Shape Software Overview
Shape CRM transforms daily operations by centralizing contact management and enhancing communication. This all-in-one platform integrates seamlessly with popular apps, offering AI-driven insights that inform decision-making. Businesses can streamline processes, leading to improved sales outcomes. Shape CRM's adaptability allows for industry-specific solutions, ensuring relevance across various sectors. The platform's intuitive interface supports rapid deployment, enabling teams to leverage its capabilities quickly.
Use Cases
Customers recommend Capturing Leads, Lead Nurturing, Drip Marketing, as the business use cases that they have been most satisfied with while using Shape Software.
Business Priorities
Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Shape Software.
Shape Software Use-Cases and Business Priorities: Customer Satisfaction Data
Shape Software works with different mediums / channels such as Promotions. E-Mail. Text SMS etc.
Shape Software's features include Recording, Personalization, Templates, etc. and Shape Software support capabilities include Chat Support, 24/7 Support, Phone Support, etc. also Shape Software analytics capabilities include Custom Reports, and Analytics.
Reviews
"Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features." - Taylor G
Shape Software, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Shape Software is a CRM that increases employee productivity, streamlines workflow, and automates tasks. It enhances client management with SMS tools, detailed reporting, and robust integrations.
Popular Business Setting
for Shape Software
Top Industries
- Financial Services
- Information Technology and Services
- Construction
Popular in
- Small Business
- Mid Market
Shape Software is popular in Financial Services, Information Technology And Services, and Construction and is widely used by Small Business, and Mid Market,
Comprehensive Insights on Shape Software Use Cases
Why is Shape Software the best choice for Capturing Leads?
How efficiently Does Shape Software manage your Lead Nurturing?
How does Shape Software facilitate Drip Marketing?
How can Shape Software optimize your Sales Document Management Workflow?
How can Shape Software optimize your Workflow Management Workflow?
29+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well Shape Software solved their CRM needs. Cuspera uses 484 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features. Testimonial By Taylor G |
|
With Shape, everything is made simple and easy to understand. Their customer service is quick and efficient if I ever need help with anything in the system. Before Shape, I was using multiple systems, but now everything is one place. My leads are organized, and everything is tracked with tags. Adde...d bonus: Shape connects to your calendar and emails. |
|
Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients. Testimonial By Aaron Powell |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Taylor G |
Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features. Testimonial By Taylor G |
|
Nat Connella |
With Shape, everything is made simple and easy to understand. Their customer service is quick and efficient if I ever need help with anything in the system. Before Shape, I was using multiple systems, but now everything is one place. My leads are organized, and everything is tracked with tags. Adde...d bonus: Shape connects to your calendar and emails. |
|
Aaron Powell Star Financial |
Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients. Testimonial By Aaron Powell |
Video
Quick Shape Demo
Peers used Shape Software for capturing leads and lead nurturing
Shape Software Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Custom Reports | Read Reviews (61) |
| Analytics | Read Reviews (9) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Custom Reports | Read Reviews (61) |
| Analytics | Read Reviews (9) |
Software Failure Risk Guidance
?for Shape Software
Overall Risk Meter
Top Failure Risks for Shape Software
Setshape, Inc. News
HIPAA Business Associate Agreement for Shape Software Inc. Covered Entity Clients
Shape Software Inc. (setshape.com) provides a HIPAA Business Associate Agreement (BAA) for clients classified as "Covered Entities." This agreement details Shape's compliance obligations under HIPAA and HITECH, governing the use, disclosure, and safeguarding of Protected Health Information (PHI) when clients use Shape's business management software in healthcare and related sectors.
Duplicate Record Management in Shape Software
Shape Software introduces robust duplicate record management tools within its business management platform. Users can customize duplicate detection rules, identify and merge duplicates manually or automatically, and track merged or deleted records through detailed reporting features. These capabilities support data accuracy and compliance with data protection regulations.
Generate More Loans With Arlo CRM Shape Software
Shape Software has integrated its Mortgage CRM with Arlo.ai to help mortgage lenders boost loan volume and lead conversion. The combined solution uses AI-driven marketing from Arlo and lead management automation from Shape to attract, pre-qualify, and nurture high-quality borrowers. Lenders benefit from faster campaign creation, increased engagement, and improved pipeline efficiency.
Setshape, Inc. Profile
Company Name
Setshape, Inc.
Company Website
https://setshape.com/HQ Location
9070 Irvine Center Drive, Suite 140, Irvine, California 92618, US
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