HubSpot Customer Platform vs. Shape Software Comparison


HubSpot Customer Platform HubSpot	Shape Software	+	+
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About Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.		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 Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported		Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported
Audience Companies of all sizes that want to put customers first and grow better with an AI-powered customer platform		Audience Mortgage, Solar, Higher Education, Debt, Small Business, Sales & Marketing automation for all industries.
Support Phone Support 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 View more images or videos		Screenshots and Videos View more images or videos
Pricing Free Starter plan is $20/month, Professional plan is $1,450/month, Enterprise plan is $4,700/month 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 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software		Reviews/Ratings Overall 4.7 / 5 ease 4.6 / 5 features 4.9 / 5 design 4.7 / 5 support 4.6 / 5 Read all reviews
		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 HubSpot Founded: 2006 United States www.hubspot.com/products/customer-platform		Company Information Shape Software Founded: 2007 United States setshape.com
Alternatives HubSpot CRM HubSpot		Alternatives Maximizer CRM Maximizer Software
Creatio		TrueDialog
HubSpot Marketing Hub HubSpot		Re-Leased Re-Leased Software Company
monday CRM monday.com		monday CRM monday.com
Pipedrive View All		Act! View All
Categories Account Data Management Supported Account-Based Orchestration Supported AI Content Generators Supported AI Email Writers Supported AI Marketing Supported AI Sales Assistants Supported AI Sales Tools Supported AI Social Media Post Generators Supported AI Summarizers Supported AI Tools Supported AI Writing Supported Automotive CRM Supported B2B eCommerce Supported Call Tracking Supported Campaign Management Supported Chatbot Supported Cold Email Supported Construction CRM Supported Contact Management Supported Content Management Supported Content Marketing Supported Conversational Support Supported CPQ Supported CRM Supported Customer Self-Service Supported Customer Service Supported Customer Success Supported Demand Generation Supported Drag and Drop Email Builders Supported eCommerce Marketing Supported Email Marketing Supported Email Personalization Supported Email Template Design Supported Financial CRM Supported Healthcare CRM Supported Help Desk Supported Hotel CRM Supported Landing Page Supported Lead Generation Supported Lead Management Supported Lead Scoring Supported Live Chat Supported Marketing Supported Marketing Automation Supported Online Form Builders Supported Operations Management Supported Popup Builders Supported Quote-to-Cash Supported Real Estate CRM Supported Revenue Operations Supported RFM Analysis Supported Sales Supported Sales Analytics Supported Sales Content Management Supported Sales Dialers Supported Sales Engagement Supported Sales Force Automation Supported Sales Intelligence Supported Sales Performance Management Supported Sales Tracking Supported Sentiment Analysis Supported SMS Marketing Supported Social CRM Supported Social Media Management Supported Website Visitor Identification Supported		Categories Bulk SMS Supported Business Intelligence Supported Call Recording Supported Call Tracking Supported Contact Management Supported CRM Supported Email Marketing Supported Financial CRM Supported Insurance CRM Supported Law Practice Management Supported Lead Management Supported Legal CRM Supported Legal Document Management Supported Marketing Supported Marketing Automation Supported Marketing Compliance Supported Mortgage and Loans Supported Predictive Dialer Supported Project Management Supported Real Estate CRM Supported Real Estate Lead Generation Supported Sales Supported Sales Acceleration Supported Sales Force Automation Supported Sales Tracking Supported
CRM Features Calendar/Reminder System Supported Call Logging Not 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 Not Supported Call Tracking Features Call Log Supported Call Recording Supported Call Routing Supported Caller Identification Not Supported Campaign Management Supported Conversion Tracking Supported CRM Supported IVR / Voice Recognition Not 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 Not 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 Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor Supported Financial CRM Features Account Alerts Supported Asset Management Not Supported Expense Tracking Not Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management 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 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 Supported Referral Tracking Supported Segmentation 