Save 20+ hours a month by replacing outdated manual processes with a responsive customer point of sale.
Increase conversions by 42% with step-by-step, survey-style forms that securely collect customer information and documents. Effortlessly gather data in real time, with automatic system integration.
With Shape's integrated customer point of sale, you can effortlessly upload your logo, customize colors, and tailor questions to fit your specific needs. Provide a fully branded, professional portal for your clients to automatically gather information and documents, saving over 20 hours a week by streamlining applications, intake, and other manual tasks.
Boost partner and referral business with a streamlined way for partners to market and refer clients. Offer top partners a co-branded portal where they can log in to track their referred deals, view progress, and receive milestone updates via text and email.
Expand your reach and close more deals by offering clients a customer portal in their preferred language, making the sales process seamless and efficient. Eliminate miscommunication with a fully translated portal that enhances interactions and improves the overall client experience.
Increase completed applications and expand your client base with a responsive point of sale—no app downloads needed. Clients can easily fill out forms, upload documents, and sign from any device, even taking photos of documents for instant uploads, eliminating the need for outdated fax machines.
Stay updated in real-time as the process advances—both you and your clients receive instant notifications for new tasks and important updates. Increase client visibility with a milestone tracking sidebar, and leverage powerful follow-up automation to nurture every opportunity and drive higher conversions.
Create tailored document needs lists for any scenario and easily add custom one-off requests. Clients can drag and drop files from their computer, phone, or tablet, with automatic PDF conversion for seamless document collection.
Digitize contract signing effortlessly without the cost of third-party services. Customers can securely click to sign directly within their customer portal, streamlining the process for both you and them.
Streamline your workflow with cloud document storage, eliminating the need to search through emails for attachments. Automatically collect and organize all required documents in one secure, centralized location.
Shape is very simple to use. It has so many features and useful business applications. A great way to stay organized.
Shaved off of the sales cycle
Fast-track the process with a seamless online portal—no need for meetings or call coordination.
Application increase
Convert more with customer flexibility and more visibility.
Eliminate the manual work.
Your customer point of sale is fully responsive and accessible on any device, with no downloads required
