What is better Shape Legal or Method:CRM? It’s easy to our scoring system to help you get a general idea which CRM Software product is better for your company. For overall product quality, Shape Legal earned 8.5 points, while Method:CRM received 8.8 points. Meanwhile, for user satisfaction, Shape Legal scored 98%, while Method:CRM scored 99%.
Details about their characteristics, tools, supported platforms, customer support, plus more are given below to give you a more precise analysis. Don’t forget to choose only the features that you need to avoid wasting money for tools which are redundant.
We realize that not all people have enough time to scrutinize dozens of different products, so we came up with a list of suggestions that you may find useful. Our top choices for the CRM Software category are: Salesforce CRM, HubSpot Smart CRM, Freshsales.
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
email
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.
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
Real-time QuickBooks Synchronization
Customer and Vendor Management
Lead Management
Contact Records and Communication History
Self-service Portals
Emails and Activities
Calendar
Workflow Automation
Custom Reports
Activities Reports
Customization
Integrations
User Permissions Control
Google and Intuit SSO
Data Import and Export
Free One Hour Customization Consultation
Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
All Contact Management Features
Estimates
Sales Orders
Invoices and Sales Receipts
Payment Processing
Payment Acceptance through Contact Portals
Opportunity Stages
Sales Opportunities
Web to Lead Forms
Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
All CRM Pro features
Purchase Orders management
Bills management
Customer support cases management
Support cases in portals
Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Method:CRM integrates with the following platforms:
QuickBooks Online
QuickBooks Desktop
Xero
Gmail
Google Calendar
Outlook
MailChimp
Zapier
PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
You shouldn’t count on just a broad set of functionalities and adjustable pricing plans from a popular CRM Software. Almost as significant as main features is a trustworthy customer support. You want to guarantee that when you have any questions about Shape Legal or Method:CRM, or you face some problems, or perhaps you’ll need to ask for a certain change or feature beneficial to your team you can rely on a responsive and helpful customer support. See if options such as phone support, tickets or live chat are offered. It’s also a big plus if you are able to benefit from individual training or at least a knowledge base you can use.
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