Everything new at Shape.
We ship 1,000+ updates a year, shaped by your feedback. Here’s a running log of what we’ve been building.
What we’ve shipped lately.
A running log of the features, improvements, and fixes we roll out — driven by your feedback.
Duplicate management timeframes
Choose how far back Shape looks for duplicate records, giving you more control over data cleanup and preventing unnecessary merges.
- Configurable duplicate matching window
- Better import flexibility
- Cleaner CRM data
Scheduled reports
Automatically generate and send reports on the day and time you choose.
- Custom schedules
- Automated delivery
- Less manual reporting
Outbound webhook reporting
Track outbound webhooks with new reporting tools that make integrations easier to monitor and troubleshoot.
- View webhook activity
- Easier troubleshooting
- Better integration visibility
API reporting endpoints
Access more reporting data directly through the Open API for custom dashboards and integrations.
- Expanded reporting access
- Better BI integrations
- More available endpoints
Expanded Open API fields
More CRM fields are now available through the Open API, making integrations more complete and reducing custom workarounds.
- Additional field support
- Richer integrations
- Greater flexibility
Azure Active Directory sign in
Organizations can now authenticate users through Microsoft Azure Active Directory.
- Single Sign-On
- Enterprise authentication
- Simplified user management
Trigger management through the API
Developers can now manage more automation settings directly through the Open API.
- Expanded trigger support
- Easier automation
- More developer flexibility
API search enhancements
Search records using additional fields, making integrations faster and more precise.
- More searchable fields
- Better matching
- Faster integrations
Email engagement insights
Track opens and clicks directly from list views without running reports.
- Open tracking
- Click tracking
- Faster performance insights
Email bounce management
Automatically flag bounced email addresses to improve deliverability and reduce failed sends.
- Detect bounced emails
- Prevent future delivery attempts
- Protect sender reputation
Email preview customization
Edit the preview text recipients see before opening your emails.
- Better first impressions
- More branding control
- Improved engagement
Flexible email senders
Choose the sender identity and email signature when composing emails.
- Multiple sender options
- Consistent branding
- More flexibility
Link shortener
Generate shortened links for email and SMS campaigns directly inside Shape.
- Cleaner messages
- Easier sharing
- Better engagement
Test email improvements
Send more accurate test emails that include signatures and real campaign formatting.
- Better QA
- Faster testing
- More accurate previews
Cross branch bulk email campaigns
Create and manage email campaigns across multiple branches from one place.
- Multi-branch campaigns
- Centralized management
- Consistent messaging
SMS conversation threading
See exactly which message a contact is replying to for clearer conversations.
- Better conversation history
- Easier follow up
- Improved context
Unread conversation improvements
Identify unread SMS conversations more quickly with an improved inbox experience.
- Better visibility
- Faster response times
- Cleaner inbox
Automated text refresh
Text conversations now refresh automatically without requiring a page reload.
- Live updates
- Less manual refreshing
- Faster communication
SMS character validation
Receive clearer feedback before sending messages that contain unsupported characters.
- Prevent failed texts
- Better error messaging
- Improved reliability
Mobile texting enhancements
The mobile experience now includes more of the texting features available on desktop.
- Improved consistency
- Faster communication
- Better productivity
Referral Partner performance reporting
Gain better visibility into your referral network with enhanced reporting and linked relationship insights.
- Track partner performance
- View linked referrals
- Measure referral activity
Linked Referral Contacts
Referral Partner records can now display related contacts, making it easier to see the full relationship at a glance.
- Linked contact records
- Better relationship visibility
- Easier navigation
Referral search across record types
Search for Referral Partners across more record types throughout Shape.
- Expanded search
- Faster record linking
- Improved workflows
Dashboard default settings
Administrators can now choose which dashboard users see by default when opening Reports.
- Custom default dashboards
- Better onboarding
- Personalized reporting
Dashboard management
Managing dashboards is now simpler with centralized dashboard settings and organization tools.
- Easier administration
- Better organization
- Streamlined reporting
Report scheduling enhancements
Schedule recurring reports with greater control over when they’re generated and delivered.
- Flexible schedules
- Automated reporting
- Save time
Reporting filters
More reports now support advanced filtering to help you find the data that matters faster.
- More filter options
- Faster analysis
- Better reporting accuracy
Duplicate Merge Insights
Duplicate merge reporting now provides more accurate source information and merge history.
- Improved reporting accuracy
- Better merge visibility
- Cleaner audit history
Report sorting improvements
Several reports now include better sorting options for faster analysis and easier navigation.
- Better organization
- Faster reporting
- Improved usability
User permission controls
Administrators now have more granular control over user permissions throughout Shape.
- More permission settings
- Better access control
- Easier administration
Feature-specific permissions
Control access to individual features without creating separate user roles.
- Granular permissions
- Better security
- Simpler management
Social account management
Social account access is now managed independently from CRM user permissions.
- Separate permission controls
- Cleaner administration
- Better user management
Credit permissions
Grant or restrict access to Credit features on a user-by-user basis.
- User-based permissions
- Improved security
- Greater flexibility
Role management
Creating and managing user roles is now more intuitive with expanded permission controls.
- Easier role setup
- More configuration options
- Better visibility
CRM import safeguards
Additional safeguards help prevent oversized imports from impacting system performance.
- Smarter import validation
- Improved stability
- Better reliability
Import field mapping
Expanded field mapping support makes importing data from other platforms easier.
- More supported fields
- Better migration accuracy
- Faster onboarding
Additional Lead Details fields
Customize Lead Details with more fields to support tracking, integrations, and custom workflows.
