Lead Follow-Up Made Easy

When buyers show interest, quick response and an appropriate level of persistence are essential to staying ahead of the competition. Velocify LeadManager was built specifically for sales teams that operate with a sense of urgency. It puts the right lead in front of the right sales person at the right time.

Lead Management Sales Software Automate Graphic | Velocify LeadManager

Stay Focused on Selling – Let Automation Handle the Details

Sales reps often spend half of their day doing unproductive work instead of selling. Let your sales team focus on what they do best – closing deals. Velocify LeadManager helps your sales teams reach more potential buyers by automating routine tasks, such as setting reminders or determining who to contact next and how to contact them.

Lead Management Sales Software Actionable Graphic | Velocify LeadManager

Don’t Let Leads Fall through the Cracks

Research shows that responding to a lead within one minute doubles the likelihood of conversion. Velocify LeadManager automatically distributes leads to the right rep at the right time for immediate follow-up via phone, email or text message. It’s the only solution that integrates texting into a unified, multi-channel sales engagement solution.

Lead Management Sales Software Motivate Graphic | Velocify LeadManager

Ensure Every Rep Follows Best Practices

You may have a proven sales process, but is every rep following it for every prospect? Velocify LeadManager uses advanced logic to prioritize leads, setup reminders, and trigger follow-up actions. It’s easy to ensure that reps follow a consistent process, based on your best practice.

Lead Management Sales Software Productivity Graphic | Velocify LeadManagerSales reps often spend half of their day doing unproductive work instead of selling. Let your sales team focus on what they do best – closing deals. Velocify LeadManager helps your sales teams reach more potential buyers by automating routine tasks, such as setting reminders or determining who to contact next and how to contact them.
Lead Management Sales Software Fast Response Graphic | Velocify LeadManager

Research shows that responding to a lead within one minute doubles the likelihood of conversion. Velocify LeadManager automatically distributes leads to the right rep at the right time for immediate follow-up via phone, email or text message. It’s the only solution that integrates texting into a unified, multi-channel sales engagement solution.

Lead Management Sales Software Prescriptive Engagement Graphic | Velocify LeadManager

You may have a proven sales process, but is every rep following it for every prospect? Velocify LeadManager uses advanced logic to prioritize leads, setup reminders, and trigger follow-up actions. It’s easy to ensure that reps follow a consistent process, based on your best practice.

Lead Management Sales Software Communication Graphic | Velocify LeadManager

Unify Your Communications

Velocify LeadManager is the only sales engagement platform that integrates phone calls, text messages, and emails into one, unified solution.

It takes a clever mix of communication to keep up with prospects, which can add complexity to your sales reps’ workflow. We make it easy for your team to stay focused and engage prospects across phone, email, and texting all in one place. Automated triggers help to ensure you never forget to contact the prospect using the right communication channel at the appropriate stage in the sales cycle. With Velocify LeadManager, your team can initiate calls, compose personalized emails, select templates, instantly send text messages, review text conversation history, and always ensure the next best communication for a prospect is indicated right from their personalized priority list.

FULL-FEATURED DIALER POWER HIGH-QUALITY SPEED-TO-LEAD
With the option of a fully integrated sales dialer, Dial-IQ, built right into Velocify LeadManager, reps don’t just make more calls, they make the right calls at the right time. With sophisticated lead routing, inbound / outbound capabilities, real-time reporting, and advanced coaching features, Dial-IQ helps you never miss an opportunity to be first.

Lead Management Sales Software Report Graphic | Velocify LeadManager

ReportHub: Real-Time Reporting and Analytics

ENSURE PIPELINE ACCURACY: No two reps log information the exact same way. The result? Inconsistent data and an inaccurate view of your pipeline. Velocify LeadManager automates status changes so you can trust your pipeline data when reviewing it in ReportHub.

VISUALIZE DATA TRENDS: Don’t waste time exporting, pivoting, and number crunching just to see what’s going on. ReportHub in Velocify LeadManager delivers easy-to-understand, real-time analytics to make quicker, more informed decisions.

Lead Management Sales Software Deeper Insights with ReportHub | Velocify LeadManager

ReportHub: Real-Time Reporting and Analytics

Velocify ReportHub empowers sales leaders and system admins with the real-time intelligence and visual breakdown they need to make quicker, more informed decisions

ENSURE PIPELINE ACCURACY: No two reps log information the exact same way. The result? Inconsistent data and an inaccurate view of your pipeline. Velocify LeadManager automates status changes so you can trust your pipeline data when reviewing it in ReportHub.

VISUALIZE DATA TRENDS: Don’t waste time exporting, pivoting, and number crunching just to see what’s going on. ReportHub in Velocify LeadManager delivers easy-to-understand, real-time analytics to make quicker, more informed decisions.

ANALYZE LEAD SOURCES: In just a few clicks, get real-time visual feedback on the quality of your lead types to analyze your top conversion and ROI sources. Granular filters enable you to drill down to discover your most productive investments.

IMPROVE TEAM PERFORMANCE: Easily evaluate progress between teams, regions, or reps to recognize best practices and identify coaching opportunities. Ensure that your contact strategy is followed and your resources are deployed more efficiently throughout the sales funnel.

Trusted by Industry Leaders

  • Lead Management Sales Software - Guaranteed | Velocify LeadManager Partner
  • Lead Management Sales Software - BBMC | Velocify LeadManager Partner
  • Lead Management Sales Software - Greenlight | Velocify LeadManager Partner
  • Lead Management Sales Software - Harrison | Velocify LeadManager Partner
  • Lead Management Sales Software - Millennium | Velocify LeadManager Partner
  • “There’s no other solution that has everything needed to manage and scale our sales efforts – including inbound and outbound dialing, email marketing, campaign tracking, lead prioritization, lead distribution, and so much more.”

    Dan Miedema, Director of Marketing Operations, Guaranteed Rate

    READ THE GUARANTEED RATE CASE STUDY
  • “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

    READ THE M&T CASE STUDY
  • “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

    WATCH THE BBMC VIDEO
  • “With Velocify I can capture accurate notes and sent a reminder one or two months down the line. When I call the prospect, we pick up the conversation right where we left off.”

    Art Mungia, Account Executive in the mortgage industry

    WATCH THE VIDEO
  • “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

    WATCH THE VIDEO

Velocify Pricing and Editions That Scale with Your Business

Lead Management Sales Software | Velocify LeadManager
Velocify LeadManager®

The Leading Sales Management Platform

Velocify Dial-IQ®

Sophisticated Sales Dialer, works with almost any existing phone system, cell phone or softphone

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