Shape Software
Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks.
★ 1.5 average rating
About Shape Software
Shape Software helps you manage your business in one easy to use software. Shape's cloud-based CRM, Sales Management, and Marketing Automation tools offers dozens of features designed to manage and automate your 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, and dozens of integrations. Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email. Custom account setups are also available upon request.
Key Features
- ✓Cloud-Based CRM
- ✓Customizable Role Permissions
- ✓Lead Capture Import
- ✓Customizable List Filtering
- ✓API Integration
- ✓Online Contracts & Payments
- ✓Data export/import
- ✓Customizable Departments
- ✓Custom Online Documents
Frequently asked questions
What is Shape Software?
Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. It is listed under the Paid • Open Source license model in the SaaS Lenz directory.
Is Shape Software free to use?
Shape Software is listed as Paid • Open Source in our directory. Pricing and plan details can change, so check the official website for current terms before committing.
What platforms does Shape Software run on?
Shape Software is available on Windows, Chrome OS, Software as a Service SaaS, so you can use it across the devices your team already works with.