Automate your sales & marketing, manage consolidation & settlement payments, and close more debt deals.
Stay organized and elevate your lead strategy with Shape’s priority views and shark tanks, ensuring you engage the right prospects at the perfect time. With quickfire call distribution, automated lead assignment, and local presence calling, you’ll boost productivity, close more deals, and never miss an opportunity.
Shape's credit repair and debt consolidation system offers seamless credit report integrations, soft pulls, dispute letters, and cycle management, along with customizable workflows to streamline operations. Leverage preloaded creditor data, settlement forecasting, and flexible fee calculators to manage affiliates, generate cost estimates, and close more deals efficiently.
Shape’s built-in dialer offers call recording, DNC.com integration to check national and state do-not-call lists, and protection against known litigators to keep you fully compliant. Secure local or toll-free numbers, track all calls, and manage everything seamlessly in one platform.
Shape’s automated triggers streamline your sales processes by effortlessly sending leads to your backend settlement solution, running credit checks, and initiating payments through your processor. Automate follow-ups, trigger API webhooks, and more with our powerful sales automation tools.
Shape’s automated multi-step drip campaigns save you time and effort by eliminating manual follow-ups. Our system automates lead engagement and critical milestone updates throughout the debt settlement process, ensuring you stay connected with clients while boosting efficiency.
Shape’s integrated Google and Outlook calendar views simplify scheduling, while automated consultations and Calendly links let your debt settlement leads choose when to connect. Shape's powerful task management in list and Kanban views keeps you organized and in control every step of the way.
Shape offers powerful reporting tools to track lead and marketing performance both historically and in real-time. Our live heads-up display shows active calls, while robust AI call score reports, call transcriptions, opt-out reports, and user performance tracking—including call activity and total talk time—ensure you stay informed.
Boost lead engagement with our compliant phone system, built to seamlessly connect with debt settlement prospects. Reduce speed to contact with QuickFire call distribution, benefit from warm transfers via inbound call routing, and increase pick-up rates with local presence dialing. Ensure compliance with call recording, AI scoring, and transcriptions, while our intuitive telephony CRM keeps you organized and closing more deals.
AI call insights, scoring, and transcriptions provide real-time data for on-demand coaching, helping your team improve performance instantly. Built into our debt settlement CRM, these tools also ensure compliance by recording and analyzing calls for adherence to regulations, all within one seamless platform.
Shape’s integrated email system empowers debt settlement teams to send secure, authenticated emails via compliant SMTP servers, ensuring reliable delivery every time. Easily automate follow-ups, send targeted email blasts, and personalize communications using customizable templates. With detailed tracking of open and click-through rates, you can optimize your outreach and boost client engagement at every step of the process.
Maximize lead conversions with Lead Engine’s CRO-optimized landing pages, lead funnels, scheduling pages, and more.
Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.
Seamlessly connect your tools and automate workflows to streamline your processes.
Click "Get Started," select our turnkey debt settlement template, and sign up. Your login credentials and full access to Shape will be unlocked instantly.
We handle the setup! Our support team will import your data, configure your system, and provide a full training webinar to get your team up to speed quickly.
Harness the power of Shape to automate your sales and marketing. Utilize proven debt settlement strategies and 500+ powerful features to generate more leads and settle more debts effortlessly!
