Shape Legal
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
- Guidance to reach your target
- Adaptive task generation
- Adaptive reminders
- Get questions after calls
- Integrated with iOS
- Built for iPhone, iPad, iPad Pro
- Take notes with Apple pencil
- Click, swipe & Voice-to-text
- Call with Salesbox
- Track communication
- Facetime
- iMessage
- Adaptive & dynamic sales processes
- Multiple sales processes
- Missing opportunities prediction
- Real-time insights
- Customisable standard reports
- Collaborate on opportunities, accounts and contacts
- Share tasks, leads & reports
- Get notified in real-time
- Share meeting notes in real-time
- Search LinkedIn for accounts
- Search Facebook for contacts
- Post on Facebook to get leads
- Post on LinkedIn to get leads
- MailChimp emails to get leads
- See your personal records
- Compete with colleagues
- Encourages to reach targets
- Task & lead management
- Pipline management
- Account & contact management
- Appointment management
- Document management
Pricing Info
Salesbox offers three enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business:
SUPER – $35/user/month ($30 when billed annually)
- Full Sales Feature Suite
- Free Support
- Free Training
ULTRA – $70/user/month ($60 when billed annually)
- All features from the SUPER package
- Custom Fields
- Multi Relations
- Advanced Search
- Personal Dashboards
- Outlook & Gmail Email Plugins
- Salesbox API Access
ULTIMATE – $100/user/month ($90 when billed annually)
- All features from the ULTRA package
- Marketing Atomation to get Automatic Leads
- Account & Contact Call Lists
- LeadBoxer Integration
- MailChimp Integration
- LinkedIn Integration
- Facebook Integration
Integrations
Salesbox CRM integrates with the following business tools and applications:
- Google Contacts
- Google Tasks
- Google Calendar
- Google Drive
- Google Docs
- Google Mail
- MS Contacts
- MS Tasks
- MS Calendar
- OneDrive
- OneDrive for Business
- Office365
- Outlook
- Office365 Mail
- Dropbox
- MailChimp
- Maestrano.com
- Leadboxer
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Rezon AB, iMachinesGroup
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
Salesbox CRM is the predictive CRM and mobile CRM for those that want to be successful in sales.
Company Email
Contact No.
Company's Address
Vattugatan 1,
111 52 Stockholm,
Sweden
Salesbox CRM Comparisons
Popular Salesbox CRM Alternatives
In case you are still having doubts about which solution will perform best for your company it may be a sound idea to examine each service’s social metrics. Such metrics are quite often an indicator of how popular a given product is and how large is its online presence. For instance Shape Legal Twitter profile has currently 27 followers. At the same time Salesbox CRM Twitter is followed by 1264 people.
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