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Velocify Software

Name: Velocify Software
Rating: 4.5 (2 reviews)

By Velocify

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Highlights : About Velocify Software

CRM integration

Email Integration

Lead Generation

Sales Tracking

Opportunity Management

Invoices

About Velocify Software

Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, velocify lead manager, velocify loan engage and dial IQ. Velocify pulse is a salesforce automation tool that helps sales teams to manage calls, compose emails and send to prospects and group recipients using built-in templates. It also assists sales representatives to schedule tasks using data automation and also helps to manage follow ups by updating status and setting reminders on the velocify portal.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

CRM integration

Email Integration

Lead Generation

Sales Tracking

Opportunity Management

Invoices

Application Integration

Forecasting

Real Time Comparisons

Activity Tracking

Lead Capture

Lead Distribution

Pipeline Management

Sales Analytics

Sales Reporting

Campaign Management

Source Tracking

Benefits

Reporting and management

Velocify offers you the ability to view and customize real-time reports and allocates specific sales leads to certain sales reps.

Automatic lead handling

The platform prioritizes sales and Velocify will send SMS or email notification prompting you of important leads.

Integrated telephone management

Velocify can record sales calls and keep them on a database for training and referencing. The application can also facilitate call transfers and call conferencing.

Mobile application

The mobile application by Velocify will all you to view all leads, both recent and historic, contact leads via email, SMS or call, edit and upload new leads, create events and sales email campaigns.

Calendar and scheduling

A complete detailed calendar is embedded into the software allowing you to create appointments, allocate certain meeting times to staff, and view old appointments for training purposes.

Monitor user success levels

Velocify allows user admins to view and evaluate staff success rates and sales output with real-time revenue and sales reporting.

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