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Velocify vs Shape: Which is a better fit?

Updated on June 9th, 2024
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Summary
Key features rated by users
Features selected based on 14,222 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.0
Lead Management
4.0
Sales Pipeline Management
NA
Reminders
NA
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
5.0
Lead Management
4.6
Sales Pipeline Management
4.7
Reminders
5.0
User satisfaction
4.3
User reviews232
Ease of use
4.2
Functionality
4.2
Value for money
4.2
Customer support
4.2
4.8
User reviews42
Ease of use
4.7
Functionality
4.7
Value for money
4.7
Customer support
4.7
Price starts from
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.

Customers needing user-friendly intelligent automation. With Shape, you get access to a suite of features, integrations, and white-glove support that's designed to help you achieve more.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
No screenshots provided by vendor
173673
5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Velocify

13/37
  • Activity Dashboard
  • Calendar Management
  • Customer Journey Mapping
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Templates
  • Forecasting
  • Lead Generation
  • Lead Scoring
  • Mobile Access
  • Multi-Channel Communication
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management
  • Alerts/Notifications
  • API
  • Campaign Management
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Quotes/Estimates
  • Referral Tracking
  • Sales Reports
See All features
Hide CRM Software Features -

Shape

Top Features
30/37
Show CRM Software Features +

Velocify

--

Shape

--

Velocify
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Shape
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Velocify
  • By Velocify
  • Located in United States
  • Founded in 2004
Shape
  • By Shape Software
  • Located in United States
  • Founded in 2007
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