Velocify
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client and partner relationship management
- Investment documentation
- Email communications
- Research material
- Notes, calls and meeting capturing
- Automatic contact synchronization
- Restricted access
- Contact management
- Sales and marketing management
- Sales pipeline tracking and maintenance
- Interest level management
- Client types
- Investment probabilities
- Compliance integration into workflows
- Auto archiving of marketing emails
- Fund marketing documents watermarking
- Analytics and reporting
- Communications management
- Email campaign center
- Customized website portals
- Unlimited email distributions
- Message monitoring
- Marketing campaign success evaluation
- Report distribution
- Secure online portal
Pricing Info
Pricing Info
Enterprise pricing details and other product information are available upon request.
Integrations
Integrations
- Preqin database
- Microsoft Reporting
- Crystal Reports
- MORNINGSTAR
- HFR DATABASE
- HEDGE FUND INTELLIGENCE GLOBAL DATABASE
- HEDGE FUND DATABASE AND DIRECTORY
- HEDGE FUND DATAFEEDER
- MSCI
- OBIEE
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Horsley Bridge
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Client Relationship and Communications Management software that provides a solid foundation for managing and nurturing client and partner activities.
Company Email
info@backstopsolutions.com
Contact No.
Company's Address
BackStop Solutions
233 S. Wacker, Suite 3960,
Chicago, IL 60606
USA
BackStop CRM Comparisons
Popular BackStop CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Rapid sales automation
- Integrates with Salesforce
- Instant sales notification
- Captures forms leads
- Multiple distribution programs
- Automated SMS and Email
- Appointment scheduling
- Interactive voice response
- Call transfers and conferencing
- Call recording
- Real-time reports
- Free mobile app
- Automatic sales prioritization
- Customizable insights
- De-duplicates leads
- Monitors employee sales
- Integrated calendar
- Automatic call distribution
- Customer telephone detection
- Call analytics
Pricing Info
Here are the Velocify cost details:
Contact Velocify for full pricing details or if you want a package customized for your business needs. Velocify readily offers four packages:
Standard
Designed for smaller teams
2-10 Users
Plus
Designed for small teams with additional configuration needs
3-15 Users
Includes Standard features plus other additional functionalities
Advanced
Designed for Mid-sized Businesses
16-100+ Users
Includes Plus features plus other additional functionalities
Velocify for Salesforce
Designed for Salesforce.com Sales Cloud Clients
2+ Users
Integrations
- Infusionsoft
- iContact
- HubSpot
- GoToWebinar
- Eventbrite
- Constant Contact
- MailChimp
- Marketo
- Recurly ®
- SlideShare
- Magento
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Kanopy Insurance, M&T Bank, eHarmony, Prince Law, Walsh's Chool for Professional Studies, GoMedigap
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Velocify is a market-leading provider of cloud sales software for high-velocity sales environments.
Company Email
contact@velocify.com
Contact No.
Company's Address
222 N. Sepulveda, Suite 1800, El Segundo, CA 90245
Velocify Comparisons
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In case you are still having doubts about which software will be best in your case it may be a good idea to investigate each service’s social metrics. These metrics are usually a sign of how popular a given product is and how extensive is its online presence. For example, in case of Facebook BackStop CRM has 0 likes on their official page while Velocify profile is liked by 0 users.
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