Shape
Form Overview: This detailed Form assessment to be taught extra about its key options, pricing plans, integrations, and extra.
What’s Form?
Form is a well-designed cloud-based CRM platform designed for every type of companies. It’s loaded with a variety of options that assist firms to streamline and automate gross sales, pipeline administration, funnel, and extra.
Form has an easy-to-use interface and integrates all of the crucial elements of a enterprise in a single AI platform. It presents loads of room for collaboration and helps customers stay environment friendly whereas finishing totally different duties.
Companies can use Form to arrange their gross sales pipeline, work together and have interaction with prospects with digital adverts, nurture buyer relationships, and observe initiatives effortlessly. All in all, it’s an end-to-end CRM platform that’s well-suited for companies throughout totally different industrial domains.
Vendor Data
- Firm: Form Software program
- Web site: https://setshape.com/
- Based in 2007
- Nation of origin: United States of America
Form Options
Pipeline administration
Phase and prioritize your leads primarily based in your interplay with them. Monitor your leads and handle them seamlessly with Form with out having to toggle between totally different purposes.
Add a enjoyable twist to your pipeline administration with gross sales and name leaderboards.
Gross sales automation
Discover ready-made sequences or just create your personal automation with Form. Use gross sales automation triggers and replace your data. Notify each member of your staff when an motion is taken or accomplished.
Personalize your emails and texts on essential days together with anniversaries, and birthdays, and construct concrete relationships along with your prospects.
Create and launch advertising and marketing campaigns by sending promotional emails and newsletters constantly.
Constructed-in calling
Increase your productiveness by as a lot as 40% by prioritizing enterprise CRM and VOIP. Monitor the efficiency of your name with totally different customers over a given time period. As well as, it’s also possible to distribute your calls robotically to a free agent or an govt.
Form permits you to report requires compliance, transparency, and coaching.
Reporting
Acquire insights into all of your gross sales and buyer engagement actions with the reporting function. Keep on prime of person login classes, and the way regularly results in convert into enterprise and communication overviews. Customers can even use filters to guage the efficiency of a person, staff, or lead supply.
As well as, the easy-to-understand interface and dashboard allow you to identify tendencies, and patterns, and analyze how they’ll improve present processes. Create customized stories that may enable you make knowledgeable enterprise choices and improve your conversions.
Form Options Overview
- Alerts
- Calendar administration
- Appointment scheduling
- Consumer administration
- Consumer portal
- Collaboration instruments
- Crucial date alerts
- Customizable stories
- Doc administration
- Full-text search
- Electronic mail templates
- Lead administration
- Information administration
- Interplay monitoring
- Gross sales pipeline administration
- Reporting
- Process administration
- Time monitoring
- Third-party integrations
Form Pricing
The seller presents a single pricing plan that may change primarily based on the variety of customers.
Take a look at Form’s pricing beneath.
Primary
Value: $99/person/month
Consists of:
- Analytics
- Reporting
- Automated CRM
- Constructed-in calling
- AI gross sales automation
- 1000+ API integrations
- Textual content messaging
- Doc storage
- Digital promoting
- Advertising sequences
Form Professionals and Cons
- Form is a superb software that permits you to manage your shoppers and preserve all of your processes up to date.
- It is among the most easy-to-use and user-friendly CRM automation instruments out there.
- The dashboard and stories present glorious and useful insights into the important thing parameters of a challenge, process, and every thing in between.
- The platform might be simply customized in accordance with the person’s necessities.
- The graphs that are current within the stories are well-organized and make it extraordinarily simple to identify tendencies and patterns.
- A whole lot of customers have stated that the e-signature mapping function didn’t work correctly
- Whereas declining a selected doc, it might be good if the seller added a pre-populated record of causes.
- The pricing per person is on the upper facet in comparison with comparable instruments out there.
- The mortgage software of the software is ridden with bugs and glitches.
- It could be good if customers may add fields inside the software.
Form Integrations
- Gmail
- Shopify
- Slack
- Mailchimp
- Microsoft Outlook
- WordPress
- RingCentral
- Zapier
- Workplace 365
Form Specs
Free Trial – No
Free Model – No
Deployment
- Cloud, SaaS, Net-based
Gadgets supported
- Home windows
- Mac
- Net-based
Coaching
- In-person
- Reside on-line
- Webinars
- Documentation
Form pricing
- Primary: $99/person/month
Typical prospects
- Small companies
- Medium companies
- Giant companies
Languages supported
- English
Form help
- Electronic mail
- Cellphone help
- 24/7
- Chat
Form Options
- Jubliee
- NextChapter
- Filevine
- iDeals Digital Information Room
- ActiveCampaign
- Freshsales
- Less Annoying CRM
- Hubspot Gross sales Hub
- Salesforce Sales Cloud
- ClickUp
- Nimble
- Zoho CRM
- Dialpad Speak
We hope you favored studying this Form assessment. Go away your feedback beneath to inform us about your favourite function or your expertise whereas utilizing the software.