Ratings and Reviews 132 Ratings
Ratings and Reviews 0 Ratings
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 CallAction?
                CallAction enhances the customer lifecycle by automating monotonous sales tasks, allowing businesses to focus on more strategic efforts. It facilitates effortless lead generation through multiple channels, including calls, texts, and emails, which bolsters both online and offline marketing initiatives. By automating data entry into your CRM, you can conserve precious time and guarantee immediate responses to every email lead or phone call, potentially increasing lead conversion rates by as much as 391%. Moreover, you can implement automated responses and follow-up tactics through advanced drip campaigns that maintain a personal touch. This functionality allows for the ongoing nurturing of your lead database with scalable automation across various communication platforms. You can also utilize long-term drip campaigns that can be paused and resumed, all while benefiting from comprehensive scheduling features. The system adeptly captures leads from incoming phone calls and texts, seamlessly integrating them into your CRM for efficient management. Furthermore, discover new lead possibilities with real-time data append intelligence, complemented by a first-come, first-served broadcast system that guarantees rapid assignment of inbound calls and email leads to your sales team. By adopting these comprehensive strategies, you can not only improve your sales processes but also elevate your overall productivity and operational efficiency. Ultimately, CallAction empowers businesses to maximize their sales potential while ensuring that no lead goes unattended.
            
        
            Integrations Supported
            
                
    BombBomb
            
            
        
        
    
        
        
            
                
    CallTools
            
            
        
        
    
        
        
            
                
    Calyx Point
            
            
        
        
    
        
        
            
                
    Campus Cloud Services SIS
            
            
        
        
    
        
        
            
                
    Encompass
            
            
        
        
    
        
        
            
                
    Encompass CX
            
            
        
        
    
        
        
            
                
    Filevine
            
            
        
        
    
        
        
            
                
    Floify
            
            
        
        
    
        
        
            
                
    Google Workspace
            
            
        
        
    
        
        
            
                
    Mailchimp
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            Integrations Supported
            
                
    BombBomb
            
            
        
        
    
        
        
            
                
    CallTools
            
            
        
        
    
        
        
            
                
    Calyx Point
            
            
        
        
    
        
        
            
                
    Campus Cloud Services SIS
            
            
        
        
    
        
        
            
                
    Encompass
            
            
        
        
    
        
        
            
                
    Encompass CX
            
            
        
        
    
        
        
            
                
    Filevine
            
            
        
        
    
        
        
            
                
    Floify
            
            
        
        
    
        
        
            
                
    Google Workspace
            
            
        
        
    
        
        
            
                
    Mailchimp
            
            
        
        
    
                
                    
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
        
        
        
    
                
            API Availability
            
                Has API
            
            
        
        
    
                API Availability
            
                Has API
            
            
        
        
    
                Pricing Information
        $119
        
    
    
    
        
        
            
                Free Trial Offered?
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Pricing Information
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                Free Trial Offered?
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Supported Platforms
            
                SaaS
            
            
        
        
    
        
        
            
                Android
            
            
        
        
    
        
        
            
                iPhone
            
            
        
        
    
        
        
            
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                Windows
            
            
        
        
    
        
        
            
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                On-Prem
            
            
        
        
    
        
        
            
                Chromebook
            
            
        
        
    
        
        
            
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                Supported Platforms
            
                SaaS
            
            
        
        
    
        
        
            
                Android
            
            
        
        
    
        
        
            
                iPhone
            
            
        
        
    
        
        
            
                iPad
            
            
        
        
    
        
        
            
                Windows
            
            
        
        
    
        
        
            
                Mac
            
            
        
        
    
        
        
            
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                Chromebook
            
            
        
        
    
        
        
            
                Linux
            
            
        
        
    
                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
            
            
        
        
    
                Company Facts
Organization Name
Shape Software
Date Founded
2007
Company Location
United States
Company Website
setshape.com
Company Facts
Organization Name
CallAction
Date Founded
2017
Company Location
United States
Company Website
callaction.co
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
Call Tracking
                                        CRM
                                        
                                    
                                    
                                    
                                        Call Log
                                        
                                    
                                    
                                    
                                        Call Recording
                                        
                                    
                                    
                                    
                                        Call Routing
                                        
                                    
                                    
                                    
                                        Caller Identification
                                        
                                    
                                    
                                    
                                        Campaign Management
                                        
                                    
                                    
                                    
                                        Conversion Tracking
                                        
                                    
                                    
                                    
                                        IVR / Voice Recognition
                                        
                                    
                                    
                                    
                                        Keyword Tracking
                                        
                                    
                            
                        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
                                        
                                    
                            
                        Real Estate CRM
                                        Campaign Management
                                        
                                    
                                    
                                    
                                        Client / Property Matching
                                        
                                    
                                    
                                    
                                        Contact Management
                                        
                                    
                                    
                                    
                                        Dashboard
                                        
                                    
                                    
                                    
                                        Email Marketing
                                        
                                    
                                    
                                    
                                        Interaction Tracking
                                        
                                    
                                    
                                    
                                        Lead Management
                                        
                                    
                                    
                                    
                                        Property Alerts
                                        
                                    
                                    
                                    
                                        Referral Tracking
                                        
                                    
                                    
                                    
                                        Segmentation
                                        
                                    
                            
                        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
                                        
                                    
                            
                         
         
         
         
        