Getting Started

Best CRM Features & Tools for 2022

Acuity and Shape API Integration Setup – Shape Software

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Why Do My Emails Go To Spam?

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Email Validation within Shape Software

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

How to Manage Users

To involve your team in Shape Software, easily invite them by adding them as users to your account. Access the “Manage Users” settings page...

Email Templates in Shape Software

Learn about Shape's two distinct settings pages for crafting email templates: "Email Templates" and the "Advanced Email Template Builder."

Shape Software Dashboard Settings

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Manage Notes and Types Easily – Shape Software

Keeping Notes on Records in Shape Although there are a few places to add notes in your CRM, depending on your template and tabs...

Manage Guidelines in Shape Software

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Shark Tank in Shape Software

What happens to records that don’t result in a closed/won deal? Often times they’re moved to a nurture status. But if you’re looking to...

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