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.
"Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients. " - Aaron Powell
"FreeAgent helps a company to better solve customer service issues. New hires are able to jump in and use FreeAgent much more quickly than the old system. It reduces training time – the team can begin interacting with customers much sooner. We have... our whole team on FreeAgent, and everyone uses it a ton! Introducing new systems to the team can come with some challenges, but the change management with FreeAgent has been relatively easy. I feel FreeAgent is aligned with our values. It comes down to the people that I’ve worked directly as well as your aggressive goals to make the software better than it was yesterday. As we’ve had challenges, the team has been there for us along the way. " - Jeremy West
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.
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
Top Goals
Goals Achieved
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Acquire customers
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Scale best practices
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Enhance customer relationships
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Improve ROI
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Increase sales & revenue
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Improve internal communications
- See 3 more
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Enhance customer relationships
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Increase sales & revenue
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Improve efficiency
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Acquire customers
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Improve ROI
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Improve internal communications
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Improve stakeholder relations
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Improve brand engagement
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Establish thought leadership
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Scale best practices
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Increase customer life time value
- See 8 more
Top Channels
Channels Used
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 more
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
