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
"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 or...ganized, and everything is tracked with tags. Added bonus: Shape connects to your calendar and emails." - Nat Connella
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
How does Shape Software facilitate Capturing Leads?
Why is Shape Software the best choice for Lead Nurturing?
What benefits does Shape Software offer for Drip Marketing?
How does Shape Software address your Sales Document Management Challenges?
What solutions does Shape Software provide for Workflow Management?
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 |
|---|---|
|
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. |
|
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 |
|
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 |
|---|---|
|
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. |
|
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 |
|
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
Arive + Shape Software Integration
Shape Software has integrated with Arive via Zapier, enabling loan files and status updates to be transferred between the two platforms. This integration requires a Shape Software account, a Zapier Premium account, and an invitation from Arive. The setup involves creating Zaps to automate the transfer and update of loan data and statuses, enhancing the efficiency of loan management.
Shape & LendingPad Integration
SetShape.com has integrated with LendingPad to streamline mortgage processes for loan originators. This bi-directional integration allows users to create and manage loans directly from Shape, with real-time updates and data consistency across both platforms. Key features include automated loan file creation, user assignment synchronization, and regular data synchronization, enhancing efficiency and simplifying loan management.
Shape & LendingDox Integration
SetShape.com and LendingDox have launched a bi-directional integration, enabling loan originators using Shape to automate mortgage processes and manage customer databases. This integration allows seamless loan creation in LendingDox from Shape, with updates on loan status and borrower documentation synchronized between the two platforms every 15 minutes. The integration aims to streamline loan management and enhance data accuracy.
Encompass + Shape Software Integration
SetShape has integrated its CRM with Ellie Mae's Encompass Loan Origination System. This integration enables seamless bi-directional loan creation, user assignment synchronization, and milestone updates between the two platforms. It also allows for automatic document transfer and updated loan data consistency, enhancing operational efficiency for lenders.
Setshape, Inc. Profile
Company Name
Setshape, Inc.
Company Website
https://setshape.com/HQ Location
9070 Irvine Center Drive, Suite 140, Irvine, California 92618, US
Social
