Shape

Cloud-based CRM, sales & marketing automation software
(18 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

US$79,00/month
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Accounting Management Accounting Management
Activity Tracking Activity Tracking
Archiving & Retention Archiving & Retention
Asset Management Asset Management
Audit Trail Audit Trail
Billing & Invoicing Billing & Invoicing
Calendar Management Calendar Management
Call Center Management Call Center Management
Call Monitoring Call Monitoring
Call Recording Call Recording
Call Scripting Call Scripting
Caller ID Caller ID
Campaign Management Campaign Management
Chat Chat
Client Management Client Management
Collaboration Tools Collaboration Tools
Communication Management Communication Management
Compliance Management Compliance Management
Contact Database Contact Database
Contact Management Contact Management
Contract Management Contract Management
Custom Forms Custom Forms
Customer Database Customer Database
Customer History Customer History
Customer Service Analytics Customer Service Analytics
Customizable Reporting Customizable Reporting
Digital Signature Digital Signature
Direct Mail Management Direct Mail Management
Document Automation Document Automation
Document Management Document Management
Document Storage Document Storage
Document Templates Document Templates
Drip Marketing Drip Marketing
Electronic Signature Capture Electronic Signature Capture
Email Integration Email Integration
Email Marketing Management Email Marketing Management
Email Response Control Email Response Control
Email Templates Email Templates
Expense Tracking Expense Tracking
Follow-up Scheduling Follow-up Scheduling
Forecasting Forecasting
Full Text Search Full Text Search
Invoice Management Invoice Management
Lead Capture Lead Capture
Lead Management Lead Management
Lead Scoring Lead Scoring
Multi-Company Multi-Company
Newsletter Management Newsletter Management
Performance Metrics Performance Metrics
Performance Reports Performance Reports
Pipeline Management Pipeline Management
Product Catalog Product Catalog
Progress Tracking Progress Tracking
Progressive Dialing Progressive Dialing
Project Management Project Management
Projections Projections
Proposal Generation Proposal Generation
Prospecting Tools Prospecting Tools
Referral Tracking Referral Tracking
Reminders Reminders
Role-Based Permissions Role-Based Permissions
Sales Tracking Sales Tracking
Self Service Portal Self Service Portal
Social Media Integration Social Media Integration
Status Tracking Status Tracking
Survey Management Survey Management
Task Management Task Management
Task Scheduling Task Scheduling
Template Management Template Management
Territory Management Territory Management
Third Party Integration Third Party Integration
Workflow Management Workflow Management

Integrations

Integrations

BombBomb BombBomb
Clio Clio
Filevine Filevine
Google Workspace Google Workspace
Mailchimp Mailchimp
Microsoft 365 Microsoft 365
Microsoft Outlook Microsoft Outlook
Stripe Stripe
Zapier Zapier

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