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What is Shape Software?

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.

Pricing

Price Starts At:
$119
Price Overview:
No annual contracts billed month-to-month! Additional services include a secure customer portal, digital IP target marketing ads, and ShapeIQ AI lead scoring.

Integrations

Offers API?:
Yes, Shape Software provides an API
All Shape Software Integrations

Screenshots and Video

Shape Responsive Cloud-Based Software

Shape Responsive Cloud-Based Software

Shape Responsive Cloud-Based Software Shape Prioritized Sales Pipelines Shape Integrated Calling & Texting Shape Integrated Customer Portal Point of Sale Shape Mobile App

Company Facts

Company Name:
Shape Software
Date Founded:
2007
Company Location:
United States
Company Website:
setshape.com
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Product Details

Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Shape Software Categories and Features

Sales Tracking Software

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Acceleration Software

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Software

Real Estate Lead Generation Software

Real Estate CRM Software

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Project Management Software

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Predictive Dialer Software

Call Monitoring
Call Recording
Call Results
Call Transfer
Callback Scheduling
Campaign Specific Caller ID
Contact Management
FCC Compliance
FTC Compliance
Lead Capture
Lead Management

Mortgage and Loans Software

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Marketing Compliance Software

Marketing Automation Software

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Marketing Software

Legal Document Management Software

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal CRM Software

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Law Practice Management Software

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Email Marketing Software

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Call Tracking Software

CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking

Call Recording Software

Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Business Intelligence Software

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Bulk SMS Software

More Shape Software Categories

Shape Software Customer Reviews

Write a Review
  • Reviewer Name: Kedar J.
    Position: Process Head
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Does the job for You

    Date: Mar 28 2022
    Summary

    My overall experience was great. This programme has assisted me in growing my business and keeping track of all of my contacts in a fast and effective manner.

    Positive

    1. The customer service team is very knowledgeable and responsive which is one of the best part part of this software.
    2. The User Interface is very beautiful and is very user friendly.
    3. The Software is very affordable and one can easily consider this before other softwares.
    4. We utilise the platform to exchange comments, call recordings, and almost anything else these days. A lot of the labour we used to do has been automated thanks to email and text drip programmes.

    Negative

    1. The don't offer free trial which I think should be there.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Manager
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Productive CRM and Sales tool

    Updated: Aug 07 2020
    Summary

    Shape Software is a very productive CRM tool. It offers one platform to manage CRM, marketing and sales. It helps to make work automated and gives the sales team to focus on growth.

    Positive

    It offers a productive tool to interact with clients. The client information automatically pops up when they request for support. Marketing automation works great.

    Negative

    Overall it's worked great for me. No cons.

    Read More...
  • Reviewer Name: Mohit V.
    Position: Operation manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best Marketing automation and CRM

    Date: Jul 15 2020
    Summary

    Good Marketing automation and CRM gives rise of a business. For this Shape Software is an intuitive platform to shape up business for stress-free relationship management. It also gives email marketing service to send high-quality newsletters.

    Positive

    It gives you CRM, sales and marketing on a single dashboard. Email Marketing is also available for sending newsletters directly to the user. Reporting are excellent and help you take better marketing decisions.

    Negative

    I never encountered any problem with this platform.

    Read More...
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