Shape Software Overview

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.

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.

Other use cases:

  • Sales Document Management
  • Workflow Management
  • Lead Tracking
  • Engaging And Following Up
  • Campaign Management
  • Generation Of New Leads
  • Sending & Publishing Communications
See all use cases See less use cases

Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Shape Software.

Other priorities:

  • Enhance Customer Relationships
  • Improve ROI
  • Increase Sales & Revenue
  • Improve Internal Communications
See all business priorities See less business priorities

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.

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.

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?

How does Shape Software facilitate Lead Nurturing?

How does Shape Software address your Drip Marketing Challenges?

How efficiently Does Shape Software manage your Sales Document Management?

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
Shape Software testimonial

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.

Testimonial By Nat Connella
Shape Software testimonial

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
Shape Software testimonial

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
CUSTOMERS TESTIMONIALS
Shape Software testimonial

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.

Testimonial By Nat Connella
Shape Software testimonial

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
Shape Software testimonial

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

Video

Quick Shape Demo

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lightning

Peers used Shape Software for capturing leads and lead nurturing

Shape Software Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.39/5 ★

Read Reviews (6)
Custom Reports

4.96/5 ★

Read Reviews (61)
Analytics

4.62/5 ★

Read Reviews (9)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.39/5 ★

Read Reviews (6)
Custom Reports

4.96/5 ★

Read Reviews (61)
Analytics

4.62/5 ★

Read Reviews (9)

Software Failure Risk Guidance

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for Shape Software

Overall Risk Meter

Low Medium High

Top Failure Risks for Shape Software

Shape Software Profile

Company Name

Shape Software

Company Website

https://setshape.com/

HQ Location

9070 Irvine Center Drive, Suite 140, Irvine, California 92618, US

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