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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Perfectly suited for agencies and distributors, LeadPro CRM offers an impressive array of over 25 industry-specific pre-designed templates, excelling in lead-centric capabilities that enhance acquisition, distribution, tracking, and data mining from various lead capture sources, including third-party providers. The system simplifies the process of integrating leads, regardless of their origin, ensuring that whether they come from digital platforms like sales lead providers, landing pages, blogs, and social media or from conventional methods such as advertising, direct mail, call centers, or telesales, distribution occurs without delay. Immediate follow-up and tracking are built into the system, while automatic reassignment of leads ensures efficient management. Additionally, Live Leads keeps you informed with real-time data on site visitors, detailing their source and allowing you to easily add them to a watch list for alerts upon their return. LeadPro's versatility is further underscored by its ability to accommodate data from every industry, and even leads received through email are seamlessly integrated thanks to its email parsing capabilities. This comprehensive functionality ensures that users can maximize their lead management processes effectively.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agent Legend No 
Botsplash No 
CallTools No 
Campus Cloud Services SIS No 
Causal No 
Constant Contact No 
Cyclr No 
FlowUp No 
Gong No 
Grow No 
HubSpot Marketing Hub No 
Keap No 
LenderHomePage No 
LendingWise No 
Mailchimp No 
Mav No 
Sales Boomerang No 
iContact No 
truDigital No 

Integrations

Agent Legend Yes 
Botsplash Yes 
CallTools Yes 
Campus Cloud Services SIS Yes 
Causal Yes 
Constant Contact Yes 
Cyclr Yes 
FlowUp Yes 
Gong Yes 
Grow Yes 
HubSpot Marketing Hub Yes 
Keap Yes 
LenderHomePage Yes 
LendingWise Yes 
Mailchimp Yes 
Mav Yes 
Sales Boomerang Yes 
iContact Yes 
truDigital Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$60 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Mosaic CRM

Founded

2002

Country

United States

Website

www.mosaiccrm.com/solutions/leadpro/

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Alternatives

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