Summary

Shape Software

shape software crm logo

Shape Software

What is Shape Software?

Shape Software is a cloud-based system that includes tools for managing online marketing and promotions, capturing leads from online sources, organizing sales pipelines, connecting with clients, and automating daily tasks. Legal, real estate, mortgage, insurance, education, HVAC, and construction companies can all benefit from Shape.

Shape’s collaboration tools make it easy to share project information across departments and user roles. It has a centralized repository where you can keep track of prospects, accounts, contacts, documents, pictures, billing and transactions, and e-signature agreements.

Users can keep track of department-specific metrics and analyze business-relevant trends using Shape’s customizable dashboard. Call scripting, drip marketing automation, task scheduling, reporting, and interaction with Outlook and Gmail are among the advanced tools.

The shape offers customer service through an online knowledge base, phone, and email and is available on a per user per month subscription basis with no long-term contracts.

Shape Software Pricing

  • Free Plan: Available
  • Free Trial: Available
  • Starting Price: $99.00 per month

View Full Pricing and Plans of Shape Software ⮞

Deployment & Support

DEPLOYMENT

  • Cloud, SaaS, Web-Based
  • Desktop – Mac
  • Desktop – Windows
  • Mobile – Android
  • Mobile – iPhone
  • Mobile – iPad

SUPPORT

  • Email/Help Desk
  • Phone Support
  • 24/7 (Live Rep)
  • Chat

TRAINING

  • In-Person
  • Live Online
  • Webinars
  • Documentation

Shape Software Features

  • Task Management
  • Time Tracking
  • Admissions Management
  • Alumni Management
  • Amortization Schedule
  • Application Management
  • Assessment Management
  • Audit Trail
  • Billing & Invoicing
  • Bookstore Management
  • Brand Management
  • Cafeteria Management
  • Calendar Management
  • Candidate Management
  • Cash Flow Analysis
  • Client Database
  • Client Portal
  • Closing Documents
  • Colleges / Universities
  • Commercial Mortgages
  • Compliance Management
  • Contact Management
  • Contract/License Management
  • Credit Reporting
  • Critical Date Alerts
  • CRM
  • Curriculum Management
  • Customer Management
  • Customer Statements
  • Deal Management
  • Document Management
  • Electronic Applications
  • Electronic Signature
  • Email Management
  • Evaluation Management
  • Facility Management
  • Faculty/Staff Management
  • Fee Management
  • Financial Aid Management
  • Financial Management
  • For Appraisers
  • For Brokers
  • For Investors & Traders
  • For Property Managers
  • Forms Management
  • Fundraising Management
  • Government Loans
  • Higher Education
  • Housing Management
  • Independent/Private
  • Library Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Online Applications
  • Online Calendar
  • Online Payments
  • Parent/Student Portal
  • Pipeline Management
  • Portfolio Management
  • Pre-Qualification
  • Recruitment Management
  • Refinance Management
  • Reporting/Analytics
  • Residential Mortgages
  • Scheduling
  • School District
  • Scoring
  • Self Service Portal
  • Special Education
  • Strategic Planning
  • Student Information/Records
  • Student Portal

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