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



PROS:
  • 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.

CONS:
  • 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

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. 


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8.6 Total Score

Design
8.5
Usability
9
Support
8.5
Price
8.5
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Karandeep V

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency. At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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