Name: Shape Software
Price: 79 USD
Rating: 7 (2 reviews)
Author: Shape Software

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Development

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Corporate Social Responsibility (CSR)

Email Spam Filter

Enterprise

Accounting

Accounting and Tax Services

Financial Risk Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

Employee Recognition

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

Application Virtualization

Browser

Cloud Cost Management

Cloud Storage

Content Delivery Networks (CDN)

Disk Cloning

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

IoT Security

License Management

MLOps

Managed IT Service

Network Performance Monitoring

Network Security

Operating Systems

Secret Managers

Server Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Contact Center

Content Management

Email Marketing

Event Management

Marketing Automation

Product Sampling

Social Media Management

Social Media Marketing

Survey & Forms Building

Video

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Lead Generation Services

Sales

Database Security

Video Surveillance

Security

Computer-Aided Manufacturing (CAM)

Construction Takeoff and Estimating

Debt Collection

Hotel Management

InsurTech

Lease Management

Multiple Listing Service (MLS)

Population Health Management

Rental Property Management

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### Client Communication
Users generally praise Shape Software for its robust client communication capabilities. They appreciate the ease of managing emails, texts, and phone calls all within one platform. The ability to track communication history and maintain contact logs efficiently is highlighted as a significant benefit. While some users mention minor challenges in setting up the phone system, the excellent support system provided by Shape Software quickly resolves any issues, ensuring smooth client communication processes.

### Customer Service and Support
Users consistently praise Shape Software for its exceptional customer service and support features. The reviews highlight the ease of reaching out to the support team and the prompt responses received. Customers appreciate the user-friendly interface and the efficiency of the customer service provided by Shape Software. The platform's ability to centralize client information and streamline communication processes has garnered positive feedback from users. Additionally, the dedicated account managers and hands-on support staff have been commended for their assistance in resolving queries and providing guidance. Shape Software's commitment to delivering top-notch customer service has left a lasting impression on its users, who value the reliability and effectiveness of the support system in place.

### Contact Management
Users consistently praise Shape Software for its robust contact management features. They appreciate the ease of organizing and accessing detailed information about each contact, including notes, files, and communication history in one centralized location. The software's integration with various tools like Acuity Scheduling, Stripe, and Mailchimp further enhances the contact management experience, allowing for streamlined communication and efficient follow-ups. Additionally, users highlight the convenience of features such as call recording and automated emails/texts, which contribute to improved client interactions and overall productivity.

### Lead Management
Users consistently highlight Shape Software's lead management as a standout feature, praising its ability to capture, organize, and automate leads effectively. The platform's lead management tools receive high acclaim for streamlining the sales pipeline and ensuring no leads slip through the cracks. Users appreciate the comprehensive reporting features that provide valuable insights into lead performance and conversion rates. Despite some minor suggestions for improvement, the general consensus is that Shape Software excels in lead management, empowering users to efficiently nurture and convert leads into valuable clients.

### Sales Automation
Users consistently highlight Shape Software's sales automation as a key strength, emphasizing its ability to effectively manage sales leads and continuously improve its features. The platform's sales automation tools have been instrumental in optimizing sales processes, increasing sales team productivity, and enhancing overall sales performance. Customers appreciate the platform's focus on streamlining sales operations and facilitating efficient lead management, contributing to a positive user experience and driving business growth.

### Marketing Campaigns
Users consistently praise Shape Software for its robust marketing automation capabilities. The platform's marketing campaigns feature is highlighted for its ease of use and effectiveness in reaching leads and prospects. Customers appreciate the ability to create and manage email drip campaigns, track real-time data, and automate marketing processes through triggers and pipelining. The integration of various communication channels like calls, texts, and emails within the platform streamlines marketing efforts and enhances lead nurturing. Additionally, the platform's reporting tools provide valuable insights into lead generation and conversion, contributing to overall marketing success.

### User Experience and Interface
Users consistently highlight Shape Software's user interface as a standout feature, praising its ease of use and intuitive design. While some users find room for improvement in the interface's visual appeal, the majority appreciate the functionality and control it offers for customization and automation. The centralized data storage and responsive customer support further enhance the overall user experience, making Shape Software a recommended choice for streamlining work processes and maintaining strong client relationships.

### CRM Customization and Personalization
Users appreciate the automation and streamlined processes offered by Shape Software, highlighting its ease of use and effectiveness. While some users find the customization options sufficient for their needs, others express a desire for more flexibility in customizing the software's aesthetics. The consensus among users is that Shape Software's CRM customization and personalization capabilities are beneficial, with room for improvement in providing additional customization features to cater to diverse user preferences.

