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Shape Software vs Wise Agent: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Shape Software vs. Wise Agent is based on a specific set of business needs and context. The comparison uses 2270 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Shape Software and Wise Agent

Shape Software, and Wise Agent 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.

Wise Agent focuses on Contact List Management with Phone Calls, Drip Marketing with E-Mail, Engagement Management with Phone Calls, Communication Management with E-Mail, 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

"I love everything! It’s the ease of using it, as you can see I’m a little older than the millennials, and it’s so easy to use. And it’s affordable and it gives me everything I need. Also I can integrate it with BombBomb and send out videos to my cli...ents like “Happy Birthday." I just love it! " - Okie Arnot

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 Wise Agent for

Software Failure Risk

  • low

logo Wise Agent

Focus area

Software Failure Risk

  • medium

About

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

Real Estate CRM Software to increase the productivity

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

44

58

Total Goals
(we found evidences for)

6

5

Top Processes

Evidences indicate better relative satisfaction





sales document management

contract management

proposal & quote management


workflow management



engagement management

engaging and following up


campaign management

campaign monitoring


generation of new leads


communication management

sending & publishing communications

tracking & monitoring communications




competitive intelligence



sales call management


helpdesk management


billing and invoice management


advocacy management


conversion management


training & onboarding



social media management

social media analytics


lead qualification

lead qualification: technographic


relationship management


contact list management



products & pricelist management




calendar management




Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more
  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • See 2 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • newsletter

  • website

  • social media

  • video

  • text SMS

  • Facebook

  • Instagram

  • offline

  • user generated content

  • blogs

  • games

  • point of sale

  • Twitter

  • events

  • trade shows

  • See 14 more
  • e-mail

  • phone calls

  • newsletter

  • website

  • social media

  • video

  • text SMS

  • Facebook

  • Instagram

  • offline

  • user generated content

  • blogs

  • games

  • point of sale

  • Twitter

  • events

  • trade shows

  • See 14 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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high

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Business Setting