Comparison - Shape Software - Automate your business!

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You've come to the right place. Our customers feel Shape Software is easier to deploy and use, delivers better returns, provides stellar customer support and is the better overall products

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Finding the perfect CRM for your company can be difficult, and with so many options on the market, it's even more important to explore many options and then choose the one that best suits your needs. Here are some reasons why Shape is a better options than Pipedrive.

Comparison Table 1

Finding the perfect CRM for your company can be difficult, and with so many options on the market, it's even more important to explore many options and then choose the one that best suits your needs. Here are some reasons why Shape is a better options than Pipedrive.

Comparison Table 1

Finding the perfect CRM for your company can be difficult, and with so many options on the market, it's even more important to explore many options and then choose the one that best suits your needs. Here are some reasons why Shape is a better options than Pipedrive.

Comparison Table 1

Finding the perfect CRM for your company can be difficult, and with so many options on the market, it's even more important to explore many options and then choose the one that best suits your needs. Here are some reasons why Shape is a better options than Pipedrive.

Comparison Table 1

Finding the perfect CRM for your company can be difficult, and with so many options on the market, it's even more important to explore many options and then choose the one that best suits your needs. Here are some reasons why Shape is a better options than Pipedrive.

CRM Features & Pricing

CRM refers to the strategies, tools, and techniques that enterprises use for retaining, acquiring, and developing customers. CRM technology aids in consolidating customer information in a central repository, which enables automates business processes, organizes relationships, closely monitored performance and improves productivity.

CRM Features

Responsive, Cloud-Based Software

Shape’s responsive, cloud based software lets you access Shape from anywhere with wifi, and automatically scales its content and elements to match the screen size on which it is viewed - no mobile app download required, although available! This empowers visitors on mobile devices to use the full power of Shape from their cell, tablet, laptop, etc. while on the go.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Really Simple Systems ($110/User/Month)

*Requires Enterprise Plan + Advanced Marketing Add On for Comparable Features*.

$11/User/Month

SAVED WITH SHAPE $660/Year (5 Users) $1,320/Year (10 Users) $2,640/Year (20 Users)

Encryption In-Transit (TLS 1.2, TLS 1.3) Encryption

SSL/TLS is an encryption-based Internet security protocol to ensure privacy, authentication, and data integrity in Internet communications. In order to provide a high degree of privacy, SSL/TLS encrypts data that is transmitted across the web. This means that anyone who tries to intercept this data will only see a garbled mix of characters that is nearly impossible to decrypt.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

AWS Certificate Manager ($400.00/month)

*+ Price for Certificates Created.

$400/Month

SAVED WITH SHAPE *AWS Certificate Manager can be eliminated, or avoided as a monthly payment

SOC Certification

SSL/TLS is an encryption-based Internet security protocol to ensure privacy, authentication, and data integrity in Internet communications. In order to provide a high degree of privacy, SSL/TLS encrypts data that is transmitted across the web. This means that anyone who tries to intercept this data will only see a garbled mix of characters that is nearly impossible to decrypt.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

**Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Global Content Delivery Network (CDN)

Improve latency and performance with location-based access to your website using our data centers located around the globe. A content delivery network (CDN) is a group of geographically distributed servers that speed up the delivery of web content by bringing it closer to where users are. CDNs cache content like web pages, images, and video in proxy servers near to your physical location.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Cloudflare ($200/User/Month)

*Requires Business Plan for comparable features*

$200/Month

SAVED WITH SHAPE *Cloudflare can be eliminated, or avoided as a monthly payment*

Web Application Firewall (WAF) & DDoS Mitigation

A WAF & DDoS mitigation protects your web apps by filtering, monitoring, and blocking any malicious HTTP/S traffic traveling to the web application, and preventing any unauthorized data from leaving the platform.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Cloudflare ($200/User/Month)

*Requires Business Plan for comparable features*

$200/Month

SAVED WITH SHAPE *Cloudflare can be eliminated, or avoided as a monthly payment*

2 Factor Authentication Security Options

2FA is an extra layer of security used to make sure that people trying to gain access to an online account are who they say they are. First, a user will enter their username and a password. Then, instead of immediately gaining access, they will be required to provide another piece of information. This second factor either comes from a secret randomly generated identification number emailed or texted to your secondary contact method.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Duo Security ($3/User/Month)

*Requires Duo MFA Plan for comparable features*

$3/User/Month

SAVED WITH SHAPE $180/Year (5 Users) $360/Year (10 Users) $720/Year (20 Users)

Contact Management

Easy management and organization of your customers, accounts, contacts, vendors, and more. A contact management system helps businesses keep customer contact details up to date, track customer interactions, and manage customer accounts. It is designed to help businesses improve customer relationships and customer lifetime value (CLV).

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Hubspot ($356/User/Month +$100/Additional User/Month)

*Add up to 2,000 Marketing Contacts included in user license fees (5 User Minimum) – Requires Professional CRM Suite for comparable features*

$257/User/Month

SAVED WITH SHAPE $15,420/Year (5 Users) $31,920/Year (10 Users) $66,240/Year (20 Users)

Pipeline Management

Manage and monitor your incoming sales and business opportunities through your pipeline, tracking them across the different stages of the lead's journey until they are finally closed as won or lost.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Pipedrive ($119/User/Month)

*Requires Enterprise Plan for comparable features*

$20/User/Month

SAVED WITH SHAPE $1,200/Year (5 Users) $2,400/Year (10 Users) $4,800/Year (20 Users)

Account Priority & Timeline Tracking

In today’s accelerated business environment, speed of service and on-time delivery are consistently valuable across virtually all organizations. Track account priority and timelines to ensure the customer lifecycle is managed and achieved, on-schedule.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

GoHighLevel ($297/Month)

*Requires Agency Unlimited Account for comparable features*

$198/Month

SAVED WITH SHAPE *GoHighLevel can be eliminated, or avoided as a monthly payment*

Status Management for Stage Tracking

When managing your leads there are several aspects that you need to know - where in the sales process a lead is, and what’s it’s status? Knowing these elements will help you optimize your sales process. Benefit from multi-status management & customization, automated conversions, and data requirements based on workflow status.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Prioritization Rules

Prioritization rules save your users valuable time and provide needed focus on optimal activities strategies. These well-defined sales process and contact strategies greatly improve productivity and sales results. Work off of segmented, rule-based prioritized lists or blind queues to optimize your reps’ time and productivity.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Distribution Rules

Distribution rules automate the delivery of records to your system’s users. Distribution allows you to quickly and intelligently route records based on a variety of factors and filters - such as assigning the right leads to the right reps based on licensing, areas of expertise, etc.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Duplicate Management & Merging Records

Automatically or manually find and handle duplicates using a combination of matching rules and duplicate merge preferences. By activating duplicate rules, you can control how duplicate leads are handled, keeping your database clean, and avoiding confusion between customers and users.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Multi-User Record Assignment

Assign multiple department users to a single record for team collaboration & transparency and customize informational tab views based on department users’ needs and permissions. As a multi-model database, Shape unifies multiple database systems into a singular engine, seamlessly for various database types, tracking, and more in one, all-inclusive platform.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Hubspot ($356/User/Month +$100/Additional User/Month)

*Supports view & edit access, but not multiple record owners (5 User Minimum) – Requires Professional CRM Suite for comparable features*

$257/User/Month

SAVED WITH SHAPE $15,420/Year (5 Users) $31,920/Year (10 Users) $66,240/Year (20 Users)

User Role Permission Management

Shape supports users with varying role and department permissions. Set security and access permission levels to your user roles (User, Manager, Director, Admin, Limited Portal User, Limited Partner User) and customize informational tab views by department. Each user is granted a user role permission that either grants or restricts certain actions in the system. Users can be in multiple-departments if they wear multiple hats in the organization.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Team Management & Oversight

Team management is the ability of either an organization or manager to carry out and coordinate a team to execute their tasks and common goals. Create unlimited teams which involves assigning manager (or director) user roles to a team of users, setting communication and performance objectives to achieve goals, and analyzing reporting to ensure desired results are met.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Monday.com ($20/User/Month 3 User Minimum)

*Lacks hierarchical structures, marketing & telephony tools, and advanced business logic and rules supported in Shape.*

$60/Month

SAVED WITH SHAPE *Monday.com can be eliminated, or avoided as a monthly payment*

User Profile Management & Preferences

A user's profile contains information about them, such as their name, phone number, and email address, email signature, photo, and password reset features. In addition to these details, the profile stores certain user preferences that streamline their use of the system, such as email integration, phone settings, and notification preferences.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Linked Partners & Referral Tracking

Referrals are one of the most effective ways of acquiring new customers. Collect data throughout the referral journey so you can understand how to optimize, and quantify your referral relationships.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Jungo (Built on Salesforce) ($119-149/User/Month)

$20-50/User/Month

SAVED WITH SHAPE $1,200-3,000/Year (5 Users) $2,400-6,000/Year (10 Users) $4,800-12,000/Year (20 Users)

Activity Timelines

Activity timelines list events, interactions, tasks, and critical information, dates & events in chronological order on activity logs to view the audit trail of user interactions with the record in one place.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Zendesk Sell ($125/User/Month)

*Requires Enterprise Plan for comparable features*

$26/User/Month

SAVED WITH SHAPE $1,560/Year (5 Users) $3,120/Year (10 Users) $6,240/Year (20 Users)

Services & Product Management

Products & services are the variants sold by companies that generate revenue. Input and manage variable products and/or services to make it quick and straightforward for salespeople to add products and services to opportunities.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Google Predictive Address Auto-Fill & Maps Integration

Google’s autocomplete feature supports predictive addresses that pull on-the-fly predictions from Maps and Places. The autocomplete service can match on full words and substrings, resolving addresses, and plus codes. Beyond address autocompletion, view Google Maps displayed to allow user interaction with map locations via zoom, satellite & street view controls, and more.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Google Maps Platform ($43/1,000 requests)

*Requires Dynamic Maps ($7/1,000) + Dynamic Street View ($14/1,000) + Geocoding ($5/1,000) + Autocomplete Place Details ($17/1,000), but you get $200 in free usage each month.*

