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Average Ratings 26 Ratings

Total
ease
features
design
support

Average Ratings 136 Ratings

Total
ease
features
design
support

Description

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Mailchimp Yes 
Microsoft Outlook Yes 
Autoklose Yes 
CallTools No 
Calyx Point No 
Encompass No 
Epicor Eclipse Yes 
Floify No 
Gmail Yes 
Google Workspace No 
ISQuote Yes 
LendingPad No 
Microsoft Dynamics 365 Yes 
Plivo No 
QuickBooks Accountants No 
Stripe No 
Stripe Billing No 
Ytel No 
Zapier No 
Zoho CRM Yes 

Integrations

Mailchimp Yes 
Microsoft Outlook Yes 
Autoklose No 
CallTools Yes 
Calyx Point Yes 
Encompass Yes 
Epicor Eclipse No 
Floify Yes 
Gmail No 
Google Workspace Yes 
ISQuote No 
LendingPad Yes 
Microsoft Dynamics 365 No 
Plivo Yes 
QuickBooks Accountants Yes 
Stripe Yes 
Stripe Billing Yes 
Ytel Yes 
Zapier Yes 
Zoho CRM No 

Pricing Details

Call for pricing
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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Repfabric

Founded

2013

Country

United States

Website

repfabric.com

Vendor Details

Company Name

Shape Software

Founded

2007

Country

United States

Website

setshape.com

Product Features

Commission

Affiliate Management No 
Agency Commission Yes 
Commission Calculations Yes 
Commission Scheduling No 
Commission Tracking Yes 
Compliance Management No 
Flat Commissions Yes 
Incentive Programs Yes 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions No 
Split Commissions No 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting No 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling No 
Time Management No 

Contact Management

Activity Management Yes 
Appointment Management No 
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 No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management Yes 
Collaboration Tools Yes 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management Yes 
Online Payments No 
Order Management Yes 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture No 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Mileage Tracking

Business / Personal Travel Yes 
Cost Analysis No 
Employee Reimbursement Yes 
Expense Reports Yes 
GPS Tracking No 
Manager Workflow No 
Mileage Logging Yes 
Reporting Yes 

Performance Management

360 Degree Feedback No 
Compensation Management No 
Custom Rating Scales No 
Customizable Templates No 
Individual Development Plans No 
On-going Performance Tracking No 
Peer Appraisals No 
Review Cycle Tracking No 
Self Service Portal No 
Self-Appraisals No 
Skills Assessments No 
Weighted Performance Measures No 

Plumbing

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Sales Acceleration

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

Sales Analytics

Collaboration Tools Yes 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment Yes 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration Yes 
Lead Scoring No 
List Building No 
Performance Management Yes 
Pipeline Management Yes 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management No 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring No 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

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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