Shape Review

Shape is a cloud-based CRM, sales and marketing automation software for businesses across various industries including legal, real estate, mortgage, finance, and education. The solution offers a range of tools to help users manage and automate online marketing and promotions. Acquire and provide assistance from online sources, organize sales pipelines, find potential customers, create and send professional documents, accept payments, run custom reports, automate task administration and more. Key features include hiring management and marketing automation, as well as document, project and customer management. Shape allows users to configure the solution to meet their specific needs with a suite of integrations (MailChimp, Twilio, G Suite, etc.), customized account configuration tools and immediate support.

SHAPE –  TUTORIAL

Let’s look at how simple it is to enter the data of a new client with this property management software:

SHAPE – FEATURES

• Lead and account management
• Team performance analysis
• Custom industry workflows
• Contact management
• Configurable lead distribution and merge tags
• Email integration for Outlook and Gmail
• Activity planning, automation and activity logs
• Role-based permissions
• Customizations and open API
• Document filing
• Chat and instant messaging within the company
• IP restrictions
• Management of branches and affiliates
• Sales and marketing tools
• Monitoring of campaigns and sales
• Integrated electronic signature solution
• Custom email campaigns and templates
• Drip Campaign Automation
• Referral tracking
• Cloud phone system
• Incoming and outgoing calls
• Progressive dialer
• Call routing and IVR
• Desktop phone
• Click-to-call composition
• Call script, registration and monitoring.