*Savings dependent on needs

*Google Maps platform can be eliminated, or avoided as a monthly payment*

Template Management

Template management is a system of governing a company’s resource ecosystem based on a range of document and template types. Create, use, and store email, text, call script, eSignature, fillable PDF, fillable MS Word documents, branded flyers, and more in one effective, collaborative, and cloud-based template management solution. Template management saves time, boosts productivity, consistency, and brand awareness amongst your organization.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Templafy (Starts at $320/Month)

*Pricing difficult to determine and not listed publicly online*

$221/Month+

SAVED WITH SHAPE *Templafy can be eliminated, or avoided as a monthly payment*

Company Document Storage & Guidelines

A content resource center is a section of your system where you can organize and publish your content and guidelines in a way that makes it easy to find and share the content the members of your organization need. Without an effective distribution and promotion strategy, your otherwise brilliant content, or important resources will sit idle, unread and gathering dust.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Dropbox ( $19.99/Month)

*Requires Family Plan for comparable features (6 User Cap)*

$19.99/Month+

SAVED WITH SHAPE *Dropbox can be eliminated, or avoided as a monthly payment*

Customer Document Storage & Sharing

Store and share files, collaborate on projects, and bring your best ideas to life—whether you're working alone or with colleagues and clients. All your files are backed up to the cloud and available online.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Dropbox ( $19.99/Month)

*Requires Family Plan for comparable features (6 User Cap)*

$19.99/Month+

SAVED WITH SHAPE *Dropbox can be eliminated, or avoided as a monthly payment*

PDF Auto-Fill Documents

Automatically pre-fill customer documents through document automation features. Streamline your document workflow by uploading document templates, in either PDF or MS Word formats with merge token mapping that automatically fill within the customer’s record file. Email, download, print and send documents, and/or use our eSignature solution to be signed.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Formstack ($400/month)

(5 User Cap) - 150/month Document Merge Cap

$400/Month+

SAVED WITH SHAPE *Formstack can be eliminated, or avoided as a monthly payment*

eSignature Solutions

eSignature is a document signing tool that you can use to legally—and securely—collect approvals online in minutes and have all of the sent and signed documents stored within the customer’s record with advanced field mappings. Used to replace lengthy manual signing processes, e-signatures speed the agreement process and maximize productivity.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

DocuSign ($65/User/Month)

(5 User Cap) *Requires Business Pro Plan for comparable features*

$65/Month+

SAVED WITH SHAPE *DocuSign can be eliminated, or avoided as a monthly payment*

Data Import

Data import lets you upload & store data from external sources into a single database. You can then use settings & reporting tools to organize and analyze all of your data in ways that better reflect your business.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Data Storage

Storage is divided into 2 main categories - file storage and data storage. File storage is allocated space to store files (e.g., attachments, user photos, and documents). Data storage is allocated space used to store records (e.g., Leads, Contacts, etc).

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features - 10GB storage/org*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Integrated External Database Mass Record Storage

Upload mass-amounts of records into an external database that can be accessed and converted into a working record into your system with a simple search & convert button.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month + $500/Month)

(Direct Mail Warehouse) *Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting + Direct Mail Warehouse for comparable features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Data Export

Data export tools provide a convenient way to obtain a copy of your data, either for backup, for external reporting, or for importing into a different system. The data is exported as a set of comma-separated values (CSV) files.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Copper ($129/User/Month paid monthly with an annual commitment.)

$30/User/Month

SAVED WITH SHAPE $1,800/Year (5 Users) $3,600/Year (10 Users) $7,200/Year (20 Users)

Recent Historical Data Export Tracking

Data export allows you to run reports and save them to CSV files for backup purposes, external reporting, and importing into other systems. Exported files from your system are saved for up to 48 hours for tracking purposes, and for easy downloading.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Searches, Filters, Custom Lists & Reporting

Work efficiently in lists by searching across your data, sorting columns, and refining results using filters and advanced custom reporting tools like sum, sort, group, etc. Custom reports allow you to create a report to your specifications and save the report for future use. These can be added by copying an existing report and modifying it to your needs, or by creating a report from scratch.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Integrated Telephony & VoIP Services

An integrated, cloud-based platform, which means there is no need to replace existing hardware or purchase new equipment. All the communication tools users need in one place. Save time and be more productive with phone, email, and text communication tools on a single screen with automated logging and reporting. Enjoy features such as: Click-to-Call, QuickFire Connect, Local Presence, Inbound Call Routing & Conditional Call Flow Rules, Call Queue Power Dialing, Reporting & Analytics, Pre-Recorded Voicemails, Live Call Monitoring, Call Recordings, IVR Rules, and more.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Bi-Directional Texting

Conveniently send and receive SMS and MMS messages manually, automatically, or in bulk in a single platform with advanced tracking, oversight tools, and reporting. Save all communications within the record, and set up notifications via popup, email, phone, and app push notification to all assigned users. Voice dictation and 10DLC supported.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($99/User/Month + $0.02/SMS, $0.05/MMS)

$83/User/Month+

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Tasks, User Checklists, Events & Calendars

Team members can manage notes, tasks, and schedules in one place, keeping them focused on what matters now. Capture, organize, and share critical information with ease, and find it quickly when you need it.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Evernote ($14.99/User/Month)

*Requires Evernote Teams for comparable features (2 User Minimum)*

$14.99/Month+

SAVED WITH SHAPE *Evernote can be eliminated, or avoided as a monthly payment*

Advanced HTML Note Taking

Manage customer notes in a centralized platform. Keep information protected with access permission controls, trackable activity history, and detailed logs. Your team can rest easy knowing important information is organized, up-to-date, and turnover-proof.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Evernote ($14.99/User/Month)

*Requires Evernote Teams for comparable features (2 User Minimum)*

$14.99/Month+

SAVED WITH SHAPE *Evernote can be eliminated, or avoided as a monthly payment*

Automatic AJAX Data Entry Saving

AJAX is a technique for creating fast and dynamic web pages. AJAX allows web pages to be updated asynchronously by exchanging small amounts of data with the server behind the scenes. This means that it is possible to update parts of a web page, without reloading the whole page.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

UNKNOWN

Required Field Management

When you make a field required, people must enter an answer to the field in order to submit their entry. When someone tries to submit an entry without filling out a required field, the problematic fields are highlighted and display an error message to let users know the field is mandatory to proceed. Set field requirements upon record creation as well as throughout the process based on statuses.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Notifications

Notifications are a type of time management and reminder solution that is designed to alert the user, or customer of important milestones, events, updates, and more to stay up to date on the lifecycle of a customer. Notifications offer internal company and external customer messaging and engagement solutions, with mobile and web push notifications, in-app messaging, SMS, and email. Use the pre-built notifications and supplement custom notifications through templates and triggers, or drip campaigns.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Outlook & Google Calendar Syncing

Sync Outlook or Google calendars so you and your colleagues know when you are free and busy. Link your Microsoft or Google account using standard "Sign in with Microsoft" and "Sign in with Google" flows, and updates to your calendars sync within minutes so your schedule is always up-to-date and you never get double booked.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

CalendarBridge ($4/User/Month)

$4/Month+

SAVED WITH SHAPE *CalendarBridge can be eliminated, or avoided as a monthly payment*

Integrations, Webhooks, and Lead Capture

Integrations bring two systems together allowing your workflow to be simplified by connecting solutions to each other, and by providing a central pipeline. Use pre-built native integrations, API, POST URL, inbound & outbound webhooks to interact with Shape and other third-party platforms.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Zapier + Connected App Subscriptions ($73.50/Month + )

$73.50/Month+

SAVED WITH SHAPE *Although Zapier may still be required for certain business needs, this could be downsized or eliminated*

Open API Access

Extend the power of your platform to your entire organization to increase business efficiency and drive growth through interacting with your data on Shape via the API.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month +)

$4,800/Connection/Month *Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) + Salesforce Connect for comparable features*

$4,800+ $76/User/Month

$9,360/Year (5 Users) $13,920/Year (10 Users) $23,040/Year (20 Users)

AI Lead Scoring

Automatically score inbound leads with a numerical value to indicate their interest level, and conversion probability. By assigning points to the prospect’s actions, or using AI technology to determine value, you can create a score for your leads that will show your most qualified prospects.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($225/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) + Einstein Starter for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

User Level & Company Level Timezones

Different users can observe the same record with different timestamps like 'created date' or 'last modified date' based on their specific timezone preferences. For company settings, such as times for automated campaign run schedules, set up a universal ‘company’ timezone. If a user does not set a specific timezone in their profile, it will default to company timezone timestamps.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

AVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Customer Support

Customer service representatives address customer issues and resolve them in a timely and efficient manner. Support reps interact with customers on a variety of channels and ensure that all valid customer concerns are being dealt with as quickly as possible.

US-Based, In-House Email Support Included in $99 User License.

Consulting, System Administration & Configuration Available for $150/hour (As-Needed), Advanced Monthly Plans Priced on a Case-by-Case Basis.

Keap (Formerly Infusionsoft) ($299/User/Month for 1 User +)

$30/User/Month for Additional Users *Requires Pro for comparable features - pricing reflects system with 2,000 contacts*

$200/Month

SAVED WITH SHAPE

Online Written Step-by-Step Guides

A well-crafted, user-friendly product manual or user guide can mean the difference between a fantastic customer experience and a terrible one. User documentation isn’t just for new users - experienced customers may also refer to user manuals or product guides to refresh their memories on a feature they haven’t used often or to solve a specific problem they may have.

Free & Public Online

**No user license login required to access training guides*

Salesforce Free & Public Online

*No user license login needed*

Comparable

Video Tutorials

If you’re someone who learns better when you can see what you’re trying to accomplish laid out in front of you, then video tutorials are definitely for you. For pretty much anything you want to learn to do, you can find a tutorial online that will give you an audio-visual experience to help you through every step of the process. Whether you want to learn how to adjust a settings page or simply advance your day-to-day skills, you can find videos that give you a visual learning experience.

