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
Dynamo Comparisons
Popular Dynamo Alternatives
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
support@setshape.com
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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The products analyzed on this page are only a sliver of our full CRM Software category and you should remember that there might be more reliable options available. If you want to make sure you make the optimal decision for your business we strongly encourage you to try out more solutions first. You can also consider to consult our top 10 CRM Software ranking to learn which solutions are in the current year the highest-rated ones and leaders in the market.
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