### Efficiency and Productivity Tools
Users consistently praise Shape Software's streamlined and efficient efficiency and productivity tools. The software's ability to automate processes, track data in real-time, and provide customizable portals has garnered positive feedback. Users appreciate the time-saving features that optimize workflows and enhance productivity. The integration of triggers, drip campaigns, and automation through Pipelining has been highlighted as particularly beneficial for businesses. Additionally, the software's user-friendly interface and excellent customer service have contributed to a positive user experience. Shape Software's efficiency and productivity tools have proven to be valuable assets for users seeking to streamline operations and improve overall efficiency.

### Project and Task Management
Users consistently praise Shape Software's project and task management capabilities. The software's ability to streamline workflows, automate repetitive tasks, and centralize project and task management processes has garnered positive feedback from users across various industries. Many users highlight the efficiency gained from custom workflows, automated tasks, and centralized project management features. Despite some initial learning curves, users find that the benefits of using Shape Software for project and task management far outweigh any challenges. The platform's intuitive layout and robust project management tools have been instrumental in enhancing productivity and organization for many users.

### Workflow Optimization
Reviewers unanimously praise Shape Software's robust workflow optimization capabilities. Users appreciate how the software streamlines processes, automates tasks, and enhances overall efficiency. The ability to create custom workflows tailored to specific business needs has been a standout feature for many, allowing for increased productivity and time savings. While there may be a slight learning curve initially, the benefits of automating tasks and gaining valuable insights into business performance make the effort worthwhile. Shape Software's workflow optimization functionality is consistently highlighted as a key strength by users, contributing significantly to their positive experiences with the CRM.

### Team Collaboration and Operations
Users are particularly impressed with Shape Software's team collaboration and operations capabilities. The platform streamlines project management, prospecting, and reporting, allowing teams to efficiently handle tasks and communicate effectively. With features like automated campaigns, centralized task management, and call recording, Shape Software empowers teams to work cohesively and achieve their goals with ease. The positive feedback highlights the platform's ability to enhance collaboration and optimize operational efficiency for teams of all sizes.

Based on user reviews, here are the three most common recommendations for Shape Software:

1. Consider giving Shape Software a try to see if it meets your needs by taking a demo of the software.

2. Make use of the support resources provided by Shape Software, such as reading support guides and watching training videos to get up to speed with the software. Users also highly appreciate the great support team available for assistance.

3. Users find Shape Software's user-friendly interface and seamless integration capabilities to be standout features. They consider it easy to use and integrate into existing systems.

Overall, users highly recommend Shape Software as an affordable and easy-to-use CRM software solution. They praise its reliability, customer service, and suitability for handling commerce, marketing, and customer service online. However, it is worth noting that some users caution against using Shape Software if you desire full control over your customer experience.

Users have made several recommendations for Shape Software based on their experiences. The most common recommendations include taking a demo of Shape Software to see if it meets your needs, reading support guides and training videos to get up to speed with the software, and taking advantage of the great support team provided by Shape Software.

Users highly value the user-friendly interface and reliability of Shape Software. They find it easy to integrate and praise the great customer service they receive.

It is worth noting that while many users highly recommend Shape Software as an affordable and easy-to-use CRM software, some have specific considerations. One user advises against using it if you want full control over your customer experience. Another user suggests keeping up the pace of development. Nonetheless, overall, users consider Shape Software as an effective tool for business growth, suitable for both start-ups and established companies.

Intuitive and Easy to Use: Users have expressed that Shape Software is intuitive and easy to use, with an interface that streamlines their work. Several reviewers mentioned this as a key positive aspect of the software. They appreciate how the software makes tasks easy to accomplish and simplifies their workflow.

Centralized Data Location: The centralized data location in Shape Software has been highly praised by users. They find it convenient to access everything they need in one place, saving them time and effort. This feature has been mentioned by multiple reviewers as a valuable aspect of the software.

Responsive Customer Support: Users have consistently highlighted the responsiveness and availability of Shape Software's customer support team. They appreciate the prompt assistance provided and describe their experience with customer support as perfect. Reviewers value having reliable support when using the software.

All inclusive cloud software, one price, no annual contracts

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Shape Software

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Loan Officer Guide to Using Shape Software Mortgage CRM, POS, and LOS Integration

Likelihood to Recommend

Usability

Support Rating

Sales Force Automation

CRM Project Management

Customization

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

Reporting

API for custom integration

Single sign-on capability

Role-based user permissions

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

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

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

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

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

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.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

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

Shape Software

Overview

What is Shape Software?