Company Website
Company Website

Ratings and Reviews 131 Ratings

Total
ease
features
design
support

Ratings and Reviews 89 Ratings

Total
ease
features
design
support

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 SalesNOW?

Are you in search of a CRM that offers more than just basic contact management? SalesNOW CRM provides a comprehensive solution that streamlines sales processes, monitors leads, and enhances your team's overall productivity. You can craft impressive proposals and intricate quotes that not only wow clients but also expedite the deal-closing process. Thanks to its mobile and web accessibility, you can maintain connectivity and oversight no matter where you find yourself. What sets SalesNOW apart? In contrast to many platforms, where half of CRM implementations fall short, SalesNOW prioritizes your success. Our team of Business Analysts tailors the system to meet your specific requirements, while dedicated Account Managers make sure every user receives thorough training, empowering them to harness the platform's full capabilities effectively. Opt for SalesNOW CRM for a customized and dependable solution that evolves alongside your business, ensuring enduring success and growth. With a focus on user satisfaction and continuous improvement, SalesNOW is designed to adapt to the ever-changing needs of your organization.

Media

Media

Integrations Supported

Mailchimp
Microsoft Outlook
Authorize.Net
BombBomb
Calyx Point
Campus Cloud Services SIS
Encompass
Encompass
Filevine
Gmail
Google Workspace
LendingPad
Microsoft 365
QuickBooks Accountants
Stripe Billing
Tableau
Trello
Twilio
Ytel
Zapier

Integrations Supported

Mailchimp
Microsoft Outlook
Authorize.Net
BombBomb
Calyx Point
Campus Cloud Services SIS
Encompass
Encompass
Filevine
Gmail
Google Workspace
LendingPad
Microsoft 365
QuickBooks Accountants
Stripe Billing
Tableau
Trello
Twilio
Ytel
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$119
Free Trial Offered?
Free Version

Pricing Information

$24.95/month/user
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

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

Interchange Solutions

Date Founded

1991

Company Location

Canada

Company Website

getstarted.salesnow.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

CRM

SalesNOW CRM offers a comprehensive solution designed to enhance your sales and customer management processes. Effortlessly monitor contacts, leads, deals, and overall performance while maintaining connectivity through both mobile and web platforms. What sets SalesNOW apart from other CRM options is our unwavering dedication to the success of your CRM integration. With research indicating that 50% of CRM systems are discarded within just two years, SalesNOW distinguishes itself by delivering outstanding support. Our Business Analysts collaborate with you to customize the platform according to your unique business requirements. Meanwhile, our dedicated Account Managers provide training to your team, ensuring they can leverage every feature to its fullest potential. The outcome? A CRM that adapts to your needs rather than the reverse. Empower your workforce, enhance productivity, and secure long-term success with SalesNOW CRM—the platform designed with your achievements in mind.

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

Lead Management

Easily manage, monitor, and develop leads with SalesNOW CRM. Tailored for organizations prioritizing lead management, SalesNOW simplifies the complete journey—from recognizing potential clients to finalizing sales. Benefit from instant insights, prioritize your leads effectively, and make certain that every opportunity is seized. What sets SalesNOW apart? With half of CRM setups being discontinued within two years, our committed Business Analysts personalize the platform to fit your specific requirements, while Account Managers provide training to empower your team in transforming leads into loyal customers. Transform potential clients into enduring partnerships with SalesNOW CRM—the intelligent solution for effective lead management.

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

Marketing

Marketing experts require a CRM that not only enhances campaigns but also simplifies the management of leads. SalesNOW CRM allows you to effortlessly capture, nurture, and convert leads. With features to manage contacts, monitor campaigns, and evaluate outcomes, you can make informed, data-driven decisions all from a single platform, available on both mobile and web. What distinguishes SalesNOW from the competition? While half of CRM solutions fail within a two-year span, our unwavering support is focused on your triumph. Our Business Analysts assist you in tailoring the CRM to align with your marketing processes, while Account Managers provide training to ensure your team utilizes it to its fullest potential. Elevate your marketing strategy by increasing engagement, simplifying campaigns, and monitoring ROI with a CRM that delivers lasting results. Opt for SalesNOW for outcomes that endure.

Sales

Sales teams require a CRM that matches their level of dedication and effort. SalesNOW CRM streamlines the management of contacts, monitoring of leads, and finalization of deals, enabling you to maintain organization and concentrate on achieving your goals. With accessibility on both mobile and web platforms, your team can work efficiently and effectively from anywhere. What sets SalesNOW apart from other solutions is its focus on driving results. While half of CRM implementations face challenges, our Business Analysts customize the platform to fit your unique sales methodology, and our dedicated Account Managers provide comprehensive training to ensure your team maximizes the use of every functionality. Enhance your deal closure rates, monitor your performance, and increase your revenue with SalesNOW CRM—the definitive solution for achieving sales excellence.

Sales Force Automation

Enhance your sales workflows with SalesNOW CRM, the premier solution for automating your sales processes. Easily manage your contacts, leads, deals, and activities, while streamlining repetitive tasks to allow your team to focus on what truly counts—closing sales. With mobile and web accessibility, SalesNOW empowers your team to stay productive no matter where they are. What sets SalesNOW apart from other platforms is our commitment to your success through exceptional support. Our Business Analysts tailor the system to fit your specific sales process, and dedicated Account Managers offer thorough training to ensure your team can leverage every feature effectively. Transform your sales operations, boost productivity, and achieve remarkable results with SalesNOW CRM—the automation tool designed specifically for sales excellence.

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

Take charge of your sales process with SalesNOW CRM, an ideal solution for monitoring deals, evaluating performance, and tracking progress. Achieve real-time insights into each phase of the sales journey, pinpoint high-potential opportunities, and leverage data to drive revenue growth. With access available on both mobile and web platforms, your team remains connected and up-to-date from anywhere. What distinguishes SalesNOW from the rest? While half of CRM systems fall short, our dedicated Business Analysts customize the platform to meet your specific sales tracking requirements, and our Account Managers provide comprehensive training to help your team maximize its potential. Enhance your sales strategy with SalesNOW CRM—your trusted ally in achieving success.

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

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