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 Show More Features Automotive CRM Features Call Logging Supported Contact Management Supported Customer Support Supported Inventory Management Not Supported Lease Management Not Supported List Management Not Supported Marketing Automation Supported Product Catalog Supported Quotes / Proposals Supported Service Department Management Not Supported Showroom Management Not Supported Territory Management Supported CPQ Features 2D Drawing Supported 3D Modeling Supported Approval Workflow Supported eCommerce Supported Guided Selling Supported Product Configurator Supported Proposal Generation Supported Quotes / Estimates Supported Renewal Management Supported Self Service Portal Supported Campaign Management Features Channel Management Supported Contact Database Supported Email Marketing Supported Event Triggered Actions Supported Lead Management Supported Multi-Campaign Supported Chatbot Features Call to Action Supported Context and Coherence Supported Human Takeover Supported Inline Media / Videos Supported Machine Learning Supported Natural Language Processing Supported Payment Integration Supported Prediction Supported Ready-made Templates Supported Reporting / Analytics Supported Sentiment Analysis Supported Social Media Integration Supported Construction CRM Features Client Tracking Supported Contract Management Not Supported Forecasting Supported Project Management Supported Quote Management Not Supported Sales Management Not Supported Scheduling Supported Time Management Not Supported Content Management Features Audio Content Supported Customizable Templates Supported Document Indexing Supported E-forms Supported Full Text Search Supported Image Editor Supported SEO Management Supported Text Editor Supported Version Control Supported Video Content Supported Website Management Supported Content Marketing Features Audience Targeting Supported Brand Management Supported Campaign Management Supported Categorization / Grouping Supported Conversion Tracking Supported Distribution Management Supported Editorial Calendar Supported Multi-Channel Publishing Supported Publish Scheduling Supported SEO Management Supported Social Media Management Supported Video Management Supported Customer Service Features Alerts / Escalation Supported Appointment Management Supported Call Center Management Supported Email Management Supported Knowledge Base Supported Live Chat Supported Performance Metrics Supported Queue Management Supported Self Service Portal Supported Social Media Integration Supported Surveys & Feedback Supported Virtual Assistant Supported Workflow Management Supported Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Supported Onboarding Not Supported Revenue Management Supported Usage Tracking / Analytics Not Supported Win / Loss Analysis Supported Email Template Design Features A/B Testing Supported Code From Scratch Supported Drag & Drop Editing Supported Image Library Supported Import HTML Code Supported Mobile-Friendly / Responsive Supported Potential Issue Identification Supported Premade Templates Supported Proofing Supported Reporting / Analytics Supported Text Editor Supported Theme Editor Supported Healthcare CRM Features Audience Targeting Supported Campaign Management Supported Marketing Automation Supported Medical History Records Not Supported Patient Communications Not Supported Patient Management Not Supported Physician Management Not Supported Predictive Analytics 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 Landing Page Features A/B Testing Supported Analytics Supported Drag & Drop Supported Form Creation Supported Real Time Editing Supported Responsive Supported SEO Management Supported Templates Supported Lead Generation Features Contact Discovery Supported Contact Import/Export Supported Lead Capture Supported Lead Database Integration Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Visitor Identification 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 Online Form Builders Features Artificial Intelligence Supported Assign Roles / Permissions Supported Collaboration Tools Supported Conversational Forms Supported Data Tables Supported Drag & Drop / No Code Supported Export to PDF Supported HIPAA Compliant Supported Import Existing Forms Supported Mobile Forms Supported Offline Forms Supported Pre-made Templates Supported Quizzes / Questionnaires Supported Reporting / Data Visualization Supported Signup Forms Supported Surveys Supported Revenue Operations Features Account Health Dashboard Supported AI Insights Supported Automatic CRM Updates Supported Contact / Activity Tracking Supported Revenue Dashboard Supported Revenue Intelligence / Reporting Supported RevOps Automation Supported Sales Analytics Supported Sales Forecasting Supported Third-Party Data Aggregation Supported SMS Marketing Features 2-Way Messaging