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

NOAWARDS
YET
Pricing:
Starting from $10
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- 24/7 Email Support
- Activities and Calendar
- Campaign Management
- Complete Project Management
- Contact Management
- Customer Management
- Customizable Dashboard / per user
- Document Management
- Employee Hierarchy Management
- Groups and Users Management
- Landing Pages / Web Forms
- Lead / Source / Opportunities Funnel
- Lead Management
- Mobile – iOS and Mobile – Android
- Online Invoice Automation
- Online Training
- Opportunities Management
- Product Catalog
- Quotes / Proposals
- Territory Management
- Unique Dashbboard and Widgets
- Video Tutorials
Pricing Info
W3B Management Solutions offers 2 pricing plans:
Basic – $10/user/month
- Customer Relationship Management
- Contact Management
- Lead Management
- Customer Management
- Quotes / Proposals
- Document Management
- Campaign Management
- Landing Pages / Web Forms
- Product Catalog
- Territory Management
- Opportunities Management
- Activities and Calendar
- Lead / Source / Opportunities Funnel
- Unique Dashbboard & Widgets
- Customizable Dashborad / per user
- Groups and Users Management
- Employee Hierarchy Management
- Mobile – iOS & Mobile – Android
- Complete Project Management
- Online Invoice Automation
- 24/7 Email Support
- Video Tutorials
- Online Training
Premium – $49/user/month
- All features of the Basic plan
- Lead Distribution System
- Time Keeping
- Custom web development
Integrations
- GMail (for the calendar)
- MailChimp (for the newsletters)
- QuickBooks (retrieve products, clients, invoices)
- HubSpot (retrieve contacts and lists)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Z'Onion Creative Group, Enfusen, Qual Chem LLC, Markle Design Group
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
W3B product offers 3 solutions in one: Customer Relationship Management, Project Management and Online Invoicing.
Company Email
sales@web3box.com
Contact No.
Company's Address
34 Merz Blvd, Suite D
Fairlawn, OH 44333
United States
W3B Management Solutions Comparisons
Popular W3B Management Solutions Alternatives
Please note that while both Shape Legal and W3B Management Solutions may have an outstanding array of features every app might be aimed at a different business size. If you are studying different apps you should give some attention to a company type they are catering to. Some functionalities might scale up with no problem for huge enterprises but if you own a small or mid-sized company it’s frequently more sensible to avoid paying for complex features that you may never have a chance to use.
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