Getting Started

Tasks in Shape Software

Shape comes out of the box with a fully built in Task Manager and tools to manage day to day tasks for you and...

How to Balance Cost with Functionality When Evaluating CRMs

Choosing the right Customer Relationship Management (CRM) software is a critical decision for any business, especially when you're trying to balance cost...

Is a Complicated UI Leaving You Frustrated with Your CRM?

As businesses continue to rely on Customer Relationship Management (CRM) systems to streamline their sales, marketing, and customer service efforts, the importance of an...

Is a Lack of Integration Options Leaving You Frustrated with Your CRM?

Looking for the easiest CRM to use? Check out our guide to the top 6 most simple CRMs that offer basic and easy-to-use solutions.

Top 6 Best Insurance Lead Generation Companies in 2024

In today’s competitive insurance market, generating high-quality leads is essential for maintaining steady business growth and expanding your book of business.

Integrating with Sales Boomerang (TrustEngine)

Sales Boomerang, now known as TrustEngine, is a mortgage industry-focused customer intelligence and retention platform. It provides lenders with real-time insights into their borrowers'...

Support Lead Setup

In the insurance system, leads often come with multiple drivers, policies, vehicles, properties, etc. Here's how to handle them efficiently by posting in multiple...

EZ Lynx Integration

EZLynx is a valuable platform for insurance agencies, primarily known for its comparative rating engine and agency management system. It enables agents to generate...

Shape’s Content Management System

Enhance your sales team's effectiveness with visually appealing, customized marketing templates seamlessly integrated into your Shape instance.

Everquote Integration

In this guide, we will outline the workflow between EverQuote and Shape to ensure a smooth integration and transition for new EverQuote customers starting...

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