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Velocify Review
May 15, 2014

Velocify Review

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Velocify

We use Velocify, which was Leads360 when I started, to send files to different milestones of the application process and to assign it to specific people in departments that can pick it up in their queue. It helps people stay on track of the file and also helps us track where the file has been and see specific notes that others in the file have added for the current users review.
  • Tracking the files progress
  • Organization in the users queue
  • You must remember to save your action before closing, it will not save for you.
  • Fast lead conversion
  • Better understanding of the file
I have not used any other products that compare to Velocify. We used Leads360, which is now Velocify and I don't see much of a change between the two.
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.
When you have multiple people working on a file, it works very well because you can see the progress of the file as well as all of the holdups there have been in the process. It is also nice that users can write comments to be more specific about what problems there are or have been in the file.