Professional and on point. The whole thing. My CRM email marketing was easy.
A nice cloud based CRM that is very flexible to many business models. Easy to automate tasks that are done daily. Easily accessible from your mobile phone as well.
For account manager, very easy to track with leads and keep up with sales pipline and report generation.
Shape’s many features are very user friendly, one I liked/used a lot is the simplified email marketing that connects to outlook or gmail and lead prioritization reports that helps to focus on the possible opportunities to make better decisions, Online intake form builder that really helpful that links to our software and the details are exported to our database.
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.