Shape

Cloud-based CRM, sales & marketing automation software

4.9 /5 (18 opiniones) ¡Escribe una reseña!

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
Estados Unidos, Canadá
Idiomas admitidos
Inglés

Medios

Manage marketing campaigns and generate reports to understand campaign performance
Access Shape on any internet-enabled device, including desktops, laptops, tablets and mobiles
Use pre-built templates to create marketing emails quickly and easily
Electronic signature functionality allows users to sign contracts conveniently and securely online
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
4.9
/
5
Excelente
17

Muy bien
1

Normal
0

Pobre
0

Malo
0

Relación calidad-precio
4.9
Funciones
4.9
Facilidad de uso
4.9
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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Christopher J.

A user friendly CRM with lots of features and Cutomization.


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Joseph K.

Helpful Beyond Belief

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.


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Patricia D.

Amazing Software

A customized and centralized tool for organizing our customers and tracking our performance that can be accessed anywhere.


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Jedd L.
Sector: Servicios financieros
Tamaño de la empresa: 11-50 empleados
Traducir a español
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
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

Christopher J.
Sector: Transporte/transporte en camión/ferrocarril
Tamaño de la empresa: 11-50 empleados
Traducir a español
Traducir a español

A user friendly CRM with lots of features and Cutomization.

Software usado A diario durante 1-5 meses
Revisado el 7/5/2018
Fuente de la reseña: SoftwareAdvice

Puntos a favor

A nice cloud based CRM that is very flexible to many business models. Easy to automate tasks that are done daily. Easily accessible from your mobile phone as well.

Puntos en contra

No much that is bad to say about this software. It is packed with alot of features so figuring out the best way to use it for your business can take some time.

Desglose por calificación

Facilidad de uso

Probabilidad de recomendación: 8.0/10

Joseph K.
Sector: Construcción
Tamaño de la empresa: 51-200 empleados
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Traducir a español

Helpful Beyond Belief

Software usado Otro durante Prueba gratis
Revisado el 11/11/2020
Fuente de la reseña: SoftwareAdvice

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.

Puntos a favor

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records. With Shape this is a breeze. Anything you can imagine needing to keep records of, Shape has. It is an all-in-one platform that keeps companies together.

Puntos en contra

I have zero complaints. The software exceeded my expectations.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Patricia D.
Sector: Construcción
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Amazing Software

Software usado A diario durante 6-12 meses
Revisado el 28/12/2018
Fuente de la reseña: Capterra

A customized and centralized tool for organizing our customers and tracking our performance that can be accessed anywhere.

Puntos a favor

Shape Software has been the most valuable tool for our business in tracking prospects and customers, following up, communicating, and nurturing relationships after their project has been wrapped up. We've found that it was an easy to adopt and use because of the intuitive layout and workflows. Shape's customer service and expertise in helping us get our custom software up and running really helped us to tailor the platform to our needs.

Puntos en contra

I really don't have a lot of bad experience with Shape Software. Maybe one thing they can improve on is the ability to add fields yourself within the software. Right now, you need to call to have fields added, which has been an easy solution, but it would be nice to be able to do it myself.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
9.6/10
Basado en 18 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 18 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
Gestión de contactos
Importación y exportación de datos
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 18 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 pequeñas, Empresas medianas

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, Google Workspace, Mailchimp, Microsoft 365, Microsoft Outlook, Stripe, Zapier

P. ¿Qué tipo de asistencia ofrece Shape?

Shape ofrece las siguientes opciones de asistencia:

Asistencia telefónica, Asistencia en línea