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6 Ways AI-powered Lead Scoring Improves Sales

AI-powered lead scoring can help improve lead conversions by using machine learning algorithms to analyze and prioritize leads based on their likelihood of converting into

Simple Nexus + Shape Software API Integration

The Simple Nexus + Shape Software API integration will create new leads in Shape when a new borrower signs up to start a loan application in

9 Ways to Improve Your Marketing

The optimal marketing content, templates, and cadence based on 10+ years of data & $10+ billion in closed deal volume.

Best CRM with Client Portal Integrated

Save over 20 hours a month, and close deals 50% faster. Deliver positive experiences that keep customers coming back. How does Shape save organizations 20

The Best Lead Scoring Software to Increase Conversions

Whether you’re in real estate, legal, insurance, mortgage or any other number of industries battling for clients, you’ve probably reached the conclusion that competition online

Best CRM Dialer on an All-in-One Platform

Capture more leads and improve caller efficiency with a dialing system built directly into your sales and CRM software. The global customer relationship management (CRM)

Best CRM Features & Tools for 2022

The average ROI on a CRM is 771%. Shape’s all-in-one customer relationship management suite has all the features you need to optimize and streamline your

Why Do My Emails Go To Spam?

Troubleshoot Your Emails Going to Spam Using Shape to send emails and experiencing deliverability issues? If your messages are frequently going to the spam folder,

Email Validation within Shape Software

What is Email Validation in Shape? Email Validation verifies if an email address is deliverable and valid. Shape’s email validation involves a process that catches

Acuity + Shape Software API Integration

Ask clients to fill out intake forms when scheduling, and have all of their information post seamlessly into Shape as a new record. Clients can

Record Pool (Unassigned Records) in Shape Software

Where do Unassigned Records Go? When a record enters the system either via an automated marketing source, an API integration, or (if your rule defines

Security: IP Whitelisting for Specific User Roles

IP Whitelisting for User Roles Manage access to your system through given IPs. Define what admins, directors, managers and basic users are able to access

Voice Dictation within Shape Software

What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages, compose emails, and leave notes by

Report Access Permissions Settings Page

Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers

Manage Guidelines in Shape Software

User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out

Billing & Transactions in Shape Software

How to Utilize the Billing and Transactions Settings Page Billing and Transactions in Shape allows you to manage usage credits, payment methods and gather invoices!

Bulk Record Update in Shape Software

How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time. Bulk

Record Assignment Permissions in Shape Software

Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape allows you to choose which user roles have permissions to assign

Manage Quickfire Connect in Shape Software

How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup (with a cha-ching sound) to make a call. QuickFire

Managing Holidays in Shape Software

What is the Purpose of Holidays in Shape? Holidays can be set up in the system along with triggers to send out communication information to

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