Velocify LeadManager Overview

Velocify LeadManager helps sales professionals automate tasks, improve productivity, and close deals faster through unified communications. It integrates data from multiple sources to prioritize and manage leads efficiently.

Use Cases

Customers recommend Lead Management, Engagement Management, Workflow Management, as the business use cases that they have been most satisfied with while using Velocify LeadManager.

Other use cases:

  • Lead Routing
  • Contact List Management
  • Products & Pricelist Management
  • Generation Of New Leads
  • Lead Tracking
  • Lead Scoring
  • Communication Management
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Velocify LeadManager.

Other priorities:

  • Launch New Products
  • Enhance Customer Relationships
  • Scale Best Practices
  • Improve Efficiency
  • Improve ROI
  • Grow Market Share
  • Shorten Ramp Up Time
  • Improve Consistency
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
See all business priorities See less business priorities

Velocify LeadManager Use-Cases and Business Priorities: Customer Satisfaction Data

Velocify LeadManager works with different mediums / channels such as Phone Calls.

Velocify LeadManager's features include Recording, Alerts: Popups & Notifications, Personalization, etc. and Velocify LeadManager support capabilities include Email Support, Phone Support, Chat Support, etc. also Velocify LeadManager analytics capabilities include Analytics, and Custom Reports.

Reviews

"The impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in... lead conversion because we're getting to them faster." - Jeffrey McCabe

Velocify LeadManager, DialedIn by ChaseData, Phoneburner, Voiptime Cloud, Ricochet360, etc., all belong to a category of solutions that help Auto Dialer. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Velocify LeadManager

Top Industries

  • Financial Services
  • Education
  • Banking

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Velocify LeadManager is popular in Financial Services, Education, and Banking and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Velocify LeadManager Use Cases

What benefits does Velocify LeadManager offer for Lead Management?

How does Velocify LeadManager address your Engagement Management Challenges?

How does Velocify LeadManager facilitate Workflow Management?

How does Velocify LeadManager facilitate Lead Routing?

How efficiently Does Velocify LeadManager manage your Contact List Management?

40+ more Business Use Cases

46 buyers and buying teams have used Cuspera to assess how well Velocify LeadManager solved their Auto Dialer needs. Cuspera uses 1666 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Auto Dialer needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Velocify LeadManager testimonial

Jeffrey McCabe

Senior Vice President, Head of Home Lending Group,

TD Bank

The impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in lead conversion because we're getting to them fas...ter.

Testimonial By Jeffrey McCabe
Velocify LeadManager testimonial

Shawn Stone

CRO

Mr. Cooper

The most cost-effective change we've implemented at Mr. Cooper is reimagining and redesigning our loan fulfillment process. We've focused on automating decisions with data that's resulted in tremendous opportunity for our customers, lower churn times, better customer satisfaction scores and lower c...ost to originate.

Testimonial By Shawn Stone
Velocify LeadManager testimonial

Tom Moreno

CIO

Lennar Mortgage, LLC

Our company culture has changed. We have a Simply Mortgage meeting every month and everybody comes to the table with, 'How do we automate more?' We have business leaders coming up to us saying, 'Can you automate this for me? Can you make my work life experience better by creating technology?' Which... is great.

Testimonial By Tom Moreno
CUSTOMERS TESTIMONIALS
Velocify LeadManager testimonial

Jeffrey McCabe

Senior Vice President, Head of Home Lending Group,

TD Bank

The impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in lead conversion because we're getting to them fas...ter.

Testimonial By Jeffrey McCabe
Velocify LeadManager testimonial

Shawn Stone

CRO

Mr. Cooper

The most cost-effective change we've implemented at Mr. Cooper is reimagining and redesigning our loan fulfillment process. We've focused on automating decisions with data that's resulted in tremendous opportunity for our customers, lower churn times, better customer satisfaction scores and lower c...ost to originate.

