Comparison Summary
This comparison report of Upsales vs. Shape Software is based on a specific set of business needs and context. The comparison uses 780 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Upsales and Shape Software
Upsales, and Shape Software 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.
Upsales covers Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.
Shape Software focuses on Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.
"Upsales was a game-changer for us,” says Christian. “We’ve unified sales and marketing to create one team that’s laser-focused on revenue. We’re not just generating more leads, we can understand why people are buying from us, where new opportunities... lie and how we can improve our engagement programs. This is what modern sales and marketing look like. " - Christian
"Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features. " - Taylor G
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
Upsales | CRM & Marketing Automation platform for B2B companies
CRM that connects team, applications, and clients in one centralized hub.
Financials
SERIES A
Business Need
Total Processes
(we found evidences for)
37
44
Total Goals
(we found evidences for)
7
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Enter new markets internationally or locally
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Increase sales & revenue
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Enhance customer relationships
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Grow market share
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Scale best practices
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Improve efficiency
- See 4 more
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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
Top Channels
Channels Used
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e-mail
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promotions
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text SMS
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video
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phone calls
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offline
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point of sale
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newsletter
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website
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user generated content
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blogs
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on premises
- See 9 more
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e-mail
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promotions
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text SMS
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video
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phone calls
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offline
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point of sale
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newsletter
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website
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user generated content
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blogs
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on premises
- See 9 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
