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Shape Software

Score7 out of 10

2 Reviews and Ratings

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What is Shape Software?

Shape Software aims to help users manage their business in one easy to use software. Shape's cloud-based CRM, Sales Management, and Marketing Automation tools offer multiple features designed to manage and automate online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks.

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Categories & Use Cases

Media

Shape Software

Shape Software Key Features

Learn about the best (and worst!) features Shape Software has to offer, as determined by TrustRadius' reviewers.
Based on 2 ratings of Shape Software's features
View all Shape Software features

Top Performing Features

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.7

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.7

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 8.3

Areas for Improvement

  • Reporting

    Software provides a broad range of standard and the ability to build custom reports.

    Category average: 8.1

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 8.1

Shape Software Reviews

What users are saying about Shape Software.
View all Shape Software reviews

Shape Software: Simple & Straightforward

Ben SottekView profile
Paid Media Account Strategist in Marketing at Directive Consulting (51-200 employees employees)

Use Cases and Deployment Scope

We use shape to aggregate paid media spend from all platforms and pace that spend to meet client budgets. We also use it to provide budget-related notifications and warnings to make sure there is plenty of visibility on the team when it comes to each client's budget.

Pros

  • Platform integrations
  • Pacing accuracy
  • Automated notifications

Cons

  • Automated budget pacing could be more sophisticated - it tends to conflict with platform best-practices in my opinion.
  • Integration with LinkedIn leads would give more accurate picture of conversion volume I believe.
  • More customizable alerts

Return on Investment

  • Reliable protection against overspend
  • Precise budget control
  • Cross-platform visibility

Alternatives Considered

Supermetrics, Kensho and Funnel.io

Other Software Used

Funnel.io, Supermetrics, Kensho

Usability

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