Shape Software
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Audience Shape Software?
Mortgage, Solar, Higher Education, Debt, Small Business, Sales & Marketing automation for all industries.
Product Description
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.
Product Description
Platforms Supported
✓ Cloud
✓ Windows
✓ Mac
✓ Linux
✓ iPhone
✓ iPad
✓ Android
✓ Chromebook
Training
✓ Documentation
✓ Live Online
✓ Webinars
✓ Videos
Support
✓ Phone Support
✓ 24/7 Live Support
✓ Online
Features
Business Intelligence
✓ Benchmarking
✓ Dashboard
✓ Data Analysis
✓ Key Performance Indicators
✓ Performance Metrics
✓ Predictive Analytics
✓ Profitability Analysis
✓ Trend / Problem Indicators
✓ Visual Analytics
CRM
✓ Calendar/Reminder System
✓ Call Logging
✓ Document Storage
✓ Email Marketing
✓ Internal Chat Integration
✓ Lead Scoring
✓ Marketing Automation Integration
✓ Mobile Access
✓ Quotes / Proposals
✓ Segmentation
✓ Social Media Integration
✓ Task Management
✓ Territory Management
Call Recording
✓ Archiving
✓ Call Sharing
✓ Distributed Call Recording
✓ File Transfer
✓ Instant Retrieval
✓ On-Demand Recording
✓ Scheduled Recording
Call Tracking
✓ CRM
✓ Call Recording
✓ Call Routing
✓ Caller Identification
✓ Campaign Management
✓ Conversion Tracking
✓ IVR / Voice Recognition
✓ Keyword Tracking
Contact Management
✓ Activity Management
✓ Appointment Management
✓ Contact Database
✓ Contact History
✓ Contact Import/Export
✓ Customer Pipeline
✓ Email Marketing
✓ Group Management
✓ Interaction Tracking
✓ Lead Management
✓ Prospecting Tools
✓ Sales Pipeline Management
✓ Search / Filter
✓ Segmentation
✓ Shared Contacts
✓ Social Media Integration
Email Marketing
✓ A/B Testing
✓ Artificial Intelligence
✓ Customer Surveys
✓ Drip Campaigns
✓ Dynamic Content
✓ Event Triggered Email
✓ Image Library
✓ Landing Pages/Web Forms
✓ Mailing List Management
✓ Mobile Optimized Emails
✓ Reporting/Analytics
✓ Subscriber Management
✓ Template Management
✓ WYSIWYG Email Editor
Financial CRM
✓ Influence Tracking
✓ Lead Management
✓ Marketing Management
✓ Relationship Tracking
✓ Team Assignments
✓ Territory Management
Law Practice Management
✓ Billing & Invoicing
✓ CRM
✓ Calendar Management
✓ Client Portal
✓ Conflict Management
✓ Contract Management
✓ Document Management
✓ Email Management
✓ Legal Case Management
✓ Task Management
✓ Time Tracking
✓ Trust Accounting
Lead Management
✓ Activity Tracking
✓ Campaign Management
✓ Lead Capture
✓ Lead Distribution
✓ Lead Nurturing
✓ Lead Scoring
✓ Lead Segmentation
✓ Pipeline Management
✓ Prospecting Tools
✓ Source Tracking
Legal Document Management
✓ Access Controls
✓ Archiving & Retention
✓ Collaboration
✓ Contract Management
✓ Document Assembly
✓ Document Indexing
✓ Document Tagging
✓ Full Text Search
✓ Version Control
Marketing Automation
✓ A/B Testing
✓ Analytics / ROI Tracking
✓ Artificial Intelligence
✓ Customizable CTAs
✓ Drip Campaigns
✓ Dynamic Content
✓ Landing Pages / Web Forms
✓ Lead Scoring
✓ Sales Intelligence
✓ Segmentation
✓ Social Marketing
✓ Website Visitor Tracking
Mortgage and Loans
✓ Amortization Schedule
✓ Client Database
✓ Closing Documents
✓ Commercial Mortgages
✓ Contact Management
✓ Credit Reporting
✓ Customer Statements
✓ Document Management
✓ Electronic Applications
✓ Government Loans
✓ Loan Origination
✓ Loan Servicing
✓ Pipeline Management
✓ Pre-Qualification
✓ Refinance Management
✓ Residential Mortgages
Predictive Dialer
✓ Call Monitoring
✓ Call Recording
✓ Call Results
✓ Call Transfer
✓ Campaign Specific Caller ID
✓ Contact Management
✓ FCC Compliance
✓ Lead Capture
✓ Lead Management
Project Management
✓ Client Portal
✓ Collaboration Tools
✓ Customizable Templates
✓ Milestone Tracking
✓ Portfolio Management
✓ Resource Management
✓ Time & Expense Tracking
Real Estate CRM
✓ Campaign Management
✓ Contact Management
✓ Dashboard
✓ Email Marketing
✓ Interaction Tracking
✓ Lead Management
✓ Referral Tracking
✓ Segmentation
Sales Acceleration
✓ Campaign Management
✓ Dialer
✓ Email Sequencing
✓ Email Templates
✓ Email Tracking
✓ List Building
✓ Meeting Scheduler
✓ Predictive Analytics
✓ Reporting
✓ Sales Gamification
✓ Sales Intelligence
✓ Sales Workflow Management
Sales Force Automation
✓ Call Management
✓ Campaign Management
✓ Channel Management
✓ Commission Management
✓ Contact Management
✓ Contract Management
✓ Customer Database
✓ Email Marketing
✓ Field Sales Management
✓ Lead Management
✓ Opportunity Management
✓ Performance Metrics
✓ Proposal Generation
✓ Referral Tracking
✓ Sales Forecasting
✓ Territory Management
Sales Tracking
✓ Activity Dashboard
✓ Alerts / Notifications
✓ Appointment Scheduling
✓ Call Logging
✓ Comments / Notes
✓ Custom Reports
✓ Document Management
✓ Email Templates
✓ Interaction Tracking
✓ Lead Management
✓ Lead Scoring
✓ Pipeline Management
✓ Reporting / Analytics
✓ Task Management
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Start Price
$119
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Price Details
No annual contracts billed month-to-month! Additional services include a secure customer portal, digital IP target marketing ads, and ShapeIQ AI lead scoring.
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