Best CRM Software for Shape Software

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The integrated CRM offered by CallTools enables teams to enhance lead management and increase efficiency—all from a single platform. Effortlessly create, modify, and monitor contacts and accounts without the need to switch between different tools. Tailor fields, categorize lists, and initiate workflows based on call results or lead statuses. Agents can access contact history instantly, update notes, and handle follow-ups accurately. The CRM seamlessly integrates with campaigns for more effective targeting, minimizing manual work and boosting conversion rates. Whether you're involved in sales, customer support, or outreach efforts, CallTools equips you with the CRM capabilities necessary for rapid, straightforward, and effective results.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

RingCentral's RingCX is an advanced contact center solution that leverages artificial intelligence to optimize customer support and improve communication. By unifying voice, video, and more than 20 digital channels on a single platform, it allows agents to connect with customers using their preferred modes of communication. The integration of RingSense AI enhances the experience by providing immediate insights, automating various tasks, and supporting agents throughout the customer journey, thereby boosting agent efficiency and overall customer satisfaction. With its intuitive interface and easy setup, businesses can quickly adopt RingCX, often within just a few days. The service is competitively priced, starting at $65 per user each month, which encompasses unlimited calling and access to essential contact center functionalities. Additionally, this solution is designed to scale with business growth, making it a flexible choice for companies of all sizes.

Encompass-CX provides a flexible B2B customer experience management solution designed to gather, evaluate, and interpret all interactions throughout a client's journey to assess customer well-being. By analyzing these interactions, we offer insights into your accounts, products, and services, enabling you to enhance customer engagement and create a unique client experience that goes beyond mere satisfaction. With our cloud-based dashboard, you can gain a comprehensive view of customer data and share it with relevant stakeholders. This approach not only drives revenue growth but also helps identify opportunities for cross-selling, minimizes churn, and transforms at-risk clients into loyal advocates for your brand. It is essential to exceed customer expectations regarding the quality of your products and services. Encompass-CX compiles various post-sale data points, including service metrics, support tickets, onboarding evaluations, and email communications, to deliver a clear understanding of a company’s accounts. Effectively measuring client experiences is an invaluable strategy for fostering growth within any organization, ultimately leading to a more engaged and satisfied customer base. By leveraging these insights, businesses can adapt their strategies to better meet the evolving needs of their clients.