Update your leads and customers' files even when you're away from your computer. Add new contacts, upload files, view activity, and more in the Shape mobile app.
Make and receive calls and text messages that are all tracked and saved on the contact's communication logs. Listen to call recordings, voicemails, check missed calls, send emails all from the convenience of your cell phone.
Easily write notes and attach files to your contact files, wherever you are. Choose from your photos, files, or shared documents, right from your phone.
Outside of wifi? Not problem - access your prioritized views, contacts, notes, messages, and more with your cell service!
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.
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