Product and Vendor News

Product Business Settings

Shape Software is popular in Financial Services, Information Technology And Services, and Construction industries and is widely used by Small Business, Mid Market.

Shape Software Product 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.

How satisfied the customers are with Shape Software use-cases

Reviews

"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." - Taylor G
"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 Customer Insights, Testimonials and Case Studies

CUSTOMERS TESTIMONIALS
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
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
CUSTOMERS TESTIMONIALS
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
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

Quick Shape Demo

Video Thumbnail
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

?

for Shape Software

Overall Risk Meter

Low Medium High

Top Failure Risks for Shape Software

Setshape, Inc. News

Partnership
 

Mailchimp + Shape Integration Shape Software

Setshape.com has integrated with Mailchimp, allowing Shape users to add contacts to Mailchimp audiences directly from Shape. This integration supports automated and manual record transfers, enabling users to send newsletters and manage campaigns efficiently.

Executive
 

Daniel Kimm Joins as VP of Sales

Daniel Kimm has been appointed as the Vice President of Sales at setshape.com, a technology company.

Partnership
 

Encompass + Shape Software Integration

SetShape has integrated its CRM with Ellie Mae's Encompass Loan Origination System. This integration enables seamless bi-directional loan creation, user assignment synchronization, and milestone updates between the two platforms. It also allows for automatic document transfer and updated loan data consistency, enhancing operational efficiency for lenders.

Partnership
 

Shape & LendingPad Integration

SetShape.com has integrated with LendingPad to streamline mortgage processes for loan originators. This bi-directional integration allows users to create and manage loans directly from Shape, with real-time updates and data consistency across both platforms. Key features include automated loan file creation, user assignment synchronization, and regular data synchronization, enhancing efficiency and simplifying loan management.

Setshape, Inc. Profile

Company Name

Setshape, Inc.

Company Website

https://setshape.com/

HQ Location

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

Social