Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Cat avg: 8.7
Top Performing Features
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Cat avg: 8.7
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Cat avg: 8.3
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Cat avg: 8.1
Worst Performing Features
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Cat avg: 8.1
Shape Software Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
7-12%
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 8.3
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
7-12%
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 8.1
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
5-37%
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 8.1
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
8-8%
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.7
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.7
Shape Software Features from the Vendor
Sales Force Automation
Vendor-reviewedCustomer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Marketing Automation
Vendor-reviewedLead management
This includes lead generation, scoring, qualification, routing, and nurturing.
CRM Project Management
Vendor-reviewedTask management
This includes the ability to plan, track, collaborate and report on tasks.
Billing and invoicing management
This includes automated invoice creation and billing.
Reporting
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Vendor-reviewedPipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Customizable reports
Users can create reports and dashboards unique to their needs.
Customization
Vendor-reviewedAPI for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
Vendor-reviewedRole-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Platform
Vendor-reviewedMobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.