Overall Satisfaction with Velocify
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.
- 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.
- 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)
- Velocify allows us to get granular with our data, which helps manage employee efficiency.
Velocify is great for managing leads, but if you want a system to also handle relationship management Velocify may not meet your expectations.