logo

Shape Software

Shape Software aims to assist companies in automating their workflows and effectively overseeing operations. Although it might not be ideal for very small teams...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

Shape Software aims to assist companies in automating their workflows and effectively overseeing operations. Although it might not be ideal for very small teams...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Shape Software aims to assist companies in automating their workflows and effectively overseeing operations. Although it might not be ideal for very small teams, its capabilities streamline procedures and enhance productivity, making it an excellent option for medium to large enterprises.

Product Details

What Is Shape Software?

Shape Software is a cloud-based customer relationship management (CRM) solution designed to assist businesses in streamlining workflows and enhancing their management of customer relationships. With features such as lead management, communication tools, and automation, Shape Software simplifies daily operations. Its user-friendly interface provides robust solutions for expanding companies that need an intuitive and effective tool to boost productivity, improve customer engagement, and maximize overall business efficiency.

Shape Software Pricing

Shape Software provides several pricing options:

  • Shape Professional: Tailored for startups and small teams; includes CRM capabilities, automation, and basic communication tools.

  • Shape Engage: Best suited for growing businesses; offers AI lead scoring and unlimited calling features.

  • Shape Complete: Designed for larger organizations; comes with advanced functionalities and services.

Discover a Shape Software pricing plan customized to meet your business requirements and budget.

Shape Software Integrations

The Shape Software seamlessly integrates with various platforms and systems, including:

  • Salesforce

  • Zapier

  • Google Workspace

Tune in to the Shape Software demo to see how it connects with the tools and platforms you already use.

Who Is Shape Software For?

This software is perfect for a diverse array of industries and sectors, such as:

  • Real Estate

  • Healthcare

  • Finance

Is Shape Software Right For You?

Shape Software is well-suited for businesses aiming to boost productivity. This CRM tool excels in automating workflows, enhancing customer engagement, and organizing operations—particularly in industries like real estate, healthcare, and finance. With features such as lead management and integration capabilities, it’s an excellent choice for companies seeking to improve operational efficiency.

If you're still uncertain whether Shape Software meets your needs, reach out to our customer support team at info@softwareseekers.com for additional assistance.

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
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ 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
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ 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
✘ crm for social media marketing
✘ crm for health insurance agents
✘ 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

  • ✔ Many users find Shape Software intuitive
  • ✔ Users frequently commend Shape's responsive customer service team
  • ✔ Shape allows businesses to tailor workflows to their specific requirements

Cons

  • ✘ A few users have expressed difficulty in generating detailed reports
  • ✘ Some users have reported that Shape's API has limited functionality

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with Shape Software.

Frequently Asked Questions

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

Shape Software integrates seamlessly with a variety of systems and platforms, including Salesforce, Zapier, and Google Workspace. You can watch the Shape Software demo to see how it connects with your favorite tools and platforms, making your workflow even more efficient.

Shape Software offers 24/7 AI chat, dedicated customer support, training webinars, onboarding assistance, and professional services

Yes, Shape Software offers an API that allows developers to integrate and extend its functionalities.

Shape Software is well-suited for a variety of industries and sectors, including Real Estate, Healthcare, and Finance.

Yes, Shape Software supports multiple languages to cater to a diverse user base.

Shape Software provides Shape Professional, Shape Engage, and Shape Complete, delivering CRM, automation, AI lead scoring, unlimited calling, and advanced features for businesses of all sizes. Shape Software cost varies by plan.

Yes, Shape Software offers a mobile app compatible with both iOS and Android devices.