What is Shape Software?
Shape Software aims to help users manage their business in one easy to use software. Shape's cloud-based CRM, Sales Management, and Marketing Automation tools offer multiple 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, etc.
Shape is available on a per user per month subscription with no annual contracts and offers customer support via phone and email. Custom account setups are also available upon request.
Categories & Use Cases
Media
Top Performing Features
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.3
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Areas for Improvement
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.6
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 7.6
