---
title: Shape Software Reviews
meta_title: 'Shape Software Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 65 reviews by the users' company size, role or industry to
  find out how Shape Software works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 65
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---

# Shape Software Reviews
**Vendor:** Shape Software  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 65
## About Shape Software
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 Software 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 today.



## Shape Software Pros & Cons
**What users like:**

- Users find the **email marketing tools** in Shape Software advanced and effective for their marketing automation needs. (2 reviews)
- Users value the **advanced lead management features** of Shape Software, enhancing their marketing automation and customer engagement. (2 reviews)
- Users value the **robust marketing automation tools** in Shape Software, enhancing their campaigns effectively and efficiently. (1 reviews)
- Users appreciate the **marketing automation tools** of Shape Software, enhancing their campaign efficiency and lead management. (1 reviews)
- Users value the **wide array of marketing automation tools** in Shape Software, enhancing their campaign effectiveness. (1 reviews)
- Email Campaigns (1 reviews)
- Feature Rich (1 reviews)
- Feature Richness (1 reviews)
- Features (1 reviews)
- Landing Pages (1 reviews)

**What users dislike:**

- Users experience **editing limitations** with Shape Software, including restricted customization and a slow performance compared to competitors. (2 reviews)
- Users criticize the **expensive subscription costs** and additional fees, feeling it offers less value compared to competitors. (2 reviews)
- Users face **API issues** with Shape Software, citing limitations in functionality and restrictive usage limits despite extra fees. (1 reviews)
- Users report **app limitations** like restricted customization, slow performance, and high additional costs affecting overall satisfaction. (1 reviews)
- Users face significant **billing issues** with Shape Software, including difficulties in canceling subscriptions and high contract costs. (1 reviews)
- Client Difficulties (1 reviews)
- Complex Setup (1 reviews)
- Users experience frustrating **connection issues** with Shape Software, which hindered performance and customization options. (1 reviews)
- Users experience frustrating **CRM issues** with Shape Software, including bugs, slow performance, and limited customization options. (1 reviews)
- Data Limitations (1 reviews)

## Shape Software Reviews
  ### 1. Steer Clear: Misleading Sales and Poor Support

**Rating:** 0.5/5.0 stars

**Reviewed by:** Collette H.

**Reviewed Date:** October 03, 2025

**What do you like best about Shape Software?**

That my experience with this company is almost over. It has been hell.

**What do you dislike about Shape Software?**

{"I found setting up Shape Software to be very difficult. What was promised during the sales process was completely different from what I received.","The software never worked for me, and I am having trouble canceling my subscription because they are holding me to a very expensive contract.","There are better, less expensive, and more user-friendly options available. I'd never recommend this software to anyone.","They promised a lot during the sales process, but it's hard to reach a human after signing the contract. They only want you to contact them via AI or email, which feels like a bait and switch."}

**What problems is Shape Software solving and how is that benefiting you?**

n/a

  ### 2. Worst CRM I've ever used. Period.

**Rating:** 0.0/5.0 stars

**Reviewed by:** nick n. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2024

**What do you like best about Shape Software?**

If i had anything good to say I would put that here, but i don't.

**What do you dislike about Shape Software?**

I've used CRM's my entire career. I've used many different products, and Shape is by far the worst CRM that I've ever used. There are many bugs that I've mentioned to support team every single day since i've been using this for the past 3 weeks. They take forever to respond. If you're going to get a CRM stay away, and go with close.io instead. Thats what im swicthing to. Does all the same things but no where near as buggy as shape's software.

**What problems is Shape Software solving and how is that benefiting you?**

please review

**Official Response from Katherine Campbell:**

> Hello, 
We are sorry to hear about the challenges in onboarding with us. Please feel free to ask support for a call with a senior executive. We aim to make the adoption of our CRM as seamless as possible and welcome your detailed feedback.
Sincerely,
Katherine Campbell
Chief Marketing Officer

  ### 3. RIP - OFF WITH HORRIBLE CUSTOMER SERVICE

**Rating:** 0.0/5.0 stars

**Reviewed by:** Sam k. | partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 30, 2022

**What do you like best about Shape Software?**

cloud based. Nothing really other then centralizing lead info and docs into one convenient portal

