Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface.
This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports.
Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
Learn more

ShareCRM is an all-in-one, AI-powered enterprise CRM platform designed to drive growth through connected data and intelligent automation. It brings marketing, sales, and service functions together to manage the entire customer journey from first contact to long-term retention. The platform supports omnichannel marketing automation, allowing businesses to coordinate campaigns across digital and offline channels. Sales teams benefit from centralized lead management, configurable pipelines, CPQ capabilities, and integrated payment and ERP workflows. ShareCRM also delivers robust service automation, enabling efficient handling of customer inquiries, service orders, vendor coordination, and expense settlement. Built-in collaboration tools improve communication through chats, calendars, tasks, and approval workflows. AI capabilities generate insights, predictions, and personalized content to improve conversions and service quality. Advanced business intelligence dashboards provide deep visibility into marketing, sales, service, and partner performance. The low-code PaaS architecture allows organizations to customize data models, processes, and interfaces with minimal technical effort. ShareCRM supports deployment across multiple industries and niche segments, offering proven scalability and flexibility. With a global presence and thousands of enterprise customers, the platform is designed for complex, growing organizations. Overall, ShareCRM helps businesses streamline operations, improve collaboration, and achieve predictable revenue growth.
Learn more
Mortgage Quest
Mortgage Quest serves as a comprehensive CRM and email marketing platform tailored specifically for the mortgage sector. By offering an extensive array of industry-related content, marketing tactics, and potential leads, it enhances sales opportunities not only with existing and former clients but also through referral partners like real estate agents. The system features a weekly newsletter focused on mortgages and real estate, pre-made mortgage video emails, and customizable e-cards for holidays, birthdays, and loan anniversaries, along with numerous other content choices. Additionally, Mortgage Quest provides social media marketing services, enabling users to automatically share their content across platforms like Facebook and LinkedIn, thus expanding their reach even further. This all-in-one solution simplifies marketing efforts while bolstering engagement and connection with clients.
Learn more
Secured Signing
Founded in 2010, Secured Signing aims to offer organizations of various sizes an affordable, adaptable, and reliable digital solution for their legally binding document requirements. The platform features Digital Signatures, Remote Online Notarization, and Video Signing (RON), enabling users to effortlessly capture graphical signatures and manage, seal, and verify documents using any mobile device from virtually any location. This innovative system operates entirely on a cloud-based infrastructure. Savvy businesses recognize the necessity of an efficient workflow, and Secured Signing stands out as the optimal choice for minimizing expenses, speeding up delivery timelines, enhancing employee productivity, and improving customer service, all while supporting sustainable practices. Additionally, the use of PKI for Digital Signatures ensures the secure signing of documents, with certifications in ISO/IEC 27001 and ISO/IEC 27017, underscoring its commitment to security and compliance. By leveraging this technology, organizations can significantly elevate their operational processes.
Learn more