Contact Management
100,000 Records Free
Data import lets you upload & store data from external sources into a single database. You can then use settings & reporting tools to organize and analyze all of your data in ways that better reflect your business.
CRM System
CRM refers to the strategies, tools, and techniques that enterprises use for retaining, acquiring, and developing customers. CRM technology aids in consolidating customer information in a central repository, which enables automates business processes, organizes relationships, closely monitored performance and improves productivity.
Contact Type Organization
Easy management and organization of your customers, accounts, contacts, vendors, and more. A contact management system helps businesses keep customer contact details up to date, track customer interactions, and manage customer accounts. It is designed to help businesses improve customer relationships and customer lifetime value (CLV).
Multi-User Record Assignment
Assign multiple department users to a single record for team collaboration & transparency and customize informational tab views based on department users’ needs and permissions. As a multi-model database, Shape unifies multiple database systems into a singular engine, seamlessly for various database types, tracking, and more in one, all-inclusive platform.
Duplicate Management
Automatically or manually find and handle duplicates using a combination of matching rules and duplicate merge preferences. By activating duplicate rules, you can control how duplicate leads are handled, keeping your database clean, and avoiding confusion between customers and users.
Partner Management & Referral Tracking
Referrals are one of the most effective ways of acquiring new customers. Collect data throughout the referral journey so you can understand how to optimize, and quantify your referral relationships.
Automatic AJAX Data Entry Saving
Automatically save data entry as you go – no more forgetting to press the save button!
Required Field Management
When you make a field required, people must enter an answer to the field in order to submit their entry. When someone tries to submit an entry without filling out a required field, the problematic fields are highlighted and display an error message to let users know the field is mandatory to proceed. Set field requirements upon record creation as well as throughout the process based on statuses.
“Called Today” Checkmark List Indicators
When you make a field required, people must enter an answer to the field in order to submit their entry. When someone tries to submit an entry without filling out a required field, the problematic fields are highlighted and display an error message to let users know the field is mandatory to proceed. Set field requirements upon record creation as well as throughout the process based on statuses.