Free & Public Online

*No user license login required to access training guides*

Hubspot (Some Free & Public Online)

*Some training guides require user license login*

Comparable

* although may require subscription fees for advanced training.*

System Implementation & Training with Specialist

Let a trained specialist set up your account for you. Our implementation program provides guidance, phone support, and training to help you get the most out of Shape Software.

Starting at $500

*Not Included in $99 User License - base implementation fees includes the provisioning of login credentials on best practices industry template with pre-built drip campaigns, statuses, prioritization rules, triggers & automations, user creation & setup, standard data migration, assisting your lead providers with marketing source posting instructions, standard phone configuration, a training call with an implementation specialist*

Velocify Starting at $4,750

*Not Included in $182 User License - base implementation packages includes Quick Start SOW + Dial IQ Setup for similar assistance*

$4,259

SAVED WITH SHAPE

Mobile App for Smartphones

A mobile app is a type of application designed to run on a mobile device, which can be a smartphone or tablet. Mobile apps manage to provide users with quality services and experiences viewed and used on smaller devices. Even though device technology today is very sophisticated, mobile app functionality remains narrowly functional. Shape’s cloud-based platform is built with responsive design, meaning an app is not needed, but we have an app available to download to use a lite version of Shape from your mobile device.

Free Download

*Login available with user license

Salesforce Free Download

*Login available with user license

Comparable

Custom Programming

The ability to develop a custom solution, or custom apps that work on top of your existing platform implementation – is what can allow you to scale and tailor a solution for your specific needs. Custom development enables you to improve existing applications, move other existing applications over to one platform, and integrate features to establish even more robust solutions that extend the core platform.

$150/Hour

*Not included in the $99 user license fees, but custom development available (costs determined by scope of project)*

Salesforce $10,000-100,000+

*Not included in the $175 user license fees, but custom development available (costs determined by scope of project)*

$9,500+

SAVED WITH SHAPE

Custom Configuration, Consulting & Implementation

Configuration is when you use native tools in the system to change its behavior or features. This involves tasks like adjusting settings pages rules, adding campaigns, customizing role-based permissions, creating templates, adding business logic and automation, etc. When you configure a system, you’re essentially setting the platform’s “options,” which is available to do for administrative user roles. This might sound easy, but there are a lot of options and it really helps to have advanced knowledge of a system’s inner workings before configuring them to work in a certain way. Implementation specialists have a ton of experience mapping your business requirements to your system configuration.

$150/Hour

*Not included in the $99 user license fees, but custom configuration available by trained specialists.*

Velocify $250/Hour

*Not included in the $182 user license fees, but custom configuration available by trained specialists.*

$100+

SAVED WITH SHAPE

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

$76/User/Month

Price(per user, per month)

$15-$50

$15-$79

($)Additional Investment Required

Disclaimer: All the information, prices, and data are verified as of November 2020. All logos and company name are trademarks or registered @ trademarks of their respective holders. Usages is done purely for the comparison purpose only. To report any incorrect or outdated information, please get in touch with us.

Marketing Features & Pricing

Use software to automate marketing activities from lead generation and capture to nurturing customers through the sales cycle. Automate repetitive tasks such as email & text marketing, ad campaigns, and more – not just for the sake of efficiency, but so they can provide a more personalized experience for their customers.

Features

Drip Campaigns

Follow up and nurture customers through automation campaigns - pre-build in the system. This involves a series of actions that occur over longer periods of time in order to nurture records through the sales funnel based on the stage they are at in the workflow. Target specific records keeping their minds engaged with emails, text messages and more.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)*

Hubspot ($356/User/Month +$100/Additional User/Month)

*Add up to 2,000 Marketing Contacts included in user license fees (5 User Minimum) – Requires Professional CRM Suite for comparable features*

$257/User/Month

SAVED WITH SHAPE $15,420/Year (5 Users) $31,920/Year (10 Users) $66,240/Year (20 Users)

Trigger Automation

An automated trigger is an initial input that kicks off the activation of an automated action. Trigger automation can kick off an entire automated process in response to various input types such as a status change, new field inputs, call outcomes, etc.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Zapier + Connected App Subscriptions ($73.50/Month + Connected App Subscription Fees)

$73.50/Month+

SAVED WITH SHAPE *Although Zapier may still be required for certain business needs, this could be downsized or eliminated*

Email Templates

Email marketing is an undeniably powerful strategy for lead acquisition and customer retention. Creating a library of email templates can save you a ton of time long-term, allowing you to quickly choose and lightly edit past templates for new emails. Use pre-built templates tailor-made for your industry’s needs, or use HTML and advanced drag and drop email template builders to help you intuitively and quickly create new email templates for your upcoming campaigns, or manual email sending across the company.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)*

Mailchimp ($52.99/Month)

*Add up to 5,000 marketing contacts included in price – Requires Essentials Plan for comparable features*

$52.99/Month+

SAVED WITH SHAPE *Mailchimp can be eliminated, or avoided as a monthly payment*)

Email Design Builder

Email templates allow you to customize the formatting and text of emails sent by users who share your content. Create, or import email templates with variable data merge tokens for quick and efficient communications from manual to automated campaigns. Templates can be text-only, or HTML and text built with our easy-to-use HTML editor or advanced template builder for responsive designs.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

BEE Pro ($30/month (2 User Cap)

+$15/Additional User/Month

$30/Month+

SAVED WITH SHAPE *BEE Pro can be eliminated, or avoided as a monthly payment*

Text Templates

Text messaging templates provide pre-set text that can be used to quickly send common text messages without typing the message itself. This feature lets you send those replies simply by choosing them from a menu, instead of typing out the whole phrase if manually sending. Text templates support variable data merge tokens and are also used in automated messaging from drip campaigns to bulk messaging & triggered updates.

$99/User/Month + $0.02/SMS & $0.05/MMS

*Included in month-to-month user license, no annual contracts*

Avochato ($42/user/month + $210/month platform fee + $0.03/SMS & $0.03/MMS)

$252/Month+

SAVED WITH SHAPE *Avochato can be eliminated, or avoided as a monthly payment*

Video Marketing

Build better business relationships with video messaging. Your brain can process visuals much quicker than it can text. About 90% of the total information transmitted to your brain is visual. On top of that, your brain can process these visuals 60,000 times faster than text. Video messages help create clear and easy to understand information. Send video messaging 1:1, automated, or through bulk messaging - don't just make communication more relatable, they actually increase understanding as well.

$99/User/Month

*Included in month-to-month user license, no annual contracts + supports FREE BombBomb integration.*

BombBomb ($49/User/Month (5 User Cap)

$49/User/Month+

SAVED WITH SHAPE *BombBomb can be eliminated, downsized to 1 company-wide user, or avoided as a monthly payment

Mass Email Blast Marketing

Email marketing is an undeniably powerful strategy for lead acquisition and customer retention. Creating a library of email templates can save you a ton of time long-term, allowing you to quickly choose and lightly edit past templates for new emails. Use pre-built templates tailor-made for your industry’s needs, or use HTML and advanced drag and drop email template builders to help you intuitively and quickly create new email templates for your upcoming campaigns.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)*

Mailchimp ($52.99/Month)

*Add up to 5,000 marketing contacts included in price – Requires Essentials Plan for comparable features*

$52.99/Month+

SAVED WITH SHAPE *Mailchimp can be eliminated, or avoided as a monthly payment*

Mass Text Blast Marketing

Bulk texting, also known as mass text messaging, is a popular communication service that is used by businesses across the world for the purpose of marketing and promotion. It is an effective and cost-efficient service that sends a single text message to thousands of subscribers all at once.

$99/User/Month + $0.02/SMS, $0.05/MMS

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.05/SMS (up to 5,000 messages/month) + $0.10/SMS after 5,000 messages/month)

*(MMS Not Supported)

$83/User/Month+

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Birthday & Holiday Marketing

Birthday marketing is a marketing strategy used to nurture and strengthen relationships with the customers by reaching out to customers during their birthday month. Birthday marketing occurs as personalized and automated emails, triggered by each customer’s birth date that provides them with a specialized positive experience.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

PDF & MS Word Doc Branded Auto-Fill Flyers

Automatically pre-fill customer documents and marketing flyers through document automation features. Streamline your document workflow by uploading document templates, in either PDF or MS Word formats with merge token mapping that automatically fill within the customer’s record file. Email, download, print and send documents, and/or use our eSignature solutions if eSign is required.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Formstack ($400/month)

(5 User Cap) - 150/month Document Merge Cap

$400/Month+

SAVED WITH SHAPE *Formstack can be eliminated, or avoided as a monthly payment*

Personalization Through Data Merge Tokens

Merge Tags (also known as Personalization Fields or Data Tags) allow you to customize templates (such as email, text, etc.) to customize each template specific to the customer, and to keep your customers more engaged. These tags pull from the fields in your system.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Attach Documents to Emails & Email Templates

One of the fundamental uses of email is to share photos and other files with the email recipient(s). Attach files to 1:1 email sending as well as email templates for bulk emailing.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Outlook/Gmail (Free versions available for personal use.)

