What if you could take all of these costly tools that serve just a singular purpose, and replace them with one affordable solution that helps you more effectively achieve your business goals? That’s precisely what a CRM like Shape does!
The first thing you notice when you log into the Shape CRM every day is your dashboard which will give you a crystal clear pulse on your business. Not only can you customize your dashboard to view the metrics that matter most to you (from client conversions to project status and more), but you can easily check in on your team and see their productivity.
Whether your team is in-house or on-the-go, Shape is packed full of customizable tools that help you achieve more together. Streamlining all your client projects, goals, and tasks in one place allows you to assign and track the progress of work in just a few clicks. No more second guessing the status of a project or the effectiveness of an employee – Shape gives you the insight you need to make the critical business decisions and provides a digital paper trail of accountability.
It’s a familiar scene – Monday morning comes, and you ask your team for an update on your newest big client. Has anyone sent them the updated contract? Has it even been signed yet? No?! Eliminate these unknowns and instead create next-level customer service by building custom workflows in Shape.
Do all your mortgage clients follow the same project path? Does every legal case you handle get sent the same packet of documents? For every solar installation your team takes on, are you repeating the same steps over and over again?
Workflows help you streamline the manual day-to-day tasks that need to get done to move projects forward. Instead of spending countless hours chasing down open contacts or manually typing up thank you emails, build your workflow templates and automatically assign clients as they come in!
After all, employees admit that over 55% of their workday is wasted on frequent administrative tasks (4). That’s your bottom line, typing up the same email over and over and over again.
The best part about workflows? You can automate only as much as you want or need. Always want to proof a document before it goes out to a client, or want to text a prospect manually when a quote is ready? Shape gives you total control over how your work gets done.