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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 Calldrip?

Calldrip is a platform designed to enhance how businesses tackle new inquiries, leveraging over a decade of experience to develop a comprehensive suite of sales automation tools that serve thousands of clients globally. By facilitating immediate calls while prospects are still browsing a website, Calldrip significantly boosts the likelihood of conversations between sales representatives and potential customers, yielding increases of up to 900% in engagement rates. This privately-owned and rapidly expanding company is based in Salt Lake City, Utah, and understands that in today's fast-paced digital environment, known as Google Micro Moments, businesses must connect with leads promptly. In addition, Calldrip not only fosters quick engagement but also helps identify and address potential shortcomings within sales processes, ensuring teams can optimize their performance effectively.

Media

Media

Integrations Supported

Zapier
BombBomb
CallTools
Calyx Point
Campus Cloud Services SIS
Encompass
Encompass
Floify
Google Workspace
LendingPad
Mailchimp
Microsoft Outlook
QuickBooks Accountants
RingCentral RingCX
Stripe Billing
Trello
Twilio

Integrations Supported

Zapier
Easyflow
Nekton.ai
Wufoo

API Availability

Has API

API Availability

Pricing Information

$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.

Pricing Information

$99.00/month/user
Plans are tiered with the number of agents you have on a team. Fundamental features with each package include Rapid Response, call recording, and phone support. Our no-contract pricing plans are flexible to meet any company's needs.

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online 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

Calldrip

Company Location

United States

Company Website

www.calldrip.com

Categories and Features

Bulk SMS

Not specified

Business Intelligence

Benchmarking
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Predictive Analytics
Profitability Analysis
Trend / Problem Indicators
Visual Analytics

Call Recording

Archiving
Call Sharing
Distributed Call Recording
File Transfer
Instant Retrieval
On-Demand Recording
Scheduled Recording

Call Tracking

CRM
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
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

Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Insurance CRM

Not specified

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 CRM

Not specified

Legal Document Management

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

Marketing

Not specified

Marketing Automation

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

Marketing Compliance

Not specified

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
Campaign Specific Caller ID
Contact Management
FCC Compliance
Lead Capture
Lead Management

Project Management

Client Portal
Collaboration Tools
Customizable Templates
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking

Real Estate CRM

Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation

Sales

Not specified

Sales Acceleration

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

Appointment Reminder

Calendar Management
Email Reminders
Online Booking
SMS Messaging
Two-Way Messaging

Appointment Scheduling

Appointment Reminders
Calendar Sync
Client Database
Mobile Access
Online Booking
Online Payments
Room Booking Management

Artificial Intelligence

For Sales
Machine Learning
Process/Workflow Automation
Virtual Personal Assistant (VPA)

Business Intelligence

Ad Hoc Reports
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Trend / Problem Indicators
Visual Analytics

Call Recording

Event Triggered Recording
Instant Retrieval
On-Demand Recording

Call Tracking

CRM
Call Recording
Call Routing
Conversion Tracking
Keyword Tracking

Contact Management

Contact Database
Contact History
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation

Customer Engagement

Analytics
Communication Management

Customer Satisfaction

Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Service

Alerts / Escalation
Appointment Management
Surveys & Feedback

Healthcare CRM

Marketing Automation
Patient Communications

Inside Sales

Auto-Dialing
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Capture

Dashboard
Data Extraction
Lead Notifications
Online Forms

Lead Management

Activity Tracking
Lead Capture
Lead Distribution
Lead Scoring
Prospecting Tools
Source Tracking

Machine Learning

Not specified

Marketing Analytics

Dashboard
Performance Metrics
Website Analytics

Marketing Automation

Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Sales Intelligence
Website Visitor Tracking

Mobile App Analytics

Channel Attribution
Revenue Tracking

Reporting

Customizable Dashboard
Forecasting
Marketing Reports
Report Export
Scheduled / Automated Reports

Reputation Management

Response Management
Review Generation
Review Monitoring

Sales Force Automation

Call Management
Customer Database
Lead Management
Referral Tracking

Speech Recognition

Audio Capture
Automatic Transcription
Call Analysis
Multi-Languages
Speech-to-Text Analysis
Voice Recognition

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