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.

Pretty great, they always get back to you at a reasonable time, polite and the product is overall really great to use.

They go above and beyond to meet our expectations. They are very responsive and offer great problem solving solutions.

We're able to identify where we win and lose prospects. Our sales team is better able to evaluate their activities and clearly determine what is and isn't bringing us business, time management is key.

I can't say enough good things about the quality of the organization's customer support. They are simply the best of the best.

Integration with our existing business processes was easy and the ability to add unlimited custom fields was  a big plus for us.

Helps us keep track of all of our contacts, companies, leads, and opportunities. I record my emails in it and our sales people are able to use it on mobile when they are out on the road.

For a smaller company on a budget, it is a good value.

Best Feature Rich CRM Software at an affordable Cost with Excellent in-person Customer Support.

We can no longer upload data into the system, I do believe that option was disabled by the larger corporation we represent, and not a factor of SalesNOW, that has limited its effectiveness.

The system is very versatile and allows us to be creative with our solutions.

It doesn't integrate with our Health Information System, although they've tried very hard to get that done.

One of the shining lights in the murky CRM industry. Cons: This must be a trick question.

I like the ease of use and the app. I am very happy with the customer support.

What I liked best about this product is ease of use and easy to customize. Reporting is easy and intuitive.

The software is easy to navigate and use both for our sales team and managers. We love the ability to customize as needed as well.

CRM that does what we need to have done. Gives us a great look at our agency.

SalesNOW is easy to use, fully automates my business and has made my business process very efficient and effective.

Every item we had an issue with was resolved and quickly. Extremely happy with the software.

I like that it has all the features you need to track and keep a tab on your business, while having the ability to personalize key features. The customer support from day 1 is the best, hands down.

Overall a very positive experience. Very good and accessible tech support.

I can't look up a contact by email address. I don't like new windows opening all the time.

We work with many vendors and no one exceeds the customer service level of the folks at SalesNOW.

The only problem we had was getting people use to using this.

Our integration/set up was smooth, fast and worry-free, thanks in large part to our SalesNow Account Manager, who was knowledgeable, professional and very responsive.

The support is outstanding at SalesNOW. The application is also very easy to you and not cumbersome like many of the apps out there.

We have had excellent Customer Service and I am very impressed with the system and the support we receive. I can give this an excellent rating and that is very rare.

I really like SalesNOW - they are super attentive and it's great for someone who is lookign for a CRM at a great price.

Not only is SalesNow VERY affordable for our company, we are able to customize and tailor SalesNow to suit our unique sales needs. The customer support is AMAZING.

Setup was quick and I liked the fact I could set it up myself easily vs waiting weeks on other people such as with other CRMs that mandate you make the changes through them.

The upfront Qualifying and Profiling of your needs is critical in providing the right solution for your biz. The ability to customize fields and create your specific template is awesome.

Cost/Benefit is very good. The staff at SalesNOW is very responsive and eager to help.

I loved the ability to attach bids and other documents to each contact.

US Dollar

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.



LongDescription

For Property Managers

Document Templates

Cataloging/Categorization

Escrow Management

Customer Surveys

Forecasting

Faculty/Staff Management

Status Tracking

Admissions Management

Internal Chat Integration

Payment Processing

Financial Aid Management

Application Management

Product Catalog

HUD Settlement Statements

Time Tracking

Fee Management

Lead Capture

Customizable Reports

Document Storage

Student Portal

Proposal Generation

Access Controls/Permissions

Activity Tracking

For Investors & Traders

Cafeteria Management

Progress Tracking

Digital Signature

Customer Service Analytics

Housing Management

Property Tax Management

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Financial Management

Cash Flow Analysis

Electronic Signature

Client Database

Calendar/Reminder System

Relationship Tracking

Invoice Management

Portfolio Management

Attendance Tracking

Strategic Planning

Third Party Loan Origination

Student Information/Records

Knowledge Management

Pipeline Management

Communication Management

Customer Database

Flyer Printing

Class Scheduling

Team Assignments

School District

Calendar Management

Closing Documents

Customizable Fields

Collaboration Tools

Lender Search

Commercial Property Management

Commercial Mortgages

Full Text Search

Call Center Management

Template Management

Loan Processing

Scheduling

Data Import/Export

Parent/Student Portal

Accounting

Customer Support

Special Education

Assessment Management

Email Templates

Self Service Portal

Contact Management

Facility Management

Audit Trail

Loan Servicing

XML/RSS

Scoring

Loan Origination

Lead Management

Email Marketing

Mobile Access

Online Payments

Property Database

Sales Reports

Library Management

Survey/Poll Management

Compliance Management

Electronic Applications

Performance Metrics

Curriculum Management

Routing

Territory Management

Amortization Schedule

Mac OS

Web browser (OS agnostic)

Windows 10

Email/Help Desk

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Shape

In Person

Live Online

Webinars

Documentation

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment.


SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices.


SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.



Mobile Alerts

Lead Distribution

Call Management

Sales Trend Analysis

Opportunity Management

Real Time Data

Channel Management

Marketing Automation

Social Media Integration

Lead Segmentation

Workflow Management

Email Management

Source Tracking

Website Integration

Field Sales Management

Reporting & Statistics

Knowledge Base Management

Segmentation

Interaction Tracking

Commission Management

Lead Qualification

Quotes/Estimates

Pipeline Reports

Task Management

$19.95 per user, per month for up to 500,000 records per account. Charges apply for additional records.

Shape vs SalesNOW

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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