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Velocify CRM

Velocify CRM

Verified

Velocify offers four products Velocify Pulse, Velocify Lead Manager, Velocify LoanEngage, and Velocify Dial-IQ. All of which are built on top of Salesforce, and are customized for specific purposes. Velocify is not a proprietary crm solution, built from the ground up like many of the other products you'll find on CRM Directory. Instead you're buying Salesforce through a thirdy party consultant.

Velocify LeadManager is your normal Salesforce solution but includes an additional software layer built with Salesforce's apex programming language. To clarify you will not be able to get Velocify's custom LeadManager configuration by purchasing direct from Salesforce, you'll need to purchase from Velocify.

According to Velocify's website they have more than 5,000 customers of which have submitted more than 40,000,000 leads into their velocify platform. Some of the features include automating workflows, scoring your leads, queuing leads, lead de-duplicating, and advanced reporting capabilities.

We can confirm the feature set does work, and the functionality works as marketed on their website. The reason you can feel confident about this is because in a nutshell Velocify is a custom configuration of Salesforce.

 


Cloud Deployment: No
On-Premise Deployment: No
Website: http://www.velocify.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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