SalesNOWInterchange Solutions
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About
SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business.
Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around.
Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.
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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.
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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
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
SalesNOW is an affordable solution for any size business, that wants to streamline their sales process while gaining more reporting visibility. It is also compatible to work in any industry.
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Audience
Mortgage, Solar, Higher Education, Debt, Small Business, Sales & Marketing automation for all industries.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$24.95/month/user
Free Version
Not Supported
Free Trial
Supported
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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
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationInterchange Solutions
Founded: 1991
Canada
getstarted.salesnow.com
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Company InformationShape Software
Founded: 2007
United States
setshape.com
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Alternatives |
Alternatives |
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CategoriesSalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Unlike other platforms, SalesNOW is committed to ensuring your CRM implementation succeeds. With 50% of CRM systems abandoned within two years, SalesNOW stands out by providing exceptional support. Our Business Analysts help tailor the platform to your business needs, while dedicated Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success. Streamline client management and grow your book of business with SalesNOW CRM, designed to meet the unique needs of insurance professionals. Track policies, manage renewals, and nurture client relationships with ease. With mobile and web access, stay connected to clients and prospects wherever you are. SalesNOW stands out with exceptional support. Our Business Analysts customize the platform to fit your insurance workflows, and Account Managers ensure your team is trained to maximize every feature—from managing leads to tracking renewals and claims. Boost efficiency, improve client retention, and grow your business with SalesNOW CRM—the trusted partner for the insurance industry. Effortlessly capture, track, and nurture leads with SalesNOW CRM. Designed for businesses focused on lead management, SalesNOW streamlines the entire process—from identifying prospects to closing deals. Gain real-time insights, prioritize leads, and ensure no opportunity slips through the cracks. What makes SalesNOW different? With 50% of CRM implementations abandoned within two years, our dedicated Business Analysts customize the platform to your needs, while Account Managers ensure your team is trained to convert leads into customers. Turn prospects into lifelong clients with SalesNOW CRM—the smart choice for lead management. Marketing professionals need a CRM that drives campaigns and streamlines lead management. SalesNOW CRM empowers you to capture, nurture, and convert leads with ease. Manage contacts, track campaigns, and analyze results to make data-driven decisions—all in one platform, accessible on mobile or web. What sets SalesNOW apart? While 50% of CRM systems fail within two years, our dedicated support ensures your success. Business Analysts help you customize the CRM to fit your marketing workflows, and Account Managers train your team to maximize its impact. Boost engagement, streamline campaigns, and track ROI with a CRM designed to elevate your marketing strategy. Choose SalesNOW for results that stick. Sales teams need a CRM that works as hard as they do. SalesNOW CRM simplifies contact management, lead tracking, and deal closing, helping you stay organized and focused on what matters—hitting your targets. With mobile and web access, your team can sell smarter, anywhere. Unlike other platforms, SalesNOW is built for success. While 50% of CRM implementations fail, our Business Analysts tailor the system to your sales process, and dedicated Account Managers ensure your team is fully trained to leverage every feature. Close more deals, track performance, and grow revenue with SalesNOW CRM—the ultimate tool for sales success. Streamline your sales processes with SalesNOW CRM, the ultimate tool for sales force automation. Manage contacts, leads, deals, and activities effortlessly, while automating repetitive tasks to free up your team’s time for what matters—closing deals. Accessible via mobile and web, SalesNOW keeps your team productive anywhere. Unlike other platforms, SalesNOW ensures your success with unparalleled support. Our Business Analysts customize the system to your sales workflow, and Account Managers provide comprehensive training to help your team maximize every feature. Optimize your sales force, improve efficiency, and drive results with SalesNOW CRM—the automation solution built for sales success. Take control of your sales pipeline with SalesNOW CRM, the perfect solution for tracking deals, performance, and progress. Gain real-time visibility into every stage of the sales cycle, identify top-performing opportunities, and make data-driven decisions to boost revenue. With mobile and web access, your team stays connected and informed anywhere. What sets SalesNOW apart? While 50% of CRM systems fail, our Business Analysts tailor the platform to fit your sales tracking needs, and Account Managers ensure your team is fully trained to get the most out of it. Stay on top of your sales game with SalesNOW CRM—your partner in tracking success. |
Categories |
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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
Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Not Supported
Lead Scoring
Not Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Supported
Sales Force Automation Features
Call Management
Supported
Campaign Management
Supported
Channel Management
Supported
Commission Management
Supported
Contact Management
Supported
Contract Management
Not 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
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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
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
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
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
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
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
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Integrations
Mailchimp
Supported
Microsoft Outlook
Supported
Authorize.Net
Not Supported
BombBomb
Not Supported
CallTools
Not Supported
Campus Cloud Services SIS
Not Supported
Constant Contact
Supported
Encompass CX
Not Supported
Filevine
Not Supported
Floify
Not Supported
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Integrations
Mailchimp
Supported
Microsoft Outlook
Supported
Authorize.Net
Supported
BombBomb
Supported
CallTools
Supported
Campus Cloud Services SIS
Supported
Constant Contact
Not Supported
Encompass CX
Supported
Filevine
Supported
Floify
Supported
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