Shape

By Shape Software

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What is Shape?

Shape is an AI-powered CRM and income automation software designed to streamline workflows and enhance productivity for agencies throughout industries including mortgage, sun, schooling, and coverage. The software centralizes contact management, e-mail, text, and get in touch with communication with built-in AI lead scoring to prioritize sales efforts effectively. Shape platform includes advertising and marketing automation, customizable workflows, and unified pipeline control, imparting customers an all-in-one device to nurture leads, music deals, and improve team collaboration.

Pricing of Shape

Basic

USD 99.00

Per Month

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1000+ API Integrations
AI Sales Automation
Analytics + Reporting
Automated CRM
Built-in Calling
Custom Configurations
Digital Advertising
Document Storage
Marketing Sequences
Text Messaging

Space

USD 5.00

/User/Month

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Collect Inspiration and ideas
Engage teams through proven processes
Activate communities and teams through shared strategic challenges
Collect customer feedback
Build and share a knowledge base
Collect Inspiration and ideas
Engage teams through proven processes
Activate communities and teams through shared strategic challenges
Collect customer feedback
Build and share a knowledge base

Key Features of Shape

Key Features:

Access Controls/Permissions
Accounting
Activity Tracking
Billing & Invoicing
Calendar Management
Client Portal
Contact Management
Contract/License Management
CRM
Customizable Fields
Document Management
Email Management
Reminders
Task Management
Third Party Integrations
Time Tracking

Key Specification

Other Categories:	Financial CRM Software Sales Tracking Software Commercial Real Estate Software Admissions Software Knowledge Base Software Law Practice Management Software
Deployment:	Cloud Hosted,Hybrid,On Premise,Any
Customer Support:	Phone,Email,Live Chat
Languages Support:	English

Who uses Shape

StartUps

SMEs

Agencies

Enterprises

Company Details

Company Name:	Shape Software
Headquarter:	United States
Social Media:

Shape Description

Who Uses Shape?

Shape software is used mostly by using income and advertising and marketing groups in industries like mortgage lending, solar electricity, insurance, and training. Groups seeking out a complete CRM with built-in communication equipment, AI insights, and enterprise-unique capabilities pick out shape to scale quicker and enhance their income funnel management.

Why Choose Shape?

Select Shape for its integration of AI-driven lead scoring and automation that allows perceive and engage the most promising possibilities. It reduces guide facts access with replica management and automatic lead distribution to the proper crew members. The software’s intuitive interface consolidates a couple of tools-CRM, dialer, SMS, and email-into one platform, helping groups increase performance and conversion rates.

Benefits of Shape:

AI-powered lead scoring to recognition efforts on excessive-ability leads
Unified verbal exchange channels: name, text, and e mail in a single workspace
Pre-constructed automation workflows that store time and enhance lead nurturing
Duplicate touch management guarantees clean and correct information
Real-time analytics and customizable reporting
Seamless integration with LOS and borrower portals (for mortgage industry)
Mobile accessibility for income teams at the go

Features of Shape:

Contact and pipeline management with AI insights
Integrated cellphone dialer with call logging
Two-way SMS/MMS messaging
Advertising and marketing automation with drip and branching campaigns
Customizable workflows and mission automation
Multi-area reporting and crew control
Integration with record control and loan origination systems
Video messaging to increase engagement and trust

How to Use Shape?

Begin by way of importing contacts and setting up your sales pipelines within shape. Use the automatic lead routing to assign possibilities to the proper team participants primarily based on AI scoring. Create drip advertising and marketing campaigns using pre-constructed templates or custom workflows to nurture leads correctly. Leverage unified conversation equipment from within the platform to call, textual content, and email prospects. Tune all interactions and analyze team overall performance with actual-time dashboards, optimizing your sales system continuously.

Shape Demo

Shape gives live demos that exhibit its AI-powered CRM functions, lead control automation, and unified communication tools to help groups examine the platform’s in shape.

Shape Pricing

Shape pricing varies based totally on user count number and functions requested, designed to provide scalable plans for developing income groups. For specific pricing information, form gives customized costs aligned with commercial enterprise wishes.

Shape Reviews

Shape software opinions regularly spotlight its AI lead scoring, integration competencies, and unified communication features as major strengths. Customers respect how it consolidates many gear right into a single platform for ease of use and quicker adoption. A few point out a getting to know curve for advanced automation functions but ordinary charge form highly for improving sales productiveness and pipeline accuracy.