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 RingCentral account to Shape Software using either the RingCentral desktop application or RingOut API to enable outbound click-to-dial functionality throughout the CRM. Live Call Monitoring in Shape Software Shape’s Live Call Monitoring feature gives authorized managers and administrators the ability to listen to active phone conversations in real time using […]
Learn how to use Shape’s CMS Design Studio to create emails, landing pages, social media graphics, print materials, videos, and other branded marketing assets from a single design platform. CMS Design Studio The CMS Design Studio is Shape’s all-in-one content creation platform for designing and publishing marketing assets across multiple channels. Think of the Design […]
Learn how to use the Shape Customer Portal to securely collect information, request documents, track progress, obtain electronic signatures, and provide customers and referral partners with a modern self-service experience. Customer Portal The Shape Customer Portal provides your customers with a secure, branded online experience where they can submit information, upload documents, complete electronic signatures, […]
Learn how to start conference calls in Shape Software, merge additional participants into a live call, and collaborate with teammates or external contacts without leaving the CRM. Conference Calling Conference Calling, also referred to as Merge, allows you to bring additional participants into an active phone conversation without ending the original call. Unlike a transfer, […]
Learn how to use the Dial Pad, Hold, and Mute features in Shape Software while managing live phone calls. Dial Pad, Hold & Mute Shape’s dialer includes several tools that help you manage live phone conversations without leaving the CRM. These tools allow you to: Enter phone extensions and IVR menu selections Temporarily mute your […]
Conversations is Shape’s centralized communication hub, bringing your customer interactions together into a single timeline. Instead of switching between email, text messages, call history, notes, and individual customer records, you can review communication history and take action directly from Conversations. Whether a customer called, texted, emailed, or left a voicemail, their communication history is organized […]
Learn how to create and use Call Scripts in Shape Software to provide consistent conversations, improve customer experiences, and give agents instant access to talking points during live calls. Call Scripts Call Scripts provide your team with pre-built talking points, questions, rebuttals, and reference materials that can be viewed during a live phone call. Rather […]
Learn how each filter operator works in Shape Software, including Equal To, Contains, Before, Within, In List, Empty Value, and more. Includes examples and best practices for building accurate filters. Filter Operators Explained Filter operators determine how Shape Software compares your filter criteria to the data in your records. The available operators vary depending on […]
Automated homeowner reports that keep you top of mind year-round. Chloe Larson September 29, 2025 What is Home Report? The Home Report from Highway is a monthly, automated report designed to keep loan officers in front of past clients by delivering real value to homeowners. These branded reports provide personalized updates on home equity, appreciation, […]
Email is one of the most valuable communication channels inside Shape, whether your team is sending one-to-one emails, automated follow-up, drip campaigns, or larger marketing campaigns. Before you begin sending email at scale, however, it is important to make sure your organization’s sending domain is properly authenticated. Shape typically handles email authentication as part of […]
The Telephone Consumer Protection Act, commonly known as the TCPA, is a federal law that regulates certain types of communications with consumers, including telephone calls and text messages. TCPA requirements have evolved significantly over time and continue to change through new regulations, court decisions, FCC guidance, and other legal developments. State laws may also impose […]
Shape Software + Google Maps Shape’s address field are connected with Google Maps for predictive and auto-fill address fields. Additionally, view addresses via Google Maps directly within Shape Software Integration Capabilities Predictive address fields Google maps road, satellite and street view As you start typing in an address within Shape, Google will predict which address […]
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.