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What is iPipeline CRM for Distributors?
An integrated CRM solution with Microsoft, specifically tailored for the insurance sector, enhances sales workflows and efficiently manages marketing initiatives. It evaluates sales efforts against production goals while providing an outstanding, user-friendly interface designed for industry needs. The platform includes features for tracking leads to engage new agents, profiling prospective clients, and nurturing relationships with existing agents. Users are empowered to create targeted marketing campaigns, accurately segment their audience, and access detailed dashboard reports for valuable insights. Furthermore, it seamlessly connects with iPipeline Agency Integrator and can utilize pre-existing organizational data to boost its capabilities. This cutting-edge platform not only aids insurance professionals in streamlining their operations but also enables them to achieve superior outcomes in their business endeavors. Ultimately, it positions users to remain competitive in a rapidly evolving market.
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.
Integrations Supported
CallTools
Calyx Point
Campus Cloud Services SIS
Encompass
Google Workspace
LendingPad
Mailchimp
Microsoft 365
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
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
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
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
Not specified
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
iPipeline
Date Founded
1995
Company Location
United States
Company Website
www.ipipeline.com/products/crm-for-distributors/
Company Facts
Organization Name
Shape Software
Date Founded
2007
Company Location
United States
Company Website
setshape.com
Categories and Features
CRM
Not specified
Insurance CRM
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
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