**What do you dislike about Shape Software?**

The company has been billing us month after month for services we did not enable. $300 / mo for google API for maps and $500 / month for call recording. Do not be fooled by their 99/month advertisement. The system will not allow us to remove our credit card info, and they have yet to refund us for fraudulent billing charges that have occurred month after month. They never pick up the phone and bounce you around to different departments via email ONLY. When I emailed my notification of canceling, service was the only time I received a phone call regarding the matter from Daniel Kim in an attempt to retain our account, which is sadly too late. Given the company's evil actions, I am looking to see who else out there has been taken advantage of by Shape. My attorney would like others to step forward so we can build a cohesive case and seek damages for all who are entitled.

Also, any changes, even if it is of the smallest type, have to go through their "engineers," so you have to pay a premium to make any alternations handicapping you and your IT/web development staff.  Please stay away from this company and go with a more established organization.

**What problems is Shape Software solving and how is that benefiting you?**

Centralizing lead/prospect info with their respective documents is the only real benefit we have experienced; we still pay for a dialer system and store all of the borrowers' documents in the operating loan system.

**Official Response from Megan Romanowski:**

> Hi Sam, Thank you for your review.  Upon review of your account, it looks like we had explained to you it appeared someone on your team enabled some of our great features (like Google API for maps, and call recording).  

In the future, all of our amazing features and services can be seen in the "Billing and Transactions" Page of your Shape system, where you can access 20+ services with $0 setup fee and no coding is required (it's all built-in), such as e-signatures, e-mails, texts, credit pulling, enterprise lead management, and even an enterprise phone system.

We are also happy you discovered our custom engineering abilities, which allow some of our larger enterprise clients to utilize our engineers to build their dream CRM system.  While there is always a cost to custom development no matter what solution you choose, we pride ourselves on being the most cost-effective solution with some of the best engineers and designers out there.  We always like to say, "if you can dream it, we can build it" :)

I'm also happy to hear our lead/prospect management functions and other functionality are benefiting your business.

We listen to all of our existing and past clients and I appreciate you sharing your experience here with us!  

Thank you,
Megan   

  ### 4. SHAPE wants control of your business

**Rating:** 1.0/5.0 stars

**Reviewed by:** Adam M. | B, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2021

**What do you like best about Shape Software?**

The user interface is very intuitive, easy to follow as a user.  Email templates.

**What do you dislike about Shape Software?**

Some prebuilt integrations requires use of vendors who have an agreement with Shape and not your business. Was charged an outrageous cancellation fee when moving to a different platform.

No project management tools.

**Recommendations to others considering Shape Software:**

Do not use if you are hoping to retain your customer experience internally as a company.  Shape will control several aspects of your users experience without the ability to control them as a user.

**What problems is Shape Software solving and how is that benefiting you?**

Looked to solve user experience for company staff and increase adoltability of crm usage while maintint company identity.

  ### 5. Shape - Best CRM I've Used!

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 30, 2020

**What do you like best about Shape Software?**

Shape is an extremely cost-efficient, effective CRM that allows full customization for all my business needs! They have excellent customer service and always help me on a moments notice. They have taken a lot of the daily administrative tasks off my hands and helped my business flourish. I highly recommend!

**What do you dislike about Shape Software?**

I don't really have any major complaints about the software. There are a few additional charges you can buy that I wish were included in the package but for how cost-efficient the software is, I can't complain!

**Recommendations to others considering Shape Software:**

Switch to Shape! Saves you a lot of time AND money.

**What problems is Shape Software solving and how is that benefiting you?**

All of my daily admin tasks are being solved with Shape.They manage leads, applicants, and enrollments effortlessly and have been automating my online marketing.My whole interview process is now automated and all my other CRM needs have been incorporated into my software.It definitely saves any admin lots of time and resources!