Testimonial By Shawn Stone
Velocify LeadManager testimonial

Tom Moreno

CIO

Lennar Mortgage, LLC

Our company culture has changed. We have a Simply Mortgage meeting every month and everybody comes to the table with, 'How do we automate more?' We have business leaders coming up to us saying, 'Can you automate this for me? Can you make my work life experience better by creating technology?' Which... is great.

Testimonial By Tom Moreno

Case Studies

COMPANY INDUSTRY CASE STUDIES
Velocify LeadManager case study
Financial Services
Financial Services
Case Study Mann Mortgage

Learn How Mann Mortgage becomes the super champion of mortgage automation.

Read More
Velocify LeadManager case study
NA
CASE STUDY MSP

Integrated servicing technology and customer self-service tools can help you help your customers during natural disasters, health crises and more.

Read More
Velocify LeadManager case study
Financial Services
Financial Services
Case Study PenFed Credit Union

PenFed increases scalability, productivity, and member satisfaction with Velocify

Read More

Video

Velocify LeadManager Essentials: Product Overview

Video Thumbnail

Frequently Asked Questions(FAQ)

for Velocify LeadManager

What is Velocify LeadManager?

Velocify LeadManager is a lead management software that helps sales professionals automate routine tasks, improve productivity, close on deals faster, and run analytical reports to generate better insights.

The primary features of the platform includes sales dialing, triggered & unlimited communication, pipeline accuracy, data trend visualization, lead source analysis and content strategy optimization. It also provides industry-specific and custom workflows, communication templates and predefined sales actions.

The tool connects and integrates to data from multiple lead source providers, including website lead forms and marketing automation systems. The collected data is used by the system to identify prospect leads entering the system and run an automated consolidation to avoid duplication of records. It also computes the lead scores based on varied attributes to prioritize lead distribution.

What is Velocify LeadManager used for?

Velocify LeadManager is a Auto Dialer Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Lead Management, Engagement Management and Workflow Management .

What are the top features of Velocify LeadManager?

Recording, Alerts: popups & Notifications and Personalization are some of the top features of Velocify LeadManager.

Who uses Velocify LeadManager?

Velocify LeadManager is used by Financial Services, Education and Banking among other industries.

What are Velocify LeadManager alternatives?

DialedIn By ChaseData, Phoneburner, Voiptime Cloud and Ricochet360 are popular alternatives for Velocify LeadManager.

Where is Velocify LeadManager located?

Velocify LeadManager is headquartered at Pleasanton, California.
lightning

Peers used Velocify LeadManager for lead management and engagement management

Velocify LeadManager Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

1.58/5 ★

Read Reviews (1)
Analytics

4.45/5 ★

Read Reviews (46)
Custom Reports

3.31/5 ★

Read Reviews (229)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

1.58/5 ★

Read Reviews (1)
Analytics

4.45/5 ★

Read Reviews (46)
Custom Reports

3.31/5 ★

Read Reviews (229)

Software Failure Risk Guidance

?

for Velocify LeadManager

Overall Risk Meter

Low Medium High

Top Failure Risks for Velocify LeadManager

ICE Mortgage Technology, Inc News

Cloudvirga completes an enhanced integration with ICE Mortgage Technology

Cloudvirga has completed an enhanced integration with ICE Mortgage Technology's Encompass Partner Connect, a modern API framework for mortgage technology, to improve its Horizon Retail POS platform.

04/03/2025 - source

Cloudvirga completes enhanced Horizon Retail POS integration with ICE Mortgage Technology

Cloudvirga announced an enhanced integration of its Horizon Retail POS with ICE Mortgage Technology's Encompass Partner Connect, improving loan export performance for lenders.

03/03/2025 - source

Cloudvirga completes enhanced integration with ICE Mortgage Technology : National News

Cloudvirga has completed an enhanced integration with ICE Mortgage Technology using the Horizon Retail POS integration and Encompass Partner Connect API framework, aiming to improve development, performance, and security in mortgage technology.

03/03/2025 - source

ICE Mortgage Technology, Inc Profile

Company Name

ICE Mortgage Technology, Inc

HQ Location

Pleasanton, California

Employees

501-1000

Social

Financials

PRIVATE