KudosCRM
8.2#1 in email tracking softwareFrom $9 a monthFree planAndroidiOSWebAPI
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| Fact | KudosCRM | Shape |
|---|---|---|
| Headquarters | Hong Kong | Irvine, California, United States |
| Security controls | The trust center states TLS in transit, encrypted sensitive credentials at rest, role-based permissions and audit logging. | Its security overview describes SSL encryption, intrusion detection and prevention systems, access auditing, virus scanning, restricted employee access, and periodic backups. |
| Support | The vendor says founders provide support and lists community, email, priority and dedicated customer-success tiers by plan. | Every plan includes complimentary expert onboarding, 24/7 instant AI chat support, dedicated email support, a phone support line, live training webinars, and video tutorials. |
KudosCRM suits sales teams that want pipeline visibility, synchronized email, marketing automation, and AI capabilities across web and mobile devices. The free tier fits small groups needing basic contact and activity management, while larger organizations can use higher user, contact, automation, and governance allowances.
Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations. It may suit teams that want borrower intake, loan workflows, marketing, and communications in one platform.