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Velocify Lead Manager Features
What are the features of Velocify Lead Manager?
Attribution
- Lead Opportunity
Discovery
- Lead Management
- Scoring/Ranking
Calling
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
Contacts
- Personalization
- Information Locater
- Record Prospect Data
Insights
- Notes
- Daily Summary
- Automated Voicemails
Personalization
- Dashboards
Administrative
- Integration
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Velocify Lead Manager Categories on G2
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Attribution
Lead Opportunity | Based on 18 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Aligns lead scores with predefined lead distribution criteria | 92% (Based on 18 reviews) | |
Lead Assignment | Based on 18 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Matches and assigns leads to the correct sales representative | 91% (Based on 18 reviews) | |
Pipeline Acceleration | Based on 11 Velocify Lead Manager reviews. Determines which leads should be prioritized and then accelerates them up the pipeline | 97% (Based on 11 reviews) |
Discovery
Lead Management | Based on 19 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Integrates with lead capture and lead intelligence tools to discover leads | 91% (Based on 19 reviews) | |
Scoring/Ranking | Based on 18 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Creates and assigns scoring system to rank the viability of leads | 88% (Based on 18 reviews) | |
Lead Context | Based on 17 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Integrates with CRM or marketing automation tools to contextualize lead data | 89% (Based on 17 reviews) |
Management
Conversion Viability | Reports on and analyzes lead scores to determine the conversion rate of lead opportunities This feature was mentioned in 10 Velocify Lead Manager reviews. | 98% (Based on 10 reviews) | |
Workflow | Based on 15 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Aligns lead scores and strategy with existing sales operations | 90% (Based on 15 reviews) |
Platform
Data Synchronization | Based on 17 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Syncs lead data within the sales database for consistency and accuracy | 92% (Based on 17 reviews) |
Calling
Record Calls | As reported in 22 Velocify Lead Manager reviews. Records calls for future reference. | 92% (Based on 22 reviews) | |
Generate Location | Generates an area code local to where the user is calling to increase likelihood of pick-up. 20 reviewers of Velocify Lead Manager have provided feedback on this feature. | 93% (Based on 20 reviews) | |
Call Types | Based on 23 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. | 95% (Based on 23 reviews) | |
Click-to-Call | Based on 23 Velocify Lead Manager reviews. Gathers contacts from integrated tools, allowing users to call with one click. | 94% (Based on 23 reviews) |
Contacts
Personalization | Retains a log of extraneous contact information such as timezone and contact engagement. This feature was mentioned in 24 Velocify Lead Manager reviews. | 88% (Based on 24 reviews) | |
Information Locater | Based on 23 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Finds and opens saved contact information for reference at the time of a new call. | 88% (Based on 23 reviews) | |
Record Prospect Data | Allows users to denote which contacts they believe are prospective customers. 22 reviewers of Velocify Lead Manager have provided feedback on this feature. | 86% (Based on 22 reviews) |
Insights
Notes | Based on 24 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Allows users to take notes during or after the call for future reference. | 87% (Based on 24 reviews) | |
Daily Summary | Delivers users a daily summary of activity. This feature was mentioned in 25 Velocify Lead Manager reviews. | 89% (Based on 25 reviews) | |
Automated Voicemails | Sends automated voicemails to prospective clients who fail to answer. 21 reviewers of Velocify Lead Manager have provided feedback on this feature. | 87% (Based on 21 reviews) |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 11 reviewers of Velocify Lead Manager have provided feedback on this feature. | 76% (Based on 11 reviews) | |
Email Scheduling | Based on 11 Velocify Lead Manager reviews. Allows administrators to schedule out emails in advance. | 79% (Based on 11 reviews) | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. 12 reviewers of Velocify Lead Manager have provided feedback on this feature. | 82% (Based on 12 reviews) | |
Templates | Allows for the creation of templates for frequently-sent emails. 11 reviewers of Velocify Lead Manager have provided feedback on this feature. | 77% (Based on 11 reviews) |
Incentives
Triggers | As reported in 17 Velocify Lead Manager reviews. Automatically recognizes achievements that should be added to the leaderboard. | 77% (Based on 17 reviews) | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. | Not enough data |
Personalization
Custom Reports | Generates reports with customizable fields to further understand employee performance. 15 reviewers of Velocify Lead Manager have provided feedback on this feature. | 87% (Based on 15 reviews) | |
Dashboards | Based on 27 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 89% (Based on 27 reviews) | |
Goal Setting | Allows teams to set trackable goals within the tool. This feature was mentioned in 13 Velocify Lead Manager reviews. | 88% (Based on 13 reviews) |
Administrative
Integration | Based on 20 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 89% (Based on 20 reviews) | |
Employee Structure | Based on 17 Velocify Lead Manager reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 89% (Based on 17 reviews) | |
Behavior Monitoring | Based on 17 Velocify Lead Manager reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 88% (Based on 17 reviews) |
Dialing Options
Preview Dialing | Presents information about the individual being called before the call begins. | Not enough data | |
Progressive Dialing | Gives agent a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing. | Not enough data | |
Predictive Dialer | Uses an algorithim to predictive when an operator will be available to handle their next call. | Not enough data |
Agent Tools
Omnichannel | Ensures that the caller experience is seamless across their entire call. | Not enough data | |
Whisper Coaching | Allows a supervisor to listen to a call and train in real time. | Not enough data | |
Callback Scheduling | Reschedules calls within the software itself, either through a prompt or by the agent themselves. | Not enough data | |
Call Recording | Record calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary. | Not enough data |
Automation
Voice Activity Detection | Decides response type by determining if voice is a human response or an answering machine. | Not enough data | |
Voice Broadcast | Presents a prerecorded audio message when the call is answered. | Not enough data | |
Interactive Voice Response (IVR) | Use touch-tone signaling or voice recognition to automate the retrieval and processing of caller information by phone. Administrators can configure the IVR with multiple branches to improve the identification, segmentation, and routing of callers to qualified agents. | Not enough data | |
Call Scrubbing | Removes phones numbers in an uploaded phone list of numbers in the National Do Not Call Registry. | Not enough data | |
API / Integrations | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
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