Technicians are so limited in their permissions which is not ideal for empowered employees or small shops.

It is an inconvenience to not be able to do both under the same user account.

Robust API and ease of use with underformed Mobile app.

The interface is intuitive, making it easy to use for newbies or people who have been using it for years.

Great support also available to help with any issues or queries. Excellent value for money.

It was fantastic and I was ready to go after an hour from scheduling engineers to billing. The solution is super easy and they have responded very quickly to every question I have asked yet.

The system is quite easy to configure and to use. Local partner in Sweden that introduced the system to our company.

Its been great we had on issue initially with the API version initially but so far has been a good experience.

The customer service has been great. The same person who sold me the product has been available to me to set up the program, do trainings, and answer questions.

Price was the winning factor to why I started using this product.

Job reports are great to be able to go back on jobs and find out what was done and go over site pictures.

What I liked most was the ease of use and the intuitiveness of the processes. It's easy, it's simple, it's quick to implement and above all the support is very agile and efficient.

Missing some features, for example can't search by serial number.

Well documented and easy to set up. Open and easy to integrate with partners and own applications.

The support staff is awesome and provides great support as needed. The software is pretty straight forward.

For our small team the software is very good. It gives me the opportunity to better manage our customer service and make the work more transparent to the customer.

Planning a bit awkward, no own mobile solution for the administrator.

We save paper, it is easy to use, excellent work planning tools and good use to the calendar it. Can be related to other platforms to maximize labor efficiency.

This is a great tool if you have employees who are out and about. Very easy to use and a great way to bring efficiency to your team that is in the field.

The Syncroteam improved our operation and help us to manage better our field team.

It is easy to use and navigate, and I love how it organizes tasks and workflow. It makes it easy to assign jobs to the appropriate technicians, track progress and keep customers informed.

It was an easy switch, because FC's processes are well supported by ST. The planning is now more efficient and the efficiency of the field team has also increased significantly.

Reat flexibility, excellent customer service, value for money compared to other products very good.

The fact that the mobile app is pretty solid is a win for my group.

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

Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes in field service industry that includes cleaning services, construction, electrical and HVAC.


Synchroteam features contact management, scheduling and dispatch and works order management functionalities. It enables users to drag and drop jobs into employee schedules based on the location, qualification and availability of employees. The solution also provides dispatchers with a real-time view of their workers in the field.


Users can customize reports to ensure employees in the field capture specific metrics and parameters about jobs and customers. Synchoteam also provides mobile applications for iOS and Android devices that helps workers to remotely access the solution. APIs are provided for integration with various CRM and ERP systems and users' websites.


Additionally, Synchroteam offers billing, invoicing and inventory management functionalities to the users. Services are offered on a monthly subscription basis that includes support via phone, email and other online resources.



LongDescription

Employee Management

Automatic Time Capture

Leave Tracking

Work Order Creation

Barcoding/RFID

Electronic Payments

Status Tracking

Billable & Non-Billable Hours

Barcode/Ticket Scanning

Payment Processing

Subcontractor Management

Real-time Scheduling

Mobile Alerts

Time Tracking

Performance Management

Customizable Reports

Document Storage

Document Imaging

Access Controls/Permissions

Activity Tracking

Vacation/Leave Tracking

SMS Messaging

Dispatch Management

Online Time Tracking

Digital Signature

Mobile Payments

Route Optimization

Contract/License Management

Task Scheduling

Electronic Signature

Group Scheduling

Credit Card Processing

Invoice Management

Timesheet Management

Project Management

Key & Lock Management

Team Calendars

Customer Database

Recurring Appointments

Image Capture

Report Templates

Job Management

Sick Leave Tracking

Calendar Management

Customizable Fields

Customer Portal

Geographic Maps

Template Management

Scheduling

Data Import/Export

Offline Access

Mobile Signature Capture

Clock In/Out

Multiple Projects

Failed Inspection Tracking

Multi-Location

Self Service Portal

QuickBooks Integration

Employee Time Tracking

Technician Management

Booking Management

Time Off Requests

File Storage

Pesticide Usage Tracking

Mobile Access

Fixed Asset Management

Skills Tracking

Inventory Tracking

Compliance Management

Real Time Data

Performance Metrics

Fleet Management

Groundskeeping Management

Routing

Historical Reporting

Overtime Calculation

Resource Scheduling

Pest Activity Tracking

Client Portal

Preventive Maintenance

Event Scheduling

Real-Time Notifications

Forms Management

Service History

For HVAC Companies

Time & Attendance

Workflow Management

Real-Time Updates

Email Management

Project Tracking

Time Off Management

Asset Tracking

Activity Dashboard

Inspection Management

Alerts/Notifications

Online Booking

Equipment Maintenance

Work History

One Free administrator account
Integrates with:
- Google Calendar, iCal and Outlook
- Quickbooks Online,  Sage, and Xero 
- ZohoCRM

Free setup & training
A 14-day free trial is available. No credit card required.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Synchroteam

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.



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