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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | Shape Software software is an all-in-one CRM, Sales, and Marketing Automation for business. The software offers tools to capture leads, send follow ups, and manage client projects within one easy-to-use interface. Collaborate with your team to send high quality newsletters, emails, and drip campaigns for leads. Generate custom reports to measure the performance of workflows. Small, Medium companies make use of the software. Read more | The data management module in CBS-CRM offers unparalleled flexibility through user-defined fields tailored to different customer types. By leveraging this capability, businesses can achieve high revenue through targeted sales calls while tracking comprehensive sales activity statistics. The platform also supports robust email marketing campaigns with the ability to create and maintain master lists for single email, single drip, and bulk drip campaigns. Additionally, CBS-CRM empowers businesses with comprehensive API integration services, enabling seamless connectivity between disparate systems to streamline processes and unlock the full potential of organizational data. Customization options ensure the CRM solution aligns perfectly with specific business processes and objectives. Furthermore, single-tenant setups provide enhanced performance and scalability, as resources are dedicated solely to one client. This combination of features makes CBS-CRM a powerful tool for any organization aiming to optimize its customer relationship management and drive business growth. Read more |
Pricing Options |
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SW Score & Breakdown |
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
Total Features |
25 Features
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12 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
User-friendly interface, Excellent customer support, Extensive integrations, Effective automation features Limited UI customization, Steep learning curve for automation features, Occasional slow loading times, Potentially complicated phone system setup |
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Review Summary |
Overall, users praise Shape Software for its user-friendly interface, ease of use, and comprehensive functionality. Its robust features, such as project management, time tracking, and reporting, are particularly lauded. Users also appreciate its customization options and integration capabilities. However, some users have expressed concerns about the occasional glitches and lack of certain features. Additionally, its pricing plans may not be suitable for all businesses. |
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Shape Software $99.00 $99.00 per user / month |
Free Free Starter $11.19 $13.99 per user / month Advanced $22.39 $27.99 per user / month Enterprise $59.91 $74.89 per user / month |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Videos |
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Company Details | Located in: Irvine, CA |
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Contact Details |
+1 888-762-7211 |
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Social Media Handles |
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