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OptifiNow vs Shape Software: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of OptifiNow vs. Shape Software is based on a specific set of business needs and context. The comparison uses 1128 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing OptifiNow and Shape Software

OptifiNow, Shape Software, Soffront, Thryv, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

OptifiNow covers Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.

Shape Software focuses on Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.

"We have been customers of OptifiNow for over 3 years and OptifiNow has really helped us grow our business. PMA made Inc. Magazine's 2019 fastest growing privately held companies list for the second time and OptifiNow was instrumental in our ability ...to manage the sales process. The OptifiNow team has been great to work with and they always go the extra mile to make sure that our needs are met. We have referred several companies to OptifiNow and I have received excellent feedback from those referrals about OptifiNow. " - Jeff Brady

"Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features. " - Taylor G

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo OptifiNow

Focus area

OptifiNow is better than Shape Software for

Software Failure Risk

  • low

logo Shape Software

Focus area

Shape Software is better than OptifiNow for

Software Failure Risk

  • low

About

Marketing Automation, Lead Management

CRM that connects team, applications, and clients in one centralized hub.

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

56

44

Total Goals
(we found evidences for)

10

6

Top Processes

Evidences indicate better relative satisfaction


communication management

sending & publishing communications

tracking & monitoring communications


social media management

social media analytics

engaging on social media

scheduling post to social media


engagement management

engaging and following up


competitive intelligence



campaign management

campaign monitoring


segmentation and targeting



social media marketing


contact list management


content management



workflow management



opportunity management



account management



personalized marketing



sales call management



helpdesk management


sales document management

contract management


relationship management



generation of new leads


conversion management


lead qualification


training & onboarding




billing and invoice management


advocacy management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Improve ROI

  • Scale best practices

  • Enhance customer relationships

  • Improve brand engagement

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve internal communications

  • See 7 more
  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more

Top Channels

Channels Used

  • e-mail

  • promotions

  • text SMS

  • video

  • phone calls

  • offline

  • point of sale

  • newsletter

  • website

  • user generated content

  • blogs

  • on premises

  • See 9 more
  • e-mail

  • promotions

  • text SMS

  • video

  • phone calls

  • offline

  • point of sale

  • newsletter

  • website

  • user generated content

  • blogs

  • on premises

  • See 9 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting