Last Updated Aug 6, 2025
Overview
Shape Software is designed to help businesses automate workflows and manage operations efficiently. While it may not be useful for very small teams, its features help simplify processes and improve productivity, making it a solid choice for mid to large-sized businesses.
Overall Rating
Based on 23 users reviews
4.6
Rating Distribution
Positive
87%
Neutral
13%
Negative
0%
Starting Price
Custom
Shape Software Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Shape Software?
Shape Software is a cloud-based CRM tool that helps businesses automate workflows and manage customer relationships more effectively. Shape software features like lead management, communication tools, and automation help enhance daily operations with ease. Its easy-to-use platform offers powerful solutions for growing companies that require an intuitive and powerful tool to increase productivity, enhance customer engagement, and optimize overall business efficiency.
Shape Software Pricing
Shape Software offers the following pricing plans:
- Shape Professional: Designed for startups and small teams; includes CRM, automation, and basic communication tools
- Shape Engage: Ideal for growing businesses; adds AI lead scoring and unlimited calling
- Shape Complete: Tailored for large organizations; offers advanced features and services
Shape Software Integrations
The Shape Software supports integration with multiple systems and platforms, such as:
Who Is Shape Software For?
Shape Software is ideal for a wide range of industries and sectors, including:
- Real Estate
- Healthcare
- Finance
Is Shape Software Right For You?
Shape Software is ideal for businesses looking to enhance productivity. This CRM solution excels in automating workflows, improving customer engagement, and organizing operations, especially for industries like real estate, healthcare, and finance. Shape Software features such as lead management and integration capabilities make it perfect for businesses looking to increase operational efficiency.
Still unsure if Shape Software is the right fit for your business? Connect with our customer support staff at (661) 384-7070 for further guidance.
Shape Software Features
Email Automation enables businesses to create and send personalized email campaigns automatically. It ensures timely communication with customers, sending welcome messages, promotions, or follow-ups based on actions or time intervals, saving time.
Shape Software’s Built-in Calling feature allows businesses to make and receive calls directly within the platform. Calls are automatically logged, streamlining customer interaction tracking and enhancing call management efficiency.
Bi-Directional Texting enables businesses to send and receive text messages with customers directly from the platform. Real-time chatting enhances customer service and engagement, allowing replies without switching between messaging platforms.
Shape Software’s customer portal provides a self-service platform where customers can access account information, view purchase history, and track orders. This enhances satisfaction by enabling independent access and reducing support needs.
A.I. Lead Scoring leverages artificial intelligence to prioritize leads by analyzing customer data and behavior, assigning scores based on conversion likelihood. This helps sales teams focus on the most promising leads, boosting conversion rates.
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