Velocify vs Zoho CRM
Velocify
mortgagetech.ice.com
Zoho CRM
zoho.comSide by side
| Figure | Velocify | Zoho CRM |
|---|---|---|
| Price from | — | $14/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 15 |
| Spec score · Financial Services CRM Software | 6.7 (#27) | 8.5 (#11) |
| Founded | 2000 | 1996 |
| Headquarters | Pleasanton, California, United States | Chennai, India |
| Purpose | Velocify is a sales acceleration platform built for mortgage lenders to improve productivity, lead conversion and loan closing. | Zoho CRM provides tools to increase leads, accelerate sales, and measure sales performance. |
| Security | ICE says it conducts regular security testing and independent penetration tests, and annual SOC 1 and SOC 2 audits across various product offerings; reports are available to customers through its TPRM Portal. | Zoho CRM uses AES encryption and AES-256 encryption on its servers, and supports HIPAA and GDPR compliance functions. |
| Support | LeadManager support includes live support, onboarding, ongoing training and strategic consulting services. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
Plans
Zoho CRM
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- Ultimate$52 a month
- FreeFree
- Standard$14 a month
- Professional$23 a month
- Enterprise$40 a month
- Ultimate$52 a month
In their own words
Velocify
Velocify has no write-up on Specifiction yet; its figures are above.
Zoho CRM
Zoho CRM gives sales teams tools to manage leads, track contacts, automate follow-ups, and measure sales performance. It includes a visual sales pipeline, email sync, lead scoring, forecasting, marketing automation, and workflow tools. Its AI features can recommend actions, flag anomalies, predict outcomes, automate follow-ups, and help interpret emails. Teams can customize layouts and portals, and connect more than 1,100 applications, including Slack, Teams, Google Drive, Dropbox, Mailchimp, and Zendesk. The free edition supports up to three users and includes leads, documents, and mobile apps. Starter is $14 a month per user with annual billing; Starter Monthly is $20 a month per user. Local taxes are additional, and a 15-day trial is listed. The mobile app can work offline and synchronize later. Developer access includes REST, Bulk, Notification, and Query APIs. Security controls include audit logs, IP restrictions, multi-factor authentication, and encryption; data encryption at rest is available in Enterprise and Ultimate editions.