Section Name: Integrated Customer Portal Features & Pricing

Shape Software Dashboard Settings

Configuring your Dashboard Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in the

Report Access Permissions Settings Page

Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers

Shark Tank in Shape Software

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

Billing & Transactions in Shape Software

Billing & Transactions Features Billing and Transactions in Shape allows you to manage usage credits, payment methods and gather invoices!  Instead of locking you into

Text Templates in Shape Software

Creating a SMS Template in Shape Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout the

Manage Statuses in Shape Software

Why are Statuses so Important? Statuses are an integral part of Shape as they drive automation processes. Statuses are also a way to track your

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