Salesforce 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
- Account and contact management
- Opportunity management and score
- Lead management
- Sales data
- File sync
- File sharing
- Sales forecasting
- Salesforce mobile app
- Contact manager
- Real-time visibility
- Drag-and-drop interface
- Dashboards
- Visual workflow
- Multi-currency support
- In-line editing
- Lead assignment and routing
- Rules-based lead scoring
- Einstein lead scoring
- Web-to-lead capture
- Campaign management
- Duplicate blocking
- Mass email
- Salesforce engage
- Email templates
- Campaign influence
- Einstein activity capture
- Calendar
- Sales console app
- Enterprise territory management
- Opportunity splits
- Salesforce CPQ and billing
- Contracts, orders, quotes, products, and price books
- Chatter, files, topics, and recommendations
- Case management
- Lightning bolt solutions
- Partner communities
- Lead registration
- Roles and permissions
- Process builder
- Lightning platform
- Web services API
- Google apps integration
- File storage per user
- Sandbox
- MuleSoft Anypoint Platform integration
Pricing Info
Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.
Essentials – $25/user/month
- Account and contact management
- Opportunity management
- Lead management
- Lead assignment and routing
- Customizable sales process
- Web-to-lead capture
- Email templates
- Mass email
- Campaign management
- Task management
- Activity feed
- Salesforce mobile app (with offline functionality)
- Chatter
- Files
- Topics and recommendations
- Configurable reports and dashboards
- Case management
- AppExchange
- Lightning app builder
- Data and file storage per user
- Inbox mobile and desktop apps
- Unlimited online training
- Read-only access to knowledge articles
- Duplicate blocking
- Standard success plan
- Google Apps integration
- Email integration with Outlook
Professional – $75/user/month
- All features of Essentials, plus…
- Lead registration
- Collaborative forecasting
- Forecasting mobile app
- Developer Sandbox
- 3 Campaign influence
- 2 Roles and permission per org
- 2 Customizable profiles per org
- 2 Customizable page layouts per org
- 1 Sales console app
- 3 Record types per object
- 5 Process builder per org
- Rules-based lead scoring
- Person accounts
- Lightning sync
- Products and price books
- Quotes
- Contracts
Enterprise – $150/user/month
- All features of Professional, plus…
- 5 Campaign influence
- Sales teams
- Calendar all
- Custom opportunity fields in forecasting
- Opportunity Splits
- Enterprise territory management
- Advanced reporting features
- Workflow and approval automation
- Unlimited custom profiles
- Unlimited custom page layouts
- Unlimited process builder per org
- Unlimited roles and permissions
- Unlimited record types per object
- 1 Partial Sandbox per org
- Web Services API
Unlimited – $300/user/month
- All features of Enterprise, plus…
- Developer Pro Sandbox
- 1 Full Sandbox per org
Integrations
Salesforce CRM integrates with the following business systems and applications:
- Force.com
- Heroku
- ExactTarget Fuel
- Third-party apps at Salesforce AppExchange
- Service Cloud
- Marketing Cloud
- Pardot,
- Desk.com
- Analytics Cloud
- Data Cloud
- JIRA
- Freshdesk
- FinancialForce
- LeadExec
- Samanage
- Zuora
- Zendesk
You can also connect Salesforce CRM with any app, data, or device via MuleSoft Anypoint Platform for an additional price.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo
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
Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower
415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce CRM Comparisons
Popular Salesforce CRM Alternatives
The apps analyzed on this page are only a sliver of our full CRM Software category and you should remember that there might be better solutions out there. If you want to make sure you make the wisest choice for your business we strongly suggest that you try out more products first. It may also be a good idea to consult our top 10 CRM Software list to learn which services are currently the highest-ranking ones and leaders in the market.
Page last modified