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Shape Software

CRM and sales automation platform with communications, marketing and customer portals.

By Shape Software

setshape.com

Overview

Shape combines contact and pipeline management with calls, texts, email and customer history. Teams capture and route leads, run no-code workflows and campaigns, collect applications and documents, and report on sales performance.
More product details

Product

Solution Kind
Platform

Vendor · Shape Software

Website Url
setshape.com

Features

Customer Relationship Management

Explore category

Interaction Tracking

Partial support
What you can do
  • Log calls, texts, emails and updates.

Lead Management

Partial support
What you can do
  • Route leads to representatives.

Sales Pipeline Management

Partial support
What you can do
  • Track opportunities through customizable stages.

Contact Management

Partial support
What you can do
  • Manage customers, prospects and referral partners.

Lead Qualification

Partial support
What you can do
  • Score and prioritize leads.

Marketing Automation

Partial support
What you can do
  • Run automated email and SMS campaigns.

Lead Capture

Partial support
What you can do
  • Capture leads from forms, pages and integrations.

Workflow Management

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Workflow Configuration

Partial support
What you can do
  • Configure no-code workflows.

Business Process Automation

Partial support
What you can do
  • Trigger messages, assignments and record updates.

Technical details

Customization

Skill Level
  • No code

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