N/A

Static & Dynamic Communication Lists

Create static & dynamic lists for reporting, communication, and organization purposes. A static list is one in which you select and manually add members to the list. Once the list is created, it doesn't change over time unless you add or subtract members. A dynamic marketing list is one in which you create a query that identifies members by one or more attributes.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)*

Hubspot ($356/User/Month +$100/Additional User/Month)

$257/User/Month

SAVED WITH SHAPE $15,420/Year (5 Users) $31,920/Year (10 Users) $66,240/Year (20 Users)

Database Segmentation

Creating a segmentation and contact management strategy can help you create and organize the relationships your business is developing with your customers and contacts. Help send contextual content and create conversations that people want to engage with. That is the power of bringing contact management and segmentation together.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)

Hubspot ($356/User/Month +$100/Additional User/Month)

*Add up to 2,000 Marketing Contacts included in user license fees (5 User Minimum) – Requires Professional CRM Suite for comparable features*

$257/User/Month

SAVED WITH SHAPE $15,420/Year (5 Users) $31,920/Year (10 Users) $66,240/Year (20 Users)

Scheduling

Scheduling send features are handy when you want to send certain communications at specific times. Schedule email blasts, text blasts, or pre-defined automated drip campaigns off of specific run schedules to reach your customers at the most opportune times throughout the sales cycle.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)*

Autopilot ($299/month + $29/seat/month)

*Requires Business plan for comparable features

$299/month + $29/seat/month

SAVED WITH SHAPE *Autopilot can be eliminated, or avoided as a monthly payment

Lead Management

Lead management is the process of tracking and managing prospective customers. Sometimes referred to as customer acquisition management, it generally encompasses the following processes: lead generation, customer inquiry & capture, filtering, grading, distribution, and contact, and lead nurturing.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)

Keap (Formerly Infusionsoft) ($299/User/Month for 1 User + $30/User/Month for Additional Users)

*Requires Pro for comparable features - pricing reflects system with 2,000 contacts*

$200/Month

SAVED WITH SHAPE

Opt-Out, Unsubscribe & DNC Compliance, Tracking & Management

When someone indicates that they do not want to be contacted, it’s imperative both from a relationship and a compliance perspective to respect their wishes. Uphold compliance standards with all contact methods, including call, email, and text. Helpu mitigate the risk of being out of compliance with TCPA, CASL, and CAN-SPAM regulations.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)

Twilio + Sendgrid + Programming or Third Party Software Integration($299/User/Month for 1 User + $30/User/Month for Additional Users)

*Requires Pro for comparable features - pricing reflects system with 2,000 contacts*

$89.95/Month+

SAVED WITH SHAPE *Twilio, Sendgrid + third party softwares or custom programming can be eliminated, or avoided as a monthly payment*

Email Validation

Email Validation is a method of verifying if an email address is valid and deliverable. It also confirms if an email address has a reliable domain such as Gmail or Yahoo.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)

Mailgun + Programming or Third Party Software Integration (Starting at $110/Month (Includes 3,500 Email Validations)

*Requires Business plan for comparable features

$110/Month+

SAVED WITH SHAPE *Mailgun can be eliminated, or avoided as a monthly payment*

Email Send, Open & Click Tracking

Email tracking is a method for monitoring the delivery of email messages to the intended recipient. Get email send, fail, open, and click tracking statuses with notifications to reveal the exact time that an email was received or opened.

$99/User/Month

*Add up to 100,000 marketing contacts included in month-to-month user license, no annual contracts (No User Minimums)

Streak ($129/User/Month)

*Requires Enterprise plan for comparable features*

$129/Month+

SAVED WITH SHAPE *Streak can be eliminated, downgraded, or avoided as a monthly payment*

Integrations, Webhooks, and Lead Capture

Integrations bring two systems together allowing your workflow to be simplified by connecting solutions to each other, and by providing a central pipeline. Use pre-built native integrations, API, POST URL, inbound & outbound webhooks to interact with Shape and other third-party platforms.

$99/User/Month

*Includes post URL, self-serve integrations, outbound webhooks & API documentation in month-to-month user license, no annual contracts - (Some integrations have additional fees - API documentation & accessibility available upon request & approval of project)

Zapier + Connected App Subscriptions ($73.50/Month + Connected App Subscription Fees)

*Requires professional plan for comparable features (pricing reflective of 2,000 task cap)

$73.50/Month+

SAVED WITH SHAPE *Although Zapier may still be required for certain business needs, this could be downsized or eliminated*

Open API Access

Extend the power of your platform to your entire organization to increase business efficiency and drive growth through interacting with your data on Shape via the API.

Included in $99 User License

*(API Available Upon Request & Approval of Project)

Salesforce ($175/User/Month + $4,800/Connection/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) + Salesforce Connect for comparable features*

$4,800+ $76/User/Month

SAVED WITH SHAPE SAVED WITH SHAPE $9,360/Year (5 Users) $13,920/Year (10 Users) $23,040/Year (20 Users)

Display Ad Marketing

Display advertising appears on third-party websites and uses video, image, or text elements to market products or services. There are many types of display advertising including banner, desktop, and mobile ads designed to align with that of the host website and the selected audience preferences. Design & deploy digital marketing campaigns across millions of frequented websites.

$99/User/Month +$25/1,000 Impressions (100,000 Impression Minimum)

Marketing Agency ($2,500/Month+)

Digital marketing management typically starts around $2,500/Month+

$2,500/Month+

SAVED WITH SHAPE *Although marketing agencies may still be required for certain business needs, this could be downsized or eliminated*

IP Target Marketing through Digital Ads

IP targeting is a method of digital marketing that involves targeting consumers using their IP address and delivering online advertisements accordingly. It’s a hyper-focused effort through which you can target the exact audience for your brand based on their physical address and put your advertisements directly in their line of sight.

$99/User/Month +$25/1,000 Impressions (100,000 Impression Minimum)

Marketing Agency ($2,500/Month+)

Digital marketing management typically starts around $2,500/Month+

$2,500/Month+

SAVED WITH SHAPE *Although marketing agencies may still be required for certain business needs, this could be downsized or eliminated*

Price(per user, per month)

$15-$50

$15-$79

($)Additional Investment Required

Disclaimer: All the information, prices, and data are verified as of November 2020. All logos and company name are trademarks or registered @ trademarks of their respective holders. Usages is done purely for the comparison purpose only. To report any incorrect or outdated information, please get in touch with us.

Communication Features & Pricing

Stay in front of your customers and prospects with emailing, calling, and texting features to qualify and build your brand. Easily create templates, send automated drip campaigns, manage mass communications, and even automate reminders.

($)Additional Investment Required

Disclaimer: All the information, prices, and data are verified as of November 2020. All logos and company name are trademarks or registered @ trademarks of their respective holders. Usages is done purely for the comparison purpose only. To report any incorrect or outdated information, please get in touch with us.

Reporting Features & Pricing

Description Text here.

Features

Custom Reporting

The custom reporting feature allows you to create report templates based on any combination of criteria, with many formatting options so it’s tailored to your team and goals. You can create custom reports to pull data and analyze metrics, filter, group, sort & sum to get an overview of results, measure conversion rates throughout specific stages in the customer lifecycle, monitor which sources, activities, or assets impact your lead generation, on revenue, etc. Report output can be exported to another application and can be scheduled to send on a regular basis.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Saved Reports

The saved report feature allows you to save reports you run so you can download, share, and distribute to your team. This can help your business as everyone has ownership over the success of the team effort and everyone can be in the loop as to goal tracking.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Contact List Page Reporting

Contact list page reporting gives an overview of all the sales contacts in the database. This can be broken down by record type, job type, level of engagement, date of last contact and other attributes. This information can be useful to your business because it allows you to: analyze a set of contacts, iidentify key contacts, discover opportunities, and keep your team organized.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Marketing Reports

Marketing reports analyze the performance of your marketing strategies from research to promotional tactics, goals and expected outcomes. Marketing Reports allow a business to track the ROI or effectiveness of their customer acquisition spend online. Instead of hoping for the best and wasting valuable budget, channel and lead source reporting helps you identify what’s working and converting and what is not, so you can make marketing decisions that will move the needle.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Hubspot ($356/User/Month +$100/Additional User/Month)

*Supports view & edit access, but not multiple record owners (5 User Minimum) – Requires Professional CRM Suite for comparable features*

$257/User/Month

SAVED WITH SHAPE $15,420/Year (5 Users) $31,920/Year (10 Users) $66,240/Year (20 Users)

Customer Portal Reports

Customer reports provides an overview of client engagement activity and team responsiveness so you can track and measure your businesses performance. By entering criteria such as date ranges and other filters, you can generate daily, weekly, or monthly reports to track form conversion data within analytics. This gives you access to real-time visibility of your businesses data and insights needed to invest in to grow your business.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

UNKNOWN

Email Tracking Reports

Email tracking reporting gives you valuable insights and metrics (such as open rates, click-through rates, bounce rates, and unsubscribe rates) as well as campaign performance over time. Businesses can use email tracking reports to improve email marketing strategy and take action to adjust, optimize, and create more powerful campaigns to drive your business forward. In addition, businesses can build and send high quality newsletters, emails, and drip campaigns with pinpoint accuracy and stay connected with leads to nurture new relationships.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Mailchimp ($52.99/Month )

*Add up to 5,000 marketing contacts included in price – Requires Essentials Plan for comparable features*

$52.99/Month+

SAVED WITH SHAPE *Mailchimp can be eliminated, or avoided as a monthly payment*

Lead Source Analytics Reports

Lead source reports allow you to see all the leads generated within a specified time range and determine which lead sources are working best for you so you can make data-driven business decisions. Whether it’s social media, email marketing, SMS, pay-per-click, or other lead sources, you can see which source is most effective at generating leads for your business.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Hubspot ($356/User/Month +$100/Additional User/Month)

*Supports view & edit access, but not multiple record owners (5 User Minimum) – Requires Professional CRM Suite for comparable features*

$257/User/Month

SAVED WITH SHAPE $15,420/Year (5 Users) $31,920/Year (10 Users) $66,240/Year (20 Users)

Campaign Conversion Reports

Campaign conversion reports give your business insights into what percentage of leads are converted into sales based on active drip campaign actions. These reports help you monitor, organize, and obtain meaningful insights on which campaigns are most effective. Your business can benefit by diving deeper into funnel metrics to determine what your ROI is for each campaign, whether it generated new customers, and how well it worked.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Inbound Call & Text Campaign Reports

Inbound call & text reports help your business gauge the performance of inbound telephony traffic with daily call volume reports, service levels, call resolution rates, and specific team member productivity reports to provide insights into trends and challenges your business faces. Businesses can gain real-time access to important information to make operational decisions and evaluate trends to predict future call & text volume and staffing requirements, etc.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

CallRail ($95/Month + Usage + CRM Fees ($3.00/Phone Number/Month & $0.05/Minute Calling)

*Requires Marketing Analytics + CRM Fees for comparable features*

$95/Month+

SAVED WITH SHAPE *CallRail can be eliminated, downsized, or avoided as a monthly payment*

