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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.

About

User.com is a full-stack marketing automation software for all your messaging and relationships with customers. User.com is a single platform with many features providing you with easy-to-use, robust tools for marketing, sales, and support teams. Use the various features to send consistent communication to your customers across a variety of channels, from email marketing, live chat, web and mobile push, SMS messaging, call centers, and more, turning every visitor into happy customers. See every piece of data and measure everything with all activities organized in a single place, that can be customized to show only essential metrics as you determine, to make actionable decisions easy. Ready to check it out? Sign up for a free demo trial now at User.com →

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

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

Audience

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

Audience

Small or Large Teams - Marketing, Sales, Support + Management.

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 Not Supported

Screenshots and Videos

Screenshots and Videos

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

Pricing

$249.00/month
$249 - Business Plan
$1349 - Premium Plan
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

Overall 4.9 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.9 / 5
support 5.0 / 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!

Pros & Cons from Real Users

Pros

  • 1. You get all the tools for your marketing needs in one place. 2. It helps our team to be more organized and user-oriented. 3. With the help of user.com, you can focus your time and resources on your customer instead of running around to find the data.
  • What I liked the most about User.com is it really saved a lot of our time because it has everything we needed. I love how we can manage a lot of aspects of our business in one tool, from marketing, organization, CRM, and a lot more!
  • User.com is a great CRM and task management tool. It made us feel we are optimizing our workflow. On a broader scale, it also works fantastic on marketing. No difficulty is there, new users can start using this tool in a short period. Helps to works in increased speed.
  • User.com caters to sales, marketing, management and customer support. It saves lots of time gives my teams a single piece of software where we are doing campaign management, organizing workflow, managing leads and helpdesk without implementing different tools.
  • The ability to streamline the marketing and CRM makes User.com a must-have business tool. The lead manager and marketing planner delivers exactly we want to boost sales. Marketing automation makes it handy.

Cons

  • 1. It is missing the feature of searching any word by keyword in the chat. 2. It does not support plugins integration like Grammarly which can be used for a grammatically error-free chat.
  • I haven't encountered anything I don't like at this point.
  • Task automation lacks many useful features. No other cons.
  • For a mid-size enterprise, it's not that powerful and has less ability in campaign management.
  • Never encountered any major negatives. It's a great tool.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Shape Software
Founded: 2007
United States
setshape.com

Company Information

User.com
Founded: 2015
Poland
user.com

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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

Categories

AB Testing Supported
Call Center Supported
Call Tracking Supported
Chatbot Supported
CRM Supported
Email Marketing Supported
Email Tracking Supported
Lead Generation Supported
Lead Management Supported
Lead Nurturing Supported
Live Chat Supported
Mobile Marketing Supported
Push Notifications Supported
Real Estate CRM Supported
Remote Work Supported
SMS Marketing Supported
WhatsApp Marketing Supported

CRM Features

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

Call Tracking Features

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

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

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Not Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

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

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

Mortgage and Loans Features

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

Predictive Dialer Features

Call Monitoring Supported
Call Recording Supported
Call Results Supported
Call Transfer Supported
Callback Scheduling Not Supported
Campaign Specific Caller ID Supported
Contact Management Supported
FCC Compliance Supported
FTC Compliance Not Supported
Lead Capture Supported
Lead Management Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Not Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported

Sales Acceleration Features

Campaign Management Supported
CPQ Not Supported
Dialer Supported
Email Sequencing Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Supported
Predictive Analytics Supported
Reporting Supported
Sales Gamification Supported
Sales Intelligence Supported
Sales Workflow Management Supported

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

CRM Features

Calendar/Reminder System Not Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Not Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Call Tracking Features

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

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Not 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

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not 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 Not Supported
Website Visitor Tracking Supported

Real Estate CRM Features

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

AB Testing Features

Audience Targeting Supported
Campaign Segmentation Supported
Funnel Analysis Not Supported
Heatmaps Not Supported
Landing Pages / Web Forms Not Supported
Multivariate Testing Not Supported
Split Testing Supported
Statistical Relevance Analysis Not Supported
Surveys Supported
Test Scheduling Not Supported
Visual Editor Supported

Appointment Scheduling Features

Appointment Reminders Not Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Not Supported
Recurring Appointments Not Supported
Room Booking Management Not Supported

Business Phone Systems Features

Call Logging Supported
Call Monitoring Supported
Call Recording Supported
Call Routing Not Supported
Employee Directory Supported
IVR / Voice Recognition Not Supported
Mobile Access Not Supported
Virtual Call Center Supported
Web Conferencing Not Supported