Supported Artificial Intelligence Supported Contact Management Supported Mass Texting Supported Message Personalization Supported MMS Supported Mobile Coupons Supported Mobile Keywords Supported Polls / Voting Supported Reporting/Analytics Supported Scheduled Messaging Supported Shortcodes Supported Text-to-Win Supported Sales Analytics Features Collaboration Tools Supported Dashboards Supported Forecasting Analytics Supported Ideal Customer Profile (ICP) Supported Lead Analytics Supported Pipeline Management Supported Predictive Forecasting Supported Predictive Lead Scoring Supported Sales Intelligence Reporting Supported Sales Content Management Features Audio / Video Recording Supported Audio File Management Supported Branded Sales Content Supported Centralized Sales Content Repository Supported Collaboration Tools Supported Content Recommendations Supported Email Management Supported Engagement Analytics Supported Interaction Tracking Supported Personalization Supported Sales Partner Management Supported Sales Training / Onboarding Supported Video File Management Supported Sales Engagement Features Call Scripts / Call Steps Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Supported Task Management Supported Templates Supported Workflow Management Supported Sales Intelligence Features CRM Integration Supported Data Cleaning Supported Data Enrichment Supported Data Import/Export Supported Data Mining Supported Data Verification Supported Email Integration Supported Lead Scoring Supported List Building Supported Performance Management Supported Pipeline Management Supported Predictive Modeling/Analytics Supported Prospecting Tools Supported Reporting/Analytics Supported Sales Forecasting Supported Sales Performance Management Features Incentive Compensation Management (ICM) Supported Predictive Sales Analytics Supported Quota Management Supported Reporting / Analytics Supported Sales Coaching Analysis Supported Sales Gamification Supported Sales Performance Tracking Supported Sales Planning & Forecasting Supported Territory Management Supported Social CRM Features Calendar/Reminder System Supported Customer Support Supported Email Marketing Supported Lead Capture Supported Lead Nurturing Supported Live Chat Supported Marketing Automation Integration Supported Multi-Channel Social Integration Supported Social Media Monitoring Supported Task Management Supported Social Media Management Features Automated Publishing Supported Brand Tracking Supported Content Management Supported Customer Engagement Supported Multi-Account Management Supported Multi-User Collaboration Supported Post Scheduling Supported Reporting/Analytics Supported Social Media Monitoring Supported eCommerce Marketing Features AB Testing Supported Abandoned Cart Email Supported Analytics / ROI Tracking Supported Customer Data Profiles Supported Dynamic Content Supported Email Marketing Supported Email Personalization Supported Facebook Ads Supported Google Ads Supported Product Recommendations Supported Push Notifications Supported Retargeting Supported Search Marketing Supported Segmentation Supported Signup Forms & Popups Supported SMS Marketing Supported Social Marketing Supported Triggered Emails Supported Website Visitor 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 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 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 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 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 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 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 Show More Features 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 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 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 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
Integrations CallTools Supported Encompass CX Supported Google Workspace Supported Mailchimp Supported Microsoft 365 Supported Microsoft Outlook Supported RingCentral RingCX Supported Stripe Supported Stripe Billing Supported Trello Supported Twilio Supported Zapier Supported High Attendance Supported Notch Supported Revmonk Supported Snoooz Supported Summit Supported Surfsite Supported Valuein Supported Wrike Supported Show More Integrations View All 2414 Integrations		Integrations CallTools Supported Encompass CX Supported Google Workspace Supported Mailchimp Supported Microsoft 365 Supported Microsoft Outlook Supported RingCentral RingCX Supported Stripe Supported Stripe Billing Supported Trello Supported Twilio Supported Zapier Supported High Attendance Not Supported Notch Not Supported Revmonk Not Supported Snoooz Not Supported Summit Not Supported Surfsite Not Supported Valuein Not Supported Wrike Not Supported Show More Integrations View All 25 Integrations
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