Call Scripts

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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SMS Templates

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

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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Manage Statuses

Statuses are typically used to communicate and record the stage of a contact in your Shape Software system to both the reporting managers and admins and the sales rep who is working the lead. Learn how to set up statuses in your Shape Software System

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Manage Affiliates

An affiliate is a sub organization to your company. In many cases, affiliates are more common in custom / white label Shape systems where the master organization customizes the workflow and adds affiliates to use their custom designed software with their parent company logo branding.

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