unless prices were raised by an insane amount, I don't see us using a competing service.
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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
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Usability
SnapEngage
No answers on this topic
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.
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Reliability and Availability
SnapEngage
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is always up!!
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Performance
SnapEngage
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
If the system is set up correctly it will be a game changer for your organization.
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Support Rating
SnapEngage
I have never needed to contact them for support.
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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.
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In-Person Training
SnapEngage
No answers on this topic
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.
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Online Training
SnapEngage
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Velocify offers online training via videos and written descriptions of implementation procedures.
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Implementation Rating
SnapEngage
No answers on this topic
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.
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Alternatives Considered
SnapEngage
We actually demo'ed LiveChat and LivePerson and besides SnapEngage having a better UI and ease of use, the support from their team was worlds and away above the rest. They let us run an extended demo, gave us constant support, and made sure we felt comfortable before we went live with the system.
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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
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Scalability
SnapEngage
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is fully scaleable both vertically and horizontally across the enterprise.
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Return on Investment
SnapEngage
  • It has allowed us to provide more service with a much smaller team than our phone team.
  • It provides us with data helpful to not only ourselves, but our marketing team as well.
  • It's customizable so it allows us to create and update our platforms immediately when needed.
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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.
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ScreenShots

SnapEngage Screenshots

Screenshot of SnapEngage is easy to install on any website and helps convert website visitors into engaged customers.