Compare Shape Software vs. Teknovate CRM in 2026

Teknovate CRM

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Average Ratings 136 Ratings

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Average Ratings 1 Rating

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ease

features

design

support

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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

Teknovate CRM stands out as the premier Sales and Marketing Software for both B2B and B2C sectors in Indian and international markets, facilitating seamless synchronization of customer communications across various business departments. Serving as your personal lead manager, it effectively captures leads from multiple sources, sends introductory emails or SMS to prospects, and keeps you informed about all your ongoing activities. You can oversee various departments within a single organization, including Sales, Marketing, Projects, tasks, Service Tickets, and potentially other teams as well. Our personalized task reminder dashboard ensures you never miss a follow-up, and leads are automatically assigned to the right salesperson based on geographical location or specific product/service needs, allowing for efficient management. By leveraging marketing automation and an auto-follow-up system, you can significantly reduce the time spent on follow-ups. This not only minimizes tedious tasks but also boosts employee performance, enhancing the lead conversion ratio through targeted and consistent follow-ups. Additionally, our advanced BI Reporting dashboard provides real-time insights and comprehensive reports to help you make informed business decisions. With Teknovate CRM, optimizing your sales process has never been easier or more effective.

API Access

Has API Yes

API Access

Has API No

Screenshots View All

Screenshots View All

Integrations

Authorize.Net Yes

BombBomb Yes

CallTools Yes

Calyx Point Yes

Campus Cloud Services SIS Yes

Encompass Yes

Encompass CX Yes

Filevine Yes

Floify Yes

LendingPad Yes

Show More Integrations

Explore All 25 Integrations

Integrations

Authorize.Net No

BombBomb No

CallTools No

Calyx Point No

Campus Cloud Services SIS No

Encompass No

Encompass CX No

Filevine No

Floify No

LendingPad No

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Explore All 2 Integrations

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

$10

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 No

iPad App No

Android App Yes

Windows No

Mac No

Linux Yes

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 No

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

Teknovative Solution

Founded

2017

Country

India

Website

www.teknovativesolution.com/sales-crm

Product Features

Bulk SMS

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

Insurance CRM

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 CRM

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

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

Marketing Compliance

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

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

Appointment Reminder

Appointment Scheduling Yes

Calendar Management Yes

Call Reminders Yes

Email Reminders Yes

Online Booking Yes

Payment Reminders Yes

Recurring Appointments Yes

Rescheduling Yes

SMS Messaging Yes

Two-Way Messaging Yes

Construction CRM

Client Tracking Yes

Contract Management Yes

Forecasting Yes

Project Management Yes

Quote Management Yes

Sales Management Yes

Scheduling Yes

Time Management Yes

CRM

Calendar/Reminder System Yes

Call Logging No

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

Discrete ERP

ERP

Accounting Integration No

Accounting Management No

CRM No

Dashboard No

Distribution Management No

Enterprise Asset Management No

Financial Management No

HR Management No

Inventory Management No

Order Management No

Project Management No

Purchase Order Management No

Purchasing No

Reporting/Analytics No

Sales Management No

Supply Chain Management No

Warehouse Management No

Financial CRM

Account Alerts Yes

Asset Management Yes

Expense Tracking Yes

Household Tracking Yes

Influence Tracking No

Lead Management Yes

Marketing Management Yes

Relationship Tracking Yes

Team Assignments Yes

Territory Management Yes

Lead Capture

Business Card / Badge Scanning Yes

Dashboard Yes

Data Extraction Yes

Lead Distribution Yes

Lead Notifications Yes

Lead Nurturing Yes

Lead Qualification Yes

Lead Scoring Yes

Online Forms No

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

Lead Nurturing

A/B Testing No

Campaign Management Yes

Drip Campaigns Yes

Lead Capture Yes

Lead Notifications Yes

Lead Scoring Yes

Lead Segmentation Yes

Performance Metrics Yes

Personalization Yes

Pipeline Management Yes

Marketing Automation

A/B Testing No

Analytics / ROI Tracking Yes

Artificial Intelligence No

Content / Blogging Platform No

Customizable CTAs No

Drip Campaigns Yes

Dynamic Content No

Landing Pages / Web Forms Yes

Lead Scoring Yes

Sales Intelligence Yes

Search Marketing Yes

Segmentation No

Social Marketing No

Website Visitor Tracking No

Real Estate CRM

Campaign Management Yes

Client / Property Matching Yes

Contact Management Yes

Dashboard Yes

Email Marketing Yes

Interaction Tracking Yes

Lead Management Yes

Property Alerts No

Referral Tracking No

Segmentation No

Real Estate Lead Generation

Sales

Alternatives

TrueDialog

Alternatives

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Compare Shape Software vs. Teknovate CRM

Average Ratings 136 Ratings

Average Ratings 1 Rating

Description

Description

API Access

API Access

Screenshots View All

Screenshots View All

Integrations

Integrations

Pricing Details

Pricing Details

Deployment

Deployment

Customer Support

Customer Support

Types of Training

Types of Training

Vendor Details

Company Name

Founded

Country

Website

Vendor Details

Company Name

Founded

Country

Website

Product Features

Product Features

Alternatives

Alternatives

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