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Instead of Velocify

Velocify alternatives

Apps that do what Velocify does, from the financial services crm software list, the ones you can start free with first.

  1. 1

    Wealthbox

    by Wealthbox
    Free trial AndroidAPIExtension+2
    5.8 14-day trial Visit site
  2. 2

    BNTouch Mortgage CRM

    Paid AndroidiPhoneWeb
    5.7 Visit site
  3. 3

    Advyzon

    by Advyzon
    Paid AndroidiPhoneWeb
    5.6 Pricing on request Visit site
  4. 4

    Cloudsquare

    Paid APIWeb
    5.6 From $75/user/mo · 15-day trial Visit site
  5. 5

    Jungo

    Paid AndroidiPhoneWeb
    5.6 From $96/user/mo (annual) · 7-day trial Visit site
  6. 6

    Oracle Siebel CRM

    Paid AndroidAPIiPhone+3
    5.6 Visit site
  7. 7

    Altvia

    by Altvia
    Paid AndroidiPhoneWeb
    5.5 Pricing on request Visit site
  8. 8

    Practifi

    Paid AndroidAPIiPhone+1
    5.5 From $135/user/mo Visit site
  9. 9

    SurefireCRM

    Paid AndroidAPIiPhone+1
    5.4 Pricing on request Visit site
  10. 10

    OneVest CRM

    Paid APIWeb
    5.3 Pricing on request Visit site
  11. 11

    Pega CRM

    by Pega CRM
    Free trial Web
    5.3 Pricing on request Visit site
  12. 12

    Shape

    Paid AndroidiPhoneWeb
    5.3 Pricing on request Visit site
  13. 13

    Microsoft Dynamics 365 Demand Planning

    Paid
    4.5 From $300/user/mo (annual) Visit site

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