Shape is a cloud-based business management solution designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines and connect with customers. The solution caters to multiple industry verticals including legal, real estate, mortgage, education and construction.
Shape offers team collaboration tools that facilitate project information sharing within and across departments. It offers a centralized repository to store all documents, contacts and accounts in one place that is accessible by users according to their roles and permission levels.
Shape also offers a customizable BI dashboard that helps to keep track of the department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, logging and recording, task scheduling and integration with Outlook and Gmail.
Shape is available on a per user per month subscription and offers customer support via an online knowledgebase, phone and email.