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Man reviews customer relationship data with security gateways

The Complete Guide to Securing CRM Data for Multi-Location Businesses

Find the top 17 best mortgage lead generation companies for 2024. Explore our blog for the latest insights and recommendations.
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A man points to corporate compliance standards and policies

How to Maintain Corporate Compliance Across Multiple Locations While Enabling Local Flexibility

Find the top 17 best mortgage lead generation companies for 2024. Explore our blog for the latest insights and recommendations.
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Top 17 Best Mortgage Lead Generation Companies for 2025

Find the top 17 best mortgage lead generation companies for 2024. Explore our blog for the latest insights and recommendations.
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Shape task management interface showing Kanban board view with task statuses, filters, and options to create and manage tasks efficiently.

Tasks in Shape Software

Shape comes out of the box with a fully built in Task Manager and tools to manage day to day tasks for you and...
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How to Balance Cost with Functionality When Evaluating CRMs

Choosing the right Customer Relationship Management (CRM) software is a critical decision for any business, especially when you're trying to balance cost...
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Is Complex UI Leaving You So Frustrated? – Shape Software

As businesses continue to rely on Customer Relationship Management (CRM) systems to streamline their sales, marketing, and customer service efforts, the importance of an...
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Is a Lack of Integration Options Leaving You Frustrated with Your CRM

Is a Lack of Integration Options Leaving You Frustrated with Your CRM?

Looking for the easiest CRM to use? Check out our guide to the top 6 most simple CRMs that offer basic and easy-to-use solutions.
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Top 6 Best Insurance Lead Generation Companies in 2024

In today’s competitive insurance market, generating high-quality leads is essential for maintaining steady business growth and expanding your book of business.
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Shape integration with Sales Boomerang (TrustEngine), enabling automated lead tracking and enhanced customer engagement insights.

Integrating with Sales Boomerang (TrustEngine)

Sales Boomerang, now known as TrustEngine, is a mortgage industry-focused customer intelligence and retention platform. It provides lenders with real-time insights into their borrowers'...
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Interface for posting array data into Shape, demonstrating campaign source management and posting instructions for efficient data entry.

Support Lead Setup

In the insurance system, leads often come with multiple drivers, policies, vehicles, properties, etc. Here's how to handle them efficiently by posting in multiple...
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