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About

Phonexa is an enterprise-grade tracking and distribution platform for calls, leads, fraud, and compliance, in addition to a fully integrated stack of tools that enable marketers to track and optimize performance. At the core of the Phonexa ecosystem are LMS Sync for intelligent lead management and lead distribution, and Call Logic for advanced call tracking, routing, AI Call Agents, and pay-per-call campaigns, each enhanced by automation and real-time analytics. With a global presence, Phonexa supports clients across diverse industries, including insurance, financial services, home services, and beyond.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Phonexa is highly beneficial for brands, affiliate marketers and networks, and performance marketers seeking a unified platform to capture, manage, validate, and distribute leads and calls at scale. Serving clients across the financial, insurance, home services, and other verticals, Phonexa yields operational success through its unified suite of tools for lead distribution, call routing, pay-per-call management, fraud, compliance, and more.

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Contact us to customize your Phonexa experience with the features you need.
Direct Post and Ping-Post Lead Routing
Real-time Tracking, Reporting, and Analytics
Ping Tree Management
Fraud Detection
Real-time Filtering and Duplicate Checks
Ping-Post Calls / Real-Time Bidding (RTB)
Drag and Drop IVR builder
AI Call Agents
Real-time Tracking, Reporting, and Analytics
Call Recording
Free Version
Free Trial

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
Free Trial

Reviews/Ratings

Reviews/Ratings

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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Phonexa
Founded: 2016
United States
phonexa.com

Company Information

Shape Software
Founded: 2007
United States
setshape.com

Alternatives

Alternatives

Maximizer CRM

Maximizer CRM

Maximizer Software
LeadExec

LeadExec

ClickPoint Software
Re-Leased

Re-Leased

Re-Leased Software Company
monday CRM

monday CRM

monday.com

Categories

Phonexa empowers affiliate and performance marketers to track, manage, and optimize campaigns across multiple channels, ensuring transparency, compliance, and measurable results at every stage. The affiliate tracking tools provide complete visibility into partner performance, conversions, and payouts while maintaining compliance and protecting against fraud. Real-time analytics and detailed reporting help marketers refine their lead distribution and acquisition strategies. With automated workflows and seamless integrations, Phonexa simplifies affiliate operations and supports data-driven decision-making for scalable, performance-based marketing success.

Phonexa’s AI Call Agents seamlessly integrate with the Call Logic platform and IVR system, transforming how businesses manage inbound calls. These conversational AI tools automate lead qualification, nurturing, and intelligent call routing, engaging callers naturally while improving efficiency and response time. Each agent includes pre-built industry templates and customizable FAQs that keep conversations relevant to your vertical and compliant with your call flow logic. Businesses can sync product data from LMS Sync, automate follow-up emails through E-Delivery, and personalize every prompt or response. Built-in features such as silence handling, conversation length limits, dictation and spell-check modes, and real-time testing ensure smooth and accurate interactions. Through the AI Agents menu, users can review call transcripts, recordings, and performance analytics. Available 24/7 and fully scalable, these agents enhance lead management and pay-per-call workflows with automation tha

Phonexa’s Cloud PBX provides a cloud-based voice communication system designed for modern marketing and operations teams. The platform supports call recording, skill-based routing, IVR menus, voicemail boxes, and comprehensive call logs and summary reports, all accessible without on-premises hardware. As part of Phonexa’s ecosystem, business VoIP aligns with campaign workflows by providing detailed call-level analytics that feed into broader lead-management efforts and pay-per-call tracking. Users can define call groups, configure permitted calling hours, maintain do-not-call lists, and monitor agent performance via call dispositions, tags, and scoring. With Phonexa’s Cloud PBX, you gain a unified, scalable voice channel that seamlessly integrates with your lead distribution and conversion pipelines while enhancing agent productivity and operational oversight.

Phonexa’s Call Logic includes an advanced call recording feature that provides full visibility into every inbound and outbound interaction. Businesses can capture, store, and analyze conversations to improve agent performance, compliance, and customer experience. With integrated analytics and reporting, users can evaluate call outcomes and link recordings to specific marketing efforts, including pay-per-call campaigns. By combining call tracking, attribution, and quality monitoring, Phonexa helps brands and marketers optimize conversions and strengthen customer relationships.

Phonexa's Call Logic offers real-time call tracking, analytics, and pay-per-call management. Phonexa helps you understand every inbound interaction, attribute performance, and optimize campaigns with precision. With call recording, keyword tracking, and detailed caller insights, marketers can identify which sources and ads drive the highest-quality calls. Intelligent call routing, AI Call Agents, and smart IVR flows connect callers to the right buyers or agents, enhancing conversion rates and customer satisfaction. Advanced reporting and integrations with CRMs and analytics tools provide a comprehensive view of call performance and pay-per-call campaign ROI.

Phonexa’s Cloud PBX offers a flexible, scalable virtual phone system for modern businesses. It enables teams to manage calls, extensions, voicemail, and routing from a single dashboard. Working hand in hand with Phonexa’s call tracking, pay-per-call, and lead management tools, the system ensures transparency, accountability, and optimal call performance. With smart routing, analytics, and customizable settings, Phonexa’s Cloud PBX enhances internal communication and customer engagement across every touchpoint.

