Shape Software Product Overview

Shape Software helps users manage their business on one easy to use platform. Shape's cloud-based CRM, Sales Management, and Marketing Automation tool offers dozens of features designed to manage and automate online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks.

Shape's collaboration tools help facilitate project information sharing within and across departments, and user roles keep sensitive business data private. Shape includes a centralized repository to store and manage prospects, accounts, contacts, documents, photos, billing and transactions, and e-signature agreements in one place.

Shape’s customizable dashboard enables users to keep track of department-specific performance analytics and explore business-relevant trends through powerful data insights. Additional features include call scripting, drip campaign automation, SMS messaging, task scheduling, reporting, and dozens of integrations.

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