Call Center Features

Blended Call Center Supported
Call Logging Supported
Call Recording Supported
Call Scripting Supported
Campaign Management Supported
Database Not Supported
Escalation Management Not Supported
Inbound Call Center Supported
IVR / Voice Recognition Not Supported
Manual Dialer Not Supported
Outbound Call Center Supported
Predictive Dialer Not Supported
Progressive Dialer Not Supported
Queue Management Not Supported
Real-time Chat Supported
Reporting/Analytics Supported

Campaign Management Features

Channel Management Not Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Chatbot Features

Call to Action Supported
Context and Coherence Supported
Human Takeover Supported
Inline Media / Videos Supported
Machine Learning Not Supported
Natural Language Processing Not Supported
Payment Integration Supported
Prediction Not Supported
Ready-made Templates Supported
Reporting / Analytics Supported
Sentiment Analysis Not Supported
Social Media Integration Not Supported

Customer Engagement Features

Analytics Supported
Churn Management Not Supported
Communication Management Supported
Community Management Not Supported
Content Syndication Not Supported
Feedback Collection Supported
Gamification Not Supported
Live Chat Supported
Video Content Not Supported

Email Tracking Features

A/B Testing Supported
Audience Segmentation Supported
Campaign Management Supported
Event-Based Notifications Supported
Location Tracking Supported
Team Management Supported

Knowledge Management Features

Artificial Intelligence (AI) Not Supported
Cataloging / Categorization Not Supported
Collaboration Supported
Content Management Supported
Decision Tree Not Supported
Discussion Boards Not Supported
Full Text Search Supported
Knowledge Base Management Supported
Self Service Portal Not Supported

Lead Generation Features

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

Lead Nurturing Features

A/B Testing Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Live Chat Features

Canned Responses Supported
Customizable Branding Supported
Geo Targeting Supported
Offline Form Supported
Proactive Chat Supported
Screen Sharing Not Supported
Third Party Integration Supported
Transfers / Routing Supported
Website Visitor Tracking Supported

Mobile Marketing Features

Channel Attribution Not Supported
Contextual Targeting Supported
Coupons Supported
Email Marketing Supported
Engagement Monitoring Not Supported
In-App Marketing Supported
Location-Based Marketing Supported
Push Notifications Supported
Text Messaging Supported
Text-to-Win Supported

Push Notifications Features

A/B Testing Supported
Analytics Supported
Campaign Segmentation Supported
Contextual Targeting Supported
Device Targeting Not Supported
Expiry Notifications Not Supported
Geo Targeting Supported
Mobile Notifications Supported
Notification Scheduling Not Supported
Visual Notifications Supported
Web Notifications Supported

Remote Work Features

Collaboration Supported
Credential Management Not Supported
Electronic Signature Not Supported
Employee Monitoring Supported
Live Chat Supported
Meeting Management Not Supported
Project Management Not Supported
Remote Access Not Supported
Remote Support Supported
Screen Sharing Not Supported
Softphone Supported
Task Management Not Supported
Time Zone Tracking Supported
Video Chat Not Supported
Web Conferencing Not Supported

SMS Marketing Features

2-Way Messaging Not Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Supported
Mobile Coupons Supported
Mobile Keywords Supported
Polls / Voting Supported
Reporting/Analytics Supported
Scheduled Messaging Supported
Shortcodes Not Supported
Text-to-Win Not Supported

WhatsApp Marketing Features

Alerts Supported
API Not Supported
Autoresponder Supported
Bulk Messaging Not Supported
Campaign Management Supported
Contact Management Supported
Multi-Language Support Supported
Reporting / Analytics Not Supported

Integrations

Google Workspace Supported
Mailchimp Supported
Stripe Supported
Trello Supported
Twilio Supported
Zapier Supported
1ShoppingCart Not Supported
Axis LMS Not Supported
Calyx Point Supported
Campus Cloud Services SIS Supported
Crowdin Not Supported
EmailLabs Not Supported
Filevine Supported
Google Analytics Not Supported
Joomla! Not Supported
QuickBooks Accountants Supported
RingCentral RingCX Supported
Tableau Supported
WP Fusion Not Supported

Integrations

Google Workspace Supported
Mailchimp Supported
Stripe Supported
Trello Supported
Twilio Supported
Zapier Supported
1ShoppingCart Supported
Axis LMS Supported
Calyx Point Not Supported
Campus Cloud Services SIS Not Supported
Crowdin Supported
EmailLabs Supported
Filevine Not Supported
Google Analytics Supported
Joomla! Supported
QuickBooks Accountants Not Supported
RingCentral RingCX Not Supported
Tableau Not Supported
WP Fusion Supported
Claim User.com and update features and information
Claim User.com and update features and information