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1 Level
775 Review
31 Karma

Review on Velocify Lead Manager by Clayton Jimenez

Revainrating 5 out of 5

Velocify Lead Manager is a CRM software designed specifically for lead management.

Velocify Lead Manager is great for managing prospects, organizing and scheduling calls and managing deals throughout the sales cycle. It's really useful for those looking to manage multiple contacts and/or automate various processes. You can customize it for each contact so it can look similar across all platforms (email, social media, phone). I would say its interface is pretty simple and straightforward, however it does take some time to learn how to use. One thing I really liked was that it gave us the ability to filter down to only leads that fit certain criteria (such as geography) without having to manually enter them into another tool.

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Pros
  • Can create a custom lead form and track it through the pipeline
  • It has lots of features and functions for tracking the different stages of the sales process
  • Easy to customize and manage all of your leads from one central place
Cons
  • It can be difficult to understand what every function does or how to use it effectively
  • The customer support team is not always available when you need help