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 connect your 8×8 account to Shape Software to enable click-to-dial functionality from list pages, records, and other supported areas of the CRM. 8×8 Click-to-Dial Integration If your organization uses 8×8 for calling, Shape makes it easy to initiate calls directly from the CRM using your existing 8×8 phone system. The 8×8 Click-to-Dial […]
What are Automated Actions (Triggers)? Triggers are a way to automate aspects of your system from productivity tools within your CRM (note popups, calendar popups, record conversions, etc) to communication tools such as an email or text message being sent to your customers. Note: Note: For communications that require follow up over longer periods, as […]
Integrating your Favorite Apps with Zapier This guide includes instructions for utilizing Zapier Webhooks to post lead data into Shape! Here’s what you will need: A Shape Software Account with Administrator Access A Zapier Premium Account Creating Marketing Source Posting URLs for Your Zaps The first step to any Zapier integration is to create a […]
Integration Details The LendingPad-Shape bi-directional integration empowers loan originators to streamline their mortgage processes and efficiently manage their lead and customer database. With this integration, users can effortlessly create new loans in LendingPad directly from within Shape, ensuring a seamless workflow. Once the loan file is created in LendingPad, any updates to fields, critical dates, […]
Shape’s Drip Campaigns let you automate follow-up across the customer lifecycle using a sequence of timed communications and CRM actions. A campaign can send emails, texts, MMS messages, create tasks, update statuses, reassign records, trigger webhooks, and more based on the workflow you create. You control: Which records enter the campaign What starts the campaign […]
Configure Shape Software’s cloud phone system, including phone providers, phone numbers, caller IDs, texting, call recording, spam remediation, and more. Phone System Configuration in Shape Software Shape Software includes a fully integrated cloud phone system that allows your organization to make and receive calls, send and receive text messages, route inbound calls, assign dedicated phone […]
Learn how to use Quick Actions in Shape Software to call, text, email, create notes, assign tasks, and schedule calendar events directly from list pages without opening a record. Quick Actions in Shape Software Quick Actions allow you to complete common tasks directly from supported list pages without opening the full record. Whether you’re calling […]
Learn how to use Contact Management List Pages in Shape Software to search, filter, organize, update, and manage records. Includes Quick Actions, Bulk Actions, saved views, columns, exports, indicators, and best practices. Contact Management List Pages in Shape Software Contact Management List Pages are where users spend much of their time in Shape Software. Whether […]
Adjusting Record Visibility for your Users Shape Software provides a flexible data sharing design that allows you to expose different data sets to different sets of users, so users can do their job without seeing data they don’t need to see. Define how user roles within your system are able to view records based on […]
Shape’s AI Call Insights automatically transcribes, scores, and analyzes every phone call, leveraging advanced AI technology to give your team a competitive edge. In the “Call Log” section of the Contact Log tab, you’ll find a wealth of data at your fingertips: AI call scores, call durations, insightful summaries, call recordings, user details, outcomes, and […]
How does the Shape Mortgage POS Portal Interact with Referral Partners? Use the mortgage POS to invite referral partners and buying and selling agents to see people they’ve referred, add notes, view the progress, generate pre-approval letters, and more. Note: Note: On the “Lead Details” tab within the CRM, connect referral partners via the “Referral […]
What is Blend and why teams use it Blend is a mortgage Point of Sale system that lets borrowers complete their loan application online in a guided, step by step experience. Borrowers can enter personal information, property details, and financial data in one place instead of sending documents back and forth over email. When Blend […]
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.