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Smiling woman with a headset beside a banner that reads 'Live Call Monitoring in Shape Software' over a dashboard mockup in dark UI.

AI Insights Call Analysis in Shape Software

Learn how to enable and use Shape’s call monitoring heads up display features to improve communication and customer service.
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Hero banner for Shape Software: 'Phone System Configuration' headline with a smiling woman wearing a headset on the left and a dark dashboard mockup in the background.

Phone System Configuration in Shape Software

Add calling, messaging, and phone numbers to roll out new ways of communication within your Shape Software system. In order to make calls, receive...
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Smiling woman with a headset beside a banner that reads 'Live Call Monitoring in Shape Software' over a dashboard mockup in dark UI.

Live Call Monitoring in Shape Software

Learn how to enable and use Shape’s call monitoring heads up display features to improve communication and customer service.
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Hero banner: Shape logo with the title 'RingCentral Click-to-Dial Integration' and two connected hexagon icons (logos) below.

RingCentral Integration

With the RingCentral integration, users can seamlessly click to call through RingCentral directly from within Shape.
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Dark hero banner with the Shape logo and the headline 'Lightspeed Voice' in orange 'Click-to-Dial Integration' text; shows two hex icons connected by a dotted line.

Lightspeed Voice Click-to-Dial Integration

Two-Factor Authentication (2FA) significantly enhances the security of login processes by adding an extra layer of verification beyond just a username and password.
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Shape hero banner: logo at top with the orange headline “Lead Posting Array Data into Shape's Insurance Template” over a dark gradient background and a partial dashboard mockup below (informative hero image).

Lead Posting Array Data into Shape’s Insurance Template

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...
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Hero banner showing Shape logo and the title 'Prioritized Views in Shape Software' over a dark gradient with a partial UI dashboard screenshot beneath.

Prioritized Views

Enhance your organization and efficiency with pre-defined Prioritization Rules in Shape Software or take advantage of Shape's ability to create your own!
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Shape task management interface showing Kanban board view with task statuses, filters, and options to create and manage tasks efficiently.

Task Management

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

Using Contact Management List Pages in Shape Software

This guide covers all the ins and the outs of the list pages in Shape Software CRM. Learn how to add columns, reorganize, filter,...
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Shape Software hero banner showing 'Custom Tab & Custom Fields' title with overlapping product screens of department management and custom field editor in a dark gradient background, conveying customization features.

Custom Tab & Custom Fields in Shape Software

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...
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