+
+
Visit Website
Visit Website

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 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

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 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

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 Not Supported
Free Trial Not 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

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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
CTM

CTM

CallTrackingMetrics
monday CRM

monday CRM

monday.com

Categories

Affiliate Supported

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.

AI Voice Agents Supported

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

Business VoIP Supported

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.

Call Recording Supported

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.

Call Tracking Supported

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.

Cloud PBX Supported

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.

Email Marketing Supported

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 Supported

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.

Lead Capture Supported

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.

Lead Generation Supported

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.

Lead Management Supported

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

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

Call Recording Features

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

Call Tracking Features

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

Affiliate Features

Affiliate Management Supported
Affiliate Tracking Supported
Banner Management Supported
Commission Management Supported
Contest Management Not Supported
Coupon Management Not Supported
Email / Newsletter Communication Supported
Fraud Detection Supported
Multi Level Marketing (MLM) Not Supported
Multi-Language Supported
Social Sharing Not Supported

Business VoIP Features

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

Cloud PBX Features

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

IVR Features

Call Center Not Supported
Call Logging Supported
Call Recording Supported
Call Routing Supported
Multiple Scripts Supported
Phone Key Input Supported
Survey Management Not Supported
Text to Speech Supported
Voice Customization Supported
Voice Mail Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms 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 Not Supported
Prospecting Tools Supported
Visitor Identification 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

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

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

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

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

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

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

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

Mailchimp Supported
Stripe Supported
Twilio Supported
AnyTrack Supported
BombBomb Not Supported
Calyx Point Not Supported
Filevine Not Supported
Five9 Supported
Floify Not Supported
Google Ads Supported
Google Analytics Supported
Google Cloud Analytics Hub Supported
Google Cloud Functions Supported
HubSpot CRM Supported
Instagram Ads Supported
Mailgun Supported
Microsoft 365 Not Supported
Plivo Not Supported
TikTok Ads Supported
Ytel Not Supported

Integrations

Mailchimp Supported
Stripe Supported
Twilio Supported
AnyTrack Not Supported
BombBomb Supported
Calyx Point Supported
Filevine Supported
Five9 Not Supported
Floify Supported
Google Ads Not Supported
Google Analytics Not Supported
Google Cloud Analytics Hub Not Supported
Google Cloud Functions Not Supported
HubSpot CRM Not Supported
Instagram Ads Not Supported
Mailgun Not Supported
Microsoft 365 Supported
Plivo Supported
TikTok Ads Not Supported
Ytel Supported