Item: Velocify by ICE Mortgage Technology
Rating: 8
Author: Kristi Brannon

Overall Satisfaction with Velocify

Use Cases and Deployment Scope

We use Velocify across our entire organization to mange our leads. We have several divisions and need to manage a large number lead campaigns under these divisions. Velocify enables us to do that all in one place.

Pros and Cons

Pros

Velocify affords me the ability to customize reports of very specific data points.
I can create specific views that enable me to stay on top of an individual's daily activity.

Cons

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)

Return on Investment

Velocify allows us to get granular with our data, which helps manage employee efficiency.

Other Software Used

Encompass

Likelihood to Recommend

Velocify is great for managing leads, but if you want a system to also handle relationship management Velocify may not meet your expectations.

Comments

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