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Methodology
Shape
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At a Glance
Overview
EngageBay is a CRM platform that helps companies streamline their customer relationship management using a single integrated platform. As an all-in-one solution, the software provides great automation capabilities and a generous free-forever plan that already include essential features and tools ... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
Images
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Shape is a cloud-based, all-in-one CRM platform combining sales, marketing, communications, automation, and AI. It centralizes lead capture, pipeline management, calls/texts/email in a unified inbox, marketing automation (drip campaigns, landing pages, social), reporting and dashboards, role-base... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
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Pricing
Free trial available
Free plan available
Billing type
Recurring Subscription
Free
$0.00
/ month
Basic
$12.74
/ month
Growth
$42.29
/ month
Pro
$84.99
/ month
Free trial available
Free plan available
Billing type
Recurring Subscription
Core
Contact Us
Complete
Contact Us
Enterprise
Contact Us
Pros and Cons
- 'Robust ‘free forever’ plan
- All-in-One approach to CRM, with live chat, forms and landing page tools
- Great automation capabilities
- Offer a range of integrations (Gmail and Office 365 integrations included in the free plan)
- Interface is not the most intuitive at times
- Onboarding process could be improved
- Wide range of features in one platform: CRM + sales + marketing + communications + AI
- Flexible, modular pricing with add-ons and scalable enterprise options
- Strong AI capabilities: automated calling, texting, scoring, insights
- Good support and onboarding resources (guides, webinars, video tutorials)
- Mobile app enabling work on the go
- Pricing not fully transparent; Core/Complete/Enterprise require quotes
- Advanced features (branching, custom UI) are add-ons for lower tiers
- No publicly confirmed multi-language/localization support
- No on-premises or offline deployment option stated
- Mobile app reviews appear mixed (low Android rating noted)
Reviewer's Segments
Small Business
87.04%
Mid Market
12.5%
Enterprise
0.46%
Insufficient data to show segment split
Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- Chat
- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat
- Email/Help Desk
- Knowledge Base
- Phone Support
Training
- Documentation
- Live Online
- Videos
- Webinars
- Documentation
- Live Online
- Videos
- Webinars
Integrations
Total integrations:
15
- Calendly
- CallHippo
- DocuSign
- Google Calendar
- HubSpot
- HubSpot CRM
- Intercom
- Intuit Mailchimp
- JustCall
- Make
- PandaDoc
- Plivo
- Postmark
- Shopify
- Slack
- Stripe
- Twilio
- Zapier
Total integrations:
5
- Calendly
- CallHippo
- DocuSign
- Google Calendar
- HubSpot
- HubSpot CRM
- Intercom
- Intuit Mailchimp
- JustCall
- Make
- PandaDoc
- Plivo
- Postmark
- Shopify
- Slack
- Stripe
- Twilio
- Zapier
Top Alternatives
Categories
Common categories include: CRM Software and Marketing Automation Software.
Company Details
- By EngageBay Inc.
- Located in Tracy, California, United States
- Founded in 2017
- By Shape Software Inc.
- Located in Irvine, California, USA
- Founded in 2009
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