The average ROI on a CRM is 771%. Shape’s all-in-one customer relationship management suite has all the features you need to optimize and streamline your business processes.
Whether you’re using click-to-call to launch an integrated call or building an automated email campaign with one of over a hundred professional templates, these critical CRM features will support your success with lead generation, increasing brand awareness, and closing more deals.
Connect to customers faster with Shape’s all-in-one integrated phone system. With click-to-call, power dialing, and inbound call routing functions, you can ensure that your team members never miss a thing.
Consolidate all your communications with one easy-to-use dashboard through click-to-call, inbound and outbound calling, and tracking and recording functions. Never miss a call and never fail to connect.
Connect from anywhere with integrated, cloud-based system
Launch and record calls from within the CRM platform
Keep phone, email, and text communications on a single screen
Improve the effectiveness of your outbound campaigns by leveraging the power dialing call queue. Shape users will easily identify the leads that are most likely to answer—and most likely to commit.
Leverage prioritized lists to complete more calls
Keep users focused on call strategies rather than connecting
Ensure that all your sales rep time is fully utilized
Ensure the quality of your sales team through live call monitoring, listening, and recording. Improve training processes, take notes, and provide feedback after each call.
Listen to calls live to provide better feedback
Monitor calls during training or for analysis
Record calls for future review
Use round robin call distribution, inbound call routing, and external call routing to ensure that connections are always made and communications are never missed. Calls can be forwarded and automated to ensure that customers always get to the right destination.
Always connect calls with round robin call distribution and call blasting
Route calls more effectively throughout departments
Ensure that clients don't just connect but that they connect to the right agents
Leverage voicemail features to ensure that connections are made. Pre-record voicemail drops to reduce the amount of time team members spend on calls—and create effective inbound voicemails to encourage customers to leave a message.
Digitally record voicemails to improve client connections
Pre-record voicemail drops to streamline outbound calling
Quickly respond to voicemails left by customers
SMS open rates are as high as 98%². Connect with your customers wherever they are through Shape’s comprehensive texting features. Modern customers are busy and they want to communicate on their terms. With Shape’s communication history and conversational views, it’s never been easier to get a customer on the line.
Send SMS and MMS messaging directly through the CRM. Connect with customers through the most convenient option for them, and ensure that all text messages are tracked and consolidated.
Connect to customers with SMS/MMS messages
Engage more customers by communicating on their terms
Send MMS messages with files such as PNGs
Send out mass, automated texting blasts to your contacts. Foster communication, improve connectivity, and ensure that you remain on their mind. Send out messages for promotions or automate text messages to be triggered at any stage of the buyer’s journey.
Bulk text customers regarding events and promotions
Trigger automated texts to foster engagement
Test different types of text messaging content for effectiveness
Reference message history, manage replies, and send individual messages to customers within text. Ensure that customers have a positive and seamless communication experience.
Look back at message history for greater context
Hold conversations in text to improve client relationships
Maintain visibility and control over the buyer's journey
Use automated rule-based text follow ups to engage and re-engage customers. With automated follow ups, you can make sure customers receive the right messages at the right moments. Plus, you minimize manual time spent.
Automate messages to re-engage customers
Ensure that messages are sent to customers at the right time
Reduce the amount of time it takes to nurture leads
The average conversion rate of email marketing is 7.13%³. You can boost those numbers by improving your email marketing campaigns. Shape provides next-gen email and video marketing tools to boost your engagement and improve your results.
Nurture customers through built-in automated campaigns with a series of triggered and scheduled actions that occur over a long period of time. Keep customers engaged and ready them for conversion.
Use pre-built, automated drip campaigns
Build relationships over time
Automate lead nurturing
Send automated updates and “congratulations!” emails based on the status of each account. Reduce the amount of time you spend micro-managing your clients while still maintaining an active relationship.
Save time on your client engagement
Make customers feel valued
Push customers through the funnel
Integrate video into your email campaigns with BombBomb. Video marketing through email is personal, convincing, and engaging. Whether you’re scheduling video meetings or sending status updates, video integration helps bridge the distance.
Increase revenue with a human touch
Easily integrate email and video campaigns
Create highly personal customer relationships
Shape provides an array of productivity and collaboration tools, designed to keep your team efficient, effective, and in sync. From tracking the buyer journey to ensuring that everyone is on the same page, these productivity tools will keep your team moving forward with the tasks that matter most.
Shape gives team members an incredible array of options through which they can manage their workflow. With tasks, events, activities, and notes, teams are fully in charge of their day-to-day and able to sync as needed.