## Shape Software Discussions
  - [What is Shape Software used for?](https://www.g2.com/discussions/what-is-shape-software-used-for)
  - [What is the main thing people use Shape for?](https://www.g2.com/discussions/what-is-the-main-thing-people-use-shape-for) - 1 upvote
  - [What sets you apart from other similar CRM softwares?](https://www.g2.com/discussions/30217-what-sets-you-apart-from-other-similar-crm-softwares)

- [View Shape Software pricing details and edition comparison](https://www.g2.com/products/shape-software-shape-software/reviews?filters%5Bnps_score%5D%5B%5D=1&section=pricing&secure%5Bexpires_at%5D=2026-08-06+11%3A23%3A29+-0500&secure%5Bsession_id%5D=df8902db-3a7e-48d8-95b8-7f648cb5747a&secure%5Btoken%5D=64da20d2793ff430df4222e83e02766e13196c377f5f70e0163dd5bf4a4765b8&format=llm_user)

## Shape Software Features
**Signature Process**
- Document Signing
- Reminders and Expirations
- Sign-In Process
- Mobile Signatures
- Signature Workflow
- Bulk Digital Signatures 
- Reporting
- Signature Document Creation
- Multi-Party Signing
- Electronic Signature

**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Email Marketing**
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Online Marketing**
- Landing Pages and Forms
- Dynamic Content
- A/B Testing
- Mobile Optimized
- Search Tracking and Optimization
- Conversion Rate Optimization
- Multivariate Testing

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Dialing Options**
- Preview Dialing
- Progressive Dialing
- Predictive Dialing

**Templates**
- Text and Themes
- Stock Images
- Proofing
- Mobile Responsive

**Text Messaging**
- Bulk SMS
- Two-Way Text Messaging
- Text Scheduler
- Automatic Replies
- Automatic URL Shortening
- MMS Marketing
- Personalization
- Transactional SMS
- Link Shortening
- SMS Messaging
- Scheduled Messaging
- Chat/Messaging

**Content**
- Document Collaboration
- Versioning
- E-Signature
- File Request
- Feedback

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Social Media Integration
- Third-Party Integrations

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Outbound Call Tracking**
- Autonomous Task Execution
- Natural Language Interaction

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Lead Management**
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Scoring and Grading
- Lead Nurturing
- Online Behavior Tracking
- Automated Alerts and Tasks
- CRM Lead Integration
- Third-Party Integrations
- Real-Time Data
- Social Marketing
- Email Marketing
- Multi-Channel Marketing
- Conversion Tracking
- ROI Tracking
- Activity Tracking
- Engagement Tracking
- Campaign Segmentation
- Search Marketing
- SMS Marketing
- Website Visitor Tracking

**Attribution**
- Lead Opportunity
- Lead Assignment
- Pipeline Acceleration

**Phone Number Management**
- Local Phone Numbers
- Toll-Free Numbers
- Port Existing Numbers

**Calling**
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
- Auto Dialer

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Agent Tools**
- Whisper Coaching 
- Callback Scheduling 
- Call Recording 
- Real-Time Data
- Live Chat

**Edit**
- Pre-Made
- Build
- HTML

**Collaboration**
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking
- Mobile Application
- Engagement Tracking

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Campaign Management**
- Program Management
- Event / Webinar Marketing
- Calendaring
- Budgeting
- Campaign Management
- Workflow Management
- Template Management

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context
- Pipeline Management
- Workflow Management
- Opportunity Management
- Task Management
- Contact Management
- Calendar Management
- Email Management
- Campaign Management

**Tracking**
- Visitor & Keyword Tracking
- Dynamic Number Insertion
- Multi-Channel Call Attribution
- Activity Tracking
- Conversion Tracking
- ROI Tracking

**Contacts**
- Personalization
- Information Locater
- Record Prospect Data
- Contact Management

**Customizations**
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Automation**
- Voice Activity Detection
- Interactive Voice Response (IVR)
- Call Scrubbing

**Logistics**
- Analytics
- Issues
- Integrations
- Shareable Link

**Generative AI**
- AI Text Generation
- Generative AI

**Agentic AI - E-Signature**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Multi-Language

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Social**
- Social Listening
- Social Sharing
- Social Campaigns
- Social Media Engagement
- Social Media Advertising
- Drip Campaigns
- Multi-Campaign

**Management**
- Conversion Viability
- Workflow

**Analytics**
- Call Data
- Call Recording
- Advanced Reporting
- Conversation Intelligence
- Real-Time Reporting

**Insights**
- Notes
- Daily Summary
- Automated Voicemails
- Automated Emails
- Sorts Prospects
- Automated Note Taking
- AI/Machine Learning

