Base CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Popular Shape Legal Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Complete with core sales tools
- Full visibility into current opportunities in your sales pipeline
- Insights to grow your business
- Tailored to your needs
- Set sales goals and quotas
- User-friendly and easy to navigate controls
- Track and sort email automatically
- Integrate with the popular online and social media tools
- Powerful and unified sales contact card
- Easy access to call records, emails and notes
- Syncing of communication exchanges in one file
- Fast integration of your email account to Base to track customer interactions
- Auto-updating of contacts
- Integration with Google Apps
- Easy access with and filtering/sorting of relevant data
- Analysis of customer data
- Access all of data 24/7 anywhere on your mobile phone or tablet, even when it is offline
- Use of geolocation in real time to search for prospects and customers that are nearby
- Lead tracking and capture
- Easy production of sales reports and forecasts
- Fast call function from Base
- Recording of calls with customers
Pricing Info
Starter – $45/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
Professional – $95/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
- Full Funnel Forecasting
- Team Performance Analytics
- Task Automation
- Team Document Storage
Enterprise – $145/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
- Full Funnel Forecasting
- Team Performance Analytics
- Task Automation
- Team Document Storage
- Predictive Sales Intelligence
- Lead & Deal Scoring
- Products & Price Book
- Multiple Sales Pipelines
- Role-Based Permissions
Integrations
Base integrates with various tools and services listed below to make you even more productive:
- Dropbox
- Xero
- MailChimp
- Harvest
- Google Drive
- Google Chrome
- Yesware
- Zapier
- Outlook
- Quoteroller
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Micro Documentaries, Wells Fargo, Xerox
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
Base CRM is a software tool that helps you to improve your business productivity and sales by customizing your business sales stages and work processes.
Company Email
support@getbase.com
Contact No.
Company's Address
410 Cambridge Ave, 1st Floor
Palo Alto, CA 94306
USA
Base CRM Comparisons
Popular Base CRM Alternatives
Please note that even though both Shape Legal and Base CRM may offer a reliable range of features each service might be designed for a different business size. If you are comparing features you should focus on a business type they are meant for. Some elements might scale up with no problem for huge enterprises but if you own a small or mid-sized company it’s frequently better to refrain paying for complex features that you might never actually use.
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