Looking for a
Velocify alternative?
See why customers feel Shape is the better overall mortgage CRM.
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| Contact, Lead, and Opportunity Management | ||
Multiple Record Type Organization
Supports different record structures for various lead types.
|  |  Not included. |
| Multiple Pipeline Management
Enables tracking of multiple sales pipelines.
| | Not included. |
| Task Management
Assign and monitor tasks for leads and opportunities.
| | Not included. |
| Email, Sales, and Marketing Automation | ||
| Automated Email & Text Follow-Up
Ensures timely engagement with leads
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| Pre-Built Drip Campaigns
Automates lead nurturing with structured email sequences.
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| Content Exchange
Provides ready-to-use marketing materials and templates.
| | Not included. |
| Communication Tools | ||
| Integrated, Cloud-Based Telephony Platform
Built-in VoIP calling and call management.
| | Not included. |
| Click-To-Call
Allows instant calling directly from the CRM.
| |  Additional Costs |
| Live Call Monitoring & Listen
Enables real-time coaching and quality control.
| | Additional Costs |
| Reporting and Analytics | ||
| Dashboards & Leaderboards
Visual representation of sales and performance metrics.
| |  Limited |
| Communication History Tracking & Storage
Logs all interactions for better tracking.
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| 50+ Pre-Built Integrated Reports
Ready-to-use reports for insights and analytics.
| | Additional Costs |
Concerned about the moving process from Velocify to Shape?
Don’t be - we make it easy. We’ll migrate you to Shape quickly and with little to no downtime.
Shape is everything your mortgage company needs
Unlock ready-to-use mortgage marketing content that drives results
Access thousands of data-driven, pre-made templates designed to close loans faster, with powerful sequences for every step of the loan process. From bulk and video messaging to emojis and GIFs, our tools help you engage clients and close more loans effortlessly.
Maximize lead conversions with powerful lead management tools
Supercharge your lead management with QuickFire speed-to-contact, connecting borrowers to loan officers in seconds. Our AI lead scoring and prioritization rules bump top prospects to the front of the line, while state-based routing ensures compliance. Plus, our multi-object database allows LOAs and processors to collaborate effortlessly with LOs on client files, driving faster and more efficient loan closings.
Convert more leads with CRO-optimized lead funnels
Boost conversions with CRO-optimized landing pages, leveraging heat maps, A/B testing, and more to ensure maximum lead capture. Our survey-style lead funnels gather crucial qualifying details, and built-in scheduling tools automatically book appointments, all seamlessly integrated with your Shape Mortgage CRM.
Streamline your mortgage process with our built-in point of sale
Optimize your mortgage process with our all-in-one borrower portal, built to collect digital 1003 applications and loan documents seamlessly converted to MISMO 3.4 and PDF. Automatically synced with your LOS solution, it eliminates the need for multiple logins or tabs, streamlining your workflow for maximum efficiency.
Track realtor referrals with powerful referral partnership management
Strengthen your B2B relationships with integrated referral partner tracking, co-branding, and templated checklists. Easily identify top referrers, use advanced prioritization rules to follow up on key partnerships, and automate workflows with marketing journeys to nurture relationships. Maximize your business potential and ensure partnerships continue to thrive.
Eliminate manual effort with seamless LOS APIs and milestone updates
Leverage our native LOS integrations with Encompass, LendingPad, and LendingDox for seamless loan management, with automatic updates on assignments, transaction data, and milestones. Stay on top of every stage with automated follow-ups to borrowers, referral partners, agents, and transaction coordinators, keeping everyone informed and eliminating manual efforts.
Manage tasks and sync your calendar with Google and Outlook
Stay on target with our task management solution, enabling you to create one-off or templated tasks with scheduled cadences and checklists for efficient organization. Our calendar syncs one-way or bi-directionally with Google or Outlook, ensuring seamless integration with your email calendar.
Shape vs Velocify better scalable
CRM alternative
Breaking down Shape vs Velocify
Shape Software is an all-in-one CRM designed to streamline lead management, sales automation, marketing, and communication tools into a single platform. Unlike Velocify, Shape provides AI-driven lead scoring, built-in VoIP telephony, and deep customization options, allowing businesses to automate and optimize their sales process effortlessly. With pre-built drip campaigns, automated follow-ups, and over 5,000 integrations, Shape ensures your team operates at peak efficiency while maximizing customer engagement.
AI-Powered Lead Scoring
Shape IQ intelligently prioritizes leads based on engagement, behavior, and predictive analytics, ensuring your team focuses on high-value opportunities first.
Automated Email & Text Follow-Up
With pre-built automation sequences, Shape keeps prospects engaged with timely follow-ups, reducing manual work and improving conversion rates.
Cloud-Based VoIP Telephony & Click-to-Call
Shape’s built-in telephony allows instant calls, call tracking, and voicemail drop, eliminating the need for expensive third-party phone systems.
Customizable Dashboards & Real-Time Analytics
Gain real-time insights into team performance, lead engagement, and sales trends with fully customizable reporting dashboards.
Velocify Lead Manager is a sales acceleration platform focused on lead distribution and workflow automation to help sales teams respond quickly to new opportunities. While it offers basic email automation and call tracking, it lacks built-in VoIP, AI-driven lead scoring, and extensive customization options. Velocify primarily supports lead routing and prioritization, making it ideal for businesses looking for a simple lead management tool but requiring additional integrations for full CRM capabilities.
Automated Lead Distribution
Velocify routes leads based on predefined rules, ensuring sales teams receive prospects in a structured and timely manner.
Email & Call Tracking
Monitor outbound communication to track engagement, but note that it requires additional integrations for full reporting capabilities.
Sales Workflow Automation
Automates sales tasks and reminders, helping sales reps stay on top of follow-ups and lead progressions.
Lead Prioritization Tools
Ranks leads based on urgency and engagement but lacks advanced AI-driven scoring for deeper predictive insights.
Get started with Shape today
