Overview
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,…
Reviewer Pros & Cons
Pricing
All inclusive cloud software, one price, no annual contracts
$79.00
Entry-level set up fee?
- $79 per userOptional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Loan Officer Guide to Using Shape Software Mortgage CRM, POS, and LOS Integration
Product Details
- About
- Integrations
- Competitors
- Tech Details
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.
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.
Shape Software Features
Sales Force Automation Features
- 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
Marketing Automation Features
- Supported: Lead management
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Platform Features
- Supported: Mobile access
Shape Software Screenshots
Shape Software Integrations
- MyCase
- Mailchimp
- Stripe Payments
- Zapier
- Google Workspace
- Clio
- Filevine
- BombBomb
- Encompass from iModules
- now Anthology
- LOS integration
- NMLS integration
- Zillow Property Lookup
- Webhooks
- Outlook
- Practice Panther
- Google Maps
Shape Software Competitors
Shape Software Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | United States, Canada, UK |
Supported Languages | English |