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Platformax CRM vs Shape Software: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Platformax CRM medium Failure Risk for Shape Software low
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Comparison Summary

This comparison report of Platformax CRM vs. Shape Software is based on a specific set of business needs and context. The comparison uses 1213 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Shape Software

Platformax CRM, Shape Software, SalesNexus, Claritysoft CRM, 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.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

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

"For years we postponed getting a CRM, worried about functionality, reliability and security. Finally, we chose Platformax and now use it for prospecting, opportunities tracking and pipeline management. It's simple to use, yet it offers so much more ...than your average CRM. " - Matjaz Miskec

"With Shape, everything is made simple and easy to understand. Their customer service is quick and efficient if I ever need help with anything in the system. Before Shape, I was using multiple systems, but now everything is one place. My leads are or...ganized, and everything is tracked with tags. Added bonus: Shape connects to your calendar and emails. " - Nat Connella

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 Platformax CRM

Focus area

Software Failure Risk

  • medium

logo Shape Software

Focus area

Shape Software is better than Platformax CRM for

Software Failure Risk

  • low

About

Inside sales CRM, generate more leads with prospecting and sales management

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

Age

2014

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

44

Total Goals
(we found evidences for)

3

6

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (29)

Read Reviews (12)

engaging and following up

Read Reviews (18)

Read Reviews (12)

helpdesk management

Read Reviews (25)

Read Reviews (3)

communication management

Read Reviews (20)

Read Reviews (7)

tracking & monitoring communications

Read Reviews (9)

Read Reviews (1)

sending & publishing communications

Read Reviews (4)

Read Reviews (6)

contact list management

Read Reviews (20)

Read Reviews (1)

contacts history

Read Reviews (3)

Read Reviews (0)

lead tracking

Read Reviews (17)

Read Reviews (13)

relationship management

Read Reviews (14)

Read Reviews (1)

pipeline management

Read Reviews (12)

Read Reviews (0)

generation of new leads

Read Reviews (11)

Read Reviews (8)

training & onboarding

Read Reviews (7)

Read Reviews (2)

workflow management

Read Reviews (5)

Read Reviews (14)

sales review & feedback

Read Reviews (4)

Read Reviews (0)

campaign management

Read Reviews (3)

Read Reviews (12)

campaign monitoring

Read Reviews (3)

Read Reviews (5)

sales call management

Read Reviews (3)

Read Reviews (3)

opportunity management

Read Reviews (2)

Read Reviews (0)

performance management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (1)

customer feedback management

Read Reviews (2)

Read Reviews (0)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (0)

discount management

Read Reviews (2)

Read Reviews (0)

promotion management

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (1)

Read Reviews (2)

social media analytics

Read Reviews (1)

Read Reviews (2)

competitive intelligence

Read Reviews (1)

Read Reviews (4)

contract management

Read Reviews (0)

Read Reviews (9)

proposal & quote management

Read Reviews (0)

Read Reviews (3)

sales document management

Read Reviews (0)

Read Reviews (18)

contract management

Read Reviews (0)

Read Reviews (9)

proposal & quote management

Read Reviews (0)

Read Reviews (3)

billing and invoice management

Read Reviews (0)

Read Reviews (2)

advocacy management

Read Reviews (0)

Read Reviews (2)

conversion management

Read Reviews (0)

Read Reviews (2)

lead qualification

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • 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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting