Shape

Shape

Cloud-based CRM, sales & marketing automation software

5/5 (16 opiniones)

Información general sobre Shape

¿Qué es Shape?

Shape is a cloud-based CRM, sales and marketing automation software for businesses in various industries including legal, real estate, mortgage, finance and education. Shape offers a range of tools to help users manage and automate online marketing and promotions, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional documents, accept online payments, run custom reports, automate administrative tasks, and more. Key features include intake management and marketing automation, plus document, project and client management.

Streamline daily admin with Shape’s CRM and lead capture, team management and workflow management tools which allow users to capture leads and manage follow-ups, as well as manage client projects and create automated best practice workflows. Syncing team emails, calendars and to-dos ensures everyone on the team is up-to-date on the latest information. Role permissions and assignment tools help users protect sensitive data and promote accountability. SMS messaging and email automation tools work alongside an integrated dialer to help users manage their online marketing and promotions such as lead outreach, newsletters, drip campaigns, and more.

Onboard and manage clients effectively with client and project management functionality. Shape supports professional documents, allowing users to create and send custom forms, proposals, contracts or invoices. Automated payment reminders, calculators and invoices are designed to help users manage the client billing process efficiently. Custom reports give actionable insight into referrals, top lead sources, and more, helping users make smart business and marketing decisions. Shape enables users to configure the solution to meet their specific needs with a suite of integrations (MailChimp, Twilio, G Suite, etc.), custom account setup tools, and white glove support.

Información general sobre Shape

Precio

A partir de
USD 79.00/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

$79/user/month billed monthly


Funciones de Shape

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Canadá, Estados Unidos
Idiomas admitidos
Inglés

Capturas de pantalla

Captura de pantalla de Shape: Manage marketing campaigns and generate reports to understand campaign performance
Captura de pantalla de Shape: Manage marketing campaigns and generate reports to understand campaign performance Captura de pantalla de Shape: Access Shape on any internet-enabled device, including desktops, laptops, tablets and mobiles Captura de pantalla de Shape: Use pre-built templates to create marketing emails quickly and easily Captura de pantalla de Shape: Electronic signature functionality allows users to sign contracts conveniently and securely online

Opiniones de Shape

Opiniones de Shape

Calificación general
5
/
5
Excelente
16

Muy bien
0

Normal
0

Pobre
0

Malo
0

Relación calidad-precio
4.9
Funciones
4.9
Facilidad de uso
5
Asistencia al cliente
4.9
100% Un ha recomendado esta aplicación
Jedd L.

This is the best CRM a mortgage company can use! And competitively priced too!

Great customer service! They were very quick to help when I had questions or needed any assistance.


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Jenna A.

Shape Software CRM

Shape Software is our most valuable business tool. Forget about complex and expensive CRM tools, Shape is the first software system that actually make the salesman's job easy. In addition, Shape's development team is always rolling out new and improved features on a regular basis, which makes me feel confident that they take pride in keeping up with current technology.


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Charles O.

Best CRM I've Come Across

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software!


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Karen K.

TAMID Group Shape Software

It's been great! I really enjoy it!!!


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Gabrielle S.

Finally found a software that has it all!


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Jedd L.
Sector: Servicios financieros
Tamaño de la empresa: 13-50 empleados
Traducir a español

This is the best CRM a mortgage company can use! And competitively priced too!

Software usado A diario durante 6-12 meses
Revisado el 7/1/2019
Fuente de la reseña: Capterra

Great customer service! They were very quick to help when I had questions or needed any assistance.

Puntos a favor

I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!

Puntos en contra

There really wasn't any draw backs... I just wish I found them before I made my previous commitment to the CRM company I was using, I could have been saving money and had access to a superior software a lot sooner.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Jenna A.
Sector: Recursos Humanos
Tamaño de la empresa: 2-10 empleados
Traducir a español

Shape Software CRM

Software usado A diario durante 6-12 meses
Revisado el 3/1/2019
Fuente de la reseña: Capterra

Shape Software is our most valuable business tool. Forget about complex and expensive CRM tools, Shape is the first software system that actually make the salesman's job easy. In addition, Shape's development team is always rolling out new and improved features on a regular basis, which makes me feel confident that they take pride in keeping up with current technology.

Puntos a favor

Shape Software is intuitive, organized, customizable, and great for any sized company. It's been our most valuable tool in helping to streamline our processes. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses.

Puntos en contra

Sometimes when you add or change information, you have to refresh in order to show the changes. Another function that I'd like to see added in future releases is batch de-duplication.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Charles O.
Sector: Servicios financieros
Tamaño de la empresa: 13-50 empleados
Traducir a español

Best CRM I've Come Across

Software usado A diario durante 1-5 meses
Revisado el 30/4/2020
Fuente de la reseña: Capterra

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software!

Puntos a favor

Shape Software is, without a doubt, the best CRM software I have used for my company. Thanks to its ability to manage my client projects and capture leads, I have more time to focus on the bigger picture issues at my company. They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs!

Puntos en contra

No major complaints about this software. I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Karen K.
Sector: Administración educativa
Tamaño de la empresa: 2-10 empleados
Traducir a español

TAMID Group Shape Software

Software usado Semanalmente durante 1-5 meses
Revisado el 3/5/2020
Fuente de la reseña: Capterra

It's been great! I really enjoy it!!!

Puntos a favor

The design of the software is amazing! It's super intuitive and easy to understand. As a UX designer myself, their UX is really good. I like the way they organize their graphs. They make it super easy to understand trends.