Duplicate Flagged Records Reports

The integrity of your data is key for any CRM to do its job effectively, so it is vital to be able to monitor, identify, and address duplicate records. Duplicate records reports allow you to determine a set of rules for duplicate contacts, provides a count of how many records have been flagged by the rule you determine, ties a specific record to a duplicate record set, and enables you to adjust to improve your data quality.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Scheduled Bulk Email Report

Track the performance and scheduling of bulk email campaigns. Businesses can use email templates with targeted content to schedule to send to specific prospects to save time; can personalize bulk emails for better engagement; track bulk email open rates, clicks, replies; and set up follow up emails and schedule them for delivery at a specific date and time. As a result, businesses can analyze email performance with insightful metrics, re-engage cold leads, capture new leads, and convert them.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Mailchimp ($52.99/Month)

*Add up to 5,000 marketing contacts included in price – Requires Essentials Plan for comparable features*

$52.99/Month+

SAVED WITH SHAPE *Mailchimp can be eliminated, or avoided as a monthly payment*

Email Bounce Tracking Report

Email bounce reports give you data on the percentage of email addresses in your subscriber list that did not receive your message because it was returned by a recipient mail server. Metrics are provided on successful deliveries, bounces, unsubscribes, and more. Hard bounces are usually because the email address does not exist anymore. Soft bounces happen typically for a temporary reason such as a full mailbox, or a server that is temporarily inactive.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Mailgun + Programming or Third Party Software Integration (Starting at $110/Month (Includes 3,500 Email Validations))

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$110/Month+

SAVED WITH SHAPE *Mailgun can be eliminated, or avoided as a monthly payment*

Call Reports

Call log reports provide a complete record and timeline of incoming and outgoing calls on a daily, weekly, monthly, or specific date range. Call Reports typically include calls by user, duration, caller ID numbers, call logs and call outcomes. Call reports help a business get easy access to call data so they can forecast costs, track productivity of individuals or teams, and quickly search and sort through call logs.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

CallRail ($95/Month + Usage + CRM Fees ($3.00/Phone Number/Month & $0.05/Minute Calling)

*Requires Marketing Analytics + CRM Fees for comparable features*

$95/Month+

SAVED WITH SHAPE *CallRail can be eliminated, downsized, or avoided as a monthly payment*

User Calling Performance Reports

User call performance reports give you data on total calls made per user (both inbound, outbound, and unique calls), total time spent calls, average call durations. Businesses can use this metric to measure and consistently improve sales rep productivity and determine which users are the most productive with their time and which ones might not be picking up all incoming calls.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Missed Call Reports

Missed call reports provide a list of all missed calls per team member so that they can follow up and try the prospect back again. Missed calls are the biggest pain point in sales, but not following up on missed calls can be a huge problem and missed opportunity to convert leads to sales. Businesses can monitor missed call reports several times a day to see which calls have gone unanswered, how many missed calls still need follow up, and how effective their sales team is throughout the day.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

RingCentral ($44.99/User/Month + Contact Center + CRM)

*Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*

Voicemail Message Reports

Voicemail reports provide a record of which calls are going to voicemail. Businesses want to ensure that voicemail messages are clear and concise and leave all the detailed follow-up information including the phone number to call back, email address, website URL, and a link to an online calendar.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

RingCentral ($44.99/User/Month + Contact Center + CRM)

*Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*

Call Recording Report

Call recording reports provide audio files and a detailed log of data collected from phone call records, including statistics on how many total and unique calls occurred (both inbound and outbound), the average length of calls, call dates and start and end times, which team and user handled the calls, statuses within the sales cycle, call statuses and outcomes, and to which campaigns the calls are related. These reports provide powerful insights into how your business’s sales process is functioning as well as metrics to evaluate and improve both individual and team performance.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

RingCentral ($44.99/User/Month + Contact Center + CRM)

*Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*

Text Message Log Reports

Text log reports provide a complete record and timeline of incoming and outgoing texts on a daily, weekly, monthly, or specific date range. Text logs help a business get easy access to text data so they can check receipt of texts to see if they have been read, check reply rates, forecast costs, track productivity of individuals or teams, and quickly search and sort through text logs.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

RingCentral ($44.99/User/Month + Contact Center + CRM)

*Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*

User Productivity Reports

User productivity are used by managers to determine the productivity rate for each user on the team. These reports typically show the number of leads, opportunities and accounts that are updated within a specified time range. Businesses can use these reports to make sure their users are updating the system, reaching their goals, and monitoring the sales automation process and reduce lost revenue opportunities.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

User Availability & Login Session Reports

User availability & session reports display information about each user that details their preferences, login sessions, last password reset dates and times, availability, and login sessions. These reports offer a great way to audit user access and time spent within the system.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Note Log Reports

Note logs reveal all the notes inputted from team members from calls, emails, texts, and other records. Notes leave a trail to document interactions and allow management to audit various records. Notes can be attached to document the customer journey throughout the sales process.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

eSignature Tracking Reports

eSignature reports monitor and track the flow of signed agreements within your account. Real-time status tracking indicates when documents are sent from the account, recipient activity for documents sent, and usage for the account. Reports can be run with filters such as date range, sent by which user, and document status.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

DocuSign ($65/User/Month (5 User Cap))

*Requires Business Pro Plan for comparable features*

$65/Month+

SAVED WITH SHAPE *DocuSign can be eliminated, or avoided as a monthly payment*

Scheduled Events Overview Reports

See insights into all upcoming scheduled events in one place. Meeting notifications can be sent, agendas can be shared, and meeting notes sent to all attendees after the meetings, as well as action items delegated to specific team members.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Calendly ($15/User/Month)

*Requires Pro Plan for comparable features*

$15/Month+

SAVED WITH SHAPE *Calendly can be eliminated, downsized, or avoided as a monthly payment*

Task Overview Reports

With task reports, businesses can see insights into all upcoming tasks per user in one place. Task notifications can be sent, task notes and updates can be made and action items marked with appropriate status by each specific team member.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Evernote ($14.99/User/Month)

*Requires Evernote Teams for comparable features (2 User Minimum)*

$14.99/Month+

SAVED WITH SHAPE *Evernote can be eliminated, or avoided as a monthly payment*

Unassigned Record Reports

Unassigned records reports show a list of all records who are not yet assigned an owner. They can be new leads that come in through the pipeline that need to be assigned to sellers or sales teams. Pulling a report of unassigned records allows a business to prevent loss of revenue from unassigned records and balance assignments among sellers. Businesses can use rules to match leads or attributes for unassigned records to sellers who are a good fit for the lead.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Deleted Record Reports

The deleted records report pulls all deleted records from Shape even after they were deleted from the main database up to 90 days. This gives businesses the ability and flexibility to restore records and run more accurate reports. For example, if a business was running a sales report for items sold nine months ago then deleted three months later, there would be no way to maintain these records accurately unless deleted records could be accessed.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Shark Tank Reporting

The Shark Tank provides an effective way to see how users are interacting revitalize aged or neglected records. The idea is to allow other users the opportunity to claim records thar haven’t resulted in a deal. Other reps within your company can pull from or steal those records that fall under your businesses’ shark tank rules. This type of structure, and associated reporting can be automated to ensure opportunities aren’t being left behind that have the chance to be re-worked. This report shows number of records assigned, lost, and claimed in the Shark Tank.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

UNKNOWN

*It is unknown if competitor exists that supports shark tank reports**

Batch Action Reports

Batch action is a method of running high-volume, repetitive tasks to process, collect and store data during an event called a “batch window.” Batch action reporting helps improve business efficiency by allowing companies to prioritize and review time-sensitive jobs and schedule batch processes for those that are not as time-sensitive.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

UNKNOWN

*It is unknown if competitor exists that supports shark tank reports**

Credit Usage Overview Reports

Credit Usage Overview Reports show a business the status of their credit usage within the system for additional services above the monthly user fee. This information gives a business a barometer for how much they are spending per month so they can adjust campaigns and measure ROI.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Price(per user, per month)

$15-$50

$15-$79

($)Additional Investment Required

Disclaimer: All the information, prices, and data are verified as of November 2020. All logos and company name are trademarks or registered @ trademarks of their respective holders. Usages is done purely for the comparison purpose only. To report any incorrect or outdated information, please get in touch with us.

Integrated Customer Portal Features & Pricing

Offer customers a simple & secure hub to complete applications, upload documents, and more. Streamline your sales process, create a best-in-class client experience, and close more deals than ever before.

Features

Responsive, Cloud-Based Software

Shape’s responsive, cloud based software lets you access Shape from anywhere with wifi, and automatically scales its content and elements to match the screen size on which it is viewed - no mobile app download required, although available! This empowers visitors on mobile devices to use the full power of Shape from their cell, tablet, laptop, etc. while on the go.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Integrated Point of Sale (POS)

Offer customers a simple & secure hub to generate new leads, complete applications, upload documents, and more. Streamline your loan process, create a best-in-class client experience, and close more deals than ever before.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Pipeline Management

Manage and monitor your incoming sales and business opportunities through your pipeline, tracking them across the different stages of the lead's journey until they are finally closed as won or lost.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Loanzify ($79+/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Prioritization Rules

Prioritization rules save your users valuable time and provide needed focus on optimal activities strategies. These well-defined sales process and contact strategies greatly improve productivity and sales results. Work off of segmented, rule-based prioritized lists or blind queues to optimize your reps’ time and productivity.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Prioritization not supported in competitor POS solutions –)

*Requires CRM integration

N/A

Duplicate Management & Merging Records

Automatically or manually find and handle duplicates using a combination of matching rules and duplicate merge preferences. By activating duplicate rules, you can control how duplicate leads are handled, keeping your database clean, and avoiding confusion between customers and users.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Duplicate management not supported in competitor POS solutions)

N/A

Drip Campaigns

Remind customers through automation campaigns - pre-build in the system. This involves a series of actions that occur over longer periods of time in order to nurture records through the sales funnel based on the stage they are at in the workflow. Target specific records keeping their minds engaged with emails and text messages and more.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Drip campaigns not supported in competitor POS solutions )

