Shape

Cloud-based CRM, sales & marketing automation software

4,9 /5 (17 Bewertungen) Eine Bewertung verfassen!

Shape Übersicht

Was ist 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.

Shape Übersicht

Kosten

Beginnt ab
79,00 $/Monat

Preisoptionen

Gratis Testen
Abonnement
Preis-Leistungs-Verhältnis

$79/user/month billed monthly


Shape Funktionen

Geräte
Unternehmensgröße
K M G
Märkte
Kanada, Vereinigte Staaten von Amerika
Unterstützte Sprachen
Englisch

Screenshots

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

Shape Bewertungen

Shape Bewertungen

Gesamtbewertung
4,9
/
5
Ausgezeichnet
16

Sehr gut
1

Durchschnitt
0

Gering
0

Schlecht
0

Preis-Leistungs-Verhältnis
4,9
Funktionen
4,9
Bedienkomfort
4,9
Kundenbetreuung
4,9
100% haben diese Anwendung empfohlen
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.


Mit Google übersetzen
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.


Mit Google übersetzen
Christopher J.

A user friendly CRM with lots of features and Cutomization.


Mit Google übersetzen
Charles O.

Best CRM I've Come Across

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


Mit Google übersetzen
Patricia D.

Amazing Software

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


Mit Google übersetzen
Jedd L.
Branche: Finanzdienstleistungen
Untern. Größe: 13-50 Mitarbeiter
Übersetzen auf: Deutsch

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

Täglich für 6-12 Monate genutzt
Bewertet am 7.1.2019
Quelle der Bewertung: Capterra

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

Vorteile

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

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Jenna A.
Branche: Personalwesen
Untern. Größe: 2-10 Mitarbeiter
Übersetzen auf: Deutsch

Shape Software CRM

Täglich für 6-12 Monate genutzt
Bewertet am 3.1.2019
Quelle der Bewertung: 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.

Vorteile

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.

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Christopher J.
Branche: Transport/Güterfrachtverkehr/Schienenverkehr
Untern. Größe: 13-50 Mitarbeiter
Übersetzen auf: Deutsch

A user friendly CRM with lots of features and Cutomization.

Täglich für 1-5 Monate genutzt
Bewertet am 7.5.2018
Quelle der Bewertung: SoftwareAdvice

Vorteile

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.

Nachteile

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.

Verteilung der Bewertung

Bedienkomfort

Weiterempfehlungsquote: 8.0/10

Charles O.
Branche: Finanzdienstleistungen
Untern. Größe: 13-50 Mitarbeiter
Übersetzen auf: Deutsch

Best CRM I've Come Across

Täglich für 1-5 Monate genutzt
Bewertet am 30.4.2020
Quelle der Bewertung: Capterra

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

Vorteile

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!

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Patricia D.
Branche: Bau
Untern. Größe: 2-10 Mitarbeiter
Übersetzen auf: Deutsch

Amazing Software

Täglich für 6-12 Monate genutzt
Bewertet am 28.12.2018
Quelle der Bewertung: Capterra

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

Vorteile

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.

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Nutzerempfehlung
9,5/10
Basierend auf 17 Benutzerbewertungen
Vergleiche Nutzerempfehlungen mit Alternativen
Mit Alternativen vergleichen

Shape Preis

Shape Preis

Beginnt ab
79,00 $/Monat
Gratis Testen
Abonnement
Preis-Leistungs-Verhältnis

$79/user/month billed monthly

$79/user/month billed monthly

Preis-Leistungs-Verhältnis
4,9/5
Basierend auf 17 Benutzerbewertungen
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
Mit Alternativen vergleichen

Shape Funktionen

Shape Funktionen

API
Aktivitäts-Dashboard
Aktivitäts-Verfolgung
Anpassbare Berichterstellung
Anpassbare Vorlagen
Automatische Benachrichtigungen
Benutzerdefinierte Felder
Berichterstattung und Statistik
Daten-Import / -Export
E-Mail-Integration
Elektronische Zahlungen
Erinnerungen
Integration von Dritten
Kalenderverwaltung
Kontakt-Datenbank
Kontaktmanagement
Kundendatenbank
Kundenspezifisches Branding
Social-Media-Integration
Umfragen & Feedback
Funktionen
4,9/5
Basierend auf 17 Benutzerbewertungen
Vergleiche Funktionen mit Alternativen
Mit Alternativen vergleichen

Kategorien

Zusätzliche Informationen für Shape

Zusätzliche Informationen für Shape

Schlüssel-Features von 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

Vorteile

• 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.

Shape Häufig gestellte Fragen

Shape Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Shape.

F. Welche Preispläne bietet Shape an?

Shape bietet folgende Kostenpläne an:

Beginnt ab: 79,00 $/Monat

Preismodell: Abonnement

Gratis Testen: Verfügbar

$79/user/month billed monthly

F. Was sind die Hauptfunktionen von Shape?

Shape bietet die folgenden Funktionen:

  • 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

F. Wer sind die typischen Nutzer von Shape?

Shape hat die folgenden typischen Kunden:

Mittlere Unternehmen, Kleine Unternehmen

F: Welche Sprachen werden von Shape unterstützt?

Shape unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet Shape an?

Shape hat folgende Preismodelle:

Abonnement

F. Unterstützt Shape mobile Geräte?

Wir haben keine Informationen darüber, welche Geräte Shape unterstützt

F. Mit welchen anderen Applikationen integriert Shape?

Shape kann in folgende Anwendungen integriert werden:

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

F. Welche Varianten der Kundenbetreuung bietet Shape an?

Shape bietet folgende Optionen für Kundensupport:

Telefon-Support, Online-Support