
Shape Software is described as very user-friendly and easy to set up with straightforward controls and easily understood core functions. The cloud-based solution offers tools to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers, and automate everyday tasks. Features include email and SMS marketing automation, lead capture, pipeline organization, customer relationship management, and daily task automation. Suitable for businesses in legal, real estate, mortgage, insurance, education, HVAC, and construction industries. While search results suggest automotive applications, Shape CRM is more accurately positioned as a general business CRM with industry flexibility rather than automotive-specific software.
Financial Services Cloud: Best Financial Services CRM for Banks, Wealth Managers, and Insurance Companies.
Founded
Financial Services Cloud is the best of Salesforce, designed specifically for banks, wealth managers, and insurance companies. It is tailor-made for anyone handling money in a hyper-competitive world, with out-of-the-box industry-specific features and a data model designed for financial services.
AI-powered CRM and text marketing platform for independent automotive dealers
Founded
Selly Automotive is a cloud-based CRM and Internet Lead Management (ILM) platform built specifically for independent and BHPH auto dealers. Founded in 2014, it offers AI-driven lead nurturing, automated follow-ups, and integrated text marketing.
Slate CRM by Technolutions - Cloud-based CRM built specifically for higher education.
Starting Price
Slate by Technolutions is a cloud-based CRM built specifically for higher education, trusted by over 2,000 colleges and universities, including 48 of the top 50 U.S. universities. It manages the entire student lifecycle from recruiting and admissions to retention and alumni relations.