*Requires CRM integration

N/A

User Role Permission Management

Shape supports users with varying roles and department permissions. Set security and access permission levels to your user roles (User, Manager, Director, Admin, Limited Portal User, Limited Partner User) and customize informational tab views by department. Each user is granted a user role permission that either grants or restricts certain actions in the system. Users can be in multiple departments if they wear multiple hats in the organization.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Unknown (User Role Permission Management is generally limited, or requires enterprise level plans in competitor POS solutions )

*Requires CRM integration

N/A

Team Management & Oversight

Team management is the ability of either an organization or manager to carry out and coordinate a team to execute their tasks and common goals. Create unlimited teams which involves assigning manager (or director) user roles to a team of users, setting communication and performance objectives to achieve goals, and analyzing reporting to ensure desired results are met.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($250/Month+ )

(Includes 1 LO + 4 Support Users)

$25/Month

SAVED WITH SHAPE Compared to 5 users on Shape

User Profile Management & Preferences

A user's profile contains information about them, such as their name, phone number, and email address, email signature, photo, and password reset features. In addition to these details, the profile stores certain user preferences that streamline their use of the system, such as email integration, phone settings, and notification preferences.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($250/Month+ )

(Includes 1 LO + 4 Support Users)

$25/Month

SAVED WITH SHAPE Compared to 5 users on Shape

Activity Timelines

Activity timelines list events, interactions, tasks, and critical information, dates & events in chronological order on activity logs to view the audit trail of user interactions with the record in one place.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

eSignature Solutions

eSignature is a document signing tool that you can use to legally—and securely—collect approvals online in minutes and have all of the sent and signed documents stored within the customer’s record with advanced field mappings. Used to replace lengthy manual signing processes, e-signatures speed the agreement process and maximize productivity.

$45/Portal User/Month + $0.50/eSign Document

*Included in month-to-month user license, no annual contracts (No User Caps)*

DocuSign ($65/User/Month)

*Requires Business Pro Plan for comparable features*

$65/Month+

SAVED WITH SHAPE *DocuSign can be eliminated, or avoided as a monthly payment*

Automated Document Gathering through Smart Lists & Responses

Make it simple for your customers to know exactly what is on their needs-list, and even easier to get it to you. Quickly collect accurate supporting documentation from your borrowers in a secure, centralized, digital environment.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Document Sharing & Storage

Store and share files, collaborate on projects, and bring your best ideas to life—whether you're working alone or with colleagues and clients. All your files are backed up to the cloud and available online.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Dropbox ($19.99/Month)

*Requires Family Plan for comparable features (6 User Cap)*

$19.99/Month+

SAVED WITH SHAPE *Dropbox can be eliminated, or avoided as a monthly payment*

Notifications

Notifications are a type of time management and reminder solution that is designed to alert the user, or customer of important milestones, events, updates, and more to stay up to date on the lifecycle of a customer. Notifications offer internal company and external customer messaging and engagement solutions, with mobile and web push notifications, in-app messaging, SMS, and email. Use the pre-built notifications and supplement custom notifications through templates and triggers, or drip campaigns.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Loanzify ($79/User/Month)

$34/User/Month

SAVED WITH SHAPE *Loanzify can be eliminated, or avoided as a monthly payment*

Survey-Style Questionnaire

A smooth and simple interface guides customers through their application, by leveraging visual cues and intelligent routing. For loan originators, a web-based loan application must be brandable, flexible to their needs, and capable of automating as many front-end tasks as possible.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

*Requires Enterprise plan for LOS milestone syncing

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Integrated, Configurable Lead Forms

Configure your intake with Shape’s simple yet powerful “if-this-then-that” automation. Add questions, hide fields, and add additional forms with just a click.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Loanzify ($79+/User/Month)

$34/User/Month

SAVED WITH SHAPE *Loanzify can be eliminated, or avoided as a monthly payment*

Automated Image PDF Conversion

Upon document approval, JPEG, PNG and other raster files to are converted into quality PDFs for ease in sharing and syncing those files with compliance systems, like a LOS.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Custom Fields & Layouts

Customize and transform your point-of-sale portal into a one-stop information shop by creating dynamic layouts for your customers.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Trigger Automation, Business Rules & Logic

An automated trigger is an initial input that kicks off the activation of an automated action. Trigger automation can kick off an entire automated process in response to various input types such as a status change, new field inputs, call outcomes, etc.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Automated Requests & Reminders

Shape’s template-based automated email and SMS notification system keeps your borrowers alert to changes in documentation requirements, updates, and more.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Template Management

Template management is a system of governing a company’s resource ecosystem based on a range of document and template types. Create, use, and store email, text, call script, eSignature, fillable PDF, fillable MS Word documents, branded flyers, and more in one effective, collaborative, and cloud-based template management solution. Template management saves time, boosts productivity, consistency, and brand awareness amongst your organization.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Limited (?)

Branded & User-Friendly Interface

White-label your point of sale with your name, logo, compliance details, doc sets, colors, and more for brand recognition. Configure the length of the form, or add custom questions and follow-up.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Co-Branding With Referral Partners

Partnering with other individuals and businesses, both on and offline, is a tremendous way to increase your brand’s awareness while gaining valuable referrals and exposure. Provide referral partners with brandable links to ensuring mutual clients have a comfortable experience that input customer information, applications, and documents directly into your system for follow up.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Partner Updates via Email, Text & Portal Login

Keep your referral partners and linked contacts up to date with gentle reminders and updates to keep your mutual customers’ files moving forward.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Universal Company-Wide Portal Application URL

Get a white labeled company domain name secured with TLS 1.2 & TLS 1.3 Encryption. SSL/TLS is an encryption-based Internet security protocol to ensure privacy, authentication, and data integrity in Internet communications. In order to provide a high degree of privacy, SSL/TLS encrypts data that is transmitted across the web. This means that anyone who tries to intercept this data will only see a garbled mix of characters that is nearly impossible to decrypt.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Loanzify ($79+/User/Month)

$34/User/Month

SAVED WITH SHAPE *Loanzify can be eliminated, or avoided as a monthly payment*

User-Specific Branded Portal Application URLs

Instead of having just one catch-all landing page to direct prospects into general lead routing rules, LOs can create a unique branded, or co-branded landing page for themselves and referral partners they’ve added to Shape - complete with their contact information & profile pictures.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Multi-User Record Assignment & Ownership

Assign multiple department users to a single record for team collaboration & transparency and customize informational tab views based on department users’ needs and permissions. As a multi-model database, Shape unifies multiple database systems into a singular engine, seamlessly for various database types, tracking, and more in one, all-inclusive platform.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Multi-user record ownership and assignment not supported in competitor POS solutions –)

*Requires CRM integration

N/A

Customizable Settings, Templates & Docs, & Doc Sets

Shape comes pre-built with professionally-written email & text templates, configurations, and settings out of the box, but you can customize the text and branding of all communication as needed.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Automated Lead Creation

Integrations bring two systems together allowing your workflow to be simplified by connecting solutions to each other, and by providing a central pipeline. Use pre-built native integrations, API, POST URL, inbound & outbound webhooks to interact with Shape and other third-party platforms.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Loanzify ($79+/User/Month)

$34/User/Month

SAVED WITH SHAPE *Loanzify can be eliminated, or avoided as a monthly payment*

Advanced Distribution Rules

Distribution rules automate the delivery of records to your system’s users. Distribution allows you to quickly and intelligently route records based on a variety of factors and filters - such as assigning the right leads to the right reps based on licensing, areas of expertise, etc.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Advanced distribution rules not supported in competitor POS solutions – *Requires CRM integration)

N/A

Tasks, User Checklists, Events & Calendars

Team members can manage notes, tasks, and schedules in one place, keeping them focused on what matters now. Capture, organize, and share critical information with ease, and find it quickly when you need it.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Tasks, events & calendars not supported in competitor POS solutions)

N/A

Outlook & Google Calendar Syncing

Sync Outlook or Google calendars so you and your colleagues know when you are free and busy. Link your Microsoft or Google account using standard "Sign in with Microsoft" and "Sign in with Google" flows, and updates to your calendars sync within minutes so your schedule is always up-to-date and you never get double booked.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Outlook & Google calendar syncing not supported in competitor POS solutions – *Requires CRM integration)

N/A

Integrations, Webhooks, and Lead Capture

Integrations bring two systems together allowing your workflow to be simplified by connecting solutions to each other, and by providing a central pipeline. Use pre-built native integrations, API, POST URL, inbound & outbound webhooks to interact with Shape and other third-party platforms.

POST URL, Integrations, Inbound & Outbound Webhooks + API Documentation* Included in $45/Portal User License

*(Some Pre-Built Integrations Have Additional Fees) – *(API Available Upon Request & Approval of Project)*

Zapier + Connected App Subscriptions ($73.50/Month +)

*Requires professional plan for comparable features (pricing reflective of 2,000 task cap)*

$73.50/Month+

SAVED WITH SHAPE *Although Zapier may still be required for certain business needs, this could be downsized or eliminated*

Soft Credit Pull Integration

Experience fast, professional tri-merge credit reporting from Shape’s cloud-based infrastructure that is user-friendly and accessible 24 hours a day, seven days a week. Instantly request, retrieve, view and download reports right from Shape’s customer portal.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

(1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Language Translation

To help provide the same streamlined application process to more customers, Shape’s POS incorporates multilingual translations: English, Spanish, and Chinese.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

PDF Auto-Fill Documents

Automatically pre-fill customer documents through document automation features. Streamline your document workflow by uploading document templates, in either PDF or MS Word formats with merge token mapping that automatically fill within the customer’s record file. Email, download, print and send documents, and/or use our eSignature solution to be signed.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Formstack ($400/month (5 User Cap)

*150/month Document Merge Cap

$400/Month+

SAVED WITH SHAPE *Formstack can be eliminated, or avoided as a monthly payment*

3.2 & 3.4 File Generation (Mortgage Specific)

3.2 and 3.4 mortgage files were created in order to simplify the way industry businesses exchange electronic data. These data export reports provide users with the entire data set for customers, including loan and commitment data.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

1 User Cap)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Advanced Data Export

Data export tools provide a convenient way to obtain a copy of your data, either for backup, for external reporting, or for importing into a different system. The data is exported as a set of comma-separated values (CSV) files.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Exporting is generally limited to 3.2 and 3.4 file exports in competitor POS solutions)

*Requires CRM integration for advanced CSV exports

N/A

Recent Historical Data Export Tracking

Data export allows you to run reports and save them to CSV files for backup purposes, external reporting, and importing into other systems. Exported files from your system are saved for up to 48 hours for tracking purposes, and for easy downloading.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Exporting is generally limited to 3.2 and 3.4 file exports in competitor POS solutions)

*Requires CRM integration for advanced CSV exports

N/A

Searches, Filters, Custom Lists & Reporting

Work efficiently in lists by searching across your data, sorting columns, and refining results using filters and advanced custom reporting tools like sum, sort, group, etc. Custom reports allow you to create a report to your specifications and save the report for future use. These can be added by copying an existing report and modifying it to your needs, or by creating a report from scratch.