Phonexa’s E-Delivery empowers marketers to automate and optimize email marketing campaigns with precision and compliance. From personalized drip sequences to transactional emails, it supports advanced targeting, A/B testing, and deliverability tracking. Seamless integrations with lead management and lead distribution systems allow data-driven engagement across multiple channels. Real-time analytics and behavioral segmentation help maximize ROI, nurture leads, and maintain consistent brand communication throughout the customer lifecycle.

IVR

Phonexa’s Interactive Voice Response (IVR) system helps brands automate call flows and create personalized, human-like interactions. Powered by conversational AI, IVR guides callers through dynamic menus, collects data, qualifies leads, and connects them to the right agents or departments. Seamlessly integrated with lead distribution and call tracking, IVR optimizes response times and enhances customer satisfaction. Flexible routing rules, voice recognition, and campaign-level reporting ensure every interaction contributes to higher conversion rates and operational efficiency.

Phonexa enables brands and marketers to capture, qualify, and enrich leads through multiple entry points, such as web forms, calls, or campaigns, ensuring accurate data and faster connections with verified prospects. The platform’s validation tools verify contact details instantly, reducing fake or duplicate submissions. Integrated with lead management and lead distribution workflows, Phonexa guarantees that only high-quality leads enter your funnel. With automation and segmentation, marketers can trigger personalized campaigns, track performance, and scale faster while maintaining compliance and transparency across all data sources.

Phonexa’s comprehensive platform for call and lead distribution powers scalable lead generation through data intelligence, lead management, and predictive scoring, helping marketers turn traffic into high-value customers. By combining automation, analytics, and fraud prevention, Phonexa ensures every lead meets quality standards before it is routed to buyers or sales teams. Users can monitor campaign performance, traffic sources, and conversion data to refine acquisition strategies. Whether managing affiliate traffic or pay-per-call campaigns, Phonexa equips marketers with the tools to scale efficiently, reduce acquisition costs, and increase ROI through smarter, data-driven lead generation.

Phonexa streamlines the entire lead lifecycle with LMS Sync, from capture and scoring to distribution and reporting, empowering marketers with complete control, full transparency, and real-time performance optimization. The platform consolidates all stages of lead management into a single intuitive interface, eliminating manual processes. With automation, segmentation, and detailed analytics, users can track leads across all channels, monitor buyer behavior, and optimize campaigns in real time. Phonexa ensures that every lead is validated, scored, and routed accurately, providing a unified and data-driven lead management experience that maximizes efficiency and ROI.

Phonexa offers a comprehensive ecosystem for performance marketers to track, optimize, and scale multi-channel campaigns. By connecting data across lead management, lead distribution, and pay-per-call tracking, Phonexa ensures full visibility into ROI and partner performance. The platform supports affiliate tracking, real-time analytics, and customizable reporting to identify top-performing channels and maximize conversions. Phonexa empowers businesses to make data-driven decisions, enhance transparency, and maintain compliance across all marketing operations.

Categories

Call Recording Features

Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording

Call Tracking Features

Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
CRM
IVR / Voice Recognition
Keyword Tracking

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Lead Management Features

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

Affiliate Features

Affiliate Management
Affiliate Tracking
Banner Management
Commission Management
Contest Management
Coupon Management
Email / Newsletter Communication
Fraud Detection
Multi Level Marketing (MLM)
Multi-Language
Social Sharing

Business VoIP Features

Call Parking
Call Recording
Contact Management
Encryption
IVR / Voice Recognition
Ring Groups
SIP Trunking
Unified Communications
Voice Quality Enhancement

Cloud PBX Features

Call Recording
Call Routing
IVR / Voice Recognition
Ring Groups
SIP Trunking
Virtual Extensions
Web Conferencing

IVR Features

Call Center
Call Logging
Call Recording
Call Routing
Multiple Scripts
Phone Key Input
Survey Management
Text to Speech
Voice Customization
Voice Mail

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Call Recording Features

Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording

Call Tracking Features

Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
CRM
IVR / Voice Recognition
Keyword Tracking

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Lead Management Features

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

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

CRM Features

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

Contact Management Features

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

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Law Practice Management Features

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

Legal Document Management Features

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

Marketing Automation Features

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

Mortgage and Loans Features

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

Predictive Dialer Features

Call Monitoring
Call Recording
Call Results
Call Transfer
Callback Scheduling
Campaign Specific Caller ID
Contact Management
FCC Compliance
FTC Compliance
Lead Capture
Lead Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Acceleration Features

Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation Features

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

Sales Tracking Features

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

Integrations

Mailchimp
Stripe
Twilio
AnyTrack
Authorize.Net
BombBomb
Campus Cloud Services SIS
Dialpad Sell
Encompass
Encompass CX
Everflow
Google Cloud AI Infrastructure
Google Cloud Functions
HubSpot Customer Platform
QuickBooks Accountants
Salesforce
Stripe Billing
Tipalti
X (Twitter)
Xverify

Integrations

Mailchimp
Stripe
Twilio
AnyTrack
Authorize.Net
BombBomb
Campus Cloud Services SIS
Dialpad Sell
Encompass
Encompass CX
Everflow
Google Cloud AI Infrastructure
Google Cloud Functions
HubSpot Customer Platform
QuickBooks Accountants
Salesforce
Stripe Billing
Tipalti
X (Twitter)
Xverify