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,...
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All inclusive cloud software, one price, no annual contracts
Entry-level set up fee?
- $79 per userOptional
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
- Tech Details
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.
Shape's collaboration tools help facilitate project information sharing within and across departments and user roles keep sensitive business data private. Shape includes a centralized repository to store and manage prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.
Shape’s customizable dashboard enables users to keep track of department-specific performance analytics and explore business-relevant trends through powerful data insights. Additional features include call scripting, drip campaign automation, SMS messaging, task scheduling, reporting, etc.
Shape is available on a per user per month subscription with no annual contracts and offers customer support via phone and email. Custom account setups are also available upon request.
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Interaction tracking
- Supported: Lead management
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
- Supported: Pipeline visualization
- Supported: Customizable reports
- Supported: API for custom integration
- Supported: Role-based user permissions
- Supported: Single sign-on capability
- Supported: Mobile access
|Deployment Types||Software as a Service (SaaS), Cloud, or Web-Based|
|Supported Countries||United States, Canada, UK|