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About

Bitrix24 replaces a fragmented app stack with a single workspace combining CRM, project management, and collaboration tools. Trusted by 15 million companies, Bitrix24 brings all business operations into one central hub. The CRM manages lead tracking, automated pipelines, and an omnichannel contact center. For daily teamwork, Bitrix24 provides chats, HD video calls, shared calendars, corporate mail, and document co-editing, alongside Kanban boards and Gantt charts to track project dependencies. CoPilot AI assistant is embedded throughout the platform and serves as a secure assistant that handles routine writing, summarizes long client conversations, creates tasks from notes, and helps teams work faster. A generous free plan supports unlimited users. For growth, flat-rate pricing charges one fixed fee for the entire company, eliminating per-user costs. The mobile app gives remote access, while the self-hosted edition deploys on private servers with open source-code access.

About

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Small to mid-sized businesses, growing teams, and enterprises seeking an all-in-one digital workspace to unify sales, projects, and collaboration.

Audience

Mortgage, Solar, Higher Education, Debt, Small Business, Sales & Marketing automation for all industries.

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$ 49 per month
100% Free Unlimited Users
Free Version Supported
Free Trial Supported

Pricing

$119
No annual contracts billed month-to-month! Additional services include a secure customer portal, digital IP target marketing ads, and ShapeIQ AI lead scoring.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.6 / 5
ease 4.3 / 5
features 4.5 / 5
design 4.5 / 5
support 4.4 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.9 / 5
design 4.7 / 5
support 4.6 / 5

Pros & Cons from Real Users

Pros

  • We like that the website provides us with a time to manage and schedule job interviews, because it is easy to follow up with its multi-channel system. Also, Bitrix24 unites the elaboration of internet stores and that of chasing expenses, this way, you will be able to have one internet commerce and keep track of another's accounting. It is important to note that it quickly becomes part of the most important Facebook advertisements.
  • I like the fact that Bitrix24 has a tool that allows us to manage different types of documents and collaborate on them, it synchronizes with our desktop computers and documents our workflow thanks to its features, as well as integrate it with other third party applications that are cloud based. It also has a great management of workflows thanks to its time tracking tools, it is easy to work on different tasks and calculate the time each of these tasks will take, generate reports that summarize the time management to know how one is doing in this aspect and integrate the calendar to keep my schedule updated in real time, as well as share it with other members to know everyone’s assigned tasks and schedules. With Bitrix24, it is very easy to keep track of all the sales that come into the company and get fully detailed reports on them, it is possible to track prospects and know what is interesting to them about our products, and offer them the best solution for them to become an actual purchaser and a current client of us. The collaboration within Bitrix24 is possible thanks to the organization of projects, tasks, the possibility to communicate and choose between calls, messages and video calls to talk about different things, it is a helpful tool to increase the power of multi tasking and work simultaneously alongside other employees to do multiple tasks that are varied and increase our sales and customer experience as a result.
  • Possibility of creating websites for our company, in addition to this you can make videoconferences from the same tool, with which productive meetings are generated for the company, since they discuss the reports made and allows to increase the effectiveness of decision making.
  • Thanks to Bitrix24, we have been able to integrate several management tasks to our main system, both internal and external task and project management, personalized database management for all our clients and the management of prospect qualification and negotiations have been a success with Bitrix24 management.
  • Within this customer relationship management service it is extremely easy to manage workflows within projects, so that they are kept in order and up to date. In Bitrix24 we include all the data collected from sales reports for each of the projects we finish and decide to release, and there have never been any problems with it.

