Shape Legal
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- CRM
- Deal management
- Contact management
- Manager tracking
- Investor relations
- Data analysis
- Compliance
- Performance tracking
- Fundraising
- Accounting
- Reporting
- Portfolio tracking
- Research management
Pricing Info
Pricing Info
Dynamo only provides enterprise pricing details on request. Contact the vendor for a complete price description.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Medley Partners, LaSalle, LampLighter Finacials
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A highly configurable investment and asset management solution built purposely for fund managers, endowments, pensions, foundations, service providers, institutional investors, and M&A teams.
Company Email
Contact No.
Company's Address
Dynamo Software,
480 Pleasant Street
Suite B200
Watertown, MA 02472
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Lead and account management
- Document management
- Lead distribution and scoring
- Team analytics
- Task scheduling
- Time tracking/activity logs
- Customizable industry workflows
- Email integration with Gmail and Outlook
- Drip campaign automation
- Custom email templates
- Internal chat/instant messaging
- Role-based permissions
- IP whitelisting and restrictions
- Tracking of campaigns and sales
- eSignature solutions
- Cloud phone calling (with recording and monitoring)
- Cloud voicemail
- API customization
- Webhooks
- Customer portal
Pricing Info
Shape has one paid plan, with all features unlocked. It’s a recurring monthly payment of $79.95, with no annual subscription.
Integrations
Shape currently integrates with several tools:
- MailChimp
- G Suite
- Outlook
- BombBomb
- Zapier
- Twilio
- Ytel
- MailGun
- SendGrid
- Floify
- Encompass
- Calyx Point
- QuickBooks Online
- Stripe
- Authorize.net
- PayTrace
Shape has an API that you can scale to your own business needs. Visit their official website or contact their technical support for detailed instructions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Star Financial, Assent Mortgage
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A CRM software ideally used by those in the legal, finance, insurance, and real estate industries. ShapeLegal is a highly-scalable software that can be used by organizations of any size. It helps users take their minds off managing information and details by providing everyday task automation tools.
Company Email
Contact No.
Company's Address
Shape Software, LLC
9070 Irvine Center Drive, Suite #140
Irvine, CA 92618
USA
Shape Legal Comparisons
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In case you continue having doubts about which service will be best for your company it may be a sensible idea to take a look at each service’s social metrics. These metrics are quite often an indicator of how popular each product is and how big is its online presence. For instance, in case of Facebook Dynamo has 351 likes on their official page while Shape Legal profile is liked by 0 users.
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