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What is Wurkzen?

Revolutionize your entire business with Wurkzen, which incorporates cutting-edge CRM capabilities driven by AI to simplify the processes of online estimates and invoicing. Enhance your sales conversion rates while also refining your marketing tactics for better efficiency. Seamlessly manage your customer relationships with the most accessible CRM available, designed with user experience in mind. Run your entire enterprise through a single, cohesive platform and application, making operations smoother and more integrated. Build a business website that is not only functional but also equipped with features that boost your revenue generation efforts. Access vital services like business email and storage solutions that cater to your operational needs. Experience substantial time and cost savings, alleviating any associated frustrations with managing your business. With Wurkzen, you can supervise all aspects of your company from a single login, utilizing one dashboard and a unified platform. Revenue performance management (RPM) streamlines everyday tasks, fostering your financial success. The RPM feature of Wurkzen harnesses AI to enhance your marketing, sales, and operational workflows. This pioneering RPM tool gives you clear insights into your customers and their purchasing behaviors. Dive deeper into customer analysis through advanced analytics, sentiment evaluation, and automation processes, all designed to reduce the likelihood of customer attrition and unfavorable feedback while simultaneously boosting retention strategies. By utilizing Wurkzen, you ensure that your business is not only efficient but also adaptable to the ever-changing marketplace.

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

Facebook
Google Business Profile
Instagram

Integrations Supported

Authorize.Net
Campus Cloud Services SIS
Encompass
Encompass
Encompass CX
Filevine
Google Workspace
Microsoft 365
Plivo
RingCentral RingCX
Stripe
Stripe Billing
Tableau
Trello
Twilio
Ytel
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$9 Per Month
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
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Wurkzen

Company Location

United States

Company Website

wurkzen.com

Company Facts

Organization Name

Shape Software

Date Founded

2007

Company Location

United States

Company Website

setshape.com

Categories and Features

CRM

Not specified

Email Marketing

Not specified

Sales

Not specified

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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