Comparison Summary
This comparison report of Shape Software vs. Wealthbox CRM is based on a specific set of business needs and context. The comparison uses 1143 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Shape Software and Wealthbox CRM
Shape Software, and Wealthbox 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.
Wealthbox CRM focuses on Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, 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
"Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. " - Toussaint Bailey
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.
Modern CRM for financial advisors
Financials
Business Need
Total Processes
(we found evidences for)
44
40
Total Goals
(we found evidences for)
6
4
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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Acquire customers
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Enhance customer relationships
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Grow market share
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Improve digital and social presence
- See 1 more
Top Channels
Channels Used
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offline
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e-mail
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social media
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events
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trade shows
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mass media
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website
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video
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Twitter
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phone calls
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user generated content
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blogs
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point of sale
- See 10 more
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offline
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e-mail
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social media
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events
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trade shows
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mass media
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website
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video
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Twitter
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phone calls
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user generated content
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blogs
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point of sale
- See 10 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
