I have used different CRMs in the past and most of them have fallen short in the area of missing data, duplicate data and reliability.

It's the only CRM with a simplified quoting ability that I could find after about two years searching. Also, the customer support is perfect.

I most like the relationship that companies have with  the Salesboom team that allows continuous innovation to take place.

My experience has been positive, and my organizations ability to see itself has greatly improved.

Salesboom is an excellent product for any sales team from small sales team to mid size and large.

I am far more organized and effective with managing my clients. It increased my accountability also.

We spent over $3,000 with this company with nothing to show for it. Troy also stated that he would sue me for libel if I posted any negative reviews of his company.

Some of the best technical support from any vendor ever. They've held my hand from day one.

Salesoom is user friendly Sales software for even a non technical professionals. Easy,Reliable with Excellent customer service.

Again we found our go to meeting with you regarding your product extremely helpful and informative.and  without pressure. I am very impressed with your company and it is awesome that it is Canadian.

It is intuitive and user-friendly. It is always good to know where to type in some key information and know where to retrieve then when needed.

Great interface and very easy to learn. Love the crm reporting and custom views.

We've been using Salesboom for over a year. Mostly positive experiences.

Weak CRM, only appropriate for very small companies.

The only downside to Salesboom.com is that they do not offer a French translation for their system, so you have to translate it yourself.

Not only was the cost of the product more reasonable, it is more flexible than some of the big bucks packages. This is a better fir for a small company with a small sales force.

The personal touch provided by Salesforce with their fast-tracking program encouraged a painless and motivating onboarding process to become confident in the software's power and capabilities.

Personal service second to none. Product so intuitive and customization is easy accommodating.

I think that the interface colors need to be changed, but of course, this is the least of our worries.

Really user friendly and easy to use I personally like working with the staff at salesboom they are good at there job.

I use Salesboom all day every day and personally think that it is the best value for money and one of the best CRM software on the market.

Honestly I can't think of anything negative If I had to pick something, I would say it could seduce me because it can do so much.

Easy pipeline management at a fraction of the cost of other CRMs.

The salesboom team is responsive to new ideas, and welcomes these ideas, as well as quickly implements change.

Ease of use, accountability, incredible customer service, and reliability.

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

Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.

All of us in the company love this CRM. Very helpful and user-friendly.

They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.

I really don't have a lot of bad experience with Shape Software.

I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to  file sharing easily accessible.

The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier.

The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.

Shape Software is intuitive, organized, customizable, and great for any sized company.

Shape software is easy to use, intuitive, and just the perfect software.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

I have had an amazing experience with the software and team behind this all.

I haven't really found anything I don't like about this program.

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.

This a must in our business,  I couldn’t conduct business without the CRM, they have amazing support and training material.

Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.

Fast response, easy to use website, very easy to request a demo.

Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to.

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it.

This is the best CRM a mortgage company can use. And competitively priced too.

I like the way they organize their graphs. They make it super easy to understand trends.

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.

US Dollar

Salesboom Cloud CRM is a cloud-based customer relationship management (CRM) system. The user interface within the system was designed for quick end user adoption, and most functions can be accessed with just a few clicks.


Every company using Salesboom is assigned a personal CRM consultant. The system is offered in three levels: Team, Professional and Enterprise.


The Team Level contains advanced mass email marketing, as well as auto-response email functions. Lead and contact management is always included, and customer support teams have access to Case and Incident Management, as well as Solution Management.


The Professional and Enterprise levels include advanced Campaign Management, Quote and Contract Management, as well as the ability to produce a custom dashboard for Business Intelligence analytics and tracking.



LongDescription

Cataloging/Categorization

Invoice History

Internal Chat Integration

Payment Processing

Recurring/Subscription Billing

Lead Capture

Document Storage

Access Controls/Permissions

Customer Segmentation

Sales Pipeline Management

Mobile Payments

Referral Tracking

Electronic Signature

Project Billing

Calendar/Reminder System

Customizable Invoices

Lead Distribution

Pipeline Management

Customer Database

Collaboration Tools

Full Text Search

Data Import/Export

Email Templates

Contact Management

Opportunity Management

Hourly Billing

Lead Management

Multi-Currency

Email Marketing

Online Payments

Online Invoicing

Dunning Management

Performance Metrics

Territory Management

Billing Portal

Tax Calculation

Marketing Automation

Client Portal

Social Media Integration

Lead Segmentation

Workflow Management

Source Tracking

File Sharing

Predictive Analytics

Segmentation

Time & Expense Tracking

Lead Nurturing

Interaction Tracking

Dashboard

Expense Tracking

Customizable Branding

Commission Management

Contact Database

Lead Qualification

Quotes/Estimates

Contingency Billing

Task Management

Campaign Management

Sales Forecasting

Prospecting Tools

Search/Filter

For Insurance Industry

Web browser (OS agnostic)

<li>Team: $14/user/pm
<li>Professional: $45/user/pm
<li>Enterprise: $95/user/pm

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Salesboom CRM Suite

In Person

Live Online

Webinars

Documentation

Videos

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.


Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.


Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.


Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.



Salesboom CRM Suite vs Shape

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons