Our experts handle the setup, customization, and automation of your CRM so your team can focus on selling.
Let us do the heavy lifting—tailoring your CRM to meet your goals and configuring it to deliver results.
Gain a streamlined, efficient process that’s tailored to boost productivity, optimize workflows, and boost sales.
We’ll set up automated workflows to manage repetitive tasks, including follow-ups, lead assignments, and more.
Our experts will craft a strategic CRM plan to align with your sales goals, increase engagement, and drive business growth.
Our experts handle the setup, customization, and automation of your CRM so your team can focus on selling.
Let us do the heavy lifting—tailoring your CRM to meet your goals and configuring it to deliver results.
Gain a streamlined, efficient process that’s tailored to boost productivity, optimize workflows, and boost sales.
We’ll set up automated workflows to manage repetitive tasks, including follow-ups, lead assignments, and more.
Our experts will craft a strategic CRM plan to align with your sales goals, increase engagement, and drive business growth.
SYSTEM CONFIGURATION
Have goals and strategies but unsure where to start or don’t have the time? Let us take the lead—we’ll help bring your vision to life and offer expert guidance along the way!
Start with our complimentary onboarding included with every sign-up—complete with team setup, data migration, lead provider connections, and phone configuration. Plus, enjoy free webinar training to elevate your Shape skills.
For even more tailored support, Shape Professional Services offers flexible plans to meet your needs—custom views, personalized drip campaigns, workflow automation, integrations, and more to supercharge your CRM experience.
Get your CRM tailored precisely to your business needs and goals.
Free up your team by automating repetitive tasks and streamlining processes.
Gain insights into each stage of the sales cycle, boosting conversion rates.
Meet with our experts regularly to continuously refine your CRM and achieve your goals.
Need a bit more setup beyond our complimentary onboarding? Our à la carte plans provide targeted support to fast-track your goals.
Our 1:1 support plans offer regular check-ins to boost sales, identify improvements, and keep your system aligned with your goals.
Discover some popular strategic services and solutions we offer to help you optimize performance, streamline processes, and drive growth.
Shape Software along with Dani and her team have been exceptional to work with. We have a very complicated build-out for the system with in-depth customization. Shape worked with us to meet all of our needs and has gone out of their way to help us customize the system to our business model.
Setup Time Saved
An expert CRM administrator can cut setup time by up to 50%, often saving 720-1,440 total hours.
Sales Cycle Reduction
Optimized processes and lead tracking shorten your sales cycle.
Automating tasks like follow-ups saves 10+ hours weekly per user.
We customize systems, apps, and services to align with your needs, backed by clear documentation for configurations, training, and troubleshooting—elevating your business with strategic consulting to optimize lead management, from distribution to post-close strategies.
With secret shopping, Shape Professional Services maps your lead journey from start to finish, identifying key opportunities to boost conversion rates with actionable insights.
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