Shape's CRM software features pre-built drip campaigns that automate email, text, and status updates—ensuring seamless lead engagement without manual effort. These powerful journeys keep your leads moving forward while your business grows. By implementing these campaigns, sales teams maintain consistent communication while focusing on high-value activities, enhancing both customer experience and conversion rates. This data-driven approach moves prospects through your sales process effectively, turning leads into loyal customers.
Shape's bulk messaging lets you reach thousands instantly with personalized communications—perfect for time-sensitive promotions. Segment your audience for precision, track responses, and ensure your message gets seen. This feature integrates with your marketing efforts and customer engagement strategies, allowing you to maintain meaningful customer relationships even when communicating with large groups. By tracking metrics, you gain valuable customer feedback to refine your approach while strengthening connections through consistent communication.
Shape's CRM software template library saves time with professionally designed workflows that accelerate implementation. These templates provide consistent, proven frameworks that boost campaign performance while you focus on strategy. The library covers all customer interactions—from initial outreach to conversion—ensuring communication maintains quality while reflecting your brand. Reduce setup time by 70% while maintaining the personalization that drives engagement and improves sales pipeline performance.
Video messaging captures attention, boosts engagement, and builds trust through personal connections. With higher retention rates and the ability to convey complex information quickly, this feature delivers powerful results while enhancing rapport with prospects. Integrating video within your contact management strategy creates stronger customer relationships and provides valuable metrics that help refine your approach, turning standard follow-ups into meaningful conversations that drive conversions.
Shape's built-in AI lead scoring instantly prioritizes your highest-converting leads, allowing your sales and marketing teams to focus on closing deals. With data-driven insights and real-time updates, this system boosts productivity, eliminates guesswork, and ensures smarter decisions for maximum ROI. By applying machine learning to your operational functions, our customer relationship management (CRM) software continuously improves its predictive accuracy, helping allocate resources effectively while recognizing unique indicators of buying intent in your industry.
Shape's duplicate management ensures clean, accurate data. Streamline your sales process, reduce costs, and drive results with an organized system that enhances team productivity and experience. Effective data management forms the foundation of successful customer relationship management, preventing confusion from fragmented customer information across your database. This precision improves efficiency and enhances reporting capabilities while eliminating redundancies, allowing more time for building strong relationships with customers.
Shape's automated lead distribution directs leads to the most qualified team members, delivering personalized experiences. With robust analytics, you gain actionable insights into performance, enabling you to optimize processes and boost conversion rates. This CRM software feature ensures incoming leads match with representatives who have specific expertise with similar profiles, improving first-contact resolution. The system adapts to your evolving capabilities, continuously refining distribution logic while eliminating bottlenecks so leads move through your sales pipeline faster.
Boost lead engagement with our award-winning phone system, designed to seamlessly call, text, and send MMS. Maximize productivity with features like inbound call routing, local presence dialing, and bulk texting. Experience a user-friendly communication system and take your sales to the next level.
Our built-in texting CRM offers powerful bi-directional communication, allowing you to send SMS and MMS text blasts, schedule automated messages, and engage in real-time conversations with prospects. With a texting inbox, conversational views, and detailed reporting, you can streamline your communication, boost engagement, and track results—all in one platform.
Our built-in emailing CRM allows you to send authenticated emails through compliant SMTP servers, ensuring secure and reliable delivery. Send email blasts, automate follow-ups, and customize hundreds of templates for personalized communication. With detailed tracking of click-through and open rates, an inbound inbox, and newsletter capabilities, you can optimize engagement and monitor campaign success effortlessly.
Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.
We provide a comprehensive, client-focused experience with ongoing training and onboarding webinars. Access our rich resource center featuring an AI help bot, video tutorials, and responsive support to keep you informed and empowered every step of the way.
Seamlessly connect your tools and automate workflows to streamline your processes.
Click "Get Started" and choose a best-practice industry template. Instantly unlock your login and full access to Shape’s powerful Sales CRM and marketing suite.
We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.
Unlock the power Shape to automate your sales & marketing. Deploy hundreds of automated built in marketing materials and leverage 500+ powerful features to convert more deals today.
