Lead Management + Dialer + Texts
Every successful team should have phone/dialer, texting, and lead management capabilities and pricing shown here is for systems with lead management, texting, and dialer functionality active. Pricing is per user per month.
Shape’s all-in-one pricing includes texting and dialer functionality.
With Velocify there is an additional $66/mo./user fee for their Dialer (Dial-IQ) and $22/mo./user fee for SMS/texting, in addition to their base Lead Manager Product, which starts at $94/mo./user, for an all-in cost of $182/userA per month.
CRM functionality is important for marketing automation, and maximizing conversions and sales.
Enterprise level CRM functionality included with every Shape system.
Velocify is not a CRM however Encompass CRM can be purchased from Ellie Mae affiliated companies at a monthly minimum cost of $560/month for 7 seats (users) and $88/additional user. The price per user quoted in the above matrix is based off 10 Encompass CRM users.
Month to Month Contracts
Upgrade to the all-in-one CRM, sales, and marketing automation software that will help you scale your company.
Shape has month to month contracts to suit your business’ needs.
Velocify does not have month to month contracts and requires annual contracts.
Ability to Reduce Users Each Month
Flexibility to reduce users is a competitive advantage that provides solvency and flexibility to your team when it’s most needed. The ability to reduce users
Users can be added or reduced as needed each month.
Any users added must be paid for until the remainder of your annual contract and cannot be reduced until then.
Setup or Implementation Fee
Shape has setup fees as low as $500 and even lower in cases where no onboarding is needed.
Velocify charges $3,500 as their “Quick Start SOW” which is the setup fee required.
Dialer Setup Fee
Dialer Setup Fee is a fee charged to turn on phone/dialer functionality.
There is no additional charge with Shape to turn on dialer functionality.
Velocify charges a “Dial-IQ Setup” fee of over $1,000 to turn on dialer functionality.
CRM Setup Fee
Velocify is not a CRM and for more marketing related CRM features, Velocify’s parent company sells “Encompass CRM”, which can be added to Velocify products for additional features.
Shape has over 500 CRM features pre-built for no additional cost.
Velocify charges a minimum $1,000 fee to connect and setup with “Encompass CRM”.
Encompass LOS Integration Fee
To integrate and configure Encompass as an LOS with either Shape or Velocify, this is the fee to properly setup and integrate Encompass.
Shape charges a single fee of $2,500 to integrate with Encompass.
Velocify charges $2,500 to create a led in Velocify and export it to Encompass. Velocify charges an additional $1,500 for a contact, lead, or online app to be created in Encompass and be posted to Velocify to create a lead.
Customizations, additional fields, one-off integrations and other configuration of your software may be done for an additional fee.
This is the cost per minute to use the dialer with each system.
Per text costs shown are based off of a projected 10,000 texts per user per month.
Shape charges a flat rate of $.02 per text.
Velocify includes 5,000 texts per month for the $22/user/mo SMS fee and then you are charged $.10 per text thereafter. For 10,000 texts with Velocify, 5,000 texts for $22 plus 5,000 texts at $.10 per text equals ~$522 for 10,000 texts or 5.2 cents per text.
Call recording is important so that you can track and evaluate communications.
Native Client Portal
A native client portal or POS, is one that does not have to be integrated or setup with a third party or additional software. A native POS provides your client’s a way to securely apply and submit personal information (financials, social security etc.) along with closing documents (drivers license, bank statements, etc.).
Shape’s client portal (POS) allows you to customize your needs list with information and documentation you require to close a deal and also remarket any uncompleted applications.
Velocify does not have its own client portal or POS and this must be purchased from a separate company.
A multi-object database allows different job functions and departments to access a lead or record at anytime. Multiple users and/or departments within an organization like an assistant, project manager, billing or accounts receivable, customer support, account managers, sales etc. can access a record (lead, account, etc.) at anytime if their permissions are set accordingly.
If permissions are given, any user from any department can access and work on a record as needed.
Only one user at a time can “work” a lead with Velocify which means different job functions and departments cannot generally access a lead or record until it’s assigned to them or it moves through the workflow.
Companies get an extra 240 hours of work yearly from team members using mobile devices for work.
Mobile app available on iPhone and Android.
Velocify does not have a mobile app.
Online Target Advertising
Online targeted advertising allows you to show ads specifically to records in your system or based on certain traits. Click through rates for these ads can be 10x higher than normal display ads, and pairing retargeting ads with e-mail campaigns can boost chances for a sale by over 50%.
Shape allows you to show ads directly to people (leads, accounts, records, etc.) in your Shape account.
Velocify does not have this feature.
Price(per user, per month)