Shape Software vs ozma.io Comparison

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

Shape Software

CRM Software

4.7 103 user ratings

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80% 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

ozma.io

CRM Software

5 2 user ratings

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Overview

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

ozma.io is a low-code platform for CRM and ERP solutions. It gives the ability to create beautiful reports with charts from multiple data sources and see the key metrics in one glance. The platform also has convenient boards with statuses, highlights and responsible employees. Furthermore, can customize the fields and highlight any issues with different colors. ozma.io stores any data for customers, orders, tasks for employees, suppliers, documents and more. Use templates to create contracts, invoices, accounts, consignment notes and warehouse labels from client cards or forms. Read more

Pricing Options

Free Trial Available
Starts at $99.00.

Free Trial Not Available
Starts at $25.00. Offers Free-forever and Custom plan.

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

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%
Reviews

77%
Momentum

62%
Popularity

77%

80% 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

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

78%
Reviews

65%
Momentum

65%
Popularity

71%

Features

Total Features	25 Features	7 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 16 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 4 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	Available	Available

Reviews & Ratings

User Rating	4.7/5 103 user ratings	5/5 2 user ratings
Rating Distribution	Excellent 87.4% Very Good 4.9% Average 0% Poor 3.9% Terrible 3.9%	Excellent 100% Very Good 0% Average 0% Poor 0% Terrible 0%
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	Not Available
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.	Not Available
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AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Available Starts at $99.00.	Free Trial Not Available Starts at $25.00. Offers Free-forever and Custom plan.
Pricing Plans Monthly Plans Annual Plans	Shape Software $99.00 $99.00 per user / month	Free Free Basic $25.00 $30.00 per user / month Custom Custom On-Premise Others
	View Detailed Pricing	View Detailed Pricing

Alternatives

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	View All Shape Software Alternatives	View All ozma.io Alternatives