Comparison Summary
This comparison report of Shape Software vs. Servis.ai (formerly FreeAgent CRM) is based on a specific set of business needs and context. The comparison uses 1037 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Shape Software and Servis.ai (formerly FreeAgent CRM)
Shape Software, and Servis.ai (formerly FreeAgent CRM) belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Shape Software covers Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.
Servis.ai (formerly FreeAgent CRM) focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.
"With Shape, everything is made simple and easy to understand. Their customer service is quick and efficient if I ever need help with anything in the system. Before Shape, I was using multiple systems, but now everything is one place. My leads are or...ganized, and everything is tracked with tags. Added bonus: Shape connects to your calendar and emails. " - Nat Connella
"We’re always trying to be the best we can be. FreeAgent helps us achieve that. " - Royal Palm Properties
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
Shape Software
Focus area
Shape Software is better than Servis.ai (formerly FreeAgent CRM) for
Software Failure Risk
About
CRM that connects team, applications, and clients in one centralized hub.
Boost productivity with AI-powered task management.
Financials
SEED
Business Need
Total Processes
(we found evidences for)
44
35
Total Goals
(we found evidences for)
6
11
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Scale best practices
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Enhance customer relationships
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Improve ROI
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Increase sales & revenue
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Improve internal communications
- See 3 more
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Enhance customer relationships
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Increase sales & revenue
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Improve efficiency
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Acquire customers
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Improve ROI
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Improve internal communications
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Improve stakeholder relations
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Improve brand engagement
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Establish thought leadership
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Scale best practices
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Increase customer life time value
- See 8 more
Top Channels
Channels Used
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 more
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