Puntos en contra

I haven't experienced anything bad yet.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Gabrielle S.
Sector: Marketing y publicidad
Tamaño de la empresa: 2-10 empleados
Traducir a español

Finally found a software that has it all!

Software usado Semanalmente durante 1-5 meses
Revisado el 2/5/2020
Fuente de la reseña: Capterra

Puntos a favor

I am a digital marketing consultant for small businesses and entrepreneurs. Using Shape Software has truly streamlined the entire process for me. Before, I had a complicated system of finding, tracking and managing client leads. Shape Software has all of the features for automated lead capture, sending follow-up messages, and project management within one user-friendly interface. The automation was one of the biggest selling points for me. Working and managing my consultancy alone, I love being able to offload mindless tasks and know they are being handled efficiently and that I can go and check in on them at any time.

I was able to replace my crowded excel spreadsheet, email inbox labeling, and manual list with one system. I was able to clear up my workspace, cut down project time and costs, and focus more on providing exemplary service instead of managing my own business.

Puntos en contra

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it. I am working on growing my team and haven't been able to test the integrated features yet, but I'm hoping adding team members is as painless as everything else has been.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Recomendación de usuario
9.6/10
Basado en 16 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Shape

Precios de Shape

A partir de
USD 79.00/mes
Prueba gratis
Suscripción
Relación calidad-precio

$79/user/month billed monthly

$79/user/month billed monthly

Relación calidad-precio
4.9/5
Basado en 16 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Shape

Funciones de Shape

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Importación y exportación de datos
Integración de CRM
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
4.9/5
Basado en 16 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Más información sobre Shape

Más información sobre Shape

Funciones principales de Shape

  • Accounting Management
  • Archiving & Retention
  • Asset Management
  • Audit Trail
  • Billing & Invoicing
  • Calendar Management
  • Call Center Management
  • Campaign Management
  • Completion Tracking
  • Compliance Management
  • Contact Database
  • Contact Management
  • Contract Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support Tracking
  • Digital Signature
  • Direct Mail Management
  • Document Assembly
  • Document Management
  • Document Storage
  • Document Tagging
  • Email Integration
  • Email Marketing
  • Email Response Control
  • Expense Tracking
  • Forecasting
  • Full Text Search
  • Lead Management
  • Lead Scoring
  • Marketing Management
  • Mobile Access
  • Multi-Company
  • Performance Metrics
  • Pipeline Management
  • Product Catalog
  • Project Management
  • Prospecting Tools
  • Referral Tracking
  • Routing
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Subscription Services
  • Survey Management
  • Task Management
  • Territory Management
  • Third Party Integration
  • Workflow Management

Beneficios

• Automated tools allow users to capture leads, send follow-ups and manage all client projects within one single platform.

• Manage online marketing and promotions effectively with SMS messaging, email automation and an integrated dialer. Email automation enables users to create and send newsletters, emails and drip campaigns.

• A pre-built library of document templates allows users to send forms, contracts, proposals and invoices to clients quickly and easily.

• Custom reports like top lead sources, referral tracking, and more provide users with data to make smart business and marketing decisions.

• Integrate with familiar tools such as MailChimp, Twilio, G Suite, MS Office, Stripe, Zapier, and more.

Preguntas frecuentes sobre Shape

Preguntas frecuentes sobre Shape

He aquí algunas preguntas frecuentes sobre Shape.

P. ¿Qué tipo de planes de precios ofrece Shape?

Shape ofrece los siguientes planes de precios:

A partir de: USD 79.00/mes

Modelo de precios: Suscripción

Prueba gratis: Disponible

$79/user/month billed monthly

P. ¿Cuáles son las características principales de Shape?

Shape ofrece las siguientes características:

  • Accounting Management
  • Archiving & Retention
  • Asset Management
  • Audit Trail
  • Billing & Invoicing
  • Calendar Management
  • Call Center Management
  • Campaign Management
  • Completion Tracking
  • Compliance Management
  • Contact Database
  • Contact Management
  • Contract Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support Tracking
  • Digital Signature
  • Direct Mail Management
  • Document Assembly
  • Document Management
  • Document Storage
  • Document Tagging
  • Email Integration
  • Email Marketing
  • Email Response Control
  • Expense Tracking
  • Forecasting
  • Full Text Search
  • Lead Management
  • Lead Scoring
  • Marketing Management
  • Mobile Access
  • Multi-Company
  • Performance Metrics
  • Pipeline Management
  • Product Catalog
  • Project Management
  • Prospecting Tools
  • Referral Tracking
  • Routing
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Subscription Services
  • Survey Management
  • Task Management
  • Territory Management
  • Third Party Integration
  • Workflow Management

P. ¿Quiénes son los usuarios habituales de Shape?

Los clientes habituales de Shape son:

Empresas medianas, Empresas pequeñas

P. ¿Qué idiomas admite Shape?

Shape admite los siguientes idiomas:

Inglés

P. ¿Qué tipo de planes de precios ofrece Shape?

Shape cuenta con los siguientes planes de precios:

Suscripción

P. ¿Shape es compatible con dispositivos móviles?

No tenemos información sobre los dispositivos compatibles con Shape

P. ¿Con qué otras aplicaciones se integra Shape?

Shape se integra con las siguientes aplicaciones:

BombBomb, Clio, Filevine, G Suite, Mailchimp, Microsoft 365, Microsoft Outlook, Stripe, Zapier

P. ¿Qué tipo de asistencia ofrece Shape?

Shape ofrece las siguientes opciones de asistencia:

Asistencia en línea, Asistencia telefónica