Average Ratings 136 Ratings
Average Ratings 68 Ratings
Description
Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform.
The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting.
Start growing your revenue with Shape's flexible suite of services today.
Description
ShareCRM is a comprehensive, AI-powered enterprise CRM solution built to seamlessly connect people, processes, and data. It manages the full customer lifecycle by integrating marketing automation, sales force automation, and service management in one unified platform. Businesses can engage customers across multiple channels, including websites, email, social media, and messaging apps. ShareCRM centralizes lead and customer data to create 360-degree profiles that help teams identify and prioritize high-value opportunities. Its sales tools support multi-stage pipelines, flexible pricing, quoting, and ERP integrations for order fulfillment. The platform also enhances service delivery by managing service requests, vendors, expenses, and on-site assessments. Collaboration features enable smooth communication, task tracking, and internal approvals across teams. With AI-driven insights and business intelligence reporting, organizations gain visibility into performance and ROI. Low-code customization allows companies to tailor workflows, interfaces, and permissions to their needs. ShareCRM empowers enterprises to scale operations while maintaining control and agility.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Mailchimp
Yes
Microsoft Outlook
Yes
Zapier
Yes
CallTools
Yes
Calyx Point
Yes
Encompass CX
Yes
Filevine
Yes
Floify
Yes
Kingdee Cloud
No
LendingPad
Yes
Integrations
Mailchimp
Yes
Microsoft Outlook
Yes
Zapier
Yes
CallTools
No
Calyx Point
No
Encompass CX
No
Filevine
No
Floify
No
Kingdee Cloud
Yes
LendingPad
No
Pricing Details
$119
No annual contracts billed month-to-month! Additional services include a secure customer portal, digital IP target marketing ads, and ShapeIQ AI lead scoring.
Free Trial
No
Free Version
No
Pricing Details
$40/user/month
ShareCRM offers a flexible, annual subscription pricing model with two main editions: the Professional version at $40 per user per month and the Enterprise version at $80 per user per month, both billed annually. Built on a unified One Cloud architecture, a single ShareCRM license provides access to core capabilities across Sales, Marketing, and Service. Businesses can further tailor the platform by freely adding and combining different product modules under the same license, enabling them to adapt the system to their specific operational needs and scale as their business grows.
To support regional market adoption, ShareCRM is currently offering a limited-time 50% promotional discount for new customers in Singapore, Malaysia, Indonesia, Vietnam, the Philippines, Thailand, India, and the Taiwan region of China. This regional promotion is subject to local tax regulations and applicable terms, and may be reviewed or adjusted based on market conditions. For detailed pricing, tax information, and promotion eligibility, please contact a ShareCRM sales representative.
To support regional market adoption, ShareCRM is currently offering a limited-time 50% promotional discount for new customers in Singapore, Malaysia, Indonesia, Vietnam, the Philippines, Thailand, India, and the Taiwan region of China. This regional promotion is subject to local tax regulations and applicable terms, and may be reviewed or adjusted based on market conditions. For detailed pricing, tax information, and promotion eligibility, please contact a ShareCRM sales representative.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Shape Software
Founded
2007
Country
United States
Website
setshape.com
Vendor Details
Company Name
ShareCRM
Founded
2011
Country
United States
Website
www.sharecrm.com/
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
Yes
Budgeting & Forecasting
No
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
No
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Call Recording
Archiving
Yes
Call Sharing
Yes
Distributed Call Recording
Yes
Event Triggered Recording
No
File Transfer
Yes
Instant Retrieval
Yes
On-Demand Recording
Yes
Recording Bookmarking
No
Scheduled Recording
Yes
Screen Activity Recording
No
Video Call Recording
No
Call Tracking
CRM
Yes
Call Log
No
Call Recording
Yes
Call Routing
Yes
Caller Identification
Yes
Campaign Management
Yes
Conversion Tracking
Yes
IVR / Voice Recognition
Yes
Keyword Tracking
Yes
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Email Marketing
A/B Testing
Yes
Artificial Intelligence
Yes
Auto-Responders
No
CAN SPAM Compliance
No
Customer Surveys
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
Yes
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
Yes
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
Yes
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
Mortgage and Loans
Amortization Schedule
Yes
Client Database
Yes
Closing Documents
Yes
Commercial Mortgages
Yes
Contact Management
Yes
Credit Reporting
Yes
Customer Statements
Yes
Document Management
Yes
Electronic Applications
Yes
Government Loans
Yes
Loan Origination
Yes
Loan Servicing
Yes
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
Yes
Residential Mortgages
Yes
Predictive Dialer
Call Monitoring
Yes
Call Recording
Yes
Call Results
Yes
Call Transfer
Yes
Callback Scheduling
No
Campaign Specific Caller ID
Yes
Contact Management
Yes
FCC Compliance
Yes
FTC Compliance
No
Lead Capture
Yes
Lead Management
Yes
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
No
Customizable Templates
Yes
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
Yes
Segmentation
Yes
Sales Acceleration
CPQ
No
Campaign Management
Yes
Dialer
Yes
Email Sequencing
Yes
Email Templates
Yes
Email Tracking
Yes
List Building
Yes
Meeting Scheduler
Yes
Predictive Analytics
Yes
Reporting
Yes
Sales Gamification
Yes
Sales Intelligence
Yes
Sales Workflow Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
Yes
Call Logging
Yes
Comments / Notes
Yes
Custom Reports
Yes
Document Management
Yes
Email Templates
Yes
Interaction Tracking
Yes
Lead Management
Yes
Lead Scoring
Yes
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
Social CRM
Calendar/Reminder System
Yes
Customer Support
Yes
Email Marketing
Yes
Lead Capture
Yes
Lead Nurturing
Yes
Live Chat
Yes
Marketing Automation Integration
Yes
Multi-Channel Social Integration
Yes
Social Media Monitoring
Yes
Task Management
Yes