Tasks and notes make it easier to remember high priority engagements
Activities and events bring the entire team together
Shape provides the flexibility required for the modern workday
Use Shape’s comprehensive pipeline management to monitor buyer journeys, identifying key engagement points and more effectively guiding them toward commitment.
Monitor sales and business opportunities
Reveal the entire buyer journey
Track opportunities until they close or commit
Never forget another important task with Shape’s automated reminders and notifications. Notifications can alert team members and clients of important milestones and activities, thereby keeping all parties in sync and engaged.
Trigger custom notifications
Use pre-built notifications to keep buyers moving
Keep your team in sync with internal company reminders
Stay connected through Shape’s calendar syncing. Easily manage appointments, get the team together, and collaborate more effectively.
Sync Outlook or Google Calendars
Avoid double booking and improve scheduling
Integrate your Shape events and activities
61% of marketers cite lead generation as their biggest challenge⁴. Shape doesn’t just help you nurture leads—it helps you generate them. Shape includes a wide breadth of marketing utilities, ranging from display ad marketing to automated email marketing campaigns. Build your reach and optimize your marketing spend.
Position advertising on third-party sites to build awareness and generate leads. Banner, desktop, and mobile ads can all be deployed and tracked through the Shape platform.
Appear on millions of third-party sites
Analyze your display ad marketing for effectiveness
Use video, image, or text elements to advertise your brand
Don’t spend your time reinventing the wheel. Shape’s HTML, email, and text templates provide you with professional, clean, and modern designs that are easily customizable for your formatting needs.
Send emails in 100+ professional email templates
Modify pre-designed HTML templates in the WYSIWYG builder
Save time when crafting client and lead communications
Leverage the power of video marketing and build better relationships with Shape. Through Shape, you can send video messages through bulk, automated messaging, or 1:1.
Use the power of video to engage your customers
Send video messages to large groups or 1:1
Automate video messages to keep customers engaged
85% of marketers now believe customers expect a personalized marketing experience. Send out automated birthday and holiday marketing and personalize email blasts, newsletters, and text messages to your customers. Improve client relationships and foster greater levels of engagement through customized communications.
Customize templates to customers through merge fields
Send out marketing messaging customized to birthdays and holidays
Keep customers engaged with positive, personalized experiences
74% of CRM users state that CRM solutions give them increased visibility into their customers⁵. Streamline and consolidate contact management through Shape. Shape’s advanced contact features will validate, analyze, and store your organization’s contracts—so you never miss an opportunity.
Keep up to 100,000 records free in our consolidated contact repository. Shape provides easy management of all your organization’s contacts: customers, accounts, vendors, and more. Improve your customer relationships and your Customer Lifetime Value (CLV).
Consolidate your contacts
Manage contacts by contact type
Monitor your customer relationships
Ensure that your contact data is always correct, and reduce wasted time. Through Shape, contact information can be automatically saved and validated to protect its accuracy. And with required fields, contact information won’t just be correct; it’ll be complete.
Find and remove duplicates
Automatically save data as you go
Require specific fields
Shape’s contact information features engage the entire team. Assign multiple users to each record, manage partners and referrals, and ensure that everyone is on the same page through comprehensive customer histories.
Assign multiple users to each record for better collaboration
Track referrals to better quantify your customer relationships
Manage your entire customer history in a single easy-to-use package
Do more with less. Shape’s sales automation tools empower your employees to effectively guide clients down the buyer’s journey. AI-powered lead generation, workflow rules, and improved prioritization work together to create a powerhouse of lead closing technology. According to research, automation can improve marketing productivity by 14.5% with a 12.2% reduction in overhead⁶.
Automatically score your inbound leads for greater sales effectiveness. Shape automatically scores inbound leads based on interest level and conversion probability, assigning points to the prospect’s actions and demographics.
AI scores and highlights quality leads for you
Sort leads by probability of conversion
Find the most qualified prospects
Remain consistent with your sales strategies and processes through prioritization and workflow rules. Ensure that sales representatives have the tools they need to quickly move sales toward commitment.
Define sales processes for your team
Improve the consistency of your workflow
Automate tasks and triggers to save time
Quickly view the status of each lead, get notifications when leads transition into a new stage of the journey, and continually optimize your sales process.
Manage your leads more effectively
Optimize and analyze your sales process
Automate based on workflow status
Customize triggered processes to further streamline and improve your workflow and sales process. Customized triggers can kick off complex, automated processes based on status changes, call outcomes, and more.
Create custom, automated triggers
Reduce time spent on sales processes
Ensure responses to critical actions
The Shark Tank Lead Pool creates a combined pool of old, abandoned leads that can then be claimed, retargeted, and remarketed to. Ensure that no lead gets forgotten.
