Accelerate Lead Response
Enable sales teams to power through call lists via an integrated dialer, send and track emails, and connect with leads in a more engaging and meaningful way.
Optimize Sales Practices
Create and enforce insight-driven sales workflows so that every sales agent takes the optimal action.
Prioritize Daily Sales Activities
Prioritize the leads and opportunities your reps work and continuously serve up the most important activity relative to the leads they own.
Gain Deeper Funnel Insights
Comprehensive analytics provide full visibility of the sales cycle to isolate optimization opportunities, identify high performing activities, and drive continuous sales process innovation.
Customer Reviews“Velocify LeadManager is more than just a database or a CRM. It dynamically pushes best practices on the users to maximize contact and conversion rate.”
- Joseph Semrani, a mortgage banking executive at M&T Bank
Customer Reviews“With Velocify leads don’t fall through the cracks anymore. With lead distribution we are able to better manage those leads and get a higher return on investment.”
- Eddie Sandoval, owner of Sanco Business Solutions
Customer Reviews“With the priority info bars loan officers understand why a lead was in the prioritized view and what the next action is, so they didn’t have to dig in, rather they can just click and dial.”
- Brian Surgener, director of sales – BBMC Mortgage