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.
Managing records one at a time can be time consuming, especially when you’re working with hundreds or even thousands of contacts. Shape’s Bulk Actions let you perform the same action across multiple records at once, helping your team save time while keeping CRM data organized and consistent. Whether you’re assigning records to users, updating statuses, […]
What is 10DLC? 10DLC is an acronym that stands for 10-digit long code, and 10DLC registration means that your number is registered through a third-party organization called The Campaign Registry (TCR). It’s a process designed to ensure a positive and secure consumer experience and protect the performance of your text campaigns. 10DLC is the new […]
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’ behaviors and financial situations, helping them identify opportunities to re-engage with past customers or potential leads. TrustEngine Overview Borrower Intelligence: Trust Engine monitors borrowers’ financial activities, such as credit score changes, […]
Records are the core of your Shape workspace. This guide covers the basics of creating and managing them. What Is a Record? A record represents a single contact or lead in your CRM. Every record has a status, an owner, and a history of activity. How to Create a Record 1 Open the Records page […]
What is Time Zone Protect? Time Zone Protect makes sure your team only calls and texts leads during their local calling hours. Shape figures out where each lead actually lives, then warns your team before they call or text a lead outside that lead’s calling window. It runs automatically in the background. Your team doesn’t […]
When sending SMS messages through Shape, wireless carriers may occasionally filter or block a message they believe could be unwanted or non-compliant. This is different from the “Spam Likely” label that can appear on outbound phone calls. SMS does not use the same caller reputation or spam remediation system as voice calling. Instead, carriers use […]
Bulk Email in Shape Software gives your team a practical way to communicate with a large, targeted group of records while maintaining personalization, sender control, opt-out management, deliverability safeguards, and campaign reporting. Rather than exporting a list into a separate marketing tool, you can build your audience using the data already in Shape, select an […]
Bulk texting that reaches people at the right time Bulk texting is one of the fastest ways to reach leads, prospects, customers, and clients when timing matters. With Shape, your team can send targeted SMS messages straight from the CRM, without texting each record one by one. Use it for new-inquiry follow-up, appointment reminders, re-engagement, […]
Shape’s Cross-Branch Email Campaign tools allow authorized users to create, target, schedule, send, and monitor bulk email campaigns across multiple branches from one centralized workflow. Instead of building the same campaign separately within each branch, you can define your audience across the organization, select or create your email content, review recipients, and manage the campaign […]
Sending an email is only the beginning. Shape’s email reporting tools help you understand what happened afterward. Users and managers can track individual emails, review opens and clicks, monitor bulk campaigns, identify bounced or failed messages, manage unsubscribes, and analyze email activity down to the individual record. For multi-branch organizations, Shape also provides centralized campaign […]
Shape includes communication preference and consent controls that help organizations manage whether a contact can be called, texted, emailed, or included in automated communications. These preferences work throughout Shape and can affect: Calls SMS and MMS Email Bulk Email Campaigns Drip Campaigns Automated Actions and Triggers DNC checks APIs and integrations Multi-branch environments This guide […]
Shape supports Single Sign-On (SSO) with Google and Microsoft accounts, giving users the option to sign in to Shape using the same account they already use for Google Workspace, Gmail, Microsoft 365, Outlook, or Microsoft Entra ID. Once SSO is connected, users can select Sign in with Google or Sign in with Microsoft from the […]
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.