Shape's cloud-based software helps you grow and manage your company with tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers. and automate everyday tasks.
Shape’s features are tailor-made to solve your unique industry challenges with verticals in legal, real estate, mortgage, insurance, education, hvac, and construction. Looking for something one of a kind? Get a custom solution that works for you – we specialize in tailor-made and white label systems.
Explore Shape's collaboration tools that facilitate project information sharing within and across departments and user roles. Create order with a centralized repository to store all of your prospects, accounts, contacts, documents, photos, billing and transactions, and eSignature agreements in one place.
With a full suite of all-inclusive pre-built tools at your disposal you can focus on scaling your business without adding to your workload. Keep track of the department-specific performance indicators and explore business-relevant trends with Shape's customizable dashboard. Additional features include call scripting, drip campaign automation, task scheduling, reporting, and integration with Outlook and Gmail.
Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge-base, phone, and email.
- Key Features/Benefits:
- Free Trial
- Free Demo
- Cloud-Based CRM
- Importing & Exporting
- Integrated Dialer & SMS Messaging
- Email, SMS, and Call Script Templates
- User & Team Management
- Customizable Notification Settings
- Customizable Role Permissions
- Customizable Reports
- Customizable List Filtering
- Marketing Campaigns & Sources
- API Integrations
- Lead vs Account Customized Workflows
- Customizable Departments
- Customizable Industry-Specific Processes
- Pre-Set & Customizable Statuses
- Bulk Email Campaigns (Newsletters)
- Drip Campaigns
- Invoicing and Payment Tracking
- Integrated eSignature Solutions
- Enterprise-Level Solutions
- White Label Solutions
- Customized Systems
- Real Estate
- HVAC & Construction
- Custom Software Systems
- White Label CRM Solutions
Jumpstart your Shape Software research and get a custom price quote$ Request Custom Pricing