Shape is where simplicity meets efficiency. Their easy to use interface coupled with data driven dashboards make them a critical software for any lead generating company. The integrated dialer feature is seamless and significantly increases production.
To date I do not have many things to point out about Shape that I dislike
It’s solving the need for an intuitive and efficient way for our company to get leads.
Great product to keep all your clients organized and updated throughout the process. Easy to use marketing automation. I have other marketing automation systems and its so confusing. This is straight forward and every effective.
The overall system seems very user friendly. Things seem to make sense where they are located and are easy to find. I love that inquiries on our website go straight into the CRM. We didn’t have that with our last program.
I have had an amazing experience with the software and team behind this all. Most importantly ease of use, accountability, incredible customer service, and reliability
Shape software is easy to use, intuitive, and just the perfect software. Highly recommended.
Saving up the record in shape is simple. If you input any texts into the text field it saves them automatically. On the top left, there’s the productivity sidebar where we can add important notes, and get communication details like SMS, email, or phone calls. If you need to call your customer, you need to hover on their phone number and click to call. Similarly, the email can be sent in a similar way, and also there are email templates saved by default to ease up your entire process.
Shape is the best CRM tool in the market. If you are thinking to grow up your business, then Shape might be the right option for it. Choose it wisely.
Love how helpful support staff is with the integration. She provides elite client service and makes us really feel like part of the team.
Overall, I am excited to continue using Shape. I believe it will streamline communications and records. Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records. With Shape this is a breeze. Anything you can imagine needing to keep records of, Shape has. It is an all-in-one platform that keeps companies together.
Pros: The simple interface helps the team to align properly for coordinating with Clients. Its automatic hierarchy system helps the user to know the status of their calling. Its notifications send to customers via sms / email also helps the customer to connect with the organization.
Cons: Its calendar feature required google id to able to sync. For Microsoft users there is bit sync issues detected.
Overall: Overall this software is best in the market. Its autonomous notifications and taking lead system helps the user to take the follow ups on time. Its template for email communication helps the marketing campaign and the best part is that, it’s is very easy to operate. Its support system also helps the user for any issues via chat and online mode. Good work.
Pros: It offers a productive tool to interact with clients. The client information automatically pops up when they request for support. Marketing automation works great.
Cons: Overall it’s worked great for me. No cons.
Overall: Shape Software is a very productive CRM tool. It offers one platform to manage CRM, marketing and sales. It helps to make work automated and gives the sales team to focus on growth.
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.