Cons

  • The access permissions are too generous with the information of opponents and employees in general, so there is a danger of it being changed. It is difficult to keep track of tasks based on their status, as they are often not scheduled. Bitrix24 does not offer the possibility to manage the content of online stores, because it does not have an image or text editor. This detracts somewhat from the creation of stores, since it is necessary to purchase external software in order to fully optimize them.
  • Sadly, the customer service and support team is not very reliable, we have tried to reach out to them and they take a while to get back to us, and when they do it usually is something that we already had to figure out on our own thanks to the unresponsiveness of the support team. Also, I think that the different structures that Bitrix24 provides makes it difficult to choose one that will work for the team environment and will really provide the full potential, so it definitely took a little more time to figure out the organization method that really worked for us and figure out how to implement it into our projects and our sales.
  • We would like it to include some payment processor, it is one of the few things that we can not perform, being a CRM software, this function is vital for the development of companies, as we are forced to find third-party software that sometimes are not entirely reliable or are very expensive.
  • Bitrix24 should improve the reminder notifications for the tasks we forget to do as they sometimes arrive too late, as well as improve the form of registrations because they are not set up properly.
  • Bitrix24 has an integrated human resources manager, but this is very low performance by not allowing us to make extensive graphs, or at least include the absences of each seller, or record all requests that our employees make on the platform. It would be excellent to centralize this information.

Pros from Real Users

Pros

  • Shape Software’s AI-powered CRM is on another level. The sheer number of features packed into one system is incredible, but what impressed me most is how seamlessly everything works together. Automations, communication tools, lead management, reporting every component feels connected, intuitive, and synchronized. Instead of jumping between multiple platforms, Shape gives you a unified system that actually improves your workflow and speed-to-lead. It’s rare to find a platform with this much power that still feels clean, organized, and easy to use. Highly recommend.
  • Pros: Software is ok, sort of, if you can spend extensive time arguing with the Robot to solve technical, set-up and usage issues. I would have to keep telling the Robot that he must have got the answer wrong... i.e. that can't be right, Robot? Then the Robot would literally respond, your right... here is the right answer. other times, I would figure it out on my own without the Robots help and then I would get back to the Robot and tell him what he got wrong and what the right answer is, and then the bot would say, OK thanks, I'll make a note of that...Literally, I'm not kidding. I spent many late nights trying to learn to use Shape software with no help other than a somewhat confused occasionally helpful Robot.
  • I loved the attention to detail and the patience Chloe spent with me to create the website with Shape, and then the changes I requested to get it right was fantastic! I know I asked for a lot, but Chloe hung in there until it was complete, and I was satisfied. I am very happy with the results. Thank you, Chloe and Shape Team, for the web frontend set up!
  • I'm really liking my switch to Shape. Having worked with Total Expert and Surefire in the past, I'm excited about the opportunities and prospects with Shape. My account executive, Corey Chase, is amazing and has really helped me up my game with my clients! Looking forward to learning and growing with Shape!
  • We’ve been using Shape Software for our mortgage operations, and it has been a game-changer. The platform’s features, from lead management to automated workflows, have significantly streamlined our processes, saving us time and boosting our efficiency. What truly sets Shape apart, though, is the incredible customer support. Tristan has been phenomenal—his expertise, responsiveness, and willingness to go above and beyond have made our experience with Shape exceptional. Whether it’s customizing features to meet our unique needs or providing quick solutions to challenges, Tristan has been a true partner every step of the way. If you’re looking for a powerful, user-friendly CRM backed by top-notch service, I highly recommend Shape Software. Thanks to Tristan and the Shape team for an outstanding partnership!
  • Very helpful when it comes to communication and organizing tasks. It’s easy to communicate and leave notes for managers too.
  • I like the most of this CRM is because it is very user friendly and able to make our daily task more convenient.
  • One of the best things about Shape is its flexibility. You can customize it to suit your specific needs and workflow, which means you don't have to adapt to the software – the software adapts to you. This makes it a great choice for individuals, teams, and organizations of all sizes.
  • The system is great but their support and training is what was the cherry on top for me. Not only did I get to personalize and configure the system on my onboarding call but I've sent many questions to their team and I always get a response the same day. I've used many CRMs in the past and that's always been an achilles heal but not here.
  • I truly believe the functionality of the software would be great if it worked as advertised. Very easy to understand and implement dashboard!

