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Build Custom Experiences with Shape Custom UI

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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Shape brand hero: dark background, left-aligned text 'Receiving Live Warm Transfers in Shape Software' with logo and a smiling woman in headset on the right, showcasing software UI screenshots.

Receiving Live Warm Transfers 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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Hero image with Shape logo and the title 'How to Transfer Calls in Shape Software' on a dark background; a headset-wearing man in the foreground and a right-side transfer UI mockup.

How to Transfer Calls 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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Shape 8x8 click-to-dial integration promotional banner with a phone keypad overlay and a support agent wearing a headset on the right.

8×8 Click-to-Dial Integration

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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Hero banner: Shape Software promo with bold orange title and overlapped dashboard screens on the right, set on a dark background.

Multi-Branch Management 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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Hero header for Shape Software showing 'Using Quick Actions' with a CRM screenshot and callouts: Add Event, Add Task, Send Email, Call, Send Text, Add Notes.

Using Quick Actions

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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Using filters in Shape Software: hero image with a smiling woman in headset presenting a filter panel over a dark UI background

Using Filters

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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Shape Software hero: 'Filter Operators Explained in Shape Software' with a smiling headset-wearing presenter beside screenshots of the software UI.

Filter Operators Explained

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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Shape logo with the headline 'Using the All Records List Page in Shape Software' over a CRM dashboard screenshot. (Informative hero)

Using the All Records List Page

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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Smiling woman with headset beside a diagram of borrower name tokens on a dark blue background (Shape tutorial).

Using Borrower Preferred Name Merge Tokens

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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