SalesNOW

SalesNOW

Interchange 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.

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

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.

Audience

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

Support

Phone Support Supported
24/7 Live Support Not 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

$24.95/month/user
Free Version Not 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 5.0 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.5 / 5
support 5.0 / 5

Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • The format is somewhat simplistic, but very effective and user friendly. While I was not involved in the implementation process, the support team is top notch in being readily available for either questions or training.
  • The SalesNOW application is the best way to track all of Sales opportunities. I've personally used this tool the last 14 plus years and appreciate the ease of creating new content as some tools like Salesforce takes much longer like 45/60 minutes upload each opportunity. Most Sales Executives are not willing to spend that much time and with SalesNOW within Five minutes or less you can create a new company and Project details within minutes!!
  • SalesNOW is the most intuitive and user-friendly CRM we've ever used. Entering data is a simple process. Searching records is a relatively fast process.
  • We have had the pleasure of working with SalesNOW for many years, and it has truly transformed the way our team manages client relationships and sales processes. Their CRM is by far the most user-friendly and easily customizable solution we've encountered. From day one, SalesNOW has consistently exceeded our expectations, making it an invaluable tool for our business. Pros User-Friendly Interface: The platform is incredibly intuitive, even for those who aren't tech-savvy. Navigating through the CRM is seamless, and we’ve noticed increased efficiency within our team due to how easy it is to use. Customizability: SalesNOW allows for deep customization to meet our unique business needs. Whether it's modifying workflows, reporting, or integrating with other tools, it’s a breeze to tailor the CRM to our specific requirements. Top-Notch Customer Support: SalesNOW’s customer support is second to none. Every time we’ve reached out for assistance, the support team has been responsive, knowledgeable, and incredibly helpful. It’s clear that the team truly cares about their clients’ success. Value for Money: In terms of cost, SalesNOW offers incredible value. The platform provides so many features at an affordable price point, and it's far more cost-effective than many other CRMs on the market. The ROI we've seen from using this CRM has been well worth it.

Cons

  • Data input sometimes has to be replicated due to "timing out" issue.
  • Nothing I can think of currently, we've had a lot of success with the SalesNOW application and will continue to use it for all Three of our companies Executives and Project Managers.
  • Would love to have a time-saving voice-enabled data entry option.
  • None: Honestly, there are no cons to speak of. SalesNOW has consistently met and exceeded our expectations in every area, from usability to customer support. It truly stands out in every aspect. I've been working with the Team at SalesNOW for over a decade!

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

Interchange Solutions
Founded: 1991
Canada
getstarted.salesnow.com

Company Information

Shape Software
Founded: 2007
United States
setshape.com

Alternatives

Coevera

Coevera

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Categories

CRM Supported

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. 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.

Insurance CRM Supported

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.

Lead Management Supported

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 Supported

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 Supported

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.

Sales Tracking Supported

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

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

CRM Features

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

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

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

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
Gmail Supported
Google Workspace Not Supported
LendingPad Not Supported
RingCentral RingCX Not Supported
Stripe Not Supported
Tableau Not Supported
Trello Not Supported
Twilio Not Supported
Ytel Not Supported
Zapier Not Supported

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
Gmail Not Supported
Google Workspace Supported
LendingPad Supported
RingCentral RingCX Supported
Stripe Supported
Tableau Supported
Trello Supported
Twilio Supported
Ytel Supported
Zapier Supported
Claim SalesNOW and update features and information
Claim SalesNOW and update features and information