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What is Shape Software?

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

What is Fision?

FISION emerges as a leading provider of an agile marketing software platform focused on Digital Asset and Sales Enablement, aimed at improving collaboration among global organizations for effective brand and marketing material management. Utilizing its proprietary technology, FISION delivers outstanding features to enterprise customers in more than 20 countries, serving some of the largest firms across various industries including healthcare, hospitality, financial services, software, and technology. The company is poised to reduce its dependency on external contractors for the implementation, upkeep, and enhancement of cutting-edge technologies within its FISION Platform. This shift will empower FISION to develop the necessary in-house capabilities to enhance integrations that leverage the strengths of both ScoreCEO and FISION, resulting in significantly lower development expenses. Furthermore, Score stands to gain from this partnership by accelerating the design and rollout of its innovative fintech credit application, which aims to offer consumers new insights into credit alternatives. This strategic transformation not only optimizes operational efficiency but also lays the groundwork for sustained growth and innovation for both organizations, paving the way for a more dynamic future.

What is CampaignDrive?

A marketing platform designed for distribution that enables top-tier brands to equip their franchisees, dealers, and agents in effectively conquering local marketing challenges. This approach not only enhances brand presence but also fosters stronger connections within local markets.

Media

Media

Media

Integrations Supported

Authorize.Net
BombBomb
Campus Cloud Services SIS
Encompass
Encompass CX
Floify
Google Workspace
LendingPad
Mailchimp
Microsoft 365
Microsoft Outlook
Plivo
QuickBooks Accountants
Salesforce
Stripe Billing
Trello
Twilio
Ytel
Zapier

Integrations Supported

Authorize.Net
BombBomb
Campus Cloud Services SIS
Encompass
Encompass CX
Floify
Google Workspace
LendingPad
Mailchimp
Microsoft 365
Microsoft Outlook
Plivo
QuickBooks Accountants
Salesforce
Stripe Billing
Trello
Twilio
Ytel
Zapier

Integrations Supported

Authorize.Net
BombBomb
Campus Cloud Services SIS
Encompass
Encompass CX
Floify
Google Workspace
LendingPad
Mailchimp
Microsoft 365
Microsoft Outlook
Plivo
QuickBooks Accountants
Salesforce
Stripe Billing
Trello
Twilio
Ytel
Zapier

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$119
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$3500 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Shape Software

Date Founded

2007

Company Location

United States

Company Website

setshape.com

Company Facts

Organization Name

Fision

Date Founded

2008

Company Location

United States

Company Website

www.fisiononline.com

Company Facts

Organization Name

Pica9

Date Founded

1999

Company Location

United States

Company Website

www.pica9.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Call Recording

Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording

Call Tracking

CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Predictive Dialer

Call Monitoring
Call Recording
Call Results
Call Transfer
Callback Scheduling
Campaign Specific Caller ID
Contact Management
FCC Compliance
FTC Compliance
Lead Capture
Lead Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Brand Management

Approval Process Control
Artwork Management
Asset Management
Change Management
Fulfillment Distribution
Project Management

Channel Management

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Franchise Management

Appointment Scheduling
Automatic Re-ordering
CRM
Commission Management
Construction Tracker
Contract Management & Signature
Franchise Intranet
Job Scheduling
LMS / Training
Marketing
Onboarding
Online Store
Reputation Management
Website Manager

Jewelry Store Management

Appraisal Management
Commission Management
Consignments
Customer Purchase History
Jewelry Design
Marketing Management
Multi-Store Management
Pricing Management
Repair Tracking
Supplier Management
Wholesaler Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

Brand Management

Approval Process Control
Artwork Management
Asset Management
Change Management
Fulfillment Distribution
Project Management

Channel Management

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Channel Marketing

Campaign Management
Channel Analytics
Content Management & Sharing
Incentive Management
Inventory Control
Lead Management
Multiple Channel Configurations
Order Management
Partner Management
Pipeline Management
Social Promotion

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Franchise Management

Appointment Scheduling
Automatic Re-ordering
CRM
Commission Management
Construction Tracker
Contract Management & Signature
Franchise Intranet
Job Scheduling
LMS / Training
Marketing
Onboarding
Online Store
Reputation Management
Website Manager

Local Marketing

Advertising Management
CRM
Email Marketing
Feedback Management
Live Chat
NAP Management (Name/Address/Phone)
Online Listings Management
PR Management
Reporting / Analytics
Review Management
SEO Management
Social Media Management
Store Locator
Website Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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