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Average Ratings 136 Ratings

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Description

FISION stands out as a premier provider of a Digital Asset and Sales Enablement agile marketing software platform, designed to enhance collaboration within global organizations for optimal management of brand and marketing materials. With its patented technology, FISION offers exceptional capabilities to enterprise users across over 20 countries, catering to some of the largest corporations in sectors such as healthcare, hospitality, financial services, software, and technology. The company is set to eliminate its reliance on third-party contractors for the implementation, maintenance, and deployment of innovative technologies and enhancements within its Fision Platform. Moreover, FISION will now possess the in-house expertise required to advance integrations that capitalize on both ScoreCEO and Fision’s strengths at a significantly reduced development cost. Additionally, Score will benefit from this collaboration by speeding up the creation and launch of its new fintech credit application, which promises to provide consumers with a fresh perspective on credit options. This strategic shift not only streamlines operations but also positions both companies for future growth and innovation.

Description

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BombBomb No 
CallTools No 
Calyx Point No 
Encompass No 
Encompass No 
Encompass CX No 
Floify No 
Google Workspace No 
Mailchimp No 
Microsoft 365 No 
Microsoft Outlook No 
Plivo No 
QuickBooks Accountants No 
RingCentral RingCX No 
Stripe No 
Stripe Billing No 
Tableau No 
Trello No 
Twilio No 
Zapier No 

Integrations

BombBomb Yes 
CallTools Yes 
Calyx Point Yes 
Encompass Yes 
Encompass Yes 
Encompass CX Yes 
Floify Yes 
Google Workspace Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Plivo Yes 
QuickBooks Accountants Yes 
RingCentral RingCX Yes 
Stripe Yes 
Stripe Billing Yes 
Tableau Yes 
Trello Yes 
Twilio Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$119
No annual contracts billed month-to-month! Additional services include a secure customer portal, digital IP target marketing ads, and ShapeIQ AI lead scoring.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Fision

Founded

2008

Country

United States

Website

www.fisiononline.com

Vendor Details

Company Name

Shape Software

Founded

2007

Country

United States

Website

setshape.com

Product Features

Brand Management

Approval Process Control Yes 
Artwork Management Yes 
Asset Management Yes 
Change Management Yes 
Fulfillment Distribution Yes 
Project Management No 

Channel Management

Campaign Management Yes 
Channel Analytics Yes 
Incentive Management No 
Inventory Control No 
Lead Management Yes 
Opportunity Management Yes 
Order Management No 
Partner Management Yes 
Product Management No 
Reseller Management Yes 

Digital Asset Management

Asset Categorization Yes 
Asset Library Yes 
Asset Sharing Yes 
Brand Control No 
Customizable Branding Yes 
File Conversion No 
Metadata Management No 
Mobile App No 
Reporting/Analytics Yes 
Search Within Document No 
Search/Filter Yes 
Version Control Yes 
Watermarking No 
Workflow Management Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management Yes 
WYSIWYG Email Editor Yes 

Franchise Management

Appointment Scheduling No 
Automatic Re-ordering No 
CRM No 
Commission Management No 
Construction Tracker No 
Contract Management & Signature No 
Franchise Intranet No 
Job Scheduling No 
LMS / Training No 
Marketing No 
Onboarding No 
Online Store No 
Reputation Management No 
Website Manager No 

Jewelry Store Management

Appraisal Management No 
Commission Management No 
Consignments No 
Customer Purchase History No 
Jewelry Design No 
Marketing Management Yes 
Multi-Store Management Yes 
Pricing Management No 
Repair Tracking No 
Supplier Management No 
Wholesaler Management No 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration No 
Contract Management No 
Document Assembly Yes 
Document Indexing No 
Document Tagging Yes 
Full Text Search No 
Version Control Yes 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management No 
Opportunity Management No 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Call Recording

Archiving Yes 
Call Sharing Yes 
Distributed Call Recording Yes 
Event Triggered Recording No 
File Transfer Yes 
Instant Retrieval Yes 
On-Demand Recording Yes 
Recording Bookmarking No 
Scheduled Recording Yes 
Screen Activity Recording No 
Video Call Recording No 

Call Tracking

CRM Yes 
Call Log No 
Call Recording Yes 
Call Routing Yes 
Caller Identification Yes 
Campaign Management Yes 
Conversion Tracking Yes 
IVR / Voice Recognition Yes 
Keyword Tracking Yes 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence Yes 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence Yes 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Predictive Dialer

Call Monitoring Yes 
Call Recording Yes 
Call Results Yes 
Call Transfer Yes 
Callback Scheduling No 
Campaign Specific Caller ID Yes 
Contact Management Yes 
FCC Compliance Yes 
FTC Compliance No 
Lead Capture Yes 
Lead Management Yes 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking Yes 
Segmentation Yes 

Sales Acceleration

CPQ No 
Campaign Management Yes 
Dialer Yes 
Email Sequencing Yes 
Email Templates Yes 
Email Tracking Yes 
List Building Yes 
Meeting Scheduler Yes 
Predictive Analytics Yes 
Reporting Yes 
Sales Gamification Yes 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

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