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Shape

operations management > Workflow Automation Software > Workflow Management Software > sales > Lead Generation Software > Lead Capture Software > customer service > CRM Software

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Shape is a cloud-based business automation platform which makes it easy to tackle everyday business operations like marketing, lead capturing, connecting with customers, and more. The platform is easy to use and comes with a ton of collaboration tools. Users can monitor department-specific performance metrics and investigate business-relevant trends using Shape's configurable dashboard. A centralized repository on the platform can be used to store contacts, documents, billing and transactions.

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App Pricing Page

Enterprise

<ul> <li>Automated CRM</li> <li>Built-in Calling</li> <li>Text Messaging</li> <li>AI Sales Automation</li> </ul>

99.00

Month

This app has yearly payment discounts available.

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Customer Questions

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Shape

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Enterprise

<ul> <li>Automated CRM</li> <li>Built-in Calling</li> <li>Text Messaging</li> <li>AI Sales Automation</li> </ul>

99.00

Month

Method:CRM

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Contact Management

<ul> <li>QuickBooks integration: Real-time, two-way sync with QuickBooks Online, Patented two-way sync with QuickBooks Desktop</li> <li>Lead management: Email Sidebar management, Activity reminders</li> <li>Contact management: Customer management, Vendor management</li> <li>Online portals: Self-serve contact portals</li> </ul>

25.00

Month
CRM Pro

<ul> <li>Financial management: View and create estimates, View and create sales orders</li> <li>Sales pipeline: Web to lead form, Sales opportunities</li> <li>Online portals: Accept payments through contact portals</li> </ul>

44.00

Month
CRM Enterprise

<ul> <li>Financial management: View and create purchase orders, View and create bills</li> <li>Contact management: Manage customer support cases, Let customers submit support cases through portals</li> <li>Communication & productivity: Email campaigns</li> </ul>

74.00

Month

tillpoint

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Starter

<ul> <li>3 Staff</li> <li>1 Register</li> <li>1 Store</li> <li>Help Centre</li> </ul>

39.00

Month
Advanced

<ul> <li>Unlimited Staff</li> <li>2 Registers</li> <li>24/7 Email Support</li> </ul>

59.00

Month
Multi-Store

<ul> <li>Unlimited Stores</li> <li>Dedicated Phone Support</li> </ul>

99.00

Month

Workiz

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Starter

<ul> <li>For 2 users paid annually</li> <li>Dispatching & scheduling</li> <li>Client management</li> <li>Advanced reporting</li> </ul>

65.00

Month
Team

<ul> <li>For 5 users paid annually</li> <li>GPS tracking</li> <li>Online booking</li> <li>Unlimited subcontractors</li> <li>Quickbooks online integration</li> </ul>

175.00

Month
Pro

<ul> <li>For unlimited users paid annually</li> <li>20 Automations</li> <li>Franchising</li> <li>Inventory management</li> </ul>

Custom

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