Manage, track, and optimize all your sales opportunities throughout the different stages of your lead's journey to close more opportunities.
Get consistency and proper resource allocation to all your prospects to maximize profitability and efficiency within your business.
The best marketing suite in the industry to generate more leads, appointments, and closed deals.
Choose from over 1,000 pre-built, best-in-class templates for your email, text, and video marketing, or send direct mailer flyers to help generate more business today.
Utilize our award-winning phone system to call and text your leads, all while powering your follow-up with Shape’s automation.
Explore hundreds of built-in features such as inbound call routing, local presence, and bulk texting to maximize your productivity with one of the most easy-to-use communications packages available.
Automate repetitive and simple tasks to build a more efficient and profitable business. Some of the benefits of using Shape for sales automation include:
Complete projects more efficiently and allow you and your team to visualize and collaborate to get more done, faster.
Prioritize and automate tasks in a single platform and utilize Shape’s automation to maximize your existing team’s output.
See the most important stats for your business at a glance of your Shape dashboard or access over 50+ pre-built reports to visualize virtually every detail of your business.
Shape’s reporting suite also allows you to build custom reports so you can have the specific information you want, to make the right decisions for your business.
Score leads based on interest level and value. Focus your time on your best prospects.
Auto-assign leads to agents based on reps’ working hours, licensing, and location.
Send automated text and email campaigns that pull customers through the sales funnel.
Email, text, posters, and more. 1,000+ pre-built, proven templates.
Call and text from your computer. Automatically log calls and add notes. No new hardware required.
Access all of your contacts in one interface. Contact customers with a single click. No manual dialing.
Store old or neglected leads in a shared contact pool. Sales reps can quickly access and create new campaigns.
Automatically follow up with leads via email & text. Get the 17 touch points you need to win a client.
Send automated email & text reminders to customers to keep the process moving. Plus deal status updates keep them informed.
Automatically store files attached to your contact records all in one, cloud-based platform.
Populate documents with signatures in seconds. Eliminate lengthy manual signing processes.
Integrates with 5,000+ apps, including Gmail, Calendly, and Mailchimp.
Increase in Sales
Faster Sales Cycle
Saved per Month
Increase your conversions by 27% using step-by-step question and answer style forms. Securely gather information that automatically populates into your system in real time.
Create needs lists for different scenarios with an easy drag-and-drop solution for your clients and digitize contract signing without the cost and maintenance of a third party.
Increase partner and referral business by providing your referral partners an easy way to market and refer business for you.
Send automatic texts and e-mail reminders based on where your clients are in your pipeline so you can focus on more important tasks.
Revolutionize your customer relationships with Shape's built-in artificial intelligence.
Enhance your contact files with ease by effortlessly attaching files of your choice. Select from your photos, files, or shared documents, directly from your mobile device.
We offer a complete client-focused experience. Ongoing training and onboarding webinars. Rich resource center and responsive support.
Click the "Get Started" button, pick your industry, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.
We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.
Unlock the power Shape to automate your sales & marketing. Deploy hundreds of automated built in marketing materials and leverage 500+ powerful features to convert more deals today.
Pegah S. Technology Partnerships Manager
Source: Shape G2 reviews