**SMS Platform**
- Reporting
- Automation
- White Label
- Text-to-Landline
- Short Codes
- API Integration
- QR Codes

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Auto Dialer**
- Autonomous Task Execution
- Cross-system Integration
- Third-Party Integrations
- Computer Telephony Integration

**Additional Functionality**
- Meeting Management
- AI Copilot
- Reminders
- Recommendations
- Lead Distribution
- Workflow Management
- Performance Management
- Dashboard
- Email Management
- Lead Management
- Activity Tracking
- Email Templates
- Third-Party Integrations
- Customizable Fields
- Sales Pipeline Management
- Generative AI
- Automatic Call Distribution
- Call Monitoring
- Lead Capture
- Deal Management
- Call List Management
- Multi-Channel Communication
- Call Recording
- For Contact Centers
- CRM
- Data Management
- Calendar Management
- Chat/Messaging
- Lead Qualification
- API
- Task Management
- Interaction Tracking
- Reporting & Statistics

**Security and Scalability**
- Regulatory Compliance
- Signature History and Audit
- Enterprise Scalability

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Reporting & Analytics**
- Basic Reporting
- Web Analytics
- ROI Analytics
- Revenue Analytics
- SEO / Keyword Analytics
- Behavior Analytics
- Real-Time Analytics
- Campaign Analytics
- Website Analytics
- Visual Analytics
- Sales Analytics

**Platform**
- Data Synchronization
- Analysis
- Sales Trend Analysis
- Demographic/Firmographic Data
- Real-Time Data

**Call Routing**
- IVR
- Call Scheduling
- Geo-Routing
- Call Routing

**Administration**
- Martech Integrations
- Privacy, Security, and Compliance
- Performance and Reliability

**Agentic AI - SMS Marketing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Campaign Planning
- Multi-Language

**Agentic AI - Email Template Builder**
- Autonomous Task Execution
- Cross-system Integration

**AI Capabilities - Auto Dialer**
- Call Prioritization and List Optimization
- Compliance Monitoring
- Speech Analytics and Sentiment Analysis
- Call Monitoring
- Real-Time Monitoring
- Reporting/Analytics
- Text to Speech

**Additional Functionality**
- AI Copilot
- Activity Tracking
- Call Routing
- Call Scripting
- Contact Management
- Power Dialer
- Preview Dialer
- Auto-Dialer
- Call Tracking
- Real-Time Reporting
- Customer Database
- Lead Management
- Predictive Dialer
- Call Center Management
- Integrations Management
- Activity Dashboard
- Automatic Call Distribution
- Campaign Management
- Generative AI
- Interaction Tracking
- Caller ID
- Call Transfer
- Call Disposition
- Voice Mail
- Chat/Messaging
- Automatic Outbound Dialer
- Call Reporting
- API
- Contact Database
- Lead Capture
- CRM
- Call List Management
- Progressive Dialer
- Campaign Specific Caller ID
- List Management
- Customizable Fields
- AI/Machine Learning
- Reporting & Statistics
- Multi-Channel Communication
- Alerts/Notifications
- Multi-Campaign
- Workflow Management
- Call Logging
- Lead Distribution
- Queue Management
- Inbound Call Center
- For Sales Teams/Organizations
- Data Security
- Outbound Call Center
- Performance Management
- Compliance Management
- Mobile Access
- Email Management

**Additional Functionality**
- Drag & Drop
- Interaction Tracking
- Customizable Fields
- Multiple Scoring Models
- CRM
- Customer Segmentation
- Predictive Analytics
- Prioritization
- Lead Qualification
- Contact Database
- Reporting & Statistics
- Alerts/Notifications
- Email Marketing
- Lead Nurturing
- Web Forms
- Document Storage
- Search/Filter
- Prospecting Tools
- Email Tracking
- Sales Forecasting
- Customizable Templates
- Lead Generation
- Sales Reports
- Lead Distribution
- Data Enrichment
- AI Copilot
- API
- Real-Time Notifications
- Lead Capture
- Reminders
- Generative AI
- Forecasting
- Email Templates
- Activity Dashboard
- Activity Tracking
- Workflow Automation

