🚀 Shape Elevating Your Technology
Continuously innovating with 1,000+ updates this year!
Timezone Protect
Shape’s triggers and drip campaigns now operate based on each lead’s timezone, enhancing engagement accuracy and boosting response rates. Automatically calculated from the contact’s state, this feature ensures your communications are timely and relevant. If a state isn’t available, Shape will default to your system’s company timezone. Stay connected with prospects when it matters most!
New Feature
Drip Campaign Run Schedule Queuing
Never miss a step again! Shape now queues drip campaign steps scheduled outside of specified hours to the next available start time, ensuring your campaigns run smoothly. If a “stop” status is reached, queued steps are ignored to maintain clear communication flow. This enhancement optimizes your drip campaigns, keeping them organized and effective.
Update
Dial-In Feature for Accurate Call Tracking
Easily link calls to the right contact, even when dialing into Zoom meetings or other external numbers. The new direct dial-in feature ensures AI Insights and call details are automatically linked to the correct lead record, so you can focus on the conversation without manual log adjustments. Say goodbye to searching for call logs!
New Feature
AI Summary Notes
Simplify your workflow with AI-driven summaries that automatically save to your record notes after every call. No more manual data entry or missing important call details—Shape captures everything, ensuring your team stays informed and efficient.
New Feature
Enhanced Call Tracking Columns for Lists
Quickly assess call activities with new list page columns: “Last Called By,” “Last Call Outcome,” and “Last AI Score.” These additions make it easier to filter, view, and manage call details, perfect for high-volume calling environments and shared lead models.
Update
Saved Import Templates
Streamline your data imports with saved mapping templates, making bulk imports faster and error-free. Ideal for frequent import users, this feature saves time by allowing you to reuse previous mappings, enhancing productivity across your team.
New Feature
Advanced Duplicate Management
Track more with our enhanced Duplicate Management Tab! Now, Shape captures UTM tracking, consent details, and merge activity, including timestamps, previous IDs, and POST URLs for merged records. Plus, our new “Number of Times Merged” column helps you monitor duplicate management efforts with ease.
Update