Shape Portal Pricing
Get access to the leading solar point of entry. Free for your clients and partners.
Core Features:
- Secure Customer Portal
- Document Hub
- File Request and Task Management
- Milestone and Status Updates
- Marketing Automation Tools
- Appointment Manager
- In-App Chat and Instant Messaging
- Click-to-Call Dialing *requires Shape CRM
- Text Messaging
- Task Scheduling, Automation and Activity Logs
- Analytic Reporting
- Customizations and API
- eSignature