**Platform**
- Custom Branding
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Integration APIs
- Email Management
- Template Management
- Mobile Access
- Forms Management
- Contact Management
- Compliance Management
- Workflow Management
- Document Management
- Contract/License Management
- Renewal Management
- Registration Management
- Event Management
- Marketing Management
- Expiration Management
- Offline Access
- Video Management

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Platform**
- Customization 
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation
- Lead Generation
- Content Management
- Lead Management
- List Management
- Mobile Access

**Agentic AI - Inbound Call Tracking**
- Autonomous Task Execution
- Cross-system Integration
- Proactive Assistance
- Computer Telephony Integration

**AI Automation - SMS Marketing**
- AI SMS

**Additional Functionality**
- Activity Dashboard
- Campaign Analytics
- Automatic Call Distribution
- Lead Capture
- Real-Time Analytics
- API
- CRM
- Call List Management
- Real-Time Monitoring
- Campaign Management
- Voice Mail
- Call Scoring
- Call Whispering
- Data Import/Export
- Generative AI
- Multi-Campaign
- Call Tracking Metrics
- Monitoring
- Lead Generation
- AI Copilot
- Call Transcription
- Call Center Management
- Predictive Dialer
- Lead Management
- Customizable Reports
- Contact Management
- Caller ID
- Auto-Dialer
- Call Disposition
- Performance Management
- Call Scripting
- Lead Qualification
- Call Transfer
- Reporting & Statistics
- Alerts/Notifications
- Call Monitoring

**Additional Functionality**
- File Sharing
- Approval Process Control
- Alerts/Notifications
- Authentication
- Data Security
- Reminders
- Reporting & Statistics
- Access Controls/Permissions
- Version Control
- Single Sign On
- Audit Trail
- AI Copilot
- Activity Dashboard
- Encryption
- Signature Capture
- Document Conversion
- Drag & Drop
- Archiving & Retention
- Team Collaboration
- Generative AI
- Status Tracking
- Customizable Fields
- Searchable Database
- QR Codes
- Two-Factor Authentication
- Search/Filter
- Multi-Location
- Real-Time Data
- Data Synchronization
- Age Verification
- Customer Database
- Secure Data Storage
- Waiver Kiosk
- Data Import/Export
- Photo Capture
- Conditional Logic
- Customizable Templates

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - Marketing Automation**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Campaign Planning

**AI Content Generation - SMS Marketing**
- AI SMS

**Additional Functionality**
- Campaign Scheduling
- Reputation Management
- Polls/Voting
- Compliance Management
- Customer Segmentation
- Landing Pages/Web Forms
- AI Copilot
- API
- Text-to-Win
- Mobile Coupons
- Natural Language Processing
- Customizable Templates
- Drip Campaigns
- Contact Management
- Activity Tracking
- Communication Management
- Reporting/Analytics
- Keyword Tracking
- Multi-Campaign
- Mass Texting
- Interaction Tracking
- Alerts/Notifications
- Consent Management
- Engagement Tracking
- Open Rate Tracking
- Generative AI
- Automated Responses
- Reporting & Statistics
- Templates
- Survey Builder
- Contact Database
- Real-Time Notifications
- Customizable Fields
- Reminders
- Mobile Alerts
- Automated Scheduling
- Campaign Management
- MMS
- Event Triggered Actions
- Mobile Keywords
- Audience Targeting
- Activity Dashboard
- Template Management
- Autoresponders
- Survey/Poll Management

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Social Media Integration

**Additional Functionality**
- Social Promotion
- Customizable Branding
- Monitoring
- CRM
- Reporting & Statistics
- Live Chat
- Customer Journey Mapping
- Generative AI
- Mass Texting
- Drag & Drop
- Email Templates
- Automated Scheduling
- Campaign Scheduling
- AI Copilot
- Social Media Monitoring
- Activity Dashboard
- Lead Capture
- Customizable Templates
- Marketing Automation
- Event Triggered Actions
- Marketing Calendar
- Customizable CTAs
- Multi-Channel Communication
- Data Import/Export
- Lead Qualification

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

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