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Shape

Shape is a comprehensive CRM and sales automation solution designed to streamline lead acquisition, communication, and workflow management. The platform offers...

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Shape is a comprehensive CRM and sales automation solution designed to streamline lead acquisition, communication, and workflow management. The platform offers...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Shape is a comprehensive CRM and sales automation solution designed to streamline lead acquisition, communication, and workflow management. The platform offers AI-enhanced lead scoring, outreach across multiple channels, and detailed reporting to accelerate conversion rates. It’s worth noting that response times for customer support can fluctuate during busy periods; nonetheless, the automation features and compliance tools of the platform work to ensure steady operations.

Product Details

What Is Shape?

Shape is a CRM and sales automation platform hosted in the cloud, tailored for organizations that rely on sales and handle large volumes of leads from various channels. It is particularly popular among teams in sectors such as mortgage, insurance, solar energy, education, and service-oriented businesses. Key features include AI-enhanced lead management, integrated communication tools, workflow automation, and detailed performance reporting.

This platform consolidates processes related to lead capture, customer interaction, and follow-ups. By doing so, it aids businesses in optimizing their operations, enhancing response times, and boosting conversion rates through automated workflows driven by data.

Shape Pricing

The pricing structure for Shape includes a Shape Professional plan available through a custom quote. Additionally, there are two other plans offered:

  • Shape Engage - Custom pricing

  • Shape Enterprise - Custom pricing

To obtain a personalized quote for your business needs, please request a custom Shape cost estimate.

Please note that pricing may vary.

Shape Integrations

This software can connect with various third-party applications, including:

  • BombBomb

  • Mailchimp

  • Zapier

  • QuickBooks

  • Calendly

  • Loom

  • Twilio

Inquire about a Shape demo to explore its functionalities and potential integrations.

Who Is Shape For?

The Shape software caters to a diverse array of industries and sectors, such as:

  • Mortgage

  • Solar Energy

  • Education

  • Insurance

Is Shape Right For You?

If you are in search of a CRM solution that merges AI capabilities, automation features, and compliance tools to enhance lead conversion while ensuring legal outreach, Shape could be the answer. It addresses issues related to inconsistent follow-ups and disjointed communications by integrating CRM functionalities with calling, texting, and automation into one cohesive platform. Moreover, it incorporates compliance measures such as DNC list scrubbing and 10DLC messaging adherence.

Shape ensures compliance through features like DNC list management and 10DLC registration. Its platform also upholds industry standards such as SOC 1/2 and HIPAA compliance to safeguard data.

Built on a secure cloud infrastructure, Shape employs encryption methods, role-based access controls, and is designed to scale alongside the growth of your team.

If you’re still uncertain about whether Shape is the right fit for you, reach out to our customer support team at info@softwareseekers.com for assistance in making an informed decision.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
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✘ reporting analytics
✘ resource allocation
✔ workflow automation
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✘ higher education crm
✘ inventory management
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✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
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✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
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✘ crm for political campaigns
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✘ email marketing integration
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✘ small business crm software
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✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
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✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Improves response speed and lead follow-ups
  • ✔ Centralizes lead tracking and sales data
  • ✔ Streamlines marketing and sales workflows efficiently

Cons

  • ✘ API limitations hinder daily integration needs
  • ✘ Support response time is very slow

Price

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, Shape provides API access.

The software integrates with the following third-party applications, including: BombBomb, Mailchimp, Zapier, QuickBooks, Calendly, Loom, Twilio.

Shape supports the English language.

Shape pricing offers its users a Shape Professional plan for custom quotation. It also offers two additional plans, including: Shape Engage - Custom pricing; Shape Enterprise - Custom pricing. Request a custom Shape price quotation.

Shape provides support via phone, contact form, and knowledge base.

Shape software serves a wide range of industries and sectors, including mortgage, solar, education, insurance.

Yes, Shape offers a mobile app.