Velocify

Velocify

ICE Mortgage Technology
Scratchpad Velocify

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Scratchpad:

About

Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say no! Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work. With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.
Velocify:

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.
Scratchpad:

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
Velocify:

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
Scratchpad:

Audience

A workspace built for sales platform for anyone
Velocify:

Audience

Mortgage professionals
Scratchpad:

Support

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

Support

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

API

Offers API Not Supported
Velocify:

API

Offers API Not Supported
Scratchpad:

Screenshots and Videos

Velocify:

Screenshots and Videos

Scratchpad:

Pricing

$19 per user per month
Billed annually
Free Version Supported
Free Trial Not Supported
Velocify:

Pricing

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

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
Velocify:

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
Scratchpad:

Training

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

Training

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

Company Information

Scratchpad
Founded: 2019
United States
scratchpad.com
Velocify:

Company Information

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

Alternatives

Velocify:

Alternatives

Shape Software

Shape Software

4.6 out of 5 stars
Scratchpad:
Weflow

Weflow

5.0 out of 5 stars
Velocify:
PhoneBurner

PhoneBurner

4.0 out of 5 stars
Scratchpad:
Velocify:
Outreach

Outreach

4.8 out of 5 stars
Scratchpad:
Velocify:
Scratchpad:
Velocify:
Creatio

Creatio

4.6 out of 5 stars
Scratchpad:

Categories

Velocify:

Categories

Velocify:

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
Scratchpad:

Integrations

BoldLeads Not Supported
Botsplash Not Supported
CallTools Not Supported
Cloudvirga Not Supported
Conversica Not Supported
FlowUp Not Supported
Formstack Documents Not Supported
GenRocket Supported
LenderHomePage Not Supported
LendingWise Not Supported
Mav Not Supported
ProspectBoss Not Supported
Sales Boomerang Not Supported
Salesforce Supported
Slack Supported
TrueDialog Not Supported
Ytel Not Supported
iContact Not Supported
truDigital Not Supported
Velocify:

Integrations

BoldLeads Supported
Botsplash Supported
CallTools Supported
Cloudvirga Supported
Conversica Supported
FlowUp Supported
Formstack Documents Supported
GenRocket Not Supported
LenderHomePage Supported
LendingWise Supported
Mav Supported
ProspectBoss Supported
Sales Boomerang Supported
Salesforce Not Supported
Slack Not Supported
TrueDialog Supported
Ytel Supported
iContact Supported
truDigital Supported
Scratchpad:
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Velocify:
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