Company Website

Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Ratings and Reviews 136 Ratings

Total
ease
features
design
support

What is SpinOffice CRM?

With SpinOffice, you establish a comprehensive hub for managing your emails, business contacts, appointments, tasks, projects, folders, documents, files, and notes all in one place. Regardless of the size or complexity of the task at hand, SpinOffice simplifies the process of getting things accomplished efficiently. Furthermore, it allows you to share all database information seamlessly with your team members, making SpinOffice CRM an essential collaborative tool for small and medium-sized enterprises. This integration fosters better teamwork and enhances productivity across the board. Explore the potential for your business's growth with SpinOffice CRM by signing up for the free version today! For those seeking additional capabilities, you can upgrade to the Pro version for just €27.50 per month per user, unlocking unlimited data storage and a variety of enhanced features.

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.

Media

Media

Integrations Supported

Mailchimp
Microsoft 365
Voyced

Integrations Supported

Mailchimp
Microsoft 365
Authorize.Net
BombBomb
CallTools
Calyx Point
Campus Cloud Services SIS
Encompass
Encompass CX
Floify
Google Workspace
LendingPad
Microsoft Outlook
Plivo
QuickBooks Accountants
Stripe Billing
Tableau
Trello
Zapier

API Availability

API Availability

Has API

Pricing Information

$27.50/month/user
Free Version
Free Trial Offered?

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.

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Mulberry Garden

Date Founded

1999

Company Location

Netherlands

Company Website

www.spinoffice-crm.com

Company Facts

Organization Name

Shape Software

Date Founded

2007

Company Location

United States

Company Website

setshape.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Email Marketing
Group Management
Lead Management
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Mobile Access
Quotes / Proposals
Segmentation
Task Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management

Document Management

Document Archiving
Document Assembly
Document Conversion
Document Delivery
Email Management
File Recovery

Email Archiving

Backup Management
Encryption
Storage Management

Email Management

Data Recovery
Email Archiving
Shared Inboxes
Signature Management

Email Marketing

Not specified

Financial CRM

Not specified

Kanban

Collaboration Tools
Multi-Board
Project Planning
Task Management
Time Tracking

Real Estate CRM

Campaign Management
Contact Management
Dashboard
Email Marketing
Lead Management

Task Management

Collaboration
Mobile Access
Recurring Tasks
Task Board View
Task Scheduling
Time Tracking
To-Do List View

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

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