Velocify
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Lead and account management
- Document management
- Lead distribution and scoring
- Team analytics
- Task scheduling
- Time tracking/activity logs
- Customizable industry workflows
- Email integration with Gmail and Outlook
- Drip campaign automation
- Custom email templates
- Internal chat/instant messaging
- Role-based permissions
- IP whitelisting and restrictions
- Tracking of campaigns and sales
- eSignature solutions
- Cloud phone calling (with recording and monitoring)
- Cloud voicemail
- API customization
- Webhooks
- Customer portal
Pricing Info
Pricing Info
Shape has one paid plan, with all features unlocked. It’s a recurring monthly payment of $79.95, with no annual subscription.
Integrations
Integrations
Shape currently integrates with several tools:
- MailChimp
- G Suite
- Outlook
- BombBomb
- Zapier
- Twilio
- Ytel
- MailGun
- SendGrid
- Floify
- Encompass
- Calyx Point
- QuickBooks Online
- Stripe
- Authorize.net
- PayTrace
Shape has an API that you can scale to your own business needs. Visit their official website or contact their technical support for detailed instructions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Star Financial, Assent Mortgage
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
A CRM software ideally used by those in the legal, finance, insurance, and real estate industries. ShapeLegal is a highly-scalable software that can be used by organizations of any size. It helps users take their minds off managing information and details by providing everyday task automation tools.
Company Email
support@setshape.com
Contact No.
Company's Address
Shape Software, LLC
9070 Irvine Center Drive, Suite #140
Irvine, CA 92618
USA
Shape Legal Comparisons
Popular Shape Legal 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
Popular Velocify Alternatives
You should note that even though both Shape Legal and Velocify may have a reliable set of features every service might be created for a different company size. If you are comparing features you may want to pay attention to a business type they are aimed at. Specific functionalities might scale up well for huge enterprises but if you run a small or mid-sized business it’s often better to avoid paying for complex functionalities that you may never use.
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