$45/Portal User/Month

*Included in month-to-month user license, no annual contracts*

N/A (Searches, Filters, Custom Lists & Reporting is generally limited in competitor POS solutions with limited to no export features –)

*Requires CRM integration for advanced CSV exports

N/A

Integrated Telephony & VoIP Services

An integrated, cloud-based platform, which means there is no need to replace existing hardware or purchase new equipment. All the communication tools users need in one place. Save time and be more productive with phone, email, and text communication tools on a single screen with automated logging and reporting. Enjoy features such as: Click-to-Call, QuickFire Connect, Local Presence, Inbound Call Routing & Conditional Call Flow Rules, Call Queue Power Dialing, Reporting & Analytics, Pre-Recorded Voicemails, Live Call Monitoring, Call Recordings, IVR Rules, and more.

$45/Portal User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

N/A (Integrated telephony services are not supported in competitor POS solutions –)

*Requires CRM integration for advanced CSV exports

N/A

Bi-Directional Texting

Conveniently send and receive SMS and MMS messages manually, automatically, or in bulk in a single platform with advanced tracking, oversight tools, and reporting. Save all communications within the record, and set up notifications via popup, email, phone, and app push notification to all assigned users. Voice dictation and 10DLC supported.

$45/Portal User/Month + $0.02/SMS, $0.05/MMS

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

N/A (Bi-directional texting is not supported in competitor POS solutions)

*Requires CRM integration for advanced CSV exports

N/A

Customer Support

Customer service representatives address customer issues and resolve them in a timely and efficient manner. Support reps interact with customers on a variety of channels and ensure that all valid customer concerns are being dealt with as quickly as possible.

US-Based, In-House Email Support Included in $45/Portal User License. Consulting, System Administration & Configuration Available for $150/hour (As-Needed), Advanced Monthly Plans Priced on a Case-by-Case Basis.

*Included in month-to-month user license, no annual contracts*

Floify ($79/User/Month)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Online Written Step-by-Step Guides

A well-crafted, user-friendly product manual or user guide can mean the difference between a fantastic customer experience and a terrible one. User documentation isn’t just for new users - experienced customers may also refer to user manuals or product guides to refresh their memories on a feature they haven’t used often or to solve a specific problem they may have.

Free & Public Online

*No user license login required to access training guides*

Floify ($79/User/Month)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

Video Tutorials

If you’re someone who learns better when you can see what you’re trying to accomplish laid out in front of you, then video tutorials are definitely for you. For pretty much anything you want to learn to do, you can find a tutorial online that will give you an audio-visual experience to help you through every step of the process. Whether you want to learn how to adjust a settings page or simply advance your day-to-day skills, you can find videos that give you a visual learning experience.

Free & Public Online

*No user license login required to access training guides*

Floify ($79/User/Month)

$34/User/Month

SAVED WITH SHAPE $2,040/Year (5 Users) $4,080/Year (10 Users) $8,160/Year (20 Users)

System Implementation & Training with Specialist

Let a trained specialist set up your account for you. Our implementation program provides guidance, phone support, and training to help you get the most out of Shape Software.

Starting at $500

*Not Included in $45 User License - base implementation fees includes the provisioning of login credentials on best practices industry template with pre-built drip campaigns, statuses, prioritization rules, triggers & automations, user creation & setup, standard data migration, assisting your lead providers with marketing source posting instructions, standard phone configuration, a training call with an implementation specialist*

Unknown (System implementation & specialized onboarding is generally limited, or requires enterprise level plans in competitor POS solutions)

*Requires CRM integration for advanced configuration tools.

Unknown

Custom Programming

The ability to develop a custom solution, or custom apps that work on top of your existing platform implementation – is what can allow you to scale and tailor a solution for your specific needs. Custom development enables you to improve existing applications, move other existing applications over to one platform, and integrate features to establish even more robust solutions that extend the core platform.

$150/Hour

*Not included in the $45 user license fees, but custom configuration available by trained specialists.**

Unknown (Custom development is generally limited, non-existent, or requires enterprise level plans in competitor POS solutions)

*Requires CRM integration for advanced configuration tools.

Unknown

Custom Configuration & Implementation

Configuration is when you use native tools in the system to change its behavior or features. This involves tasks like adjusting settings pages rules, adding campaigns, customizing role-based permissions, creating templates, adding business logic and automation, etc. When you configure a system, you’re essentially setting the platform’s “options,” which is available to do for administrative user roles. This might sound easy, but there are a lot of options and it really helps to have advanced knowledge of a system’s inner workings before configuring them to work in a certain way. Implementation specialists have a ton of experience mapping your business requirements to your system configuration.

$150/Hour

*Not included in the $45 user license fees, but custom configuration available by trained specialists.**

Unknown (Advanced custom configuration is generally limited, or requires enterprise level plans in competitor POS solutions)

*Requires CRM integration for advanced configuration tools.

Unknown

Price(per user, per month)

$15-$50

$15-$79

Features

Click-to-Call

An integrated, cloud-based platform, which means there is no need to replace existing hardware or purchase new equipment. All the communication tools users need in one place. Save time and be more productive with click-to-call features including automated logging and reporting.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Sequencial Call Queue Power Dialing

More dials, more meaningful conversations, more revenue. Built specifically for sales, the call features are designed to keep sales reps productive and increase the odds of connecting. Call queues work off of prioritized lists to keep your users focused on the activities that lead to more revenue.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Heads Up Display Live Call Monitoring

Monitor live calls with call monitoring (HUD) features, plus listen features. Set up your account's presence, and call monitor permissions based on company preferences.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Live Call Listen Feature

Live call or double-listening happens without the knowledge of either party on the call. It is commonly used by supervisors and managers to take notes and provide feedback after the call.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Inbound Call Routing

Inbound call routing rules determine how incoming calls are handled, tracked, and distributed based on the callers’ actions. Essentially, inbound call routing is call distribution and may include greetings, IVR, conditional sets, etc.

$99/User/Month

*Domestic telephony features included in month-to-month user license, no annual contracts*

RingCentral ($44.99/User/Month + Contact Center + CRM)

**Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*

VoIP or Call Forwarding User Preference

Users can choose to either use the “webphone,” a VoIP phone to make phone calls through your internet connection instead of a regular landline or a mobile network, or users can forward calls to another phone, such as your home or office number based on their personal preferences.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

External Call Routing

You can use call forwarding to dynamically route incoming calls to available agents, extensions, or departments that cater to callers’ needs.

$99/User/Month

*Domestic telephony features included in month-to-month user license, no annual contracts*

RingCentral ($44.99/User/Month + Contact Center + CRM)

**Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*

Local Presence Tools

Local presence is a clever feature that allows users to make calls using a local phone number. Using local presence can boost the number of calls picked up by customers, clients and candidates as familiar-looking numbers are more likely to be answered

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Caller ID Management

Caller ID provides a digital display of the name and number of an incoming call. It uses online databases, and caller identification tech to identify callers before anyone picks up. Caller ID outputs up to fifteen characters for a name and ten digits for a phone number.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Round Robin Call Distribution

Using a round robin step, you can sequentially route phone calls to multiple destination numbers in a queue. You can set a specific amount of time that each number in the queue should ring before moving on to the next number.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

CallRail ($95/Month + Usage + CRM Fees ($3.00/Phone Number/Month & $0.05/Minute Calling))

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$95/Month+

SAVED WITH SHAPE *CallRail can be eliminated, downsized, or avoided as a monthly payment*

Call Blast Distribution

This is a preferred inbound call distribution method if you want to reduce customer waiting time. With this routing strategy, the phone will ring all eligible agents to an incoming call at the same time. The first agent that picks up will handle the customer.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

RingCentral ($44.99/User/Month + Contact Center + CRM)

*Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*

QuickFire Connect Distribution

QuickFire Connect is a distribution method for inbound leads that automatically notifies all available users that a lead is available to be taken. The first user to pick-up the lead will “win” the lead and the phone will automatically initiate an outbound call to the new inbound lead’s number. This dramatically reduces speed to contact times.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Conditional Call Flow Rules

A call flow is a road map to how calls will be handled from the moment they enter the phone system to the end of the call. Call flows can be used to handle even the most complex call scenarios and enable great customer care.

$99/User/Month + $0.03/Minute

**Domestic telephony features included in month-to-month user license, no annual contracts*

RingCentral ($44.99/User/Month + Contact Center + CRM)

*Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*s)

IVR Menu Technology

Interactive Voice Response (IVR) is an automated phone system technology that allows incoming callers to access information via a voice response system of pre recorded messages without having to speak to an agent, as well as to utilize menu options via touch tone keypad selection to have their call routed to specific departments or specialists.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

CallRail ($95/Month + Usage + CRM Fees ($3.00/Phone Number/Month & $0.05/Minute Calling))

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$95/Month+

SAVED WITH SHAPE *CallRail can be eliminated, downsized, or avoided as a monthly payment*

Call Recording

Call recording is your business's ability to record a voice conversation over an audio source. Active calls or conference calls can be recorded and then stored as a digital file to be transcripted or listened to at a later stage.

