Shape Software

Commentaires: Shape Software is our most valuable business tool. Forget about complex and expensive CRM tools, Shape is the first software system that actually make the salesman's job easy. In addition, Shape's development team is always rolling out new and improved features on a regular basis, which makes me feel confident that they take pride in keeping up with current technology.

Avantages: Shape Software is intuitive, organized, customizable, and great for any sized company. It's been our most valuable tool in helping to streamline our processes. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses.

Inconvénients: Sometimes when you add or change information, you have to refresh in order to show the changes. Another function that I'd like to see added in future releases is batch de-duplication.

Commentaires: A customized and centralized tool for organizing our customers and tracking our performance that can be accessed anywhere.

Avantages: Shape Software has been the most valuable tool for our business in tracking prospects and customers, following up, communicating, and nurturing relationships after their project has been wrapped up. We've found that it was an easy to adopt and use because of the intuitive layout and workflows. Shape's customer service and expertise in helping us get our custom software up and running really helped us to tailor the platform to our needs.

Inconvénients: I really don't have a lot of bad experience with Shape Software. Maybe one thing they can improve on is the ability to add fields yourself within the software. Right now, you need to call to have fields added, which has been an easy solution, but it would be nice to be able to do it myself.

Commentaires: Great customer service! They were very quick to help when I had questions or needed any assistance.

Avantages: I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!

Inconvénients: There really wasn't any draw backs... I just wish I found them before I made my previous commitment to the CRM company I was using, I could have been saving money and had access to a superior software a lot sooner.

Commentaires: for account manager very easy to track with leads and keep up with sales pipline and report generation

Avantages: Setshape's many features are very user friendly, one I liked/used a lot is the simplified email marketing that connects to outlook or gmail and lead priotization reports that helps to focus on the possible oppurtunites to make better decisions, Online intake form builder that really helpful that links to our software and the details are exported to our database.

Inconvénients: Since we been using bulk email marketing, the additional charge/email sent and esignature seems to be extra unnecessary spending. For the pricing they charge as monthly fee these features can easily included without additional charge.

Commentaires: Our executive was very detailed and got exactly what I needed.

Avantages: I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Inconvénients: I don’t have any complains.