Fully utilize old, neglected records
Let team members collaborate on old records
Ensure that leads are never overlooked
Do more with less. Shape’s sales automation tools empower your employees to effectively guide clients down the buyer’s journey. AI-powered lead generation, workflow rules, and improved prioritization work together to create a powerhouse of lead closing technology. According to research, automation can improve marketing productivity by 14.5% with a 12.2% reduction in overhead⁶.
Automatically score your inbound leads for greater sales effectiveness. Shape automatically scores inbound leads based on interest level and conversion probability, assigning points to the prospect’s actions and demographics.
AI scores and highlights quality leads for you
Sort leads by probability of conversion
Find the most qualified prospects
Remain consistent with your sales strategies and processes through prioritization and workflow rules. Ensure that sales representatives have the tools they need to quickly move sales toward commitment.
Define sales processes for your team
Improve the consistency of your workflow
Automate tasks and triggers to save time
Quickly view the status of each lead, get notifications when leads transition into a new stage of the journey, and continually optimize your sales process.
Manage your leads more effectively
Optimize and analyze your sales process
Automate based on workflow status
Customize triggered processes to further streamline and improve your workflow and sales process. Customized triggers can kick off complex, automated processes based on status changes, call outcomes, and more.
Create custom, automated triggers
Reduce time spent on sales processes
Ensure responses to critical actions
The Shark Tank Lead Pool creates a combined pool of old, abandoned leads that can then be claimed, retargeted, and remarketed to. Ensure that no lead gets forgotten.
Fully utilize old, neglected records
Let team members collaborate on old records
Ensure that leads are never overlooked
Shape’s responsive, cloud-based platform improves collaboration and boosts productivity while also improving security and compliance. Manage user permissions, encrypt data, and enforce better authentication standards.
Connect from anywhere and leverage the power of the cloud. Shape can be used on tablets, laptops, and desktop computers. And, it delivers the same experience whether employees are in the office or on the go.
Connect to your CRM from anywhere
Leverage the resources of the cloud
Provide consistent experiences across all platforms
Through data sharing rules and data encryption, you can ensure that all the data saved within your CRM is protected. Define what data different users, teams, and departments have access to, and ensure that data is always properly encrypted when transferred.
Encrypt data when transferred
Protect data from being unnecessarily exposed
Create data rules for better data security and management
Protect accounts through two-factor authentication, ensuring that team accounts and client accounts aren’t compromised. Two-factor authentication reduces the amount of risk to your security landscape and the amount of work your security team needs to do.
Increase account security through enforced two-factor authentication
Cut down on password micromanagement and manual security enforcement
Secure your organization's digital assets and your clients' personal information
Cut down on training time through Shape’s comprehensive video tutorials and written guides. Team members can consult Shape’s online documentation at any time and learn more about the tools that make it great.
Learn more about Shape's advanced features
Follow easy-to-use, step-by-step guides
Easily find answers to questions online
When you need support, Shape is there. Shape’s customer support representatives are available to answer issues and resolve problems so you can go back to doing what’s important.
Connect with fast, responsive customer support
Get issues and trouble tickets resolved quickly
Ensure that both team members and customers are supported
Extend the Shape platform through robust, easily integrated add-ons. Shape supports Digital Ads, IP Target Marketing, an Integrated Customer Portal, and Shape IQ Lead Scoring.
Provide customers with an all-in-one support hub for document uploads, customer support, and progress tracking. Funnel your document management into one easily accessible client experience.
Manage all documents in one location
Get documents signed quickly
Manage customer requests online
Target customers with greater levels of effectiveness to ensure that you bring in the audience you want. Hyper-personalize ads across millions of websites to spread your brand awareness.
Target IPs for customized marketing
Monitor impressions to improve ad performance
Analyze in-depth campaign insights
Utilize artificial intelligence to accurately score leads and improve sales and marketing efficiency. Always work with the best forecasting information, identifying which leads are most likely to convert and why.
Leverage intelligent AI insights
Automatically score leads
Improve efficiency through data analytics
¹ https://nucleusresearch.com/research/single/crm-pays-back-8-71-for-every-dollar-spent/
² https://optinmonster.com/sms-marketing/#good
³ https://instapage.com/blog/email-conversion-rate
⁴ https://www.hubspot.com/state-of-marketing
⁵ https://www.softwareadvice.com/crm/userview/report-2014/
⁶ https://nucleusresearch.com/research/single/marketing-drives-crm-roi/
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.