Inbound rules process and route inbound calls to the right destination, i.e. a particular phone number, user, department, team, etc. Create your inbound call rules and queues using this settings page.
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Add calling, messaging, and phone numbers to roll out new ways for your customers to contact you. In order to make calls, receive calls, and send and receive text messages in your Shape Software system, you must enable the dialer. You must have at least one phone number in the system, which you can get below by pressing “Get Phone Number” and choosing your area code of choice. Your Shape Phone number is multi-functional and supports calling, SMS, and MMS on the same number. After getting a Shape phone number and verifying non-Shape phone numbers with caller ID, choose your primary system phone number.
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This video tutorial covers Shape's Google predictive address fields as well as the Google Map functionality within Shape Software CRM
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This video tutorial covers all the ins and the outs of the list pages in Shape Software CRM. Learn how to add columns, reorganize, filter, and more.
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This video tutorial covers how to add and edit notes in the lead details sidebar of Shape Software CRM and how to manage the note type categories within the settings pages.
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A department is a group of people that have the same daily tasks and areas of expertise and ability. An example of this would be your sales department vs your HR department. Because not all departments have the same daily activities, we give you the control to change the workflow tabs that you want your departments to see for a more customized experience. Need different tabs? Contact us at support@setshape.com and we will customize your system to better fit your needs.
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Spend less time and resources dealing with “dead” prospects. Filtering out bad leads will help increase your percentage of qualified leads.
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Define how the user roles on your Shape Software CRM system can view contacts.
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Add a new campaign source for each campaign you want to track in Shape Software CRM. Tracking allows you to separate your leads by where they came from as well as have leads directly imported into the CRM when a form is filled out online. Edit any campaign to get the sample html form code. We recommend you have some experience with html and form processing in order to use this feature to it's fullest.
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Control what you track on your system dashboard by updating this page within Shape Software CRM at any time. The changes will be reflected after refreshing your browser.
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Create automated triggers in Shape Software CRM by defining the sequence actions that will be sent out to your contacts based on your trigger criteria. This video tutorial covers the basics of adding and managing triggers in your Shape Software system.
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An email template is a prewritten email so that your users can quickly and easily write and send emails. Learn how to create email templates in your Shape Software system.
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A user is a person that you invite to use your Shape CRM software system. This video tutorial covers how you can add, delete, and manage users and choose their roles and set up a user profile. Within each user permission, customization's to be made to shape your business the way you want it to be on the "Role Permissions" settings page.
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Teams are used to manage and track productivity among a group of people. Learn how to create and manage the teams on your Shape Software system.
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Manage access is a way that your admins can define overall role permissions within your Shape Software CRM system. Choose what admins, managers and basic users are able to access and do on your system.
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Create call script templates to keep your sales team consistent while on the phone. Use prompts and tags to pull information like customer name and other contact details to keep it personal and reduce any hiccups during the call.
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Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout the system from regular text message sending to drip campaigns and beyond. Learn how to create and manage your Shape Software SMS Templates
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Company documents are templated documents that you're able to send to your contacts. The templates created here will auto-populate the contacts information if you are using mapping to customize the document. Learn how to upload and map company documents in Shape Software.
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Create and manage main statuses to track where your contacts are in the sales process. Sub-statuses record where your contacts are in other processes other than the sales process. Knowing these elements is central to cohesion amongst your staff. Statuses also trigger drip campaigns and are involved in organizing and categorizing your contacts in your Shape Software CRM system.
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Have documents you need to send for eSignature? Learn how to upload and map your eSignature documents in your Shape Software system for your users to send via email or text in their workflow.
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