Senior Project Manager, Shape Software
Dani Dunn leads enterprise client management at Shape Software, where her team supports some of the platform's largest customers. She has been with Shape for over a decade, giving her deep hands-on expertise in CRM implementation and workflows.
Learn how to post array data into Shape’s Insurance template, including multiple drivers, vehicles, properties, coverages, and incidents within a single lead using Shape’s Lead Posting API. Lead Posting Array Data into Shape’s Insurance Template Insurance leads are often much more complex than a traditional contact record. A single customer may have: Multiple drivers Multiple […]
Learn how Shape’s AI Calling and AI Texting automate customer conversations, answer questions, schedule appointments, transfer calls, and assist your team 24/7. AI Calling & Texting Shape’s AI Calling and AI Texting allow your organization to automate customer conversations while maintaining complete control over how and when AI interacts with your customers. Whether you’re answering […]
How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup to make a call. QuickFire Connect is used primarily in distribution rules, but can also be used to ensure records are followed up within a timely fashion and callback appointments are made on time and never forgotten. When users […]
Facebook makes signing up for information easy for people and more valuable for businesses. The Facebook app is useful for marketers who want to automate actions on their leads in Shape. What You’ll Need: A Facebook Account A Zapier Account: http://zapier.com “Facebook” Marketing Source(s) Created in Shape: https://secure.setshape.com/marketing-sources Setting Up Facebook Triggers Login to Zapier […]
Learn how Shape’s automatic logout works, why sessions expire after inactivity, and how to avoid losing unsaved work. Automatic Logout To help protect your organization’s data and maintain account security, Shape signs users out after an extended period of inactivity. This timeout helps prevent unauthorized access if a computer is left unattended or a browser […]
Learn how Shape Custom UI allows administrators to build custom record tabs, dashboards, reports, and embedded applications using custom forms or iframe-compatible tools. Build Custom Experiences with Shape Custom UI Every organization works a little differently. Some rely on internal tools, others use third-party platforms, and many have workflows that don’t fit neatly into a […]
Your team has valuable conversations every day, but listening to every call recording isn’t realistic. Shape’s AI Insights helps turn those conversations into information your team can actually use. AI Insights analyzes recorded calls made through Shape and can provide call summaries, searchable transcripts, sentiment analysis, AI scoring, coaching feedback, recommended next steps, and more. […]
Learn how Call Waiting works in Shape Software, manage incoming calls while you’re already on the phone, and choose whether to hold, decline, or switch calls. Call Waiting Call Waiting allows you to manage incoming calls while you’re already on an active call. Instead of automatically sending the second caller to voicemail or missing the […]
Although Shape supports distribution rules as leads enter the system, some companies may want to distribute their leads prior to entering Shape. Note: Note: To assign leads through post URL, you’ll need to use the user IDs or the user names exactly as they appear in Shape. Acquiring the Field Mappings for your Departments Get […]
Enabling the Custom Workflow Tab In this guide, we’ll explain what Shape Software CRM custom fields are and discuss how they can be used. Adding a custom field to your Shape Software CRM enables you to assign extra data to a record. In turn, this helps you gain specific information or features that may not […]
What it is, why it matters, and how to set it up in Shape Numan Habib June 8, 2026 What Is Credzu? Credzu helps borrowers improve their credit so they can qualify for a mortgage in the future. This integration connects Shape CRM with Credzu so leads can automatically be invited into the Credzu program. […]
Learn how to create, manage, and organize Custom Fields in Shape Software. Build custom record tabs, capture unique business data, and use Custom Fields in reports, list pages, imports, APIs, and more. Custom Tab & Custom Fields Every Shape system comes preconfigured with hundreds of built-in fields designed around industry best practices. In most cases, […]
Shape gives sales and marketing teams one place to capture leads, automate follow-up, and close more deals. Book a walkthrough and we’ll show you how it maps to the way your team already works.