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
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,
Comprehensive Insights on Shape Software Use Cases
How can Shape Software enhance your Capturing Leads process?
What benefits does Shape Software offer for Lead Nurturing?
What makes Shape Software ideal for Drip Marketing?
Why is Shape Software the best choice for Sales Document Management?
What benefits does Shape Software offer 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 |
---|---|
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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 |
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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 |
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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. |
Video
Quick Shape Demo

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
Shape Software Dashboard Settings
Shape Software introduces enhanced dashboard settings, enabling users to customize business metric tracking. Users can set monthly goals, select campaign sources, and choose statuses to monitor. The update supports tailored data visualization, including bar and funnel graphs, for improved performance insights within the Shape Software platform.
BombBomb and Shape API Integration Shape Software
Shape Software has launched an integration with BombBomb, allowing users to embed BombBomb video messages directly into emails and SMS within the Shape platform. This feature streamlines video communication, enabling more personalized client engagement and relationship building through Shapes business management solution.
Shape CRM and LendingPad LOS Sync Shape Software
Shape Software has launched a new integration between its CRM and LendingPads cloud-based loan origination system. Mortgage lenders can now automate workflows, create and sync loan files, and manage borrower data seamlessly across both platforms. The integration aims to streamline mortgage operations and improve lead management for lending businesses.
Double Leads With leadPops Now Shape Software
Shape Software has launched a seamless integration between Shape CRM and leadPops, enabling mortgage professionals to design interactive lead funnels and automatically import high-quality leads into Shape CRM. This integration streamlines lead management, enhances lead quality, and supports higher closing rates for loan officers and mortgage teams.
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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