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
- All in one place
- Zero learning curve, super easy to use
- Focus on “Actions” for deal closure
- Contacts, Sales Intelligence, and Next Actions
- Customize Sales process to meet business needs
- Sales pipeline for better forecasting & planning
- Sales tracking & analysis by sales rep, timeframe
- Easy import from spreadsheets
- Easy import from Contact management systems
- Cloud based: Anytime, anywhere access.
- Safe & Secure just like your internet banking
Pricing Info
Monthly Plan – $9/user/month
- Unlimited Contacts, Deals, Notes
- Customize Contacts & Sales process to meet business needs
- Reporting on Deals, Sales Pipeline, and Contacts
- Complimentary Implementation “Best Practices” session
Annual Plan – $99/user/month
- Everything in Monthly Plan
Integrations
TriumphCRM integrates with spreadsheet.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
TriumphCRM is an easy-to-use sales CRM handcrafted for growth-fanatic businesses wanting to graduate from spreadsheet to a CRM.
Company Email
support@triumphcrm.com
Company's Address
Pune West, Maharashtra,
India
TriumphCRM Comparisons
Popular TriumphCRM Alternatives
Almost as crucial as features and user support quality are pricing options given by Shape Legal and TriumphCRM. Even though cost should not be the sole factor it’s definitely an important thing to consider. You should expect a flexible pricing plan that can be matched with your company size and painlessly scaled up when your company grows. Be sure that you don’t select plans that have complex functionalities that you won’t find a use for and always try to get in touch with the vendor directly as big companies can usually benefit from discounts. You should also check out a free trial or demo of each software to spend at least some time using it. It’s a valuable experience that doesn’t require you to pay any money and gives you a solid overview of what it feels like to work with Shape Legal and TriumphCRM.
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