$99/User/Month + $0.01/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.01/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Pre-Recorded Outbound Voicemail Drop

The pre-recorded voicemail drop feature is simple to set up. Sales reps can record a message before they start calling their prospect list. Once on a call, if the call goes to voicemail, they simply click a button to “drop” the pre-recorded voicemail. The sales rep can then end the call and move on to the next.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Inbound Voicemail Recording & Inbox

Voicemail is a digitally recorded message. When you dial someone and they aren't there, you record into a digital mailbox a digitally stored voice message to be retrieved by the owner of the mailbox. While voicemail functionality has advanced in the digital age, all systems are similar.

$99/User/Month + $0.03/Minute

**Domestic telephony features included in month-to-month user license, no annual contracts*

RingCentral ($44.99/User/Month + Contact Center + CRM)

*Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*s)

SMS Messaging

SMS stands for Short Message Service and is commonly known as texting. It's a way to send text-only messages between phones.

$99/User/Month + $0.02/SMS, $0.05/MMS

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

Velocify *(MMS Not Supported) *Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

10DLC Texting Compliance

A 10-digit long code (10DLC) is the new industry-led long code solution for North American application-to-person (A2P) business messaging.  “10DLC” is introducing a new component to any business who would like to send a text messages to a customer in North America. Carriers are now stepping in to regulate these messaging programs to better protect their subscribers (your customers) and eliminate the spam going to them. While the experience receiving for mobile users will still feel very much the same, the registration process for businesses to implement these programs have changed recently.

$99/User/Month + $250 One Time Registration Fee + $25/System/Month

**Domestic telephony features included in month-to-month user license, no annual contracts*

RingCentral ($44.99/User/Month + Contact Center + Unknown 10DLC registration or recurring fees + CRM)

*Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*s)

MMS Messaging

MMS is an acronym for "Multimedia Message Service" and is most popularly used to send pictures or images. Unlike SMS, MMS messages do not have a standard length. MMS messages support the following file formats: .PNG or .JPG/.JPEG file up to 5 MB.

$99/User/Month + $0.02/SMS & $0.05/MMS

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Avochato ($42/user/month + $210/month platform fee + $0.03/SMS & $0.03/MMS)

$252/Month+

SAVED WITH SHAPE *Avochato can be eliminated, or avoided as a monthly payment*

Text Messaging Inbox

The SMS inbox is where you can view all of your accounts’ incoming and outgoing texts. At a glance, you can see who sent and received messages, and when. In addition to messages, your SMS inbox may also contain templated replies.

$99/User/Month + $0.02/SMS & $0.05/MMS

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Avochato ($42/user/month + $210/month platform fee + $0.03/SMS & $0.03/MMS)

$252/Month+

SAVED WITH SHAPE *Avochato can be eliminated, or avoided as a monthly payment*

Mass Texting Blasts

Bulk texting, also known as mass text messaging, is a popular communication service that is used by businesses across the world for the purpose of marketing and promotion. It is an effective and cost-efficient service that sends a single text message to thousands of subscribers all at once.

$99/User/Month + $0.02/SMS, $0.05/MMS

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.05/SMS (up to 5,000 messages/month) + $0.10/SMS after 5,000 messages/month)

**Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Domestic Local & Toll Free Phone Numbers

Search for, buy, and activate phone numbers instantly to give your business a local presence. Phone numbers support call, SMS, and MMS.

$99/User/Month + $1.75/Phone Number/Month

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

RingCentral ($44.99/User/Month + Contact Center + CRM + $4.99/Phone Number/Month)

*Requires Premium + Contact Center (price unknown) + $4.99/Number/Month + CRM Fees for comparable features*

$50.77/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*

Voice Dictation for Texting

Dictation technology converts spoken words into digital text on a screen. With dictation, users can write text messages and notes by speaking them aloud. Microphone must be enabled, but the dictation tools come with the software.

$99/User/Month +

*Included in month-to-month user license, no annual contracts*

Five9 Unknown Pricing

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

Unknown Savings

Conversational View Texting

Conversational texting is used when companies need a documented, seamless way of engaging with a contact one-on-one, either after the recipient has replied to a mass message or when you need to contact that person directly. With conversational texting views, you can manage replies, send individual messages, and view the message history.

$99/User/Month + $0.02/SMS & $0.05/MMS

*Included in month-to-month user license, no annual contracts*

Avochato ($42/user/month + $210/month platform fee + $0.03/SMS & $0.03/MMS)

$252/Month+

SAVED WITH SHAPE *Avochato can be eliminated, or avoided as a monthly payment*

Internal & External Call Transfers & Conferencing

Call transfer is a common telecommunications feature that lets you move a live call from the original recipient (usually it’s you) to another person. A conference call is a telephone call involving multiple participants. To transfer or conference internal users, simply click on their name on the dialer slideout, you can also type in an external number as well.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

RingCentral ($44.99/User/Month + Contact Center + CRM)

*Requires Premium + Contact Center (price unknown) + CRM Fees for comparable features*

$44.99/User/Month+

SAVED WITH SHAPE *RingCentral can be eliminated, downsized, or avoided as a monthly payment*

Call Outcome Dispositioning

Call disposition is defined as the label or tag associated to the outcome of a call. These call dispositions can be used for simple tracking, and can also kick off a series of automated follow up messages, or opt out depending on the customers’ responses.

$99/User/Month + $0.03/Minute

*Domestic telephony features included in month-to-month user license, no annual contracts* (Monthly pricing determined by individual usage)

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

”Called Today” Checkmark List Indicators

A simple green checkmark indicator on list pages show which records have been contacted “today” for tracking and efficiency.

$99/User/Month + $0.03/Minute

**Included in month-to-month user license, no annual contracts*

Five9 (Unknown Pricing)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

Unknown Savings

Totals & Most Recent Calls, Texts, Emails List Tracking Columns

Several columns for reporting metrics come default, including columns that report the total number and most recent contact attempts for calls, texts, and emails. You can also sort, filter, and group communication tracking columns to report on specific interactions and goals in dynamic lists and reports.

$99/User/Month

**Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Call, Text, Email Actions on List Pages

Take quick actions to call, text, email, take notes, create tasks, and schedule calendar events easily and conveniently from your list pages, or within the record details pages.

$99/User/Month

**Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users)

Call Scripts

Boost call compliance with scripts that guide your agents through complex conversations. Allow your agents to see customer info and the call script with variable merge tokens directly embedded in the script. Have the script open in the integrated dialer slideout, while looking at, and updating customer record details, all on one screen.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

ZingTree (Starting at $25/user/month for Essential Plan, (Billed Annually), Minimum 1 Year Contract - 25 User Cap, 10 Call Script Cap)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$25/User/Month+

SAVED WITH SHAPE *ZingTree can be eliminated, or avoided as a monthly payment*

Communication History Tracking & Storage

Track calls, emails, texts and contact history on all record files and in reporting to and have full visibility and control of your pipeline.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Pipedrive ($119/User/Month)

*Requires Enterprise Plan for comparable features*

$20/User/Month

SAVED WITH SHAPE $1,200/Year (5 Users) $2,400/Year (10 Users) $4,800/Year (20 Users))

Automated Rule Based Email & Text Follow Up

Email & text automation is a way to create communications that reach the right people with the right message at the right moment—without doing the work every time, sending automated messages leveraging automation tools.

$99/User/Month + $0.02/SMS & $0.05/MMS

*Included in month-to-month user license, no annual contracts*

Avochato ($42/user/month + $210/month platform fee + $0.03/SMS & $0.03/MMS)

$252/Month+

SAVED WITH SHAPE *Avochato can be eliminated, or avoided as a monthly payment*

Call Leaderboards

Encourage sales, change behaviors, drive outcomes, and develop skills in your sales workforce with gamification tools. Show top performer metrics to your entire organization. With call leaderboards, you can start engaging your sales force today

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Velocify ($182/User/Month + $0.03/Minute)

*Requires annual contract of Base User + CRM Add On + DialIQ + SMS Texting for Comparable Features*

$83/User/Month

SAVED WITH SHAPE $4,980/Year (5 Users) $9,960/Year (10 Users) $19,920/Year (20 Users)

Communication Analytics & Reporting

Get all the numbers you need anytime in communication reporting, dashboards, and tracking list page columns. See results for your communication strategies platform-wide. Dive into the details with smart filtering by date, team, status, user, and more.

$99/User/Month

*Included in month-to-month user license, no annual contracts*

Salesforce ($175/User/Month)

*Requires annual contract of Enterprise + Sales Dialer (Inbound+Outbound) for comparable features*

$76/User/Month

SAVED WITH SHAPE $4,560/Year (5 Users) $9,120/Year (10 Users) $18,240/Year (20 Users))

System Implementation & Training with Specialist

Let a trained specialist set up your account for you. Our implementation program provides guidance, system implementation, and training to help you get the most out of Shape Software.

Starting at $500

*Not Included in $99 User License - base implementation fees includes the provisioning of login credentials on best practices industry template with pre-built drip campaigns, statuses, prioritization rules, triggers & automations, user creation & setup, standard data migration, assisting your lead providers with marketing source posting instructions, standard phone configuration, a training call with an implementation specialist*

Dialpad (Unknown Pricing)

*Requires Pro Contact Center for comparable features*

Unknown Savings

Price(per user, per month)

$15-$50

$15-$79

($)Additional Investment Required

Disclaimer: All the information, prices, and data are verified as of November 2020. All logos and company name are trademarks or registered @ trademarks of their respective holders. Usages is done purely for the comparison purpose only. To report any incorrect or outdated information, please get in touch with us.

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Over 21,000 Users Strong

Comparison Table 1

Upgrade to the all-in-one CRM, sales, and marketing automation software that will help you scale your company. Gain access to greater contact organization, fewer repetitive tasks, robust marketing and sales automation, and connected apps.

Comparison Table 1

Upgrade to the all-in-one CRM, sales, and marketing automation software that will help you scale your company. Gain access to greater contact organization, fewer repetitive tasks, robust marketing and sales automation, and connected apps.

Start growing with Shape today!

Getting started has never been easier.