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Shape Software vs FreeAgent CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

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

This comparison report of Shape Software vs. FreeAgent CRM is based on a specific set of business needs and context. The comparison uses 1037 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Shape Software and FreeAgent CRM

Shape Software, and FreeAgent CRM 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.

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

FreeAgent CRM focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

"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

"Sales reps have cut down on a lot of admin work. They had been logging a lot of their information in spreadsheets and that was painful. First, they had to remember to do it which was a challenge, and then they needed to work with the other departmen...ts to make sure it was right because we had a lot of different programs and formats we were using. So this has saved a couple of hours a week for me and a couple of hours a week for each of them. It’s also nice to have some consistency. " - Elizabeth Moley

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 Shape Software

Focus area

Shape Software is better than FreeAgent CRM for

Software Failure Risk

  • low

logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

About

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

CRM and Work Management

Financials

SEED

Business Need

Total Processes
(we found evidences for)

44

35

Total Goals
(we found evidences for)

6

11

Top Processes

Evidences indicate better relative satisfaction

capturing leads

Read Reviews (35)

Read Reviews (0)

lead nurturing

Read Reviews (30)

Read Reviews (0)

drip marketing

Read Reviews (19)

Read Reviews (0)

sales document management

Read Reviews (18)

Read Reviews (4)

contract management

Read Reviews (9)

Read Reviews (1)

digital signature

Read Reviews (4)

Read Reviews (0)

proposal & quote management

Read Reviews (3)

Read Reviews (3)

workflow management

Read Reviews (14)

Read Reviews (11)

lead tracking

Read Reviews (13)

Read Reviews (2)

engagement management

Read Reviews (12)

Read Reviews (20)

engaging and following up

Read Reviews (12)

Read Reviews (13)

campaign management

Read Reviews (12)

Read Reviews (0)

campaign monitoring

Read Reviews (5)

Read Reviews (0)

generation of new leads

Read Reviews (8)

Read Reviews (8)

communication management

Read Reviews (7)

Read Reviews (3)

sending & publishing communications

Read Reviews (6)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (1)

Read Reviews (3)

competitive intelligence

Read Reviews (4)

Read Reviews (0)

sales call management

Read Reviews (3)

Read Reviews (0)

helpdesk management

Read Reviews (3)

Read Reviews (7)

billing and invoice management

Read Reviews (2)

Read Reviews (0)

advocacy management

Read Reviews (2)

Read Reviews (0)

conversion management

Read Reviews (2)

Read Reviews (1)

training & onboarding

Read Reviews (2)

Read Reviews (6)

social media management

Read Reviews (2)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (1)

relationship management

Read Reviews (1)

Read Reviews (2)

contact list management

Read Reviews (1)

Read Reviews (4)

sales review & feedback

Read Reviews (0)

Read Reviews (2)

lifetime value management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 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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medium

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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