Popular Articles - Shape Software - Automate your business!

Simple Nexus + Shape Software API Integration

The Simple Nexus + Shape Software API integration will create new leads in Shape when a new borrower signs up to start a loan application in

9 Ways to Improve Your Marketing

The optimal marketing content, templates, and cadence based on 10+ years of data & $10+ billion in closed deal volume.

Best CRM with Client Portal Integrated

Increase Conversions by Over 30%. ShapeIQ is an all-in-one lead scoring software that uses artificial intelligence, Shape analytics, and your own business data to increase

The Best Lead Scoring Software to Increase Conversions

Increase Conversions by Over 30%. ShapeIQ is an all-in-one lead scoring software that uses artificial intelligence, Shape analytics, and your own business data to increase

Best CRM Dialer on an All-in-One Platform

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

Best CRM Features & Tools for 2022

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

Why Do My Emails Go To Spam?

Troubleshoot Your Emails Going to Spam Using Shape to send emails and experiencing deliverability issues? If your messages are frequently going to the spam folder,

Email Validation within Shape Software

What is Email Validation in Shape? Email Validation verifies if an email address is deliverable and valid. Shape’s email validation involves a process that catches

Acuity + Shape Software API Integration

Ask clients to fill out intake forms when scheduling, and have all of their information post seamlessly into Shape as a new record. Clients can

Email Templates in Shape Software

Options for Email Templates in Shape Email Templates An email template is a prewritten email so that your users can quickly and easily write and send emails. Create email templates

Managing Holidays in Shape Software

What is the Purpose of Holidays in Shape? Holidays can be set up in the system along with triggers to send out communication information to

Manage Quickfire Connect in Shape Software

How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup (with a cha-ching sound) to make a call. QuickFire

Bulk Record Update in Shape Software

How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time. Bulk

Billing & Transactions in Shape Software

How to Utilize the Billing and Transactions Settings Page Billing and Transactions in Shape allows you to manage usage credits, payment methods and gather invoices!

Manage Guidelines in Shape Software

User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out

Record Pool (Unassigned Records) in Shape Software

Where do Unassigned Records Go? When a record enters the system either via an automated marketing source, an API integration, or (if your rule defines

Security: IP Whitelisting for Specific User Roles

IP Whitelisting for User Roles Manage access to your system through given IPs. Define what admins, directors, managers and basic users are able to access

Voice Dictation within Shape Software

What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages by clicking a microphone icon and

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

Record Assignment Permissions in Shape Software

Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape Software allows you to choose which user roles have permissions to

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