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Bitrix24
Founded: 1998
United States
www.bitrix24.com

Company Information

Shape Software
Founded: 2007
United States
setshape.com

Alternatives

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monday CRM

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monday.com

Categories

Collaboration Supported
Communications Supported
CRM Supported
Digital Workplace Supported
eCommerce Supported
Email Marketing Supported
Email Tracking Supported
Healthcare Supported
Help Desk Supported
Human Resources Supported
Insurance CRM Supported
Kanban Supported
Lead Management Supported
Live Chat Supported
Portal Supported
Process Mapping Supported
Project Management Supported
Remote Work Supported
Scrum Supported
Task Management Supported
Team Communication Supported
Time Tracking Supported
Website Builder Supported
Work Management Supported

Categories

Bulk SMS Supported
Call Recording Supported
Call Tracking Supported
Contact Management Supported
CRM Supported
Email Marketing Supported
Financial CRM Supported
Insurance CRM Supported
Lead Management Supported
Legal CRM Supported
Marketing Supported
Mortgage and Loans Supported
Predictive Dialer Supported
Project Management Supported
Real Estate CRM Supported
Sales Supported
Sales Acceleration Supported
Sales Tracking Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Not Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Supported
Project Management Supported
Purchasing Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Supported
Vendor Management Supported

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Supported

Content Collaboration Features

Client Portal Supported
Cloud Storage Supported
Digital Asset Management Not Supported
Document Creation / Editing Supported
Document Management Supported
Electronic Signature Supported
Feedback Management Not Supported
File Sharing Supported
Messaging / Discussion Supported
Real-Time / Interactive Editing Supported
Roles / Permissions Supported
Search Supported
Version Control Supported
Video / Image Editing Not Supported
Workflow / Approval Process Supported

Customer Communications Management Features

Batch Communications Supported
Chat / Messaging Supported
Content Management Supported
Email Distribution Supported
Interactive Content Not Supported
Multi-Channel Communications Supported
On-Demand Communications Supported
Personalization Supported
Print Management Not Supported
Template Management Supported
Video Content Supported

Digital Workplace Features

Activity / News Feed Supported
Calendar Management Supported
Chat / Messaging Supported
Content Management Supported
Document Management Supported
Employee Directory Supported
File Sharing Supported
Knowledge Management Supported
Surveys & Feedback Not Supported
Task Management Supported

Email Tracking Features

A/B Testing Supported
Audience Segmentation Supported
Campaign Management Supported
Event-Based Notifications Supported
Location Tracking Supported
Team Management Not Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

Human Resources Features

360 Degree Feedback Supported
Applicant Tracking Supported
Attendance Management Supported
Benefits Management Not Supported
Career Development Planning Supported
Compensation Management Not Supported
Compliance Management Not Supported
Employee Database Supported
Employee Lifecycle Management Supported
Onboarding Supported
Payroll Management Not Supported
Performance Management Supported
Recruiting Management Supported
Self Service Portal Supported
Succession Planning Not Supported
Time & Attendance Management Supported
Time Off Management Supported
Timesheets Supported
Training Management Supported

Internal Communications Features

App Integration Not Supported
Blogs Supported
Chat/Messaging Supported
Email Management Supported
Employee Directory Supported
Event Calendar Supported
Newsletter Management Supported
Photo Gallery Supported
Social Sharing Supported
Survey Management Not Supported
Telephony Supported
Video Chat Supported
Voice Chat Supported

Kanban Features

Collaboration Tools Supported
Dependency Tracking Supported
KPI Monitoring Supported
Milestone Tracking Supported
Multi-Board Supported
Prioritization Supported
Project Planning Supported
Roadmapping Supported
Supports Scrum Supported
Task Management Supported
Time Tracking Supported

Knowledge Management Features

Artificial Intelligence (AI) Supported
Cataloging / Categorization Supported
Collaboration Supported
Content Management Supported
Decision Tree Not Supported
Discussion Boards Supported
Full Text Search Supported
Knowledge Base Management Supported
Self Service Portal Supported

Live Chat Features

Canned Responses Supported
Customizable Branding Supported
Geo Targeting Supported
Offline Form Supported
Proactive Chat Supported
Screen Sharing Supported
Third Party Integration Supported
Transfers / Routing Supported
Website Visitor Tracking Supported

Portal Features

Chat Supported
Collaboration Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Remote Work Features

Collaboration Supported
Credential Management Supported
Electronic Signature Supported
Employee Monitoring Supported
Live Chat Supported
Meeting Management Supported
Project Management Supported
Remote Access Supported
Remote Support Supported
Screen Sharing Supported
Softphone Supported
Task Management Supported
Time Zone Tracking Supported
Video Chat Supported
Web Conferencing Supported

Scrum Features

Backlog Management Supported
Collaboration Board Supported
Daily Reports Supported
Iteration Management Supported
KPI Monitoring Supported
Milestone Tracking Supported
Prioritization Supported
Progress Tracking Supported
Release Planning Supported
Roadmapping Supported
Sprint Planning Supported
Task Management Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Team Communication Features

Activity / News Feed Supported
Audio Calls Supported
Calendar Management Supported
Chat / Messaging Supported
Discussion Threads Supported
File Sharing Supported
Mobile Access Supported
Push Notifications Supported
Search Supported
Surveys & Feedback Supported
Task Management Supported
Video Conferencing Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Website Builder Features

Auto Update Supported
Content Import / Export Supported
Drag & Drop Supported
Invoices Supported
Landing Pages / Web Forms Supported
Newsletter Management Not Supported
Online Booking Supported
Online Store Builder Supported
Pre-built Templates Supported
Real Time Editing Supported
SEO Supported
Survey Builder Not Supported
White Label Not Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Supported
File Storage / File Sharing Supported
Kanban Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Supported
Workflow Management Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

eCommerce Features

Catalog Management Supported
Channel Management Supported
CRM Supported
Customer Accounts Supported
Data Security Supported
Email Marketing Supported
Inventory Management Supported
Kitting Not Supported
Loyalty Program Not Supported
Mobile Access Supported
Multi-Store Management Supported
Order Management Supported
Product Configurator Supported
Promotions Management Supported
Returns Management Supported
Reviews Management Not Supported
SEO Management Supported
Shopping Cart Supported
Templates Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Supported
Auto-Responders Not Supported
CAN SPAM Compliance Not Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Not Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported

Business Intelligence Features

Ad Hoc Reports Not Supported
Benchmarking Supported
Budgeting & Forecasting Not Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Not Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Call Recording Features

Archiving Supported
Call Sharing Supported
Distributed Call Recording Supported
Event Triggered Recording Not Supported
File Transfer Supported
Instant Retrieval Supported
On-Demand Recording Supported
Recording Bookmarking Not Supported
Scheduled Recording Supported
Screen Activity Recording Not Supported
Video Call Recording Not Supported

Call Tracking Features

Call Log Not Supported
Call Recording Supported
Call Routing Supported
Caller Identification Supported
Campaign Management Supported
Conversion Tracking Supported
CRM Supported
IVR / Voice Recognition Supported
Keyword Tracking Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported

Mortgage and Loans Features

Amortization Schedule Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Predictive Dialer Features

Call Monitoring Supported
Call Recording Supported
Call Results Supported
Call Transfer Supported
Callback Scheduling Not Supported
Campaign Specific Caller ID Supported
Contact Management Supported
FCC Compliance Supported
FTC Compliance Not Supported
Lead Capture Supported
Lead Management Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Not Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

Sales Acceleration Features

Campaign Management Supported
CPQ Not Supported
Dialer Supported
Email Sequencing Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Supported
Predictive Analytics Supported
Reporting Supported
Sales Gamification Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Integrations

Authorize.Net Supported
Mailchimp Supported
Microsoft 365 Supported
Plivo Supported
Stripe Supported
Zapier Supported
Admin24 Supported
Asana Supported
B2Metric Supported
Business Card Reader Supported
CallTools Not Supported
Campus Cloud Services SIS Not Supported
Corezoid Supported
Digital Tide Supported
Haber Chat Supported
HubSpot Data Hub Supported
Jira Supported
RingCentral RingCX Not Supported
SendPulse Supported
Umnico Supported

Integrations

Authorize.Net Supported
Mailchimp Supported
Microsoft 365 Supported
Plivo Supported
Stripe Supported
Zapier Supported
Admin24 Not Supported
Asana Not Supported
B2Metric Not Supported
Business Card Reader Not Supported
CallTools Supported
Campus Cloud Services SIS Supported
Corezoid Not Supported
Digital Tide Not Supported
Haber Chat Not Supported
HubSpot Data Hub Not Supported
Jira Not Supported
RingCentral RingCX Supported
SendPulse Not Supported
Umnico Not Supported
Claim Bitrix24 and update features and information
Claim Bitrix24 and update features and information