Velocify

Velocify

ICE Mortgage Technology
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About

Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Companies searching for a sales CRM platform

Audience

Mortgage professionals

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

$60 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • #1- LeadSquared is the most versatile business software. #2- It offers the best marketing analytics. #3- It allows the organization to conduct email and social media campaigns in an automatic format. #4- Support team is very helpful.

Cons

  • #1- For us, their CRM structure is not up to the mark. #2- Subscription charges are high.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

LeadSquared
Founded: 2012
India
www.leadsquared.com

Company Information

ICE Mortgage Technology
Founded: 2000
United States
www.icemortgagetechnology.com/products/velocify

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Categories

CRM Supported
Field Sales Supported
Healthcare CRM Supported
Hotel CRM Supported
Insurance CRM Supported
Lead Capture Supported
Lead Management Supported
Sales Supported
Sales Acceleration Supported

Categories

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not 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

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

Integrations

CallRail Supported
Chat Agents Supported
Cloudvirga Not Supported
Conext Supported
Facebook Supported
FlowUp Not Supported
Give My Certificate Supported
Gong Not Supported
HubSpot Data Hub Supported
LeadsBridge Not Supported
LendingWise Not Supported
Lytics Supported
Olark Supported
Truto Supported
Verloop.io Supported
WordPress Supported
astTECS Supported
iContact Not Supported

Integrations

CallRail Not Supported
Chat Agents Not Supported
Cloudvirga Supported
Conext Not Supported
Facebook Not Supported
FlowUp Supported
Give My Certificate Not Supported
Gong Supported
HubSpot Data Hub Not Supported
LeadsBridge Supported
LendingWise Supported
Lytics Not Supported
Olark Not Supported
Truto Not Supported
Verloop.io Not Supported
WordPress Not Supported
astTECS Not Supported
iContact Supported
Claim LeadSquared and update features and information
Claim LeadSquared and update features and information
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Claim Velocify and update features and information