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
"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." - Aaron Powell
Peer review evidence (same sources as the product rating summary)
"...Automatically capture leads, send follow ups, and manage client projects within one easy-to-use interface...." Shape Software CRM
"...Stay connected with leads and nurture new relationships without missing a beat. ..." Shape Software CRM
"...Build and send high quality newsletters, emails, and drip campaigns with pinpoint accuracy...." Shape Software CRM
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,
Shape Software Customer wins, Customer success stories, Case studies
What benefits does Shape Software offer for Capturing Leads?
What Are the key features of Shape Software for Lead Nurturing?
How does Shape Software facilitate Drip Marketing?
How does Shape Software address your Sales Document Management Challenges?
How efficiently Does Shape Software manage your Workflow Management?
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.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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. |
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
Mailchimp + Shape Integration Shape Software
Setshape.com has integrated with Mailchimp, allowing Shape users to add contacts to Mailchimp audiences directly from Shape. This integration supports automated and manual record transfers, enabling users to send newsletters and manage campaigns efficiently.
Daniel Kimm Joins as VP of Sales
Daniel Kimm has been appointed as the Vice President of Sales at setshape.com, a technology company.
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.
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.
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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