Shape Software

Shape Software is an all-in-one CRM platform designed to assist businesses in sectors including mortgage, insurance, solar, education, and small business. This comprehensive solution provides a suite of features tailored to enhance productivity and streamline operations. Key functionalities include:

1. Lead Engine: This feature helps convert web traffic into leads, allowing businesses to maximize their online presence.
2. Email Automation: Utilizing pre-built templates and customizable campaigns, businesses can engage customers efficiently and effectively.
3. Integrated Phone System: A built-in phone system enhances communication by allowing users to make calls directly from the platform.
4. SMS and MMS Text Messaging: This functionality facilitates quick communication with customers via text.
5. Customer Point of Sale (POS) Portal: Streamlines transactions and enhances customer experiences.
6. Lead Scoring with ShapeIQ: This advanced feature automatically scores leads, helping businesses prioritize their follow-ups based on potential value.
7. Mobile App: The mobile application allows users to access all functionalities on-the-go, ensuring that business operations are not limited to a desk.

In addition to these features, Shape Software provides professional services, customer support, and training webinars to ensure a smooth onboarding process. With a customer base exceeding 100,000, Shape Software is focused on helping businesses enhance their productivity, streamline operations, and maximize profitability.