- More configurable fields
- Better organization
- Expanded customization
Marketplace updates
Marketplace templates and layouts have been refreshed for a cleaner, more consistent experience.
- Updated designs
- Improved usability
- Better consistency
Loan tab enhancements
The Loan Details experience has been improved with better syncing and expanded field support.
- More synchronized data
- Improved loan visibility
- Less duplicate entry
Blend integration enhancements
Additional loan information now syncs automatically between Blend and Shape.
- More synced fields
- Better data consistency
- Reduced manual updates
Credit workflow enhancements
Credit-related actions now include additional safeguards and improved workflow management.
- Better validation
- More reliable processing
- Streamlined workflows
Required field management
Administrators have more flexibility when configuring required fields for different workflows.
- Better data consistency
- Flexible configuration
- Easier administration
Policy management
Insurance policy types and related fields have been expanded for greater flexibility.
- More policy options
- Better organization
- Improved data tracking
Carrier information sync
Insurance carrier information now syncs more consistently across related records.
- Better data consistency
- Reduced manual updates
- Improved accuracy
Email campaign creator
Build and manage email blast campaigns directly within Shape without relying on external tools.
- Create campaigns faster
- Simplified campaign management
- Improved email workflows
Email signature management
Email signatures are now applied more consistently across templates, popups, and manual emails.
- Consistent branding
- Less manual editing
- Better user experience
Trigger confirmation prompts
Prevent accidental automation by confirming changes before disabling triggers with pending actions.
- Prevent accidental changes
- Better workflow safety
- More admin confidence
Conversation Center enhancements
Several usability improvements make navigating conversations faster and more intuitive.
- Improved layout
- Better conversation visibility
- Faster navigation
Lead search experience
Opening leads from search results is now faster and supports opening records in a new tab.
- Faster navigation
- Easier multitasking
- Improved productivity
Lead Log improvements
Lead activity logs are now sorted more accurately, making it easier to review recent activity.
- Improved activity order
- Easier auditing
- Better visibility
Marketing tracking fields
Expanded marketing attribution support gives teams more visibility into lead sources and campaign performance.
- More tracking fields
- Better attribution
- Improved reporting
CRM activity history
Additional activities and integration events are now recorded throughout the CRM timeline.
- More complete history
- Better visibility
- Easier troubleshooting
Custom report columns
Add additional columns to reports for quicker access to the information that’s most important to your team.
- More report customization
- Better visibility
- Faster analysis
Report exports
Report exports have been enhanced with additional fields and more accurate data.
- Richer exports
- Better accuracy
- Improved reporting
Loan milestone automation
Automation based on loan milestones is now more flexible and reliable.
- More automation options
- Better workflow accuracy
- Less manual work
CRM field mapping
Additional CRM fields can now be mapped during imports and integrations.
- Expanded mapping
- Better migrations
- More supported fields
Text notifications
Notification behavior has been improved to make it easier to stay on top of new conversations.
- Better notification timing
- Improved visibility
- Faster responses
Communication preferences
Communication preferences are now managed more consistently across calls, texts, and email.
- Better preference management
- Improved compliance
- Consistent behavior
DNC management enhancements
Do Not Contact preferences are now handled more consistently throughout the platform.
- Better compliance controls
- More consistent behavior
- Improved automation
Bulk record management
Managing large groups of records is faster with expanded bulk editing capabilities.
- Faster updates
- Save time
- Simplified administration
List customization
Configure list columns with greater flexibility to surface the information your team uses most.
- Custom columns
- Better visibility
- Personalized workspaces
Integration reliability
Behind-the-scenes improvements make integrations more reliable and consistent across connected systems.
- Improved stability
- Better synchronization
- Fewer interruptions
Loan data synchronization
More loan information now stays synchronized automatically across integrated platforms.
- Better data consistency
- Reduced manual updates
- More accurate records
Reporting performance
Reporting has been optimized to improve load times and responsiveness across large datasets.
- Faster reports
- Better performance
- Improved usability
Cross-module permissions
Permission settings have been expanded across more areas of Shape for greater administrative control.
- More permission options
- Better security
- Easier administration
Open records in a new tab
You can now open CRM records in a new browser tab, making it easier to multitask without losing your place.
- Faster navigation
- Compare records side by side
- Less backtracking
More helpful validation messages
We’ve improved validation throughout Shape to make it easier to identify and resolve issues before saving.
- Clearer error messages
- Faster troubleshooting
- Less guesswork
Faster conversation loading
Conversations now load more quickly, helping your team respond without unnecessary waiting.
- Improved performance
- Faster response times
- Smoother experience
Better notification visibility
Important notifications are easier to spot, helping you stay on top of customer activity.
- More visible alerts
- Faster follow up
- Better awareness
More intuitive report filters
Finding the right data is now easier with improved filtering across reports.
- Refine results faster
- Save custom views
- Spend less time searching
More flexible imports
Importing data is now more forgiving, with additional mapping options and smarter validation.
- Easier migrations
- Better field matching
- Fewer manual corrections
Smarter admin tools
We’ve streamlined several administrative settings to make configuring Shape faster and easier.
- Simpler setup
- Better organization
- Less clicking
Better list management
Working with large record lists is easier with improvements to sorting, filtering, and navigation.
- Find records faster
- Improved organization
- Better productivity
Performance enhancements
We’ve made ongoing performance improvements across the platform to keep Shape fast and responsive.
- Faster page loads
- Smoother workflows
- Improved reliability
Behind-the-scenes reliability updates
We’ve made dozens of improvements behind the scenes to increase stability and improve the overall experience.
- Better system stability
- More reliable workflows
- Ongoing optimizations
No updates in this category yet.