VelocifyICE Mortgage Technology
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Related Products
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About
Exceed.ai helps marketers boost their SQL conversion rates through the roof – and here is how: Our AI-assistant works alongside your team and engages with every incoming lead, attends to every inquiry and qualifies your leads at scale, in real-time with a personalized human-like, two-way conversations over Email, Website Chat, and SMS. When qualified leads are ready to talk to a human, the AI assistant automatically loops in sales and books a meeting directly on your rep’s calendar.
Exceed integrates with your CRM and automatically updates your marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, not the right person, or ask to be contacted at a later time.
Companies such as LTSE, SugarCRM, Hearst, Monday.com are exceeding their goals using Exceed.ai.
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About
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Any organization that has high inbound marketing funnel, engaging with lots of leads that need to qualify and schedule meetings with Sales Reps.
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Audience
Mortgage professionals
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$60 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationExceed.ai
Founded: 2016
Israel
www.exceed.ai
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Company InformationICE Mortgage Technology
Founded: 2000
United States
www.icemortgagetechnology.com/products/velocify
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Alternatives |
Alternatives |
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Categories |
Categories |
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Inside Sales Features
Auto-Dialing
Not Supported
Call List Management
Not Supported
Call Recording
Not Supported
Campaign Management
Supported
Dashboard
Supported
Data Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Scoring
Supported
Performance Management
Not Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Supported
Lead Scoring
Supported
Lead Segmentation
Not Supported
Pipeline Management
Not Supported
Prospecting Tools
Not Supported
Source Tracking
Not Supported
Sales Force Automation Features
Call Management
Not Supported
Campaign Management
Supported
Channel Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Contract Management
Not Supported
Customer Database
Not Supported
Email Marketing
Supported
Field Sales Management
Not Supported
Lead Management
Supported
Opportunity Management
Not Supported
Performance Metrics
Supported
Proposal Generation
Not Supported
Referral Tracking
Not Supported
Sales Forecasting
Not Supported
Territory Management
Not Supported
Sales Enablement Features
Collaboration
Not Supported
Contact Management
Supported
Content Management
Not Supported
Document Management
Not Supported
Goals / Quota Management
Not Supported
Lead Management
Supported
Meeting Management
Supported
Performance Management
Not Supported
Presentation Management
Not Supported
Proposal Management
Not Supported
Territory Management
Not Supported
Training Management
Not Supported
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Inside Sales Features
Auto-Dialing
Supported
Call List Management
Supported
Call Recording
Supported
Campaign Management
Supported
Dashboard
Supported
Data Management
Not Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Scoring
Supported
Performance Management
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Not Supported
Lead Capture
Not Supported
Lead Distribution
Supported
Lead Nurturing
Not Supported
Lead Scoring
Not Supported
Lead Segmentation
Not Supported
Pipeline Management
Supported
Prospecting Tools
Not Supported
Source Tracking
Supported
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Integrations
Adobe Marketo Engage
Supported
HubSpot Marketing Hub
Supported
Botsplash
Not Supported
Cloudvirga
Not Supported
Constant Contact
Not Supported
Conversica
Not Supported
Eloqua
Supported
Five9
Not Supported
FlowUp
Not Supported
Google Workspace
Supported
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Integrations
Adobe Marketo Engage
Supported
HubSpot Marketing Hub
Supported
Botsplash
Supported
Cloudvirga
Supported
Constant Contact
Supported
Conversica
Supported
Eloqua
Not Supported
Five9
Supported
FlowUp
Supported
Google Workspace
Not Supported
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