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Description

HelloLeads, a cloud-based, mobile-driven enterprise-class lead management, lead capture and lead tracking solution, caters to both B2B and B2C users. This sales management/contact management software is designed to transform and solve the pain of sales professionals in managing lead information and scheduling follow-up sales calls. This comprehensive lead management software helps you to manage, engage and convert your leads. HelloLeads provides deeper insights into prospects and drives rapid lead response. It also helps sales teams improve their selling discipline. This smart and simple lead management solution gives you the tools and capabilities to engage with leads and potential clients at all opportunities, including trade shows, exhibitions and field sales. It offers both web-based and mobile (Android, iOS) lead management for large-scale teams of salespeople.

Description

Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage
CallTools
Cloudvirga
Cyclr
Formstack Documents
Gong
Google Calendar
Grow
HubSpot Marketing Hub
Keap
LenderHomePage
Mailchimp
ProspectBoss
Sales Boomerang
SlideShare
TrueDialog
Ytel
iContact
truDigital

Integrations

Adobe Marketo Engage
CallTools
Cloudvirga
Cyclr
Formstack Documents
Gong
Google Calendar
Grow
HubSpot Marketing Hub
Keap
LenderHomePage
Mailchimp
ProspectBoss
Sales Boomerang
SlideShare
TrueDialog
Ytel
iContact
truDigital

Pricing Details

$12 per month for 2 users
Free Trial
Free Version

Pricing Details

$60 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

HelloLeads

Founded

2017

Country

India

Website

www.helloleads.io

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Product Features

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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