Ratings and Reviews 136 Ratings
Ratings and Reviews 93 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 Nutshell?
Managing your CRM shouldn't be a source of anxiety.
Nutshell serves as a comprehensive platform for CRM, sales automation, and email marketing, designed to aid B2B organizations in collaborating effectively to secure more deals.
User-friendly yet robust enough to meet the needs of any business, Nutshell is tailored for teams looking to eliminate the hassle of juggling multiple sales and marketing tools, without incurring the cost of a full-time administrator to manage their software ecosystem.
Every subscription to Nutshell comes with unlimited data storage, customizable reporting options, complimentary assistance for data migration, and outstanding live support, all at a budget-friendly price.
It seamlessly integrates with the software that small businesses are already familiar with, such as Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Additionally, Nutshell provides dedicated mobile applications for both iPhone and Android users.
As a prominent CRM solution for small businesses with a vast global customer base, Nutshell is perfectly suited for any B2B enterprise that prioritizes relationship-building, including sectors like manufacturing, professional services, technology, wholesale, and non-profit organizations.
Explore what Nutshell has to offer—you might just find the perfect partner for your business growth journey.
Integrations Supported
Mailchimp
Microsoft 365
Microsoft Outlook
Trello
Zapier
CallTools
Integrations Supported
Mailchimp
Microsoft 365
Microsoft Outlook
Trello
Zapier
Box
Chat Agents
Easyflow
Ema
API Availability
Has API
API Availability
Has API
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
$13.00/month/user
Nutshell Sales: From $13/user per month.
Nutshell Marketing: Pricing based on # of marketable contacts, starting at $5/month.
Nutshell Engagement: $16 per user per month
Nutshell Marketing: Pricing based on # of marketable contacts, starting at $5/month.
Nutshell Engagement: $16 per user per month
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
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
Company Facts
Organization Name
Shape Software
Date Founded
2007
Company Location
United States
Company Website
setshape.com
Company Facts
Organization Name
Nutshell
Date Founded
2009
Company Location
United States
Company Website
www.nutshell.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
Real Estate Lead Generation
Not specified
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
AI CRM
Not specified
Construction CRM
Client Tracking
Forecasting
Quote Management
Sales Management
Scheduling
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
CAN SPAM Compliance
Drip Campaigns
Event Triggered Email
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Fatigue Management
Not specified
Inside Sales
Call List Management
Call Recording
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Insurance CRM
Not specified
Lead Management
Activity Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Segmentation
Online Form Builders
Assign Roles / Permissions
Drag & Drop / No Code
Mobile Forms
Pre-made Templates
Signup Forms
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Enablement
Collaboration
Contact Management
Goals / Quota Management
Lead Management
Performance Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Task Management
Workflow Management
Sales Force Automation
Call Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Sales Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Call Logging
Comments / Notes
Custom Reports
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management