Supported Operating System(s):Mac OS, Web browser (OS agnostic), Windows 10
Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.
Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.
Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. ...
1 Reviews of Shape
4.00 / 5 stars
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Christopher from Crosson Agency
Company Size: 11-50 employees
Time Used: Less than 6 months
A user friendly CRM with lots of features and Cutomization.
A nice cloud based CRM that is very flexible to many business models. Easy to automate tasks that are done daily. Easily accessible from your mobile phone as well.
No much that is bad to say about this software. It is packed with alot of features so figuring